This year has seen Nvidia's stock soar, leading to new market highs. Wedbush's Matt Bryson expects continued growth, noting the positive impact of increased funding for AI initiatives. With the market's focus on AI, Bryson remains optimistic about Nvidia's future, especially with the upcoming Blackwell platform driving growth. Despite uncertainty surrounding the next generation of AI products, Bryson believes that Blackwell will sustain Nvidia's momentum. Looking ahead, Bryson sees Blackwell as the next catalyst for growth, with expectations of strong demand until its release at the end of the year. While the upcoming shareholder meeting and fall GTC meeting may offer insights, Bryson emphasizes the importance of Blackwell in defining Nvidia's future trajectory through 2024. For more insights and market updates, check out the full episode of Morning Brief.