Parkev Tatevosian, CFA on $NVDA (Nov 7, 2026)
Nvidia is among data-center component suppliers whose sales may be spread over a longer period rather than lost, and it has used circular financing, including taking equity from less-capitalized neoclouds in exchange for GPUs. The speaker already thought Nvidia very cheap and says it is cheaper today; he is eager for its quarterly report and CEO Jensen Huang's comments on these developments.
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This includes companies such as NVIDIA, AMD, Intel, Micron, SK Hynix, and others. Therefore, these companies that supply components for data centers will not achieve all their sales in a short period of time.
The same amount of sales may be achieved in the end, but these sales will be spread over a longer period of time instead of being concentrated in a short time.
You have heard about the circular financing arrangements that Nvidia, AMD and others have entered into because the constraints were already in place.
And of course, you had less capitalized companies like Neo Clouds, CoreWeave, Nebius, IREN, and others, which were increasingly entering into this type of arrangement where Nvidia was giving some of them its components (graphics processing units), and instead of those companies paying Nvidia in cash, they were giving it shares in their companies’ stock.
Companies like Nvidia and Micron, which I previously thought were very cheap, are cheaper today, This and all these developments make me even more excited to wait for Nvidia’s quarterly financial report.
I am very eager to hear what Jensen Huang, CEO of Nvidia, has to say about all of this.
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Parkev Tatevosian, CFA has 25 calls on this stock; only the adjacent ones are shown.