Possible scenario
Material Fails Tradeoff
15% Chance
The resin does not meet Nvidia's reliability, electrical, or manufacturability targets at acceptable cost. Rubin Ultra production continues, but PCB yields remain a constraint for longer than expected.
Secondary impacts
- Technology -0.6%
Tickers
- NVDA-3.6%
- SMCI-2.3%
- ROG-1.6%
Portfolio impact
S&P 500-0.5%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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