$NVIDIA(NVDA.US)
To me, NVIDIA still feels like the backbone of AI. Even Microsoft and Meta Platforms rely on its chips and CUDA. With earnings coming up, I feel like the whole market is watching.
Right now the setup feels tight. The stock is near highs and expectations are already very bullish. Strong capex from big tech would support the story, but any slowdown could shift sentiment quickly.
My view stays the same. I’m bullish long term as long as compute demand holds, but into earnings it feels like Nvidia has to beat high expectations, not just meet them.
@Bridge Buzz SG
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