NVDA "Hit Bankshot, Not Swish," Needs Bar Reset

Logan Gilland dives deep into the question: "What is going on with Nvidia (NVDA)?" He notes it's not just tariff pressure affecting its stock, but also concerns surrounding DeepSeek. "The bar has been set so significantly high" that it needs to come back to Earth, says Logan. That high bar applies to other A.I. names like Marvell (MRVL), which sold off despite meeting Wall Street estimates.

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