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Stockreport

Short-seller Andrew Left thinks Amazon just showed that it's the biggest threat to Nvidia's chip dominance [Business Insider]

NVIDIA Corporation (NVDA)  More Company Research Source: Business Insider
Last nvidia corporation earnings: 2/13 04:20 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
The short-seller, who said he's long Amazon, sees a trillion-dollar business forming within Amazon. We're unable to load that answer right now. Please try again. It's been a while since Andrew Left was shorting Nvidia , but he still thinks the company might be in trouble. The short-seller flagged Andy Jassy's 2025 letter to shareholders, in which the Amazon CEO highlighted the company's ambitious AI expansion plans, claiming they will change the economics of the AWS platform. His statement included a prediction that customers will start to shift away from AI chips built by Nvidia. "We have a strong partnership with NVIDIA, will always have customers who choose to run NVIDIA, and we will continue to make AWS the best place to run NVIDIA," Jassy wrote. "However, customers want better price-performance." Left, who years ago had flagged Nvidia as a likely candidate to dominate the AI market, made it clear that he agrees with Jassy that a shift is coming. In an X post posted by [Read more]
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Stockreport

Short-seller Andrew Left thinks Amazon just showed that it's the biggest threat to Nvidia's chip dominance [Business Insider]

NVIDIA Corporation  (NVDA) 
More Company Research Source: Business Insider
Last nvidia corporation earnings: 2/13 04:20 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
The short-seller, who said he's long Amazon, sees a trillion-dollar business forming within Amazon. We're unable to load that answer right now. Please try again. It's been a while since Andrew Left was shorting Nvidia , but he still thinks the company might be in trouble. The short-seller flagged Andy Jassy's 2025 letter to shareholders, in which the Amazon CEO highlighted the company's ambitious AI expansion plans, claiming they will change the economics of the AWS platform. His statement included a prediction that customers will start to shift away from AI chips built by Nvidia. "We have a strong partnership with NVIDIA, will always have customers who choose to run NVIDIA, and we will continue to make AWS the best place to run NVIDIA," Jassy wrote. "However, customers want better price-performance." Left, who years ago had flagged Nvidia as a likely candidate to dominate the AI market, made it clear that he agrees with Jassy that a shift is coming. In an X post posted by [Read more]
IMPACT SNAPSHOT
EVENT TIME:
NVDA
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS