Name: Boloor: NVDA Growth Runway, Beating A.I. 'Exhaustion' in Focus
Uploaded: 2025-11-19T17:34:44.447-06:00
Duration: 6 min 51 s

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Ahead of Nvidia's (NVDA) expected market moving earnings after the close on Wednesday, Shay Boloor talks about how the company will navigate a market facing A.I. "exhaustion." He sees the report reenergizing the stock and tech trade. Shay believes the company's data center revenue will prove the demand for Nvidia remains strong. The question he expects analysts to ask: how much longer can Nvidia keep beating Wall Street's sky-high expectations?

Boloor: NVDA Growth Runway, Beating A.I. 'Exhaustion' in Focus

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