“ The sudden media surge talking down earnings is a tell. Nobody looking at the rise of AI processing and prior reports of massive bookings at NVDA is going to fall for this. Economic conditions are irrelevant. AI demand is not dependent on interest rates or employment or GDP. If anything it's the opposite. Every company seeing headwinds will be ramping up AI development to improve productivity and quality. And to do that they will need hardware, and NVDA makes the only hardware that gives them an advantage. NVDA will crush estimates and give stellar guidance. The media should be investigated for participating in the fraud.‘
