$NVIDIA(NVDA)$ What’s up now??

What’s up now??

• Next earnings on 27 Aug. Expect fireworks if data-center momentum holds.

• Partners keep shouting demand. Foxconn just said AI servers were 41% of Q2 sales and guided huge growth. Nvidia also refuted new delay rumors on its Rubin lineup.

• It already touched a 4T market cap last month. That narrative alone pulls eyeballs.

My take:

If supply is still the bottleneck, guide could beat. Watch any color on China curbs and Blackwell ramps.

What you guys think? Bull or bear into 27 Aug and why?

Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180. This time, the earnings aren’t actually bad — the recent surge just front-loaded the gains. 1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? 2. What’s your choice — is it ever too late to buy Nvidia? 3. How will AVGO affect Nvidia stock price?

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