Any Nvidia Dip Should Be Bought: I/O Fund’s Kindig

NVIDIA's Market Position and Growth - NVIDIA faces a potential couple billion dollar impact related to China, but any dip in stock price should be bought [1][2] - The market has never seen a product like NVIDIA's GPUs, with Blackwell and Black Ultra generations simultaneously preparing to ramp [2][3] - A year ago, analysis predicted a $50 billion datacenter segment by the end of the year, and with half the year through, it's already at $41-42 billion, making the $50 billion target highly likely [5] - The data center segment could reach $200 billion in the next couple of quarters, potentially leading to a $6 trillion market cap off Blackwell and Black Ultra [7] - Potential for another 100% growth between now and the close of fiscal year 2027, not even considering Rubin [8] Demand and Supply Dynamics - The issue NVIDIA faces is not a demand issue, but primarily a supply issue [3] - Strong appetite and sales are observed for the latest Blackwell architecture [4] - Analysts are underestimating both NVIDIA's estimates and CapEx estimates [6] Energy and Infrastructure Considerations - The constraint for NVIDIA will become the power side, which needs to be resolved between Blackwell and Rubin [11] - Diversification within the energy area is a great way to position for Rubin, which will push the upper limit of what the grid is capable of today [9] - Blackwell and Black Ultra are nudging the power supply deals, while Rubin will require it, suggesting a need for energy exposure in the next 1-2 years [13]