Here we go again with Nvidia falling on earnings. What the sellers are missing

At this point, it's undeniable that the issue with Nvidia stock is sentiment, or rather disbelief. Yep, that's it. Disbelief. There's no other way to explain the muted stock reaction to Nvidia's quarterly report — not only after Wednesday night's blowout, but over the past several quarters. "Demand has gone parabolic," CEO Jensen Huang said to close out the call. Last quarter, he said demand was "skyrocketing." You almost feel bad for him. …