The market is waiting for NVDA's Earinings.

NVDA is the No. 1 large cap balanced momentum stock on our list. So much expectation has been set to NVDA's earnings report. Right now there is a lot of focus on the delay on Blackwell deiveries. Morgan Stanley belives that the potential delay should not impact NVDA much because customers will simply buy H200. The real risk is market demand. However, previous the earning reports of the major customers like Google, the demand for AI chips should be quite sustainable!