Nvidia is very transparent in

Nvidia is very transparent in terms of earnings guidance. The only surprise we could have is Huang's indication of negativity with China but he is such a good businessman that we should rely on his judgement.

I remain a big believer of PE valuation. Based on forward PE, 192+ is not excessive.

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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