(https://www.marketwatch.com/story/elon-musk-addresses-memory-chip-stock-concerns-with-one-simple-observation-df134d47?mod=mw_rss_topstories) what the market won't price in yet: data center memory demand is cooling relative to build-out capacity. NVDA's most recent quarter posted in revenue with net margins, but those margins exist because HBM pricing is still elevated.

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