According to @StockMarketNerd, a shrinking GPU performance gap weakens the leader’s pricing power and makes sky‑high margins more fragile, raising the risk of gross margin compression once supply and demand normalize, source: @StockMarketNerd on X, Dec 1, 2025. According to @StockMarketNerd, near-term scarcity likely sustains elevated margins, but as balance returns, lower-priced rivals covering subsets of workloads can pressure average selling prices and mix, which traders should model into forward estimates, source: @StockMarketNerd on X, Dec 1, 2025. According to @StockMarketNerd, positioning should focus on monitoring GPU availability inflections and competitive pricing as catalysts for AI-equity rerating and for sentiment shifts in AI-compute-linked crypto narratives, source: @StockMarketNerd on X, Dec 1, 2025.