bearish
Episode 107: NVIDIA Earnings and Peak Nvidia? (Sentiment Wise)
SUMMARY
- Nvidia's stock has underperformed this year due to intense scrutiny and high expectations
- Despite strong fundamentals, it is difficult for Nvidia to surprise investors and move the stock price
- Potential for upside lies in Blackwell demand and upcoming announcements, but meaningful surprises may be limited due to the company's high level of scrutiny and public knowledge
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