18:I[66739,["/_next/static/chunks/0u0nyy7wb9me2.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/0-9in~8lgucx_.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/166.u_60qj09..js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/0g9_wl34k-6l4.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc"],"default"] 1a:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_5SfAmRvKPXp4VH7afG4rpBREvHpc"],"IconMark"] 19:T530,

Steven Dickens believes Nvidia (NVDA) demonstrated its gargantuan market pull with its notable earnings beat. He cites several tailwinds that he expects will thrust the company further ahead in the A.I. race. Melissa Otto noted optimism with some red flags. The biggest of which to Melissa is Nvidia's gross margins, arguing the company needs to meet massive demand by accelerating supply.

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NVDA Bullish on Blackwell, Gross Margins Spark Concern

Schwab Network

NVDA Bullish on Blackwell, Gross Margins Spark Concern