NVDA "Catching Up to Stock Price," Mega Caps Maintain CapEx Spend

The options market is pricing a 10% or greater move in either direction for Nvidia's (NVDA) earnings. Greg Halter says the earnings are "catching up to the stock price" when it comes to valuation. As for DeepSeek, Greg says it's still "full steam ahead" for chip demand as companies like GE Vernova (GEV) ink new A.I. data center deals. Spencer Hakimian urges investors to keep the bear thesis in mind. He believes "there could be trouble" for Nvidia and the tech center if there's any slump in demand.

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