Blackwell Trajectory Critical in NVDA Earnings, DeepSeek Questions Need Answers

CFRA's Angelo Zino breaks down the biggest questions surrounding Nvidia (NVDA) ahead of its earnings. He believes Blackwell guidance will be the most important factor number the company can share. DeepSeek's cost question is another Nvidia needs to speak on, as Angelo expects the Chinese A.I. model to add guidance murkiness. Tom White later offers two bullish example options trades surrounding the mega cap mover.

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