There has been a lot of chatter around NVIDIA's peaking margins in recent days, with the bears using this transitory plateau - which itself is a function of the company's ongoing Blackwell production ramp-up - as a cudgel of sorts to declare vindication. Yet, a more nuanced perusal of NVIDIA's market dynamics can only yield one conclusion: the stock's bull case remains intact and pristine. Today, the investment firm William Blair is out with its bullish take on NVIDIA's prospects. $NVDA William Blair Starts at Outperform AI Tailwinds in Semis. Broadcom is targeting $12 billion in AI revenue in fiscal […]