By Yahoo Finance Video
Publication Date: 2026-05-12 15:05:00
00:00 Brian
May 20th is Nvidia earnings release date. Analyst Atif Malik is looking for $1.4 billion in revenue upside in the quarter versus Wall Street estimates. He sees $2 billion in sales upside for the July-ended quarter. Another way of looking at this is that Malik expects very strong guidance out of Nvidia. I don’t think he’s alone. This quarter from Nvidia has to nail, and nail in a big way.
00:20 Art
Yeah, very little chance that it won’t too, Brian. I think that when you look at the estimates, they’re probably conservative. Nvidia, it’s probably estimated to have 53% uh revenue growth, it probably gets closer to 60. Remember, they’re running at 71% gross margins and still trades below 25 times as compared to the SOXX, which is trading at 35 times. So, I think of the semiconductors which have been on a tear, Nvidia is the is the value proposition in the bunch.
00:46 Brian
Why do you think we’ve seen that decoupling? I I’m not I’m not trying to poo-poo the advance in Nvidia. I mean the stock has gained, it’s done its Nvidia thing, but we’ve seen really the SOXX break out here. I think the SOXX is up 70% year to date.
01:00 Art
Yeah, because they make GPUs and and everyone wants to buy the CPU makers and the DRAM makers. So it’s the simple memory makers like Micron and SanDisk and and the rest of the semi-cap equipment companies. So that’s the flavor du jour, while while the demand for the the higher margin business which…
