SanDisk is mentioned as trading in the green, following Nvidia's positive momentum.
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(LIVE NOW) NVIDIA EARNINGS REPORT 2026
Ricky Gutierrez discusses Nvidia's upcoming Q1 2026 earnings report, highlighting its strong fundamentals, leading position in the semiconductor space, and the current bullish sentiment surrounding AI. Despite acknowledging Nvidia's high valuation and past earnings reactions, he notes the overwhelming optimism for AI makes it a compelling investment, though he personally wouldn't buy more at current levels.
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Tickers discussed in this post
Micron is noted as being down 1.58%, contributing to the negative sentiment within the semiconductor sector during the Nvidia earnings reaction.
SanDisk is mentioned as a semiconductor stock that is down 1.5% and falling, indicating a negative sentiment during the sector's sell-off.
Intel is seen as a company that has failed for the past 20 years and is currently down 1%, with the creator questioning its recent promotion and performance.
AMD is performing exceptionally well, showing resilience by running up with semiconductors and not selling off with them, suggesting it's a strong performer and a potential beneficiary of Nvidia's price action.
NIO is being pulled up for a quick breakdown at the request of viewers.
Costco shows a beautiful ascending uptrend but looks overbought, making pullbacks attractive for long-term investors.
Walmart is a strong performing stock that, while not 'sexy,' is a solid investment.
Target (TGT) is mentioned as one of the companies reporting earnings today.
Service Now has dropped over 50% from its highs, but its high P/E ratio suggests it may not be a good value despite the discount.
Nvidia is an incredibly bullish and strong company leading the semiconductor space, but the creator wouldn't buy more at current levels due to valuation.
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