Nvidia (NVDA) guided the current quarter roughly $6 billion above consensus estimates, but the stock is down in Thursday morning trading.
Visible Alpha head of TMT research Melissa Otto and Laffer Tengler Investments CEO and CIO Nancy Tengler join Opening Bid host Brian Sozzi to debate whether Nvidia’s mid-70% gross margins and strong fundamentals were already priced in, and what it will take to spark a fresh catalyst.
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