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Catalyst<ul> <li>Most analysts rate NVDA Buy or Strong Buy showing broad institutional optimism.</li> <li>Recent Bullish Engulfing on 20251223 points to potential rebound momentum for NVDA.</li></ul>Risk<ul> <li>Technical indicators show bearish signals are obviously dominant with 3 bearish versus 1 bullish.</li> <li>Fund flow trends indicate negative overall with large and medium order sizes showing outflows.</li> <li>At least one major firm maintains a Neutral rating citing valuation concerns.</li></ul>

Key Factors

Nvidia's Q4 revenue hit $39.3 billion, beating expectations, driven by $11 billion in Blackwell chip sales.Data Center revenue reached $51.2 billion for Q3 2026, with full-year orders for Blackwell and Rubin surpassing guidance.The Vera Rubin platform is now in full production, offering a co-optimized full-stack AI infrastructure solution.Nvidia forecasts a $500 billion AI demand pipeline for Blackwell and Rubin chips through 2026.Nvidia maintains a dominant position in AI accelerators with an 80% market share, bolstered by its CUDA ecosystem and infrastructure.

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