*Walter Bloomberg(@DeItaone):$NVDA - LYNX EQUITY GROWS MORE BULLISH ON NVIDIA Lynx Equity says $NVDA is climbing its list of favorite stocks following Nvidia’s $3.5 billion investment in MediaTek’s convertible debt. The firm sees the partnership expanding across data centers, AI devices and automotive systems, while potentially securing critical memory and flash supply. Lynx expects Nvidia’s momentum to continue into 2027, while rivals $AVGO, $QCOM and $AMD could face supply constraints.

2026.09.01 12:10

$NVDA - LYNX EQUITY GROWS MORE BULLISH ON NVIDIA Lynx Equity says $NVDA is climbing its list of favorite stocks following Nvidia’s $3.5 billion investment in MediaTek’s convertible debt. The firm sees the partnership expanding across data centers, AI devices and automotive systems, while potentially securing critical memory and flash supply. Lynx expects Nvidia’s momentum to continue into 2027, while rivals $AVGO, $QCOM and $AMD could face supply constraints.