Name: NVDA Earnings 'Going to be Fireworks,' Blackwell to Ignite Flame
Uploaded: 2024-11-20T18:08:28.247-06:00
Duration: 6 min 27 s
Description: John Belton expects Nvidia's (NVDA) after hours earnings report to turn into a market-moving event. He points to the company's Blackwell chips as the center of investor focus. John also discusses Supermicro (SMCI) and the opportunity other chip distributors can take if the company hits more accounting snags.

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John Belton expects Nvidia's (NVDA) after hours earnings report to turn into a market-moving event. He points to the company's Blackwell chips as the center of investor focus. John also discusses Supermicro (SMCI) and the opportunity other chip distributors can take if the company hits more accounting snags.