Back
“Two NVIDIA next-gen rack products just got knocked out, Kyber delayed to 2028 and NVL72x2 cancelled, stranding Rubin Ultra with limited scale-up options and a narrower competitive moat than investors priced in.”
Source
SemiAnalysisX“This is very bullish for $CRDO .
By the way, ma…”span
“MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028.”
Performance
Entry$195.63
Current$194.83
Since call+0.41%
Confidence72%
How this was scored
Entry$195.63Jul 6, 2026 · 00:36 UTC · paste.trade
Current$207.71Jul 15, 2026 · 17:07 UTC · Finnhub
Horizon2028parsed as year-2028
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.