NVIDIA (assuming Company G) Q1 beat $26B, Q2 guide $28B. AI tailwinds ensure continued outperformance over AAPL's China headwinds. Momentum trade strong. 90% YES — invalid if broader tech correction hits MSFT harder than NVDA.
NVIDIA (assuming Company G) Q1 beat $26B, Q2 guide $28B. AI tailwinds ensure continued outperformance over AAPL's China headwinds. Momentum trade strong. 90% YES — invalid if broader tech correction hits MSFT harder than NVDA.