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My top 10 things to watch Thursday, Feb. 22 Nvidia spawns a new industrial revolution without a product gap and with far more customers than it can handle. Many businesses and countries haven’t even been exposed to it yet. Revenue up 22% quarter over quarter. Data Center up 27% QoQ. Guidance $2 billion above consensus $24 billion despite China. Networking $13 billion. $1 billion in software and going to grow at monster pace. We raised our Club price target Wednesday evening on Nvidia to $850 per share from $750. Lots of analysts on Wall Street also hiked their PTs. The…
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