Nvidia Earnings: Valuation at 5-Year Low! Can Nvidia Break "Earnings Curse"?
@Tiger_comments:
Tomorrow after the close, $NVIDIA(NVDA)$ will report earnings.On one side, Wall Street’s ever-rising expectations; on the other, macro geopolitical tensions, renewed tariff noise tied to Trump, and growing market anxiety over whether AI spending can stay this hot into 2027.1. Earnings Expectations: Good News May No Longer Be EnoughCurrent consensus puts Q4 revenue around $57 billion, with data center expectations the most aggressive — analysts have lifted forecasts from about $52.7B six months ago to roughly $60.1B now.Recently, even when Nvidia beats expectations, the stock hasn’t reacted strongly. Once “surprise” becomes standard, marginal impact declines. Options pricing currently implies about a ~6% move this week — in either direction.2. Valu