The $5.5B write-down is significant, but Nvidia’s ability to pivot is more telling. Demand from Amazon, Microsoft, and Oracle — with Oracle alone committing $40B shows that global AI investment remains strong. Blackwell isn’t just an upgrade cycle; it’s a foundational shift & Nvidia is clearly still the leader.
This earnings report is about confidence. If Jensen emphasizes robust AI demand & smooth product transitions, the market will take it as a green light. With the Nasdaq at resistance, Nvidia could be the breakout trigger & I believe NVDA has the momentum to surge past $150.
@Tiger_comments @TigerStars
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