Welcome to Seeking Alpha's Wall Street brunch, our Sunday look ahead to this week's market moving events,

along with the weekend's top news and analysis.

Hello, today is Sunday February 18th and I'm your host Kim Khan.

The top story to look out for this week.

Chipmaker and video will release its much anticipated earnings report on Wednesday.

The Goldman Sachs Cross Asset Sales Team calls it arguably the most important single stock

earnings print in years and notes that the 11% implied move means the quantum of market cap

price for gain or loss is equivalent to stock number 37 in the S&P 500 at more than 200 billion dollars.

Sentiment is red-hot and has boosted other semiconductor names, especially those leveraged

AI.

The question is whether the numbers will justify the buying binge that vaulted

Invidia over Amazon and

alphabet last week to become the third biggest company by market cap behind only

Microsoft and Apple. The consensus estimates are for revenue of $20.4 billion in EPS of 457, but both

marks have been trending higher as revisions pile in. B of A says that apart from the numbers,

investors may begin to focus on the company's flagship

GPU Tech Conference on March 18th to 21st, where it is likely to showcase its pipeline

and perhaps update its prior $250 billion annual AI accelerator total addressable market forecast.

The sell side continues to gush over the stock.

Loop capital initiated coverage with a buy rating and a street high price target of $1,200.

That's about 60% upside from current levels and tops the target of $1,100 Rosenblatt securities

issued late last year.

...