"Shares of Nvidia ( NASDAQ:NVDA) slipped .5% today, coinciding with a noticeable shift in retail investor sentiment on platforms like Reddit and X from bullish to almost perfectly neutral. The company's sentiment score dropped from 64/100 to 53/100 over a 12-hour window ending December 9, crossing into neutral territory for the first time in weeks. The shift comes despite Nvidia reporting stellar Q3 results on November 19, with revenue hitting $57.0B (up 62.5% YoY) and data center sales reaching $51.2B (up 66% YoY)."
"The bearish tone driving sentiment lower centers on Jensen Huang's warnings about China's AI capabilities. A viral post on r/StockMarket, garnering 1,826 upvotes and 526 comments, synthesized Huang's concerns into a stark competitive assessment. Top comments reveal investor anxiety, with one user noting: " The US is losing its edge in AI infrastructure. China's building data centers faster than we can approve permits." Another commenter warned: " If we don't wake up, we'll be buying Chinese AI chips in 5 years instead of selling them ours.""
Nvidia's retail investor sentiment fell sharply from 64/100 to 53/100 within 12 hours, coinciding with a 0.5% stock decline. The sentiment shift occurred despite strong Q3 results, including $57.0B revenue and $51.2B in data center sales. Investor anxiety centers on competitive threats from Google's TPU sale and China's rapid AI infrastructure buildout. Social platforms amplified concerns through viral posts quoting CEO warnings about China's AI capabilities and fears of losing technological leadership. Key risk factors include China's greater energy capacity, faster infrastructure deployment, and open-source AI momentum threatening Nvidia's pricing power and margins.
Read at 24/7 Wall St.
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