The speaker predicts Nvidia's May 22, 2024 earnings report will face extremely high expectations regarding earnings, revenue, chip demand, and elevated Q3 guidance, and expresses skepticism that the company will successfully meet all these elevated expectations.
"I truly believe Nvidia um May 22nd is going to be so pivotal if in now it has to do everything right... they have to show that there's a demand for there's still a big demand for the chips they have to show that and then they have to show us guidance going into Q three has to be elevated it cannot be scaled back and I hate that... I'm super skeptical"