$NVDA earnings drop tomorrow—could move the entire market.
Expectations:
• Revenue: ~$91B (consensus $92.1B)
• EPS: $2.09 (nearly 2x YoY)
What actually matters:
• Blackwell demand trajectory
• Hyperscaler capex outlook
• Q1 guidance ($102-103B range)
A beat reignites the AI narrative across semis.
A miss? Bloodbath for the entire sector.
$NVDA already pulled back—this earnings call is make or break for Q1 risk-on positioning. Watch closely.
Expectations:
• Revenue: ~$91B (consensus $92.1B)
• EPS: $2.09 (nearly 2x YoY)
What actually matters:
• Blackwell demand trajectory
• Hyperscaler capex outlook
• Q1 guidance ($102-103B range)
A beat reignites the AI narrative across semis.
A miss? Bloodbath for the entire sector.
$NVDA already pulled back—this earnings call is make or break for Q1 risk-on positioning. Watch closely.
