Overview
- Nvidia's earnings report on May 22 will be crucial in determining its $2.2 trillion valuation and AI market dominance.
- Key metrics to watch include revenue growth, gross margin, and EPS, with analysts expecting a significant performance boost.
- Investor sentiment is divided; some see Nvidia as fairly valued, while others believe the stock is overpriced.
- Other semiconductor companies like Arm Holdings and Micron Technologies are emerging as strong alternatives for AI investments.
- Billionaire investors have been reducing their stakes in Nvidia, shifting focus to other AI growth stocks like Intuitive Surgical and Pinterest.