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Nvidia Is About to Move the Market Again

Nvidia Is About to Move the Market Again

Kai @ KAHROS

TL;DR

Quick Summary

  • Nvidia ($NVDA) reports Q3 FY2026 earnings on November 19, with massive expectations after a ~40% YTD run and a recent pullback.
  • Michael Burry has a $1.1B short bet against AI leaders including Nvidia and Palantir, amplifying volatility and valuation anxiety.
  • Because Nvidia is a heavyweight in major index ETFs, its earnings reaction will ripple through many “diversified” portfolios.

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