NVDA
Nvidia Deep Dive: Blackwell Peak Pricing, Rubin on Deck, and the ASIC Siege — What Changes Before the May 20 Earnings
Nvidia's Q1 FY27 earnings on May 20 aren't just a beat-or-miss on the $78B guide — they mark the first time markets must reprice Rubin while Blackwell enters peak valuation territory. Four converging pressures: custom ASIC penetration, China delivery limbo, customer concentration risk,…
