Pressure Points: Decoding Nvidia's GTC Guidance

from Pressure Points · host Deepwater Asset Management

I believe Jensen is suggesting about 15% upside to revenue over the next 5 quarters. The stock’s up only 4% on that likely because there are enough moving parts to keep investors from taking his comments to the bank. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Episode metadata supplied by the publisher feed · Published Oct 28, 2025

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Pressure Points: Decoding Nvidia's GTC Guidance

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