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NVIDIA hits $5.5 trillion market cap; supply chain bottlenecks questioned

NVIDIA officially became the first company in history to reach a $5.5 trillion market capitalization, driven by Jensen Huang's inclusion in Trump's Beijing delegation and optimism over AI infrastructure capex. However, market observers are questioning whether the company can sustain growth as advanced packaging, materials, and substrate suppliers struggle to keep pace with demand.

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Rocky take

NVIDIA hits $5.5 trillion market cap; supply chain bottlenecks questioned has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.

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