I’m voting for Up more than 7%. $NVIDIA(NVDA.US) has already gone through seven straight losing sessions, so a lot of caution and negative expectations are arguably priced in ahead of the print. With consensus still looking for around 97% YoY revenue growth and another strong quarter, I think a solid beat could trigger a powerful relief rally.
What matters most to me isn’t just whether Nvidia beats the headline numbers, but whether its forward guidance confirms that AI infrastructure spending is still accelerating. If data-center growth, Blackwell demand and margins come in stronger than expected, the market could quickly shift from “expectations are too high” back to “AI earnings are still delivering.”
I know a 7%+ move in a $5T company sounds aggressive, but Nvidia has repeatedly shown that its earnings can move the entire semiconductor and AI complex. If the numbers and guidance both surprise to the upside, I think the combination of short-covering, sidelined cash and renewed confidence in the AI trade could make a double-digit upside move very possible. My vote: Up more than 7%. 🚀
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