Name: NVDA 'Hit Bankshot, Not Swish,' Needs Bar Reset
Uploaded: 2025-03-06T20:54:14.641-06:00
Duration: 7 min 16 s
Description: Logan Gilland dives deep into the question: "What is going on with Nvidia (NVDA)?" He notes it's not just tariff pressure affecting its stock, but also concerns surrounding DeepSeek. "The bar has been set so significantly high" that it needs to come back to Earth, says Logan. That high bar applies to other A.I. names like Marvell (MRVL), which sold off despite meeting Wall Street estimates.

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Logan Gilland dives deep into the question: "What is going on with Nvidia (NVDA)?" He notes it's not just tariff pressure affecting its stock, but also concerns surrounding DeepSeek. "The bar has been set so significantly high" that it needs to come back to Earth, says Logan. That high bar applies to other A.I. names like Marvell (MRVL), which sold off despite meeting Wall Street estimates.

NVDA 'Hit Bankshot, Not Swish,' Needs Bar Reset

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