Nvidia Earnings Are Wednesday and the Street Is Already Sweating — Here's What Social Sentiment Says
Bond yields hitting one-year highs, oil at $105, and a 'Beans and Boeing' summit — retail traders have a lot to digest before Wednesday's bell
Ticker Ratings
The earnings calendar this week reads like a stress test disguised as a spreadsheet. $NVDA drops numbers Wednesday after close with ~80% year-over-year revenue growth and 75% gross margins — numbers that would make any CFO weep with joy. But Bloomberg Daybreak's weekend rundown flagged the elephant in the room: China isn't buying the H20 chips, preferring its domestic AI supply chain, and inference-phase competition is quietly nipping at Nvidia's heels. Jensen Huang showed up at the Trump-Xi summit and walked away empty-handed. That's not nothing.
Meanwhile, $WMT (May 21) and $HD (May 19) are stepping into earnings with tariff management and e-commerce profitability as the central storylines. With the 10-year Treasury at 4.59% and the 30-year touching 5.12% — levels that sent the Dow down 537 points last Thursday — the macro backdrop is about as welcoming as a parking ticket on your birthday. TheChartGuys flagged the S&P 500 breaking its 12-hour EMA support for the first time in five weeks. Weekly consolidation incoming? The charts say maybe. The vibe says probably.
Retail traders are positioned like they believe in the AI growth story but are quietly hedging with antacids — and honestly, same.