---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000489402.md"
description: "Kress says they’ve secured inventory to meet Data Center demand for the next several quarters.My take: The stock dipped by 1% on the news. Ironically, operating outside of supply-demand equilibrium is often better for the stock; it allows investors to "dream" of what results would have been without constraints. $NVIDIA(NVDA.US)Source: Gene Munster"
datetime: "2026-02-25T22:27:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000489402.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000489402.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000489402.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# Kress says they’ve secured inventory to meet Data …


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**