$NVDA

NVDA reports tonight. Tessara’s pre-call read on $NVDA has a modest bullish lean: 47% bull vs 37% bear. Our variant call: - Q1 revenue: $81- $82B (vs mgmt guide of $78B) - Q2 revenue guide: $84B+ the bull case is supported by our supply-chain signals across Blackwell, HBM3e, advanced packaging, hyperscaler capex, and recent peer commentary from the memory and semiconductor stack let's see