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67/100 Bearish 25.08.2026 · 13:41 Finrend AI ⏱ 1 dk 👁 52 TR

Yorkville CEO: Watch 3 AI Bottlenecks Ahead of Nvidia Earnings

The CEO of Yorkville Capital has highlighted three critical bottlenecks in the artificial intelligence sector ahead of Nvidia's upcoming earnings report. These bottlenecks could impact the growth of AI infrastructure and, consequently, Nvidia's performance. The CEO specifically underscored potential constraints in areas such as chip supply chains, energy consumption, and data center capacity. As the first bottleneck, attention was drawn to capacity limitations in the production of advanced AI chips. If production lines cannot keep up with high demand, it could limit Nvidia's sales and growth rate. Secondly, the massive energy requirements for training and running AI models could increase operational costs and raise sustainability concerns. The third bottleneck relates to the physical infrastructure and cooling systems of data centers. Increasing computational power could strain the capacity of existing data centers and necessitate new investments. This could affect the spending plans of Nvidia's customers and, consequently, the company's revenue projections. The CEO stated that these bottlenecks could reflect on Nvidia's earnings in the short term, but the long-term growth potential of the AI sector remains intact. He emphasized that investors should closely monitor how Nvidia manages these challenges and its supply chain strategies. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▼ down · 60%

The headline highlights AI bottlenecks ahead of Nvidia's earnings, which could create a cautious mood among investors. Technical indicators also point to weakness; RSI is near the oversold zone at 42, MACD is negative and below the signal line. The price is trading below the 20- and 50-day moving averages, having lost 3.5% in the last 24 hours. In the short term, selling pressure is likely to persist, but since the asset has not entered oversold territory, the decline may remain limited.

RSI 14
42.2
MACD
-2.52
24h Δ
-3.49%

📊 AMD — Piyasa Yorumu

■ neutral · 55%

The headline highlights AI bottlenecks ahead of Nvidia's earnings, which could lead to a cautious wait-and-see stance among AI stocks such as AMD. On the technical indicators, the RSI at 56 is in neutral territory, while the MACD is negative but approaching its signal line, suggesting a weak recovery signal. The price is above the SMA20 but below the SMA50, increasing the likelihood of short-term sideways movement. The 1.4% gain over the last 24 hours reflects limited momentum, leaving the direction unclear. In the near term, rather than expecting a major move, volatility may persist until Nvidia's earnings release.

RSI 14
56.0
MACD
-2.75
24h Δ
1.42%

📊 TSM — Piyasa Yorumu

■ neutral · 55%

The headline highlights AI bottlenecks ahead of Nvidia's earnings, which could create a cautious tone across the sector. TSM's technical indicators are sending mixed signals: RSI is in neutral territory, while MACD is negative but approaching its signal line. The price sits just above the SMA20 and slightly below the SMA50, indicating a short-term balance. Although mild upward momentum has been maintained over the past 24 hours, it is difficult to establish a clear direction ahead of Nvidia's earnings. Therefore, a sideways movement is expected in the near term.

RSI 14
52.5
MACD
-1.38
24h Δ
0.87%

📊 AVGO — Piyasa Yorumu

▼ down · 60%

The headline highlights bottlenecks in the AI sector ahead of Nvidia's earnings, which could create a cautious tone for AI-related stocks such as AVGO. Technical indicators already present a weak outlook: RSI is near oversold territory at 30.4, MACD is negative, and the price is below both the 20-day and 50-day moving averages. The 1.4% decline over the last 24 hours indicates continued short-term selling pressure. However, while the low RSI suggests a possible rebound, the downward momentum makes a continued decline more likely within the next 1-3 days. Therefore, the direction is bearish, but the confidence level is maintained at moderate.

RSI 14
30.4
MACD
-4.36
24h Δ
-1.43%
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