Nvidia: Good Quarter And Guide, But No Clear Path To Upside
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Joe AlbanoInvesting Group LeaderFollow5ShareSavePlay(8min)Comment(1)SummaryNvidia Corporation's $500B Blackwell and Rubin revenue guide through 2026 aligns closely with current consensus estimates, limiting surprise-driven upside.Sentiment has shifted, and the post-earnings reversal shows the market is no longer rewarding big numbers the same way.Technical analysis suggests NVDA is entering a corrective phase, with a likely pullback to $155 before potential consolidation.While fundamentals remain robust, NVDA stock appears to have peaked for now, making a period of consolidation both normal and healthy. Robert Way/iStock Editorial via Getty Images Nvidia Corporation (NVDA) needs no introduction; it's center stage at any event anywhere in the world. So when Nvidia reports earnings, the entire world watches with bated breath—at least for the last two and aThis article was written byJoe Albano17.16K FollowersFollowJoe Albano is a tech insider with a background and education in electrical and software engineering. He has a unique understanding of current technology and innovation trends as well as what companies are best positioned for future growth across all areas of tech, including AI, as he has called it accurately over the last several years. Joe leads the investing group Tech Cache where he delivers industry insider expertise to those looking for the best long-term picks, trades, and technical analysis of tech and growth stocks. Features of the group include: access to Joe’s personal portfolio, 2-3 weekly investment ideas, a weekly summary and preview newsletter, watchlist stocks, an automated stock rating system, and live chat. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.