Tech Pulse: Nvidia Earnings Loom — Discover Hidden Gems in the Tech Shake-Up
With Nvidia’s print ahead, tech investors should watch not just the megacaps but the under-the-radar plays
Today’s Outlook – Saturday, November 15, 2025
Markets are shut for the weekend, but tech investors should use this moment to get positioned. The tech sector is at a crossroads. Valuations remain stretched in many AI names, and rising rate expectations are putting pressure on long-duration growth stocks.
Nvidia’s earnings this Wednesday will be a test of whether the AI momentum story is still intact—or due for correction.
Analysts expect strength in data center revenue, but margins and forward commentary on hyperscaler demand will likely dictate the sector’s next move.
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Opportunities to Watch Next Week
Nvidia peers in chips and AI infrastructure: A strong beat and bullish guidance could lift SMCI, Marvell, Lam Research, and TSMC.
Tech suppliers with “picks and shovels” positioning: Applied Materials and ASML may see upside if Nvidia confirms continued capex in AI hardware buildout.
Software names or mid-cap tech with moderate valuations: If the Nvidia print underwhelms, capital could rotate into less crowded tech with stable earnings.
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Stop chasing NVIDIA
If you’re chasing Nvidia, Amazon, or Palantir right now, I’ve got one word for you: Stop.
Because according to legendary investor Whitney Tilson, AI mania is about to leave millions of investors holding the bag.
Whitney just went public with one of his most controversial predictions in years: “The AI boom is real... but the next wave of gains won’t come from where everyone expects.”
Instead, he believes a stealthy, little-known stock is about to blow past Nvidia in a way few investors see coming.
Learn the craziest part here...
Risks and what to watch out for
Nvidia margin miss or cautious guidance could trigger broad AI multiple compression.
Fed hawkishness post-earnings may compound tech weakness.
Options markets are pricing big moves—watch for exaggerated reactions and reversals across tech.
Bottom Line
Nvidia’s earnings will likely reset the tone for the entire tech sector next week. Use this weekend to reassess exposure and build watchlists.
Whether the report strengthens the AI bull case or not, there will be opportunities in how capital reallocates afterward.
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America’s $1 TRILLION GOLD stash
This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value...
And it’s sparking urgent chatter that...
This would be the fifth time this has happened, and surely the most dramatic for folks who own gold (and folks who don’t).
Which may explain why gold just blew past $3,800, a new all-time high.
And why Bank of England staff are working overnight to keep up with the amount of gold being pulled from vaults, in what was called a “Trump-Fueled Frenzy”...
Forbes calls the “Mar-a-Lago Accord” a plan to remake the financial system... that could “turn global financial markets upside down.”
Watch this short broadcast to understand what’s underway.
If you DON’T own gold, it may not be an option for you in the coming weeks.