Góðar GPU fréttir, eftirspurn farandi minnkandi
Sent: Mið 29. Sep 2021 09:01
Nvidia: The Imminent Ethereum 2.0 Risk
Sep. 28, 2021 4:44 PM ETNVIDIA Corporation (NVDA)ETH-USD64 Comments11 Likes
https://seekingalpha.com/article/445755 ... m-2-0-risk
" Summary
In 2018, NVDA got punished because of a drop in GPU demand as a result of a cryptocurrency crash.
Now, in the near term, NVDA again faces a potential drop in GPU demand.
This drop in GPU demand will happen even without a cryptocurrency crash.
Looking for a helping hand in the market? Members of Idea Generator get exclusive ideas and guidance to navigate any climate. Learn More »
Cryptocurrency
Ruslan Fazlulov/iStock Editorial via Getty Images
There's a potential near-term risk emerging for Nvidia (NVDA). This risk is tied to Ethereum (ETH-USD) and is likely to materialize in a few months at best.
,,,,
... The Ethereum 2.0 Merge, set for early 2022, will create a sudden destruction of demand for GPUs which will likely be felt by Nvidia.
This is both a real risk for Nvidia’s fundamentals and also a potential bearish thesis which will gain strength into December 2021 / early 2022, as the event draws nearer.
Idea Generator is my subscription service. It's based on a unique philosophy (predicting the predictable) and seeks opportunities wherever they might be found, by taking into account both valuation (deeply undervalued situations) and a favorable thesis.
Idea Generator has beaten the S&P 500 by around 13% since inception (in May 2015). There is a no-risk, free, 14-day trial available for those wanting to check out the service.
Sep. 28, 2021 4:44 PM ETNVIDIA Corporation (NVDA)ETH-USD64 Comments11 Likes
https://seekingalpha.com/article/445755 ... m-2-0-risk
" Summary
In 2018, NVDA got punished because of a drop in GPU demand as a result of a cryptocurrency crash.
Now, in the near term, NVDA again faces a potential drop in GPU demand.
This drop in GPU demand will happen even without a cryptocurrency crash.
Looking for a helping hand in the market? Members of Idea Generator get exclusive ideas and guidance to navigate any climate. Learn More »
Cryptocurrency
Ruslan Fazlulov/iStock Editorial via Getty Images
There's a potential near-term risk emerging for Nvidia (NVDA). This risk is tied to Ethereum (ETH-USD) and is likely to materialize in a few months at best.
,,,,
... The Ethereum 2.0 Merge, set for early 2022, will create a sudden destruction of demand for GPUs which will likely be felt by Nvidia.
This is both a real risk for Nvidia’s fundamentals and also a potential bearish thesis which will gain strength into December 2021 / early 2022, as the event draws nearer.
Idea Generator is my subscription service. It's based on a unique philosophy (predicting the predictable) and seeks opportunities wherever they might be found, by taking into account both valuation (deeply undervalued situations) and a favorable thesis.
Idea Generator has beaten the S&P 500 by around 13% since inception (in May 2015). There is a no-risk, free, 14-day trial available for those wanting to check out the service.
