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Melius Research s Ben Reitzes on what to expect from Nvidia
Nvidia and Broadcom will do well this year, says Melius Research’s Ben Reitzes
Melius Research’s Ben Reitzes: Oracle CEO shake-up comes from ‘a position of strength’
There's a ton of upside to Nvidia's growth estimate next year, says Melius’ Ben Reitzes
Microsoft's software business has a tailwind in AI, says Melius' Ben Reitzes
Melius Research's Ben Reitzes on what to expect from Nvidia's earnings
It's a good time to be in the 'picks and shovels' of AI, says Melius' Ben Reitzes
This could be 'historic turning point in Alphabet sentiment', says Melius' Ben Reitzes
Nvidia's end goal is to 'create software on the fly', says Melius' Ben Reitzes
Melius Research’s Ben Reitzes: My Nvidia price target is 320 without China
This might be the best iPhone cycle Apple's ever had, says Melius' Ben Reitzes
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Last Updated: August 11, 2026
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