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15min chapter
Special Edition: Nvidia Forecast Misses Loftiest AI Estimates
Wall Street Week
NVIDIA's Earnings Forecast and Market Insights
This chapter analyzes NVIDIA's recent earnings report, highlighting impressive data center revenue and the company's positioning within the semiconductor sector. It discusses investor sentiments, market reactions, and concerns over long-term revenue sustainability amid supply chain challenges. The conversation also explores competitive dynamics and the implications of reliance on major clients for NVIDIA's growth trajectory.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode