One line can restart sentiment, but probably not sustain the rally by itself. Huang expecting Nvidia to ship 2x as many chips next year is a powerful signal that AI infrastructure demand remains strong, especially after all the slowdown talk.
But expectations are already extremely high. I’d want to see hyperscaler capex, actual orders and Nvidia’s next guidance confirm that demand. Three green sessions show confidence returning, but execution has to follow the narrative. For now, I’m watching NVDA, AMD and AVGO rather than chasing the rebound.
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