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 November 16th, and I'm your host, Kim Khan.

It's the big one.

Invidia reports earnings on Wednesday, and as the current saying goes, as NVIDIA goes,

so goes the market. In a case of one stock becoming its own benchmark, the S&P 500 is now more

closely correlated to AI heavyweight NVIDIA than its own equal weight index, according

to Goldman Sachs. The street consensus is for earnings per share of $1.25 on revenue

of $54.87 billion. Here's a breakdown of how the stock is viewed. Our quant rating

has the stock at hold, solely because of valuation at more than 50 times non-gap earnings.

Wall Street has more than 50 strong buy or buy ratings and just one strong

cell, Jay Goldberg of Seaport Research. He told MarketWatch, I have never told my clients to

short Nvidia, but I've always positioned my thesis as, Nvidia is just going to underperform the sector.

And that's actually played out. If you look at the AI sector, Nvidia has underperforms its able first when I launch coverage.

But Sisko-Hen lifted its price target on Nvidia to 230 from 210, keeping its positive rating.

They expect strong results as the GB300 ramp accelerates and hypers boosts cap-ex by 69% in 2025 and 24% in 2026. As for seeking alpha analysts who are also in the

buy camp, KM Capital says Nvidia is substantially undervalued and its strong fundamentals and history

of earnings beats reinforced confidence in robust upcoming results. In the bear camp, Mott Capital

Management warns that

Nvidia options positioning is extremely bullish, making options expensive and setting up a scenario

where implied volatility collapse could hurt call holders. Also on the earnings calendar,

X-Peng, Brady, Magic, and LifeMD report Monday. On Tuesday, Home Depot, Medtronic, Bidu, and Futu issue numbers,

...