· Event impact
Nvidia Demand-to-Supply Ratio Hits 12-to-1 per Dan Ives
Type: supply_chainConfidence: 0.8Verified: keep
Transmission path
Supply-chain bottlenecks acting as a revenue ceiling but maintaining pricing power.
Market mechanism
Supply-chain bottlenecks acting as a revenue ceiling but maintaining pricing power.
Extended read
Despite a modest 2% YTD return, Nvidia's fundamental demand remains extreme. The 12-to-1 ratio cited by Wedbush's Dan Ives suggests that the company is selling every chip it can produce. The focus for the Aug 26 earnings will be on whether supply improvements allow for a guidance raise above the current 90% range.
Exposed assets
NVDA
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