PSP Growth Managing Director Momei Qu says Nvidia's earnings will be a key test for the AI trade, with expectations so high that simply beating estimates may not be enough for investors. As the chipmaker looks beyond its dominant data center business, Qu says, "They have to tell the investor world that they will continue to be the AI platform of tomorrow." (Source: Bloomberg)
PSP Growth Managing Director Momei Qu says Nvidia's earnings will be a key test for the AI trade, with expectations so high that simply beating estimates may not be enough for investors. As the chipmaker looks beyond its dominant data center business, Qu says, "They have to tell the investor world that they will continue to be the AI platform of tomorrow." (Source: Bloomberg)
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