Should You Buy Nvidia Before Earnings? 3 Bullish Signals and 2 Red Flags
What Amazon, Google, and Microsoft’s $73B in AI capex means for NVDA—and what could still derail the story.
Hey there,
Tomorrow, Nvidia’s Q2 earnings report will be published, and a lot of investors aren’t waiting around to see what happens—they’re buying more shares right now, and I’m one of them.
I know what you might be thinking: Why on earth would someone buy before the results? Isn’t that risky? And you’re right—it is. But some investors see reasons to add ahead of the report. Let’s break them down together in plain English.
3 Reasons Investors Are Buying Nvidia Now
1. Big-Tech Is Spending Heavily—and It’s Only Growing
Here’s something you can’t ignore: Tech companies have been on a building spree, adding AI-ready data centers at a pace we’ve never seen before.
Just last quarter, four tech companies poured more than $73 billion combined into this expansion.
Amazon poured $24.3 billion into AWS infrastructure.
Microsoft wasn't far behind at $21.4 billion
Google chipped in $17 billion
Meta spent $13.69 billion
Why does that matter? Every one of those companies purchases their chips from Nvidia. If the spending continues, Nvidia will likely keep selling out of all of its most advanced AI chips.
