"Nothing's Going to Kill Nvidia," Competition to Impact NVDA Margins
Schwab Network · Schwab Network
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Show Notes
Ahead of CES 2026, Frances Newton talks about what Nvidia (NVDA) can do to further establish dominance in the AI chipmaking industry. While rising competition is something she believes will hit margins, she makes the case that "nothing's going to kill Nvidia" with persistent supply constraints. George Tsilis offers an example options trade for the Mag 7 leader.
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