JimmyHua
04-29

$NVIDIA(NVDA)$

The headlines sound exciting — Nvidia (NVDA) ramping up U.S. investment after a White House invite — but don’t ignore the risks under the surface.

  • Higher Costs: Building and operating in the U.S. is significantly more expensive than in Asia. Margins could take a hit.

  • Execution Challenges: Talent shortages, regulatory red tape, and supply chain bottlenecks in the U.S. could slow Nvidia’s ambitions.

  • Political Overhang: Closer government ties could also mean closer scrutiny — think antitrust pressures or export restrictions.

In short: While the optics are positive, investors should stay grounded. A bigger U.S. footprint could weigh on Nvidia's profitability before it boosts it.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment