Nvidia Reports May 20… AMD Just Changed Everything John Fetterman [toHEc2m862a]

Nvidia reports earnings on 20 May, but AMD may have just given investors the clearest signal yet.

AMD stock jumped around 20% after earnings, driven by strong data centre growth, better-than-expected guidance, and growing demand for AI compute. So the question now is simple:

Is Nvidia next?

In this video, I break down AMDs latest earnings, what they tell us inter miami vs cincinnati about AI demand, why Nvidias valuation may not be as expensive as it looks, the biggest risks going into celine galipeau earnings, and whether Nvidia is a buy, hold, or sell before 20 May.

We also look at the wider AI trade, hyperscaler capex, Nvidias free cash flow, AMDs read-through, competition from custom chips, and the key numbers investors need to watch.

This is not just about one earnings report. It is about whether the AI infrastructure cycle still has another leg higher.

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