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Aug 21 at 12:26 PM
Here’s my $NVIDIA(NVDA.US) preview (they report next Wednesday).
The three most important topics:1) The pace that the growth driver is shifting away from hyperscalers.2) Impact of SpaceX massive jump in AI spend on next year's overall revenue.3) Will the component environment push gross margins below the Street exiting CY26?Source: Gene Munster
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