Ives argues NVDA ****** yst models sit somewhere between 15% and 20% below what the company will actually deliver over the next 12 to 18 months.
Ives says markets give NVIDIA minimal credit for physical AI, which already generated $9 billion in revenue and could expand the addressable market.
Wednesday's earnings must deliver a strong Q3 guide, Vera Rubin shipment confirmation, and demand color supporting $1 trillion in Blackwell revenue visibility through 2027.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Dan Ives is back in front of a CNBC camera, making the same argument he has made for most of this year: that investors continue to underrate the scale and scope of what NVIDIA is doing. The pitch matters this week because NVIDIA (NASDAQ:NVDA) reports fiscal second-quarter results after the market close on Wednesday, August 26, 2026.
#NVIDIA #ives #market #blackwell
Ives says markets give NVIDIA minimal credit for physical AI, which already generated $9 billion in revenue and could expand the addressable market.
Wednesday's earnings must deliver a strong Q3 guide, Vera Rubin shipment confirmation, and demand color supporting $1 trillion in Blackwell revenue visibility through 2027.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Dan Ives is back in front of a CNBC camera, making the same argument he has made for most of this year: that investors continue to underrate the scale and scope of what NVIDIA is doing. The pitch matters this week because NVIDIA (NASDAQ:NVDA) reports fiscal second-quarter results after the market close on Wednesday, August 26, 2026.
#NVIDIA #ives #market #blackwell
2 months ago
