Tonight, after the US stock market closes, NVIDIA will announce its earnings report, which will impact the subsequent trends in the AI sector.
Most people expect NVIDIA's earnings report this evening to be positive, with Q2 revenue projected to be $45 billion higher than Q1, and data center revenue expected to reach $41.34 billion, a year-on-year increase of 57%.
Recently, the market has seen a strong rally, but the AI sector has not exploded and has mostly been accumulating at the bottom. This wave of NVIDIA's earnings report will lead to significant fluctuations in the AI sector this evening.
Bao Ge also recommends a few AI sector alternatives that you can consider.
①TAO: The leader in the AI sector, one of the basic protocols for model training.
②VIRTUAL: AI agent, currently at the bottom of its range, consistently accumulating at the bottom.
VIRTUAL has only recently launched this year, and the market tends to chase new things rather than old ones. Conservative investors can consider TAO, but its higher market capitalization may cause it to rise later.
