Gene Munster
2025.11.19 15:59

We already have everything we need going into tonights $NVIDIA(NVDA.US) print.

As recent as last week, Jensen has been clear we're early in the AI buildout, they can't keep up with demand and there are multiple phases of the build out that Nvidia will participate in.

None of that will change after tonight's earnings and guide.

Source: Gene Munster

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