The Biggest Number of the Day
Tonight at 10:30 PM Berlin time, NVIDIA releases its quarterly earnings. Wall Street expects $94 billion in revenue — an 89 percent increase compared to last year. For context: that's more quarterly revenue than the entire German automotive industry generates.
What the Pros Are Doing
Professional investors have poured over $800 million into NVIDIA options in the last 48 hours. These are bets that the stock will move violently tonight after the numbers — either sharply up or sharply down. The anticipation is as intense as it gets for an earnings event.
If CEO Jensen Huang beats expectations AND raises guidance for the next quarter, analysts expect a tech-sector rally on Friday. If he disappoints, the entire AI rally could wobble.
What This Means for You
If you own tech ETFs or tech stocks — Apple, Microsoft, Amazon — you're watching tonight too. NVIDIA sets the tempo for the entire artificial intelligence industry. Many analysts say: if NVIDIA goes up, the others follow. If NVIDIA falls, they fall too.
You don't have to do anything. But you should know: tomorrow morning your portfolio might look different than tonight. Not because you made a mistake, but because a single CEO in a conference room in California reads his numbers out loud.
How Pros React
Experienced investors often do nothing before events like this. They know: betting on short-term moves is gambling. Some use the opportunity to buy the dip when panic hits — but only if they believe in the company long-term.
A few have hedged with protection strategies: bets that the price will fall. Not because they're pessimistic, but because they want to insure their existing investment against a possible shock. Like insurance.
First Steps for Beginners
If this is your first time watching an event like this: don't panic-trade. No matter what happens tonight — stock prices move. That's normal. Anyone who buys or sells after every move almost always loses in the end.
My own lesson: I was in your shoes in the year 2000. I bought the Deutsche Telekom share at a hundred euros because everyone said "it only goes up". It fell to eight euros. I sold — at the bottom. That was my most expensive mistake. Today I know: patience beats haste.
If you have a solid portfolio — broadly diversified, long-term horizon — you can watch calmly tonight. And tomorrow you'll know more.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Past performance is not an indicator of future results.