NVIDIA is once again at the center of Wall Street’s attention, with markets bracing for a dramatic post-earnings move. Options trading is signaling a swing between $10.5 and $13.05 in the stock price by Friday – a change so large that every $4 step equals Intel’s entire $100 billion market cap. 
In other words, NVIDIA could move 2.6x to more than 3x Intel’s market capitalization in just a matter of days.
The excitement comes as NVIDIA is expected to deliver another revenue beat, powered by the ramp-up of GB200 chips and early production of GB300. Analysts, including JPMorgan, forecast that NVIDIA could surpass its already ambitious $45 billion guidance for the quarter, and potentially guide $53–54 billion for the next. For context, the company pulled in $44 billion last quarter, with $4.5 billion tied to H20 GPU sales.
But the H20 also represents the biggest wild card. With $1.9 billion worth of inventory on hand, NVIDIA could squeeze an extra $5–6 billion in revenue if those chips clear the channel, though political uncertainty in China looms large. JPMorgan calculates that every 100,000 H20 GPUs sold in China adds $1 billion in revenue, meaning NVIDIA’s fate could swing sharply depending on demand and geopolitics.
What’s clear is that NVIDIA continues to dwarf its competitors. Intel, once the titan of the semiconductor industry, is increasingly referenced only as a comparison benchmark – with its entire market value equating to mere ripples in NVIDIA’s share price. Some investors believe this momentum could keep running, while skeptics insist that “the bigger they are, the harder they fall.”
Whether this is NVIDIA’s peak or just another leg higher, this week’s earnings are set to define the tone for the AI hardware race.
4 comments
the bigger they r the harder they fall 💀
i remember when ppl said amd was winning and then nvidia grew like 20x in a blink lmao
another 5 yrs and no one will even talk about them anymore
intel stock is such trash they use it just to compare with nvidia 😂