$NVIDIA(NVDA.US)
I’m watching NVDA closely ahead of the Feb 25 earnings call. With Blackwell chips ramping and the Rubin platform in production, data center growth looks very strong for the rest of 2026.
Despite a high valuation, the company consistently beats expectations and provides solid guidance.
The global expansion of AI factories suggests the structural shift in computing is still in its early stages.
@Bridge Buzz SG
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