This article talks about a big company called Nvidia, which makes special computer parts called GPUs. These parts help computers do things like play games or recognize faces in pictures. The article says that people are waiting to see how well Nvidia did in the last three months because they are expecting a new and better product soon. This could make some people not buy as many of their current products, which might make the company's earnings (money they make) lower than expected. Read from source...

- The title is misleading and sensationalist, as it implies that there is a high probability of Nvidia Q1 printing a disappointing result, while the rest of the article does not provide strong evidence for this claim.
- The use of the term "AI bellwether" is vague and subjective, as AI is a broad and diverse field with many different applications and segments. What exactly makes Nvidia an AI leader or representative? How is AI performance measured or benchmarked?
- The mention of macro and rate concerns is irrelevant and confusing, as it does not explain how they affect Nvidia's business or revenue in the short term. Why are investors not paying attention to these factors instead of focusing on Nvidia's Q1 report? What are the implications for other tech stocks or sectors?
- The introduction of the Osborne Effect is a weak and speculative argument, as it assumes that customers will delay or cancel orders for the current H200 chip based on the rumor or announcement of the new Blackwell platform. How does Nvidia mitigate this risk or manage customer expectations? What are the sales projections or forecasts for the new product?
- The quote from Gene Munster is not credible or convincing, as he does not provide any data or analysis to support his claims. He only states his opinion and expectation, which may be influenced by his own biases or preferences. Who is he and what are his qualifications or expertise in the field of AI or Nvidia? How does his view compare with other analysts or market participants?

Nvidia Corp.'s earnings report due this week has put macro and rate concerns on the back burner, with investor attention solely focused on the AI bellwether's fiscal-year 2025 first-quarter report. Deepwater Asset Management Managing Partner Gene Munster expects the company to go all-in on AI, which is a positive sign for the long term growth potential of Nvidia. However, there are also risks such as the "Osborne Effect", where customers may delay or cancel orders for the current H200 flagship chip and wait for the new Blackwell GPU platform launching this fall. This could result in a near-term hit to Nvidia's earnings and revenue, but Munster believes that Nvidia will "grow faster for longer" as it dominates the AI market. Therefore, investors who are bullish on AI should consider buying Nvidia shares, while those who are concerned about short-term volatility may want to wait for a better entry point or use options strategies to hedge their positions. Overall, Nvidia is a high-quality growth stock that offers exposure to the rapidly expanding AI sector and has a strong balance sheet and profitability metrics.