$IBM and $CRDO Are Crashing the $NVDA Party — And the Crowd Is Going Wild
While NVDA soaks up the GTC spotlight, the social buzz is quietly building around its ecosystem partners and a scrappy semiconductor name getting scooped up during the dip
Ticker Ratings
Let's be honest: $NVDA announcing $1 trillion in projected Blackwell and Vera Rubin revenue through 2027 — double its prior $500B forecast — was the financial equivalent of Jensen Huang walking onto stage and simply saying 'you're welcome.' YouTube finance is practically in tears. Wedbush's Dan Ives went on CNBC and said NVDA is '2-3 years ahead of every competitor' with a demand-to-supply ratio of 12-to-1. Reddit's r/stocks is still arguing about whether the $1T number is real or just timeline math. (It's a bit of both — the extension to end of 2027 matters.)
But here's what's slipping through the cracks: $IBM popped ~2.4% on the back of its expanded Nvidia partnership announced at GTC, and almost nobody on X is talking about it. Meanwhile, Seeking Alpha's quant crowd is loudly pounding the table on $CRDO (Credo Technology), which got scooped up during a 14-20% intraday flush — with its valuation grade improving from F to B over six months as the stock fell. Classic 'the price went down so it must be bad' retail energy.
With 60% of NVDA's $1T pipeline tied to hyperscalers and the other 40% flowing to enterprises, sovereign AI buildouts, and telecom (hi, T-Mobile's 6G push), the ecosystem trade is very much alive — the main character is just hogging all the airtime.