I think NVIDIA (NVDA) still has more upside because hyperscaler AI spending has not slowed down, and demand for its Blackwell systems looks stronger than the market is pricing in. The main driver here is data center revenue growth and continued margin strength. My thesis is simple: if enterprise and cloud demand remain firm, NVIDIA should post stronger-than-expected revenue in its next earnings release before September 30, 2026. If that happens, I expect the stock to re-rate higher.