Wall Street has a stark message for Nvidia investors

Jensen Huang walked off the GTC stage on Monday having just projected at least $1 trillion in chip revenue through 2027. Wall Street analysts spent Tuesday calling it a floor, not a ceiling. And Nvidia (NVDA) stock sat there, barely moving, trading right where it was before the whole thing started. That disconnect tells you something important about where the Nvidia story stands right now. The bull case is not in dispute. What analysts are now zeroing in on is the next battle Nvidia has to win, one it ha ...