) is set to report its first quarter earnings next week. Many are paying close attention, given the chipmaker's status as a leader of the last market rally. The company's shares are up over 95% year to date, but can the chip giant deliver on lofty expectations?Rally shares of video have significantly outperformed the rest of the market for the last year.The big question though, can the chip making powerhouse deliver on lofty expectations?I love to find out.
It's still a high volatility event, both for the company and I think overall, but the context in which they are reporting has changed quite a bit over the last month in that there's now much more enthusiasm from investors around what the earnings picture is going to look like, not just in this quarter, but over the balance of the year, you know, as Brian was discussing the fundamental idea, like the idea, there will be a fundamental reason to see a, you know, 910 15% pull back this year...
But does the market kind of move on anyway, I guess, put it even more plainly for the viewers just how significant this one report really is for the market when you're talking about these growth rates that we've seen at NVIDIA also just how unusual it is.But when you talk about how unusual it is for this type of growth to continue when you got a company at this size.
Um And then there's a time when you start to see a pullback, we've had a lot of cap X from the biggest tech companies already outlined.So analysts can do the math on what that implies in terms of the growth rate for the company.What does 2028 look like for NVIDIA?And you know, to Julie's Point, you don't typically see again in whether it's a company of this size in video, obviously, you know, many trillions of market cap, you know, two trillion market cap at this point.
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