My stock in focus today will be $NVIDIA(NVDA)$
What stands out to me is that Nvidia still appears to have significant earnings momentum. Bank of America expects another $2B–$4B revenue beat versus Wall Street expectations, while also projecting Nvidia can maintain around 70% share of the future AI infrastructure market. The company's software ecosystem, CUDA dominance, and deep cloud integration continue to create a moat that competitors are struggling to replicate.
I'll also be paying close attention to management commentary around capital returns and the Blackwell roadmap. If Nvidia signals stronger buybacks or improved shareholder returns in the second half of 2026, alongside continued AI demand strength, the stock could regain momentum quickly. With valuation still relatively reasonable versus its projected long-term growth, Nvidia remains one of the most important AI names to watch this earnings season.
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- zubee·05-20 18:42TOPCUDA moat is real, but that 70% share number still feels wild. Anyone else watching Blackwell timing most?1Report