Alphabet is mentioned as a competitor that has surpassed Nvidia in market cap, highlighting that the market is now rewarding cloud and custom chip providers.
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Nvidia Reports May 20… AMD Just Changed Everything
May 6, 2026
AMD's strong earnings report, particularly in its data center segment, has significantly altered the landscape for Nvidia's upcoming earnings. The creator discusses whether investors should buy, hold, or sell Nvidia stock before its May 20th report, analyzing AMD's performance, Nvidia's valuation, AI demand, and potential risks.
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Altimeter reduced its Microsoft holdings due to capital allocation choices and a belief that other AI infrastructure plays offered better risk-reward, despite still viewing Microsoft as a great company.
Intel has had a huge rally, up over 100%, indicating strong participation in the AI infrastructure trade.
Broadcom has been strong, participating in the overall semiconductor rally driven by AI infrastructure demand.
Micron has had a massive move as part of the broader semiconductor and AI infrastructure rally.
Nvidia's stock performance hinges on its upcoming earnings report, with AMD's strong results setting high expectations; a slight disappointment could lead to significant downside.
AMD's strong earnings beat and positive guidance, especially in data center revenue, suggest continued AI infrastructure demand, which is a key signal for Nvidia's upcoming report.
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