Samlunch
07-09
$NVIDIA Corp(NVDA)$  


$NVDA Nvidia’s upgrade to $150 by UBS today was really important.

Last week, New Street Research was the only firm on the street to actually raise questions about Nvidia’s demand NOT matching expectations for earnings.

UBS today: “Our recent supply chain checks confirm our prior suspicions that demand momentum for Blackwell rack-scale systems remains exceedingly robust.”

If UBS thinks Blackwell is going to contribute to an earnings beat (Jensen did say Blackwell revenue will show up this year) then $NVDA likely is ahead of estimates…

After taking a breather, Nvidia is coming back..


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Comments

  • DonnaMay
    07-09
    DonnaMay
    Upgrade [Happy] [Like]
  • PenelopeHood
    07-09
    PenelopeHood
    Impressive
  • junjie218
    07-09
    junjie218
    Great article, would you like to share it?
  • BLUEIFY
    07-09
    BLUEIFY
    Great article, would you like to share it?
  • BLUEIFY
    07-09
    BLUEIFY
    Great article, would you like to share it?
  • Sonsonkok
    07-09
    Sonsonkok

    Great article, would you like to share it?

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