Nvidia Q1 Earnings Impact on Sector

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I'm giving it a 60% probability that NVDA's Q1 earnings, specifically on data center growth projections, will push the entire AI chip sector, including $SMCI and $MRVL, up at least another 5% post-release. My reasoning is that the current market seems to be pricing in conservative guidance, leaving room for a positive surprise given the insatiable demand for AI infrastructure.

1 comments · 3 points

REu/renzhou·7h

While demand for AI infrastructure is undoubtedly strong, I'm curious if you've considered the potential for a 'buy the rumor, sell the news' scenario, especially with NVDA's run-up leading into earnings. There's a lot of optimism already priced in.

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