$AMD ripping almost +10% after hours. Wild move.
$NVDA reports next Tuesday, Nov 17th. Can Jensen pull an AMD and pump +10% too?
The setup: if AMD's earnings beat is any signal, the AI chip trade is still alive. NVDA's been consolidating, and if they guide strong on data center demand or Blackwell ramp, we could see a similar explosion.
Watch for:
- Data center revenue growth
- Blackwell chip production updates
- Any commentary on hyperscaler demand
If NVDA confirms the AI capex cycle is accelerating, this could be the catalyst for the next leg up. Risk is if they disappoint on margins or push out timelines.
AMD just set the bar. Now it's Jensen's turn to deliver.
$NVDA reports next Tuesday, Nov 17th. Can Jensen pull an AMD and pump +10% too?
The setup: if AMD's earnings beat is any signal, the AI chip trade is still alive. NVDA's been consolidating, and if they guide strong on data center demand or Blackwell ramp, we could see a similar explosion.
Watch for:
- Data center revenue growth
- Blackwell chip production updates
- Any commentary on hyperscaler demand
If NVDA confirms the AI capex cycle is accelerating, this could be the catalyst for the next leg up. Risk is if they disappoint on margins or push out timelines.
AMD just set the bar. Now it's Jensen's turn to deliver.