Boon Yoon Tan
Greetings to all investors, Everyone is watching $NVDA (NVIDIA Corporation) this week. They will report earnings after the market closes today. What they say could move the whole market, especially tech stocks like $MSFT (Microsoft) $META (Meta Platforms Inc) $AMD (Advanced Micro Devices Inc) and $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) So what are investors expecting? Most expect strong numbers again. Revenue growth from AI chips should stay high. Data center demand is still strong. Big cloud companies are spending heavily on AI. But here’s the key point. It’s not just about beating estimates. If Nvidia beats by a small margin, the stock may not move much. If guidance for next quarter is strong, the stock could jump. But if growth slows, even slightly, the stock could drop , even with a “beat.” When a stock becomes this big and important, expectations become very high. Good results are not enough. The market wants great results. This report may set the tone for tech stocks for the next few weeks. Now the real question: Is the market priced for perfection already?