Just been thinking about Nvidia's 2026 trajectory and honestly, I think the market might be sleeping on what's about to happen.

Yeah, the stock's been flat since January and everyone's tired of hearing about AI. But here's the thing - the company guided for $65B in Q4 revenue with 65% year-over-year growth. That's still massive, and my prediction for Nvidia this year is they're going to beat it. Again.

This has become their pattern. Last year they beat guidance by $1-3B almost every single quarter. The stock ran nearly 900% in three years, so maybe people are just numb to it at this point. But the fundamentals haven't changed.

What's interesting is the China angle. They got regulatory approval to sell H200 chips there, and Jensen Huang is heading to China soon. My prediction for Nvidia is that we'll hear about them re-entering that market officially. Even if China doesn't materialize immediately, data center spending hasn't actually slowed down like people feared. That's the real story here.

I'm not saying buy or don't buy - that's between you and your strategy. But if you're on the sidelines thinking the party's over, I'd watch what happens when they report. My prediction for Nvidia's path forward is more beats, more guidance raises, and probably more upside than people currently expect. The exhaustion is real, but the execution keeps being real too.

Worth keeping an eye on when earnings hit.