2 ms·
NVDA is ~6% of the S&P depending on the day, so when it corrects we'll likely see a down day, but I'm not sure it has the ability to really spread contagion. Gi
by matwood 2y ago
NVDA is ~6% of the S&P depending on the day, so when it corrects we'll likely see a down day, but I'm not sure it has the ability to really spread contagion. Given that such a large percentage of NVDAs revenue comes from a few big providers, the first question would be are they doing poorly or have the simply capped on GPU need for a myriad of reasons.