Seeking Alpha
07 Oct 2026, 15:37 UTC · 1h ago
NVII: Weekly Nvidia Income With A Plan Attached
Impact · against what's priced in
The article offers no new catalysts for Nvidia, as the $108 billion Q3 revenue guidance is already reflected in the current valuation. The mention of the NVII ETF is a product-specific detail that does not alter the fundamental value of the underlying semiconductor business.
- NVDA+0.00
Already priced in
- The price assumes
the near-term 70% fiscal 2028 growth guide that were just reported
The $108 billion Q3 revenue guidance is strong, but the market has already priced in the near-term growth trajectory reported in previous guides.
What NVDA's price assumes · Sep 1
