The catalyst
What Is Going On With Nvidia Stock on Wednesday?
The thesis
Nvidia shares rose over 1% to $209 premarket as resilient AI infrastructure demand and tight TSMC manufacturing capacity outweighed near-term export constraints.
AI demand is ripping while chip supply stays tight—classic GPU squeeze setup.
Cleared the 75 line by 7.
What Is Going On With Nvidia Stock on Wednesday?
Nvidia shares rose over 1% to $209 premarket as resilient AI infrastructure demand and tight TSMC manufacturing capacity outweighed near-term export constraints.