Nvidia is very explicitly telling short-tempered

, Nvidia is very explicitly telling short-tempered people that they are picking "steam packs." Jensen Huang's "full steam" remark is just a public statement to the market, "We're going to keep running, you guys just suck your fingers."

The Meaning and Analysis of Jensen Hwang's Speech

1. Expand Blackwell production and increase shipments:
•The "more Blackwell shipments than estimates" mentioned by Jensen Huang suggests Nvidia has overcome supply chain challenges or secured overproduction capacity.
•It's not just a boon, it's a declaration that "we don't intend to stop" for the shortworms.
2. Overdemand and AI Market Monopoly:
•The statement that "demand exceeds supply" confirms once again that Nvidia has a near monopoly on the AI chip market.
•The question arises here: how long will the excess demand last?
•If competitors catch up, this "full steam" strategy has the potential to be a boomerang for Nvidia.
3. Generative AI and Physical AI:
•What Jensen Huang called "the beginning of the era of Generative AI and physical AI" is not just a vision presentation, but a declaration to lead the AI market as a whole.
•However, the return on investment (ROI) is not yet clear for physical AI, namely robotics and autonomous driving.
•In other words, the risks of AI bubbles still exist.

Short-term strategy from the perspective of short-term and long-term

1.To the Shortcutters:
•X Foot, you have to be prepared to short Nvidia right now.
•News of increased production and increased shipments are likely to have a positive effect on stock prices in the near term.
•However, Blackwell's fever issues and competitor's checks may act as variables, so it is necessary to respond with a short position while closely monitoring the situation.
2. Dear Longchungs:
•Jensen Huang's confidence shows faith in the future of the AI chip market.
•In the short term, stock prices are likely to rise, but in the mid to long term, market competition and technology risks should be noted.
•Keep an eye out for excessively high valuations while continuing to monitor NVIDIA's cash flow and supply chain conditions.

What's Unique: Nvidia's Exclusive Location

•Fatal market risk:
While it's good for Nvidia to run on "full steam," the market as a whole is over-reliant on Nvidia has the potential to increase regulatory risk.
•Shares are likely to falter sharply if global regulators go into an investigation into the monopoly.

Conclusion: Jensen Huang's Threat and Mayor's Choice

Through this remark, Jensen Huang declared the throne of the AI chip market, and sent a message to the short-tempered, "X-shot, bring a better reason to fight."
However, a sobering reality check on the AI bubble will be needed for all this confidence not to end up as excessive bravado.

To say another thing:

Jensen Huang, your "full steam" strategy, good. But don't forget that if it gets too overheated, it crashes without a brake. The market is ready to turn its back on you in an instant, even as you praise it.
Learned AI.