Here's the great Nvidia stock mystery

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Nothing could get mighty Nvidia's (NVDA) banal rocking into the weekend, 2 days aft its much-awaited earnings.

Not laminitis and CEO Jensen Huang doing 3 TV interviews successful his iconic leather motorcycle overgarment connected net day. Not the accustomed glowing Wall Street expert reports wherever you would deliberation each 61 sell-side analysts are someway related to Huang.

Not adjacent what l reasoned successful a unrecorded post-earnings amusement connected my X relationship was an old-school blowout Nvidia 4th and guide.

Digging much into Nvidia's report:

• Almost $60 cardinal near connected its stock repurchase program (thank you, 10-K). It's apt that is utilized by Nvidia to bargain the post-earnings dip.

• About an $11 cardinal insubstantial summation connected its concern successful struggling Intel (thank you, 10-K)

• Current-quarter gross outlook $6 cardinal up of consensus. This was a large reset to expectations.

• Revenue maturation reaccelerating (see illustration below).

• Profit margins sequentially improving.

• CEO Jensen Huang says “compute request is skyrocketing.”

"Generational maturation astatine inspirational valuation," said 1 Wall Street tech expert I travel successful a lawsuit note.

What americium I missing present connected Nvidia?

Apparently, the adjacent blistery catalyst.

"There is nary catalyst," caput of Visible Alpha probe astatine S&P Global Melissa Otto said connected Opening Bid (see video above).

I thought much connected this aft the amusement ended, and Otto has a point.

Nvidia's capitalist basal knows fundamentally everything coming from the institution successful presumption of caller chips. It knows the AI capex build-out communicative that is driving Nvidia's business. It knows Huang volition ever beryllium bullish. It knows Huang is each successful connected humanoids and self-driving cars.

And astatine the extremity of the day, however overmuch much Nvidia banal could retail and organization investors ain astatine this point? It already apt makes up a immense information of portfolios!

So what is that unexpected affirmative astonishment coming for Nvidia? No damn clue! If I had to guess, it's a whizz-bang merchandise from precocious acquired Groq to beryllium unveiled astatine the company's large GTC lawsuit adjacent month.

If you person an thought connected the adjacent upside catalyst for Nvidia, get astatine maine connected X — I americium each ears.

Brian Sozzi is Yahoo Finance's Executive Editor and a subordinate of Yahoo Finance's editorial enactment team. Follow Sozzi connected X @BrianSozzi, Instagram, and LinkedIn. Tips connected stories? Email [email protected].