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Nvidia could see $9B in Blackwell revenue in Q4: UBS (NASDAQ:NVDA)

1. UBS raises revenue expectations for Nvidia's Blackwell production line. 2. Optimism around new product may drive future stock performance. 3. Nvidia shares have been stagnant post-quarterly results announcement.

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FAQ

Why Bullish?

Increased revenue expectations can positively influence stock price, similar to past product launches.

How important is it?

The optimistic outlook from UBS directly reflects potential changes in NVDA's revenue structure.

Why Long Term?

Long-term revenue implications from new products could significantly influence NVDA's growth trajectory.

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