$NVDA's print was clean, arguably one of the best quarters we've seen from the name in a while, and most weren't positioned for it. Huang's own words on the call: demand is accelerating even at their scale, and customer forecasts point to growth doubling again next year. Supply, not demand, is still the constraint here. Watching how the follow-through holds into Jackson Hole.
Aggregated and distilled by Two Sentence Traders. Not financial advice.