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Getting ready for $NVDA. ➡️ Numbers will be great. ➡️Outlook will be better. ➡️ Thats likely priced into shares because fears about slowdown next year will remain. ➡️More importantly, if they keep CY26 revenue at 72% (Street) or better, the AI trade is intact. ➡️In March at GTC, Jensen gave the $1T cumulative revenue by end of CY27, which implies 40% plus growth for CY27. The Street is at 34%. I expect the Street to land around 40% growth following earnings tonight. ➡️China doesn’t matter. If it turns back on, investors will likely back it out because they fear it will go away again. More to come.