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(LIVE NOW) NVIDIA EARNINGS REPORT 2026

Ricky GutierrezMay 20, 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

WDCNeutralLow ConvictionResearch Only

SanDisk is mentioned as trading in the green, following Nvidia's positive momentum.

MUBearishMedium ConvictionSignal-backedSecondary

Micron is noted as being down 1.58%, contributing to the negative sentiment within the semiconductor sector during the Nvidia earnings reaction.

SNDKBearishMedium ConvictionSignal-backedSecondary

SanDisk is mentioned as a semiconductor stock that is down 1.5% and falling, indicating a negative sentiment during the sector's sell-off.

INTCBearishMedium ConvictionSignal-backedSecondary

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.

AMDBullishHigh ConvictionSignal-backedPrimary

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.

NIONeutralLow ConvictionResearch Only

NIO is being pulled up for a quick breakdown at the request of viewers.

COSTNeutralMedium ConvictionSignal-backedSecondary

Costco shows a beautiful ascending uptrend but looks overbought, making pullbacks attractive for long-term investors.

WMTNeutralLow ConvictionSignal-backedSecondary

Walmart is a strong performing stock that, while not 'sexy,' is a solid investment.

TGTNeutralLow ConvictionResearch Only

Target (TGT) is mentioned as one of the companies reporting earnings today.

NOWNeutralLow ConvictionSignal-backedSecondary

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.

NVDANeutralHigh ConvictionSignal-backedPrimary

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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Tracked calls opened from this post

AMD
buy opened May 20, 2026
+16.52%