Let's assume the worst...

10baggerbamm : tomorrow is the key day not today.  everything is riding on what Jensen says going forward. what was the actual delay if any of Blackwell was it specific to the requirements of Zuckerberg and meta that created this challenge? was it the testing of Taiwan semi was pushed to the limit because of the abilities of Blackwell chips that now the bottleneck is Taiwan semi needs to upgrade and create better test equipment. was there a design flaw in Blackwell that created a problem where they were running hot?
I don't know but we will find out tomorrow at 4:30.
if Jensen says yep we stubbed our toe, we had an issue but it's all been resolved and it's business as usual and we're going to be shipping Q4 as planned and Blackwell will be our highest revenue generator to the extent that we're actually raising our guidance higher than before..
well then it's Happy Days are here again and the party goes on

if Jensen says anything different the anticipated shipments of Blackwell and Q4 will lag or prior expectations it will carry through to q1 at which point we believe we'll be able to play catch up and ship everything by Q2.
the stocks down 25 to 30%.. The leverage etf soxl will be $30

10baggerbamm : so let's assume there's a material effect to Q4 and q1 and we get marked down significantly the NASDAQ will be down probably about 450 points maybe more.
two things that I believe is going to happen number one you're going to see on the open by the dip you're going to see a significant amount of buyers coming in institutional money it will be two-fold
number one new money being deployed into the stock that didn't own it in the past that are willing to buy at a discount for the future growth in 25 and 26 because Dan Ives believes there's a trillion dollars of capex that's coming into Nvidia by 26.
the second group of buys will be short sellers covering.
my opinion going forward probably 25 to 30% of prior investors in Nvidia will steer clear of the stock they will take a wait and see approach.
they will want Jensen to prove that shipments for Blackwell will be expedited in q1 and they should have a Blockbuster q1 because they'll ship everything they didn't ship in Q4 and q1 and this group will pay a much higher price in Nvidia to have confirmation that everything is back on track.
because of this reduction of buyers I think Nvidia will lag in a recovery it's not to say it won't trade higher but I think that a base of buyers will be removed for one quarter till the end of q1. and at that point if everything is on track then Nvidia will be The shining Star again.

ひな☆彡 SOXL OP 10baggerbamm : Thanks again for your deep insight..!!! Much appreciated

10baggerbamm ひな☆彡 SOXL OP : for everybody's sake I hope I'm wrong. I hope the guidance is significantly higher and all of the institutions that have unloaded NVDA, because currently Nvidia is underweight from an institutional level that includes mutual funds will have to buy it back and make it a top 10 holding again

ひな☆彡 SOXL OP : Ok the Trend starts to look like this redlines now…

ひな☆彡 SOXL OP : Soxl hitting 35.5 probably

ひな☆彡 SOXL OP ひな☆彡 SOXL OP : It did, so it may not go down any further