The “2027 anxiety” is real, especially with hyperscaler capex questions & competition from AMD. Still, Nvidia’s ecosystem and inference leadership aren’t easily replaced. If Blackwell shipments and guidance are strong, sentiment can shift quickly. Jensen’s tone on the post-Blackwell roadmap will matter just as much as the numbers.
I’m picking A — Bullish Breakout. With valuation compressed, solid execution could reignite momentum toward the $180–$200 range. Risk-reward, in my view, now favors upside surprise over disappointment.
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- vuvence IX·07:43TOPThis lack of gratitude from the market is a bit like someone getting offered a near full open box of chocolates but thier favourite one has gone, so they are dissapointed. The market is too well fed and not hungry.1Report
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