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Bank of America analysts model Nvidia trading at a potential 50% discount relative to current levels amid escalating AI infrastructure risk factors.

A high-profile bear case from a major Wall Street firm could trigger institutional rebalancing and pressure GPU pricing power if hyperscalers delay orders or shift to custom silicon.
NewswireSlicast · August 18, 2026 at 14:52 UTC · US · Source: Bloomberg
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Bank of America analysts model Nvidia trading… · Slicast