​Nvidia Drops After Revenue Forecast Disappoints Exuberant Expectations – Tyler Durden

Nvidia Drops After Revenue Forecast Disappoints Exuberant Expectations Earlier today we wrote an extensive preview of what to expect from Nvidia’s Q3 earnings (here), but for those who missed it here is the summary: sky high expectations, which only go higher in 2025 and beyond when the full rollout of Blackwell is expected to hit the P&L, with everyone already long (Goldman desk positioning is 9 out of 10) and anything less than perfection will be punished by the market. The bull/bear case according to Goldman is as follows: Bulls playing for a ‘break-out’ trade on an expected beat/raise (with…  — Continue at ZeroHedge News : Read More