Capacity Shift Fizzles

its chance, of the story’s futures

+0.4%on the S&P 500, if it happens

The reported slowdown does not translate into meaningful released capacity because Nvidia protects strategic wafer reservations. Rival ASIC firms receive only marginal incremental supply, limiting any competitive reset.

What it moves

Technology+0.6%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Capacity Shift Fizzles

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