Bank of America Securities said in a report that NVIDIA (NVDA. O) will report results on August 28, maintaining its "buy" rating and being the industry's top choice. Regarding the reported delay in the launch of Nvidia's next-generation Blackwell chip, the bank pointed out that Blackwell will not be included in the forecast until the fourth quarter. There was no sign of delay in the company's recent SIGGRAPH meeting, and neither major cloud customers (increasing capital expenditures) nor major suppliers TSMC mentioned delays. At the same time, Nvidia can also extend the life cycle of the current generation of Hopper, while launching a less complex version of the Blackwell chip as a stopgap measure. The bank believes that the decline in Nvidia's share price provides a buying opportunity, because the challenge is not demand but supply, and will not fundamentally damage the long-term momentum of the stock. $150 target price. (Golden Ten)