Seaport Reiterates Nvidia Sell Rating, Flags $250 Billion in Commitments

Enna Lee

1 min read

Add as a preferred source on Google

Seaport Reiterates Nvidia Sell Rating, Flags $250 Billion in Commitments

Competition and data-center construction constraints were also concerns.

By Enna Lee

Published Oct 23, 2026, 9:39 PM EDT

A skeletal data center frame rises beneath a crane at dawn / TokenPost.ai

Seaport Research Partners analyst Jay Goldberg reiterated the firm’s Sell rating on Nvidia, identifying $250 billion in commitments as one of several concerns alongside competition and data-center buildout constraints.

Enna Lee

Reporter

Enna Lee reports on investing and digital-asset markets for TokenPost. Send corrections or tips to info@tokenpost.com.