Why one Nvidia bull thinks things look ‘spectacular’ heading into the AI chipmaker’s earnings

The Nvidia (NVDA) bulls continue to defend their favorite stock in the world heading into the chipmaker’s earnings report next week.

Despite DeepSeek’s challenge to thinking on AI costs, some analysts are staying upbeat on Nvidia. Though that comes with a few notes of caution — in particular, about a first quarter outlook that may not satisfy elevated market expectations.

“Near-term dynamics are fluid (January quarter to July quarter) … while long-term (October quarter and onward)…