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).

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