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The $NVIDIA(NVDA.US) call just wrapped. Stock is up 4%. I think it will be up 5-10% over the next week.
The takeaways:1. Jensen was over the top near and long term bullish.2. Guided Jan to 65% revenue growth up from 62% in July.3. Suggest revenue next year should be up at least 54%, above the Street at 41%.4. Margins next year will maintain current levels, which is a win.Source: Gene Munster
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