Blackwell, DeepSeek & Guidance: Guardrails for NVDA's Ramp Higher

Melissa Otto agrees with what many other experts are saying: guidance for Nvidia (NVDA) will be crucial in its earnings. She'll listen to CEO Jensen Huang's commentary on how the company expects to multiply Blackwell revenue as it rolls out to customers. On DeepSeek, Melissa says its critical for Huang to share how Nvidia will adjust to potential A.I. repricing.

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