Should You Buy Nvidia Stock Before May 28? Here's What the Evidence Suggests.

Core Viewpoint - Nvidia's upcoming fiscal 2026 first quarter results are highly anticipated, with expectations of continued strong growth driven by AI adoption [2][5][16] Financial Performance - For fiscal 2025 Q4, Nvidia reported revenue of $39.3 billion, a 78% year-over-year increase and a 12% sequential increase, with EPS of $0.89, up 82% [4] - Management projects fiscal 2026 Q1 revenue of $43 billion, representing a 65% growth, with Wall Street estimates slightly higher at $43.15 billion and adjusted EPS of $0.73 [5][16] Market Position and Opportunities - Nvidia is positioned to benefit from increased infrastructure spending by major cloud providers like Amazon, Microsoft, and Google, primarily for AI data centers [8] - The recent rescinding of the "AI Diffusion Rule" by the Trump administration has opened new opportunities for Nvidia, leading to new AI chip deals [9][10] Industry Outlook - The AI market is estimated to be at least $1 trillion, with potential for much higher growth, indicating a long runway for Nvidia's business [14] - Nvidia's GPUs remain the gold standard for AI processing, maintaining a dominant market position despite potential competition [13][14] Investment Considerations - Nvidia's stock has seen significant volatility, gaining 688% over the past three years but also experiencing a 35% drop at times, indicating a high-risk investment profile [11] - The company is expected to report another record revenue quarter, likely exceeding analyst expectations [16]