Selective Reporting on NVIDIA: Kyber Delay Hyped, Strong Fundamentals Ignored
firstadopter · x · 2026-07-08
The author criticized the current distorted media landscape: SemiAnalysis published a highly positive analysis of NVIDIA's "strong second-half ramp-up" fundamentals, yet no mainstream financial media covered it. Conversely, potential server/chip (Kyber) delays were widely circulated. The author also noted that just a day earlier, almost none of these writers even knew what Kyber was.
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