HomeTechA.I.'Hard to Make Bear Case' for NVDA: Can A.I. Giant Keep to 'Really Insane' Guidance?

'Hard to Make Bear Case' for NVDA: Can A.I. Giant Keep to 'Really Insane' Guidance?

Volatility hit Nvidia (NVDA) late Thursday morning following its earnings report, though Hatem Dhiab sees the company maintaining strength for the long-term. He calls the report "fantastic" and its $500 billion Blackwell guidance "really insane." That said, he sees the company hitting the metrics due to its "full stack" approach. Louis Kondratev adds that it's "hard to make a bear case" against Nvidia, saying that the company's poised growth will accelerate the A.I. rally.

Trading 360

20 Nov 2025

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