Nvidia (NVDA) enters its Q4 earnings cycle in a unique position. The stock has spent the last year riding AI's "Hardware Wave," but 2026 marks the beginning of the "Execution Era." Investors are no longer just asking how many chips Nvidia can sell,
Parts suppliers 'put production on hold' amid mounting confusion as China restricts purchase of the chips and US puts 25% roundabout tariff on their sale ...
Sandisk has been obliterating the Street's revenue and EPS expectations. I see a similar pattern in earnings revisions to what Nvidia experienced in mid 2023.