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Market Impact: 0.2
Nvidia Just Proved It Doesn't Need China Anymore
Source: Nasdaq
Consumer Demand & RetailTrade Policy & Supply ChainCompany Fundamentals
Management indicated that demand could support >70% growth, but warned that bottlenecks in supply of critical components likely constrain the pace, making the full >70% target more difficult to achieve. The update suggests upside from demand, tempered by near-term supply-chain limitations.
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