Nvidia earnings call drama: Will Jensen Huang talk 'Trump' and China chips after Xi summit?

Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F

Here's everything you need to know about his recent 13F

Top 10 positions:

1. VanEck Semiconductor ETF $SMH [Put] — $2.04B
2. Nvidia $NVDA [Put] — $1.57B
3. Oracle $ORCL [Put] — $1.07B
4. Broadcom $AVGO [Put] — $1.01B… pic.twitter.com/tcuLHC4OG5

— Michael Burry Stock Tracker ♟ (@burrytracker) May 18, 2026

China’s economy slowed across the board in April with investment resuming declines while retail sales and industrial output fell short of forecasts, underscoring the economy’s vulnerability in the face of a global energy crisis https://t.co/WVSjnrtwmL

— Bloomberg (@business) May 18, 2026

NVIDIA $NVDA HAS GROWN REVENUE FROM $2B TO $215.9B IN 21 YEARS

A 10,643% total increase. Compounding at 24.9% per year. And on Wednesday after the close, they're expected to add another chapter to the story.

Here's what Wall Street is pricing in:

- Q1 revenue estimate: $78.5B,… pic.twitter.com/TEmGYITzbO

— WOLF (@WOLF_Financial) May 17, 2026

Jensen Huang and Michael Dell discussed the supply bottleneck:

Michael - memory is the challenge.

Jensen - we will have billions of agents, and we will need to give each agent essentially its own computer to use. pic.twitter.com/mZs8ixxWIS

— The AI Investor (@The_AI_Investor) May 18, 2026

If you would have invested $10,000 into Nvidia $NVDA stock 5 years ago and held to today you would currently have

$158,230 🟢 https://t.co/QN4vbdbU49 pic.twitter.com/UqM9JvAYLD

— Evan (@StockMKTNewz) May 17, 2026