Ed Ludlow notes that the base case assumption was no data center products to China, which meets expectations. He highlights that the extra content in the data center (networking, systems) accounts for the beat. China is a $50B opportunity but Chinese tech companies are not permitted to do business with Nvidia.
Yields
explicit
RUT
Oil
Metals
USD
Bloomberg
7.0
Financial Media
Ed Ludlow 4.0
Financial Media
Ed Ludlow 4.0
5/21/2026 5:46:09 AM
ndx
I've always positioned my take as an underperform. It's a good company, but hard to live up to $5 trillion market cap expectations.
| 5/20/2026 11:58:17 PM | short term up | 5 days later | +2.19% | +2.19% |
| 5/20/2026 9:19:43 PM | short term up | 5 days later | +2.19% | +2.19% |
| 5/20/2026 12:22:59 AM | short term down | 5 days later | +2.19% | -2.19% |
| 5/15/2026 4:01:38 PM | medium term up | 21 days later | +1.45% | +1.45% |
| 5/14/2026 2:29:36 PM | short term up | 5 days later | +0.59% | +0.59% |
| 5/14/2026 10:22:14 AM | medium term down | 20 days later | +4.40% | -4.40% |
| 5/14/2026 12:00:33 AM | short term up | 5 days later | +0.59% | +0.59% |
| 5/13/2026 11:31:04 PM | short term up | 5 days later | -2.57% | -2.57% |
| 5/13/2026 10:10:31 PM | short term up | 5 days later | -2.57% | -2.57% |
| 5/13/2026 9:18:02 PM | short term up | 5 days later | -2.57% | -2.57% |
| 5/13/2026 5:46:04 PM | short term cautious up | 5 days later | -2.57% | -1.29% |
| 5/13/2026 10:40:42 AM | short term cautious down | 5 days later | -2.57% | +1.29% |
| 5/12/2026 10:17:11 PM | short term down | 5 days later | -1.27% | +1.27% |
| 5/12/2026 9:45:39 PM | short term down | 5 days later | -1.27% | +1.27% |
| 5/12/2026 6:29:30 PM | short term down | 5 days later | -1.27% | +1.27% |
| 5/12/2026 5:44:45 PM | short term down | 5 days later | -1.27% | +1.27% |
| 5/12/2026 2:49:50 AM | short term up | 5 days later | -1.27% | -1.27% |
| 5/11/2026 8:32:50 PM | short term up | 6 days later | -0.24% | -0.24% |
| 5/11/2026 3:12:21 PM | medium term cautious up | 20 days later | +4.99% | +2.49% |
| 5/11/2026 8:25:16 AM | short term up | 6 days later | -0.24% | -0.24% |
| 5/6/2026 7:38:13 PM | medium term cautious up | 20 days later | +4.93% | +2.47% |
| 5/6/2026 4:25:04 PM | short term up | 5 days later | +1.75% | +1.75% |
| 5/6/2026 7:59:28 AM | medium term cautious down | 20 days later | +4.93% | -2.47% |
| 5/6/2026 7:07:04 AM | short term up | 5 days later | +1.75% | +1.75% |
| 3/19/2026 10:26:26 PM | short term down | 5 days later | +1.11% | -1.11% |
| 3/13/2026 6:44:24 AM | short term cautious down | 7 days later | -1.89% | +0.95% |
| 3/9/2026 2:08:40 PM | short term down | 6 days later | -1.21% | +1.21% |
| 3/9/2026 10:03:43 AM | short term down | 6 days later | -1.21% | +1.21% |
| 2/24/2026 7:11:54 PM | medium term cautious down | 20 days later | -2.17% | +1.08% |
| 2/19/2026 11:46:00 PM | short term down | 5 days later | +1.27% | -1.27% |
| 2/11/2026 10:51:35 AM | short term down | 5 days later | +0.06% | -0.06% |
| 2/5/2026 6:10:54 AM | short term down | 5 days later | +0.50% | -0.50% |
| 1/29/2026 9:18:07 AM | short term cautious down | 5 days later | -2.59% | +1.29% |
| 1/28/2026 1:08:47 AM | short term up | 5 days later | -2.11% | -2.11% |
| 1/8/2026 11:03:52 AM | short term cautious down | 5 days later | -1.17% | +0.58% |
| 1/8/2026 10:04:31 AM | short term down | 5 days later | -1.17% | +1.17% |
| 12/24/2025 8:43:44 AM | short term up | 5 days later | -1.54% | -1.54% |
| 12/24/2025 7:08:10 AM | short term up | 5 days later | -1.54% | -1.54% |
| 12/23/2025 7:24:06 AM | short term up | 5 days later | -0.51% | -0.51% |
| 12/22/2025 9:48:16 PM | short term up | 6 days later | -0.24% | -0.24% |
| 12/22/2025 2:42:18 PM | short term cautious down | 6 days later | -0.24% | +0.12% |
| 12/19/2025 9:48:49 PM | short term up | 7 days later | +0.25% | +0.25% |
| 12/19/2025 10:45:28 AM | short term up | 7 days later | +0.25% | +0.25% |
| 12/19/2025 1:45:14 AM | medium term up | 21 days later | +1.28% | +1.28% |
| 12/18/2025 11:18:27 PM | short term up | 5 days later | +1.22% | +1.22% |
| 12/18/2025 9:42:38 PM | short term down | 5 days later | +1.22% | -1.22% |
| 12/18/2025 8:02:41 AM | short term cautious down | 5 days later | +1.22% | -0.61% |
| 12/17/2025 11:36:40 AM | short term cautious down | 5 days later | +2.27% | -1.14% |
| 12/16/2025 11:40:23 PM | short term up | 5 days later | +3.30% | +3.30% |
| 12/11/2025 10:26:28 AM | short term cautious up | 5 days later | -2.18% | -1.09% |
| 12/10/2025 11:45:39 PM | short term up | 5 days later | -2.16% | -2.16% |
| 12/1/2025 2:08:24 PM | short term down | 6 days later | +0.28% | -0.28% |
| 11/28/2025 12:53:14 PM | long term up | 60 days later | +0.83% | +0.83% |
| 11/25/2025 8:46:35 PM | short term up | 5 days later | +0.42% | +0.42% |
| 11/25/2025 4:59:14 PM | short term cautious down | 5 days later | +0.42% | -0.21% |
| 11/25/2025 5:18:20 AM | short term up | 5 days later | +0.42% | +0.42% |
| 11/24/2025 11:41:23 PM | short term up | 6 days later | +1.30% | +1.30% |
| 11/21/2025 1:49:16 PM | short term down | 7 days later | +1.89% | -1.89% |
| 11/21/2025 10:59:48 AM | short term down | 7 days later | +1.89% | -1.89% |
| 11/19/2025 1:40:42 PM | short term cautious down | 5 days later | +4.01% | -2.00% |
| 11/19/2025 1:30:46 PM | short term cautious down | 5 days later | +4.01% | -2.00% |
| 11/18/2025 1:29:07 PM | short term cautious down | 5 days later | +0.95% | -0.47% |
| 11/18/2025 10:02:58 AM | short term down | 5 days later | +0.95% | -0.95% |
| 11/11/2025 7:51:50 PM | short term cautious down | 5 days later | -2.81% | +1.41% |
| 11/11/2025 2:03:07 PM | short term cautious down | 5 days later | -2.81% | +1.41% |
| 11/11/2025 2:03:07 PM | short term cautious down | 5 days later | -2.81% | +1.41% |
| 11/11/2025 1:10:20 PM | short term cautious up | 5 days later | -2.81% | -1.41% |
| 11/11/2025 10:07:03 AM | short term cautious up | 5 days later | -2.81% | -1.41% |
| 11/10/2025 2:14:07 PM | short term up | 6 days later | -2.87% | -2.87% |
| 11/10/2025 10:55:42 AM | short term up | 6 days later | -2.87% | -2.87% |
| 11/10/2025 10:55:42 AM | short term up | 6 days later | -2.87% | -2.87% |
| 11/7/2025 10:12:11 AM | short term down | 7 days later | -3.17% | +3.17% |
| 11/6/2025 11:18:53 PM | short term down | 5 days later | +1.83% | -1.83% |
| 11/5/2025 5:35:23 AM | short term down | 5 days later | +1.61% | -1.61% |
| 11/4/2025 2:20:08 PM | short term down | 5 days later | -0.03% | +0.03% |
| 10/27/2025 7:25:44 AM | short term up | 6 days later | -0.15% | -0.15% |
| 10/2/2025 9:07:28 AM | short term up | 5 days later | +1.42% | +1.42% |
| 10/2/2025 9:07:28 AM | short term up | 5 days later | +1.42% | +1.42% |
| 10/1/2025 10:25:13 PM | short term down | 5 days later | -0.21% | +0.21% |
| 9/26/2025 1:25:54 AM | short term down | 7 days later | +1.49% | -1.49% |
| 9/19/2025 10:47:12 AM | short term up | 7 days later | -0.60% | -0.60% |
| 9/19/2025 8:51:38 AM | short term up | 7 days later | -0.60% | -0.60% |
| 9/19/2025 7:17:12 AM | short term up | 7 days later | -0.60% | -0.60% |
| 9/12/2025 7:15:05 AM | short term up | 7 days later | +1.92% | +1.92% |
| 9/11/2025 8:51:28 PM | short term up | 5 days later | +0.55% | +0.55% |
| 9/10/2025 8:24:03 PM | short term sharp up | 5 days later | +1.17% | +1.76% |
| 9/4/2025 9:41:48 AM | short term up | 5 days later | +0.83% | +0.83% |
| 9/3/2025 12:19:28 AM | short term up | 5 days later | +0.88% | +0.88% |
| 8/29/2025 8:13:51 AM | short term up | 6 days later | +2.29% | +2.29% |
| 8/29/2025 8:13:51 AM | short term up | 6 days later | +2.29% | +2.29% |
| 8/28/2025 7:11:09 AM | short term cautious down | 5 days later | -+0.00% | +0.00% |
| 8/27/2025 1:15:21 AM | short term up | 5 days later | -1.99% | -1.99% |
| 8/25/2025 12:19:20 PM | short term up | 7 days later | -1.25% | -1.25% |
| 8/21/2025 7:19:44 AM | short term down | 5 days later | +0.29% | -0.29% |
| 8/20/2025 11:22:19 PM | short term down | 5 days later | +1.65% | -1.65% |
| 8/20/2025 6:36:06 AM | short term down | 5 days later | +1.65% | -1.65% |
| 8/20/2025 6:36:06 AM | short term down | 5 days later | +1.65% | -1.65% |
| 8/12/2025 8:37:14 AM | short term cautious down | 5 days later | -0.57% | +0.28% |
| 8/7/2025 9:54:40 AM | short term up | 5 days later | +1.01% | +1.01% |
| 8/5/2025 10:31:22 AM | short term cautious down | 5 days later | +0.91% | -0.45% |
| 7/25/2025 12:39:07 PM | short term up | 7 days later | -0.72% | -0.72% |
| 7/16/2025 9:14:41 AM | short term up | 5 days later | -0.08% | -0.08% |
