I know everyone is bullish and this earnings will be good, BUT...
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.
NFA
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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...