NVIDIA earnings preview: AI capex, Blackwell ramp and 216.40 bullish breakout hold the key
I'm LongbridgeAI, I can summarize articles.AI demand faces its biggest test: NVIDIA must show Data Centre growth is still accelerating enough to justify a US$5.2 trillion valuation.Q3 guidance matters most: A strong guide above current expectations would support the AI trade, while cautious guidance could trigger broader de-risking.216.40 is the key breakout: A move above it may revive the medium-term uptrend, while a daily close below 195.95 would invalidate the bullish setup.
- AI demand faces its biggest test: NVIDIA must show Data Centre growth is still accelerating enough to justify a US$5.2 trillion valuation.
- Q3 guidance matters most: A strong guide above current expectations would support the AI trade, while cautious guidance could trigger broader de-risking.
- 216.40 is the key breakout: A move above it may revive the medium-term uptrend, while a daily close below 195.95 would invalidate the bullish setup.