Ben Pouladian(@benitoz):Wow, didn’t expect my Sunday to go like this. There’s a lot of hysteria on X right now. Stacy Rasgon @Srasgon has covered NVIDIA for years and understands the company. He’s a voice of reason amid a lot of armchair commentary from people who don’t. In his new note from today, “NVIDIA: Stirring the (honey)pot?”, he says the situation could create political and regulatory noise, and the overhang may stick around. But he doesn’t expect it to materially change demand for NVIDIA’s products. A headline can create uncertainty without changing what customers are buying or the long-term demand for compute. Bernstein maintained its Outperform rating and $400 price target.

2026.11.09 00:19

Wow, didn’t expect my Sunday to go like this. There’s a lot of hysteria on X right now. Stacy Rasgon @Srasgon has covered NVIDIA for years and understands the company. He’s a voice of reason amid a lot of armchair commentary from people who don’t. In his new note from today, “NVIDIA: Stirring the (honey)pot?”, he says the situation could create political and regulatory noise, and the overhang may stick around. But he doesn’t expect it to materially change demand for NVIDIA’s products. A headline can create uncertainty without changing what customers are buying or the long-term demand for compute. Bernstein maintained its Outperform rating and $400 price target.

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