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Open original source ↗AI trade is intact.
$NVDA numbers and guide are solid. Stock is up 1%.
Reason stock is flat/down is had to be a massive higher guide for July, and the guide higher was 4% higher than the Street.
The key is growth for the July quarter will be 95% plus, vs. Street that was at 87%. No revenue from China expected in July, that's good news for the broader AI trade.