China & A.I. Guidance Set Earnings Bar High for NVDA

Wedbush's Matthew Bryson says this is the "first quarter in three or four quarters" where everything appears to have gone right for Nvidia (NVDA). Two headwinds he can see for the company: China and guidance not meeting investors' expectations. Matthew says positives outweigh potential downsides to Nvidia, especially as Big Tech companies increase capex spending.

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