Video: Macro Minute: $NVDA to report Wed and with a forward P/E of 19X, still reasonably priced.  Oil and 10Y headwinds, but swaps show CPI YoY likely to peak in June 2026

Video: NVDA is set to report Wed and equities have been soft in front of this, particularly given oil is back to highs and yields are at 1-year highs.  But we view the risk/reward as attractive for Nvidia $NVDA.

Please click here to view our Macro Minute (duration: 3:17).

______________________________PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star re...

Finish reading this report for free

Enter your email and we'll send the paywall-free report directly to your inbox

Articles Read: 0/2

In addition to your unlocked report, you will receive our weekly market newsletter Fundstrat Snapshot, as well as occasional updates and offers from Fundstrat Direct. You can unsubscribe at any time.

Get unlimited access to Tom Lee's Fundstrat research Subscribe
Already a member? Log in

More from the author

Disclosures (show)

Events

Trending tickers in our research