$NVIDIA (NVDA.US)$ this is just some food for thought put in...

$NVIDIA (NVDA.US)$ this is just some food for thought put in the back of your mind Bloomberg several weeks ago broke the report that robo taxis we're going to be delayed nothing from Tesla came out nothing from Elon Musk Tesla stock got hit and then several days later the company affirmed the fact that yes there was going to be a delay to October and the stock got hit again. Bloomberg is the one that broke the story that Blackwell is going to be delayed up to 3 months because it's running hot there's design flaws. there is zero news from Nvidia because they are in a quiet period prior to earnings there's nothing from Jensen nothing on Twitter from investor relations and nothing on their home web page. everything looks great in the market right now it's all green it's rallying everyone's trying to get repositioned to get a quick buck however if and when Nvidia confirms there is a delay which would be when they announced earnings the stock is going to get cranked hard. and that's because the anticipation of Blackwell according to Jensen being the greatest revenue driver in the history of the company is now pushed off which means the earnings estimates must come down for at least that quarter meaning they're going to miss earnings. even though they can sell more n100 , most customers are going to want the next gen evolution.. so they're going to hold off their capital expenditure their budget was for Blackwell. when this happens and I own Nvidia it's going to take a shellacking