The Bullish Ph.D Says Time to Take a Breather

A breather needed

"To be clear, we remain very bullish on Nvidia's prospects for driving outsized growth in 2026, based on positive hyperscaler CapEx commentary and the prospects for non-traditional customer demand we see. However, based on our analysis of historical trading patterns, we believe it may be difficult for the stock to outperform in the next few months given a potential lack of hard data to catalyze upward estimate revisions." (James Schneider, Ph.D)