Morning Bid: Nvidia chief to Asia: 'We're still supply constrained' - Reuters
1 min readAnalysis by AlgoThesis Editorial Desk
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The story
Nvidia CEO Jensen Huang told Asia that the company remains supply constrained, reinforcing that demand for AI compute continues to outpace production capacity. This supply constraint narrative keeps pricing power intact and supports both NVDA and adjacent beneficiaries like MRVL, but insider selling and already-crowded SB consensus cap the upside case.
The two-sided take
The house read
Wrong ifMRVL's 29% single-day gap could see rapid mean-reversion if broader risk-off continues (BTC/crypto selling already pressuring sentiment); Jensen's endorsement fades fast if MRVL's next earnings don't validate the AI revenue ramp.
Published read · research, not advice