top stocks that we think will do well are: 1) nvidia - they make computers that can learn and think like humans. 2) amazon - they sell a lot of things online. 3) apple - they make phones, tablets, and computers. 4) google - they help us find things on the internet. 5) facebook - it's a place where people can talk to each other and share pictures. 6) microsoft - they make software like word and excel. these companies are expected to grow and make more money in the future. Read from source...

1. The article doesn't provide a fair or balanced perspective because it focuses solely on the positive aspects of Nvidia's upcoming earnings report, ignoring any potential downsides or risks.

2. The article highlights the opinions of only one analyst, Joseph Moore of Morgan Stanley, and presents them as facts or absolute truths. There is no mention of any other analysts' views or predictions.

3. The article seems to have a positive bias towards Nvidia, with phrases like "widely expected to clear the lofty goals" and "artificial intelligence stalwart," which could potentially influence readers to have an overly optimistic view of the company's performance.

4. The article doesn't provide any critical analysis or alternative perspectives, leaving readers with a one-sided view of the situation.

5. The article's title, "Top Nvidia Analyst Sees No Major Impact From Blackwell Delay," is misleading because it implies that the delay in Blackwell shipments will have no impact on Nvidia's earnings, which is not entirely accurate according to the article's content.

bearish
The sentiment of the article could be interpreted as bearish, as there is a discussion about the possible delay in Blackwell shipments. The article also points out that investor expectations are climbing, which could pose a risk to the company. Furthermore, the article mentions fears of margin compression due to the low-cost H20s getting blown out of proportion. Overall, the article highlights several concerns that could impact Nvidia's business positively or negatively.

As per Morgan Stanley's Joseph Moore, Nvidia's stock appears to be weathering concerns over potential delays in Blackwell shipments. Near-term business seems strong, and the Blackwell ramp-up is expected to happen this year as per the initial guidance. The delay in the shipment of Blackwell doesn't seem to matter much as the supply and customer demand have rapidly pivoted to H2 2024. Nvidia's revenue from cloud businesses is expected to increase with strong demand for Hopper products. Despite some fears of margin compression due to the low-cost H20s, the fears are getting blown out of proportion. The H20 could fetch more than $10 billion in revenue over the next three quarters. Nvidia's fiscal third-quarter guidance should be in the range of $33 billion to $34 billion for the stock to remain unchanged.