To The Moon

Nvidia's Defining Moment: Which Supply Chain Players Will Get Swept Up in the Earnings Whirlwind? $NVIDIA(NVDA)$ is set to report its quarterly earnings after the market close on May 20. The market consensus anticipates revenue to reach approximately $78.7 billion, representing a 79% year-over-year increase and a 16% sequential growth, slightly surpassing the company's prior guidance of around $78 billion. Beyond its own fundamentals, these results will serve as a critical barometer for the entire AI supply chain, influencing market sentiment across the ecosystem. Here is a comprehensive breakdown of the key players powering the AI infrastructure behind Nvidia: Chip Manufacturing Chip manufacturing forms

Walmart $Wal-Mart(WMT)$ closed at an all-time high today after posting beats earnings estimate, boosts dividend, agrees to buy Vizio for $2.5 billion.beat revenue by $3B ($173B vs $170B)beat EPS by 15 cents (1.80 vs 1.65)ad biz is up 33% YoYecom biz is up 23% YoY3:1 stock split on Feb. 26, 2024acquired Vizio for $2.3B to take OTT ad marketshare away from $ROKU (-7% on the day)Walmart's Q4 2023 earnings report shows that their e-commerce business grew 40% in 2023, largely in part due to their expansion of grocery pickup and delivery services.ImageImage $Wal-Mart(WMT)$ Stock Forecast & Price TargetWal-Mart is poised for new rounds of expansions in the coming years as they have stated. And the analysts pre