Nvidia (NVDA) closed at $205.87 on Nov. 2. Despite an early bounce, the stock slipped again as tech weakness continued. With earnings due Nov. 17, the market is asking whether AI demand can keep outrunning increasingly high expectations.

My lean: cautiously bearish into earnings—a strong report may be needed to turn the recent pressure around.

Will Nvidia’s results reignite the AI trade, or has the bar become too high?

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