There has been significant hype around Blackwell, with Jensen Huang describing demand as "incredible" and "insane." SMCI and Foxconn echoed these sentiments, calling demand "unbelievable." However, no one has provided any concrete numbers to back these claims. Furthermore, Blackwell's delivery is delayed, most likely not happening this year but in 2025. There may also be potential manufacturing and maintenance issues, such as cooling, leaks, and packaging problems. It seems that these companies are working hard to keep attention on Blackwell to prop up stock prices. In my view, this could be a sign that insiders are preparing to sell their shares soon.
There has been significant hype around Blackwell, with Jensen Huang describing demand as "incredible" and "insane." SMCI and Foxconn echoed these sentiments, calling demand "unbelievable." However, no one has provided any concrete numbers to back these claims. Furthermore, Blackwell's delivery is delayed, most likely not happening this year but in 2025. There may also be potential manufacturing and maintenance issues, such as cooling, leaks, and packaging problems. It seems that these companies are working hard to keep attention on Blackwell to prop up stock prices. In my view, this could be a sign that insiders are preparing to sell their shares soon.