$NVDA EARNINGS INCOMING
Next week is not just a print — it’s a macro event for the entire AI trade.
→ Blackwell demand visibility is the #1 watch item
→ Data center revenue guide will set the tone for hyperscaler capex narratives
→ Any commentary on CoWoS/HBM supply constraints moves $MU, $SK Hynix proxies
→ Gross margin trajectory = the bull/bear fulcrum heading into H2
→ China export exposure still an overhang — watch management tone carefully
→ Beat + raise keeps the AI supercycle thesis intact. Miss or soft guide = sector-wide reset
Every name in AI infra — $AMD, $MRVL, $CRDO, $ALAB, $AVGO, $ARM — trades off this print.
This isn’t just $NVDA earnings. It’s a referendum on the entire AI capital cycle.
I am bullish for this.
Not financial advice.
