Nvidia did beat on its earnings but there isn't any extraordinary upside. In fact, it's relatively flat at the open.

— Macro Voices

I'm neutral in Nvidia because I don't want to, you know, I I think them producing the the GPUs is a unique thing, but being the hyperscalers that are purchasing them on leverage, I don't want to touch that.

— Forward Guidance

this company is going to continue to do well. I think that there is upside uh to this stock. We do own it, but I think that it's going to have relatively less upside versus some other AI companies in part because of the size and this wall of worry just doesn't seem to be going aw

— Deepwater Asset Management

you start to see this as a head and shoulders topping formation where if earnings breaks the neckline, it's kind of going to be the nail in the coffin for the broad market... all they need to do is not fail... As long as Nvidia doesn't go lower, I think we're all right.

— Trade Brigade

If it breaks to lower lows and starts some sort of sell-off like many other MAG7s have, it will break the semiconductor index and probably open up the floodgate on the downside. Now, I'm not saying that that's what I'm predicting to happen, but I do believe Nvidia's earnings are

— Macro Voices

we don't own Nvidia or anything like that. Those companies were just too expensive for us.

— The Julia La Roche Show

AD line right now probably the lowest it's been in 6 months. The good news is price price action's been going sideways. The bad news is that semiconductors keep going higher and Nvidia relative to its semiconductor peers is near 52-week low. Nvidia is usually a leader in this spa

— EarningsBeats

The likes of Nvidia and Microsoft need to keep OpenAI alive so as to keep the AI bubble going and support their own stock market valuations. That's why they're participating in OpenAI's funding round. But I don't think Jensen Huang actually believes that OpenAI will cure cancer o

— Wall Street Millennial

Nvidia is still the default choice for AI training and inference with over a 90% share of the data center GPU market. Chip architectures like Hopper, Blackwell, and Rubin, plus the networking and software stack that comes with them make it very hard for enterprises to switch away

— Ticker Symbol: YOU

I think Nvidia is a short.

— The Julia La Roche Show

Needless to say, Max, this is exceptionally good for Nvidia and the other beneficiaries of of this spend.

— Monetary Matters

Nvidia effectively erased AMD's memory advantage, seriously undercut Google's integration advantage, and even threatened Broadcom's edge in AI networking, all in one fell swoop.

— Ticker Symbol: YOU

Nvidia has been one that's absolutely delivered, but the market is still forecasting astronomical growth. Even if I change the growth rate to 30%, the stock's value is practically cut in half.

— Hamish Hodder

This thing is just kind of a mess if I'm being honest. I don't love it long side. You have a lot of overhead supply here. You're under a 20, under a 50... I don't really love the idea of forcing Nvidia longs... Is it too tired? Is the easy Nvidia AI money trade over? Maybe.

— Trade Brigade

The only company that I think is an AI winner right now is um Nvidia. And I don't know how long that moat is going to last. Although last time we looked at Nvidia, I thought that their moat was a heck of a lot wider than I initially um initially thought it to be.

— Brian Feroldi

NVIDIA, you say, well, it's not trending down. That's the good news. The bad news is NVIDIA relative to the semiconductors is about to move to a fifty two week low. So semiconductors continue to move higher, but it's smaller and mid-sized semiconductors that are moving higher, no

— EarningsBeats

I think that it's reasonable to expect that the AI infrastructure side of 2026 will finish materially higher than what expectations are currently... Still believe we have two to four years of strong growth left on the infrastructure side and the markets to respond appropriately t

— Deepwater Asset Management

my money is on companies like Nvidia and Google, who provide the hardware, software, and foundation models that other companies build on top of

— Ticker Symbol: YOU

even like the Nvidia multiples aren't you know they're not like outrageous. Uh that you know particularly when you look at the growth rate um and the just the size of the earnings and so forth like they're not historically nuts. Uh to the point where people would be claiming bubb

— a16z