NVIDIA Corp (NVDA)

[Jetmek_03052]

Nice!

"We believe demand is far outstripping supply with Blackwell in the field and after speaking with many enterprise AI customers, we have seen NOT ONE AI enterprise deployment slow down or change due to the DeepSeek situation," said Wedbush analysts, led by Daniel Ives, in a note following a quarterly trip to Asia and a supply chain check. "No customer wants to 'lose their place in line' as it is described to us for Nvidia's next gen chips."

I am anxious to see the numbers for the 4th Q. But even if they are subdued - for whatever reason (and I'm not saying they will be)? I believe only good things ahead in NVDA's near future.