4.8 • 1.7K Ratings
🗓️ 20 November 2025
⏱️ 13 minutes
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Nvidia’s earnings become a global Super Bowl as markets brace for either a surge or a correction. The panel breaks down Jensen’s guidance, supply demand frenzy, AI bubble fears, Cisco déjà vu, and why Nvidia’s fate could drag the entire market with it.
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| 0:00.0 | So, NVIDIA's set, there's a major call going on today that everybody is waiting for, okay? |
| 0:07.2 | The forecast of NVIDIA, what is it going to be? |
| 0:10.7 | Okay. |
| 0:11.3 | Today or tomorrow, it's either going to be a bloodbath. |
| 0:15.6 | It could be a very, very interesting day. |
| 0:19.8 | Rob, if you want to play this clip, go for it with Nvidia's earnings. |
| 0:23.2 | How big are Nvidia's earnings on Wednesday night? |
| 0:25.9 | It's a Super Bowl, not just for tech earnings, but I think this market, right? |
| 0:29.7 | I mean, the reality is that there's only one godfather of AI, and that's Jensen. |
| 0:35.1 | And InVIDIA, look, it's the foundation in terms of what the man looks like in terms of what we're seeing. |
| 0:41.1 | And, you know, Gene and I talk about it often. |
| 0:43.0 | I think it's going to be actually a huge positive growth catalyst that we see, not just for Nvidia, but for tech stocks. |
| 0:50.3 | But it all comes down to on Wednesday night, you're going to be able to hear a pin drop on trading |
| 0:55.9 | fours around the world. |
| 0:57.1 | I just don't know, Gene, how you even plan for this normally. |
| 1:00.9 | You know, you've got the analyst estimates. |
| 1:02.3 | You've got a little bit of a whisper number. |
| 1:03.9 | If they kind of come in a little bit above it, it's good news. |
| 1:06.7 | Everybody knows Nvidia's numbers are going to be gigantic. |
| 1:10.3 | Is that a fair statement? Yeah gigantic we all is that a fair statement |
| 1:11.7 | yeah it's not only a fair statement uh back on the 28th jensen went at the gtc he basically |
| 1:17.0 | gave us the playbook through the end of uh next year he said this 500 billion and blackwell |
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