Why? The "Invisible" demand: While the bears talk about the Capex fatigue, Meta, Microsoft & Google are currently in an AI race where the cost of NOT buying Blackwell chips, is far higher than the price of the chips themselves.
Since beating expectations is now the baseline, the direction will be determined by guidance, not just results.
If Jensen Huang confirms that Blackwell Ultra shipments are exceeding the already massive demand, the 2nd leg of AI bull market begins.
Wall Street expects USD 71.1 billion in revenue for next quarter. If NVIDIA guides towards USD 74 billion+, the stock may shatter the USD 195 resistance & aim for all time high.
I expect Fireworks from NVIDIA today.
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