Nvidia’s earnings on May 28 could be another breakout moment. If Q1 revenue exceeds expectations and Q2 guidance holds near $44.6B, it shows strong AI demand remains intact. Jensen Huang’s leadership in AI and data center dominance gives NVDA a moat few can match.
With their H200 chips ramping and Blackwell platform rollout expected, I believe Q3 and Q4 could surprise to the upside. I’m watching closely for margin expansion and any updates on AI demand from hyperscalers.
My call: Bullish. A beat and strong guide could push NVDA to new highs.
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