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Analyst Ming-Chi Kuo has identified Vishay Intertechnology ($VSH) as a significant beneficiary of Nvidia's ($NVDA) AI server and RTX 50 series supply chain. Kuo's analysis highlights Vishay's 3.0 strategy, which is expected to drive robust growth starting in 2025. This comes amid a broader context where 15 stocks, including Nvidia and Palantir, have seen rising sales estimates this earnings season, indicating a positive trend for these companies in the current market environment.
$NVDA stock just feeling meh for it. Such a great company but there are just too many darned shares of it. 25 billion to be precise. And they said Palantir was too many at 2 billion lol! So to move NVDA an inch, I pick phone and say buy 1 billion NVDA shares 😂 It’s tough.
$VSH $NVDA Vishay is 'hidden' winner in Nvidia's AI servers supply chain, says Ming-Chi Kuo
Analyst Ming-Chi Kuo highlights Vishay $VSH as a major beneficiary of $NVDA's AI servers and RTX 50 supply chain. https://t.co/y0DdVGn0Ws