$NVIDIA(NVDA.US) flat on the day despite CFO's comment at JP Morgan Fireside Chat that there is upside to the $500B Blackwell and Rubin comment from back on October 28th.
The fact the stock is not up on this is the latest evidence that investors are reluctant to buy into the 2026 AI hardware trade.This is what I was expecting Jensen to say yesterday in his keynote. I continue to expect revenue growth this year of 65%+ compared to Street at 50%.Source: Gene Munster
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