I posted NVDA earning expectation and what wall street is looking for on the upside to move this stock to 160. If we dont have that this quarter, that would a great opportunity to buy again at 120-130.
The key to trade NVDA has nothing to do how they do this quarter, but rather, can NVDA make close to 190B revenue with blackwell and maintain gross margin at mid 70s in 2025. If they can do this, stock will eventually rally past 160, if not, the entire semi sector will have a 50% hair cut at some point
