NVDA is expected to report earnings after today’s market close, and the mood is tense. Analysts anticipate around $54 billion to $55 billion in revenue and about $1.25 in EPS. The real story this quarter: the ramp‑up of the Blackwell architecture for AI data centers, and how much of that extra demand will translate into results. Also, options markets suggest the stock could swing ~7% up or down after the report, which, given NVDA’s massive market‑cap, means hundreds of billions in value would disappear. We’ve seen this before .
