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LikeFolio's Megan Brantley points to "massive tailwinds" for Nvidia (NVDA) by breaking down its consumer sentiment data. She says the company has a clear lead for web visits and happiness in the A.I. space. When asked if there's potential headwinds, Megan says Nvidia likely won't see as robust growth as it did in 2024, but adds A.I. acceleration will keep Blackwell demand strong.

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NVDA 'Hard Not to be Bullish,' Leads Consumer Sentiment Data

Schwab Network

NVDA 'Hard Not to be Bullish,' Leads Consumer Sentiment Data