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Compute · NVDA

Nvidia

The leading maker of GPUs and systems for AI training and inference in data centers, plus networking and software.

The desk's view now

WatchConstructive

Ends near 229, about 3% below Wednesday's close, with the chip group lower; no setup.

Thesis: NVIDIA is still the reference supplier for AI data centers.

Updated Oct 13, 2026

Upcoming catalysts

No dated catalysts in the coming weeks.

Latest filings, contracts and releases

Same sector: Compute

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