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Morgan Stanley analysts warned earlier this week that some on the sell side may not have updated their estimates to adjust for the impact of China restrictions on Nvidia's business.
That means there's the risk numbers fall short of a "stale consensus." But how much does that actually matter? The Morgan Stanley analysts said that if Nvidia can convince
Wall Street of improving rack and non-rack Blackwell supply, and message that an acceleration is due in the second half of the year, that sort of commentary will be more important. The
Morgan Stanley team is bullish on Nvidia's stock, with the analysts writing that they're buying it not "explicitly" for the quarter, but rather for "what we believe
is coming."
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