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22:00
Nov 19 ◎
Colette Kress CFO, NVIDIA Corporation NVDA Q3 FY26 call
China demand is absent from NVIDIA's forecast, creating a significant revenue and market share opportunity for Chinese competitors and a loss for domestic players. — NVIDIA's absence from China's data center market (due to export controls) hands opportunities to domestic Chinese accelerators and alternative suppliers.
SMCI
MED

About SMCI Analyst Coverage

Buzzberg tracks SMCI (Super Micro Computer) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Colette Kress.