Dan Ives: NVIDIA Is About to GetABSURD

Описание: Wall Street is questioning AI returns — but Dan Ives sees something very different. In this must-watch breakdown, we dive into Nvidia’s role at the center of exploding AI capex, rising hyperscaler spending, and shifting analyst price targets. As fears around ROI, software disruption, and AI misallocation grow louder, Dan Ives explains why NVIDIA may be entering its most important inflection point yet.

Is Nvidia being mispriced by the market — or is risk finally catching up?

Watch closely before the next major move.

00:00 – Why AI fears are shaking tech stocks
01:12 – Dan Ives on Nvidia’s AI inflection moment
02:45 – Hyperscaler capex jumps change the narrative
04:10 – Nvidia vs custom chips: real risks explained
05:38 – Analyst price targets and market mispricing
07:05 – Bull vs Bear case: what investors are missing
08:30 – Final verdict: Nvidia’s next major catalyst


#nvidia #danives #nvda #ai #stocks #wallstreet #semiconductors #investing #earnings


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