Intelligence Feed event · Equity · 2026-08-03

    Nvidia Demand-to-Supply Ratio Hits 12-to-1 per Dan Ives

    Question

    Nvidia Demand-to-Supply Ratio Hits 12-to-1 per Dan Ives

    Direct answer

    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.

    Original publisher
    Market Ontology
    Evidence through
    2026-08-03
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Nvidia Demand-to-Supply Ratio Hits 12-to-1 per Dan Ives”, revision 1, evidence through 2026-08-03. https://marketontology.com/market-events/2026-08-03/nvidia-demand-to-supply-ratio-hits-12-to-1-per-dan-ives-05ea34

    EQUITY
    Nvidia Demand-to-Supply Ratio Hits 12-to-1 per Dan Ives
    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.
    NVDA
    Impact
    78
    AUG 3
    SIG
    80%
    NVDA
    Nvidia Demand-to-Supply Ratio Hits 12-to-1 per Dan Ives
    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.
    → Supply-chain bottlenecks acting as a revenue ceiling but maintaining pricing power.
    Impact
    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.
    Affected
    NVDA
    Transmission
    Supply-chain bottlenecks acting as a revenue ceiling but maintaining pricing power.

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    NVDAWatch206.64 2026-08-03+2.56%+5.28%+6.84%

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    No verifiable public source recorded for this card.

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