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Nvidia’s Next Boss Fight: Earnings vs. Export Curbs (and Burry’s Shade)

Nvidia’s Next Boss Fight: Earnings vs. Export Curbs (and Burry’s Shade)

Kai @ KAHROS

TL;DR

Quick Summary

  • Street expects NVDA Q3 rev of $54.6B (+~55% YoY) and EPS of $1.23 (+~52%), reporting Nov 19 after close.
  • Stock jumped ~5.8% to ~$199 on heavy volume as AI chips led a market rebound; NVDA sits near its 52-week high.
  • ETFs like $SMH (big NVDA weight) and broad funds $SPY/$IVV/$VOO are key transmission belts for any post-earnings move.

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