NVDA set to beat, but market already priced it. Semis outperform software, risk appetite thin. Bulls, you are about to get Jensen Huang’d.
Imran Lakha | Options Insight @options_insight $NVDA is going to crush earnings. Everyone knows this. That’s the problem. None of us are going to be surprised by good numbers. The question isn’t whether they beat. It’s the second derivative. How much is already priced. How many people already hold the stock. Semis have outperformed software. …