Nvidia reports today, and everyone is waiting to see what the results will be! This fixation on AI and Nvidia could be the result of the economic landscape being weak since other businesses are not experiencing as extreme positivity. The history of semiconductors can offer insight, Nvidia could be a “boom and bust” industry, similar to the cryptocurrency craze.

Nvidia as a business will be fine regardless with what is reported, the concern falls on market expectations. During this time, we should focus on two things, the intensity of the storm and signs that the storm is ending and the “medicine” is working.