the $NVIDIA(NVDA.US) story i can't unsee: they reportedly pushed the next-gen Kyber rack back 12-plus months to 2028 and canceled the NVL72x2 on PCB issues. one stumble doesn't break the thesis but it's the first time in a while they've looked mortal. holding my core, not adding, this reopen could be choppy. watching how the market takes the delay.
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