We expect NVDA and broader rally post-NVDA results, pulling cash off sidelines. CDNS and SMCI attractive corollary plays.

VIDEO: We think cash moves off the sidelines post-NVDA results.  We highlight 20 stocks most correlated to $NVDA.

Please click below to view our Macro Minute (duration: 4:49).

While many investors are, logically, sidelined ahead of Nvidia (ticker: $NVDA), the marquee AI company, fiscal 1Q25 (after the close Wed.) earnings – in our view, probabilities favor an NVDA and broad equity rally post r...

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