With earnings coming up for both, I’m trying to decide whether to add, hold or wait until after the reports.
I’m particularly interested in these two because they are exposed to the AI/data – center theme, but in very different ways. NVDA is obviously much more established while IREN has a lot more uncertainty and potentially more upside/downside depending on how the AI/HPC story develops.
For those following both:
What are you expecting from NVDA and IREN this quarter?
What numbers, guidance or other factors are you watching and how do you think this stocks react if they beat or miss expectations?
I’m especially interested in hearing the bear case as well - what could go wrong for each one?