Defends Nvidia against bearish failure-rate claims by citing Meta data and Chinese demand for older chips.
NVDA — LONG The author disputes bearish claims about Nvidia server failure rates, noting the cited Meta paper reports less than 1% total downtime with no effect on outcomes. They add that China would happily buy older Nvidia chips, supporting demand. This rebuts a bearish thesis and implies a bullish view on Nvidia.
The meta paper itself states it resulted in less than 1% downtime, total, which had no effect on outcome.
This Reddit post, published January 12, 2026, features u/ExpensiveView7140 discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/ExpensiveView7140 · Tickers: NVDA