The price rose from 90 to here based on the forward guidance of this report coming up. If there is a delay in Blackwell, and they don't raise guidance again, this stock could sell off. This is already trading at high PE for a mega cap stock. Any disappointment would trigger a sell. Good luck. you want a PE of 20..30 max... not 61 like Nvidia.
Shroomie OP : it's gotta smash earnings and smash raising guidance. there can be no delays
Maniac Fool : Let’s hope for it to fill that 86 gap!
White_Shadow : Interesting possibility. I believe they will destroy estimates per usual. Forward guidance won't be significantly effected, $NVIDIA (NVDA.US)$ had already squashed those rumors, do your homework kids...