$NVIDIA(NVDA.US)NVIDIA played out exactly as expected—another quiet, range-bound week despite all the attention around AI. The stock feels more like a mature blue chip than a momentum leader.
Jensen has started raising long-term expectations again, trying to keep confidence high. But the market seems much less responsive than before. After the Marvell episode, where optimism helped fuel a rally before a sharp reversal, investors are treating management commentary with more skepticism.
For now, words matter less than execution. The next real move will probably need earnings, not speeches.
@Captain's Treasure
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