Nvidia Stock Offers 'Buying Opportunity' Below $100 - Supplier Woes Suggest Caution, Says Analyst
1. Nvidia faces supplier delays impacting GB200 rollout. Guidance has been lowered. 2. SMCI delays Blackwell GPUs; DLC target shifts to early 2026. Q1 shipments are missing. 3. Vertiv and related suppliers push key volume deployments back. Growth expectations are weakened. 4. NVDA technicals show fading momentum near the 50-day MA. RSI hovers around 50. 5. Earnings report looms amid supplier concerns. Volatility and potential buying opportunities are noted.