I’m still bullish into
$NVIDIA(NVDA)$ earnings because the story now goes beyond GPUs. I think NVDA is becoming the core infrastructure layer for the AI economy. If Goldman’s $1T data center revenue thesis plays out, today’s valuation may still look reasonable despite the huge rally.
What interests me most is the Agentic AI angle and NVIDIA entering the CPU market. I see it as ecosystem expansion rather than a distraction. If AI agents drive massive inference and scheduling workloads, CPUs become strategically important too. That could pressure AMD and Intel while strengthening NVIDIA’s moat with Blackwell and Rubin.
That said, I still expect volatility after earnings because expectations are extremely high. Even strong beat-and-raise quarters can trigger “sell the news” reactions. For me, the key is whether management continues raising long-term AI demand visibility from hyperscalers, sovereign AI, OpenAI, and Anthropic.
@Tiger_Earnings @TigerStars @Tiger_comments @TigerClub
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