What Nvidia bulls are whispering about before its big earnings report

The Street is sticking with Nvidia (NVDA) into its market-moving earnings report next week. Despite china-based DeepSeek coming out to rock the super bullish AI thesis earlier this year, Wall Street still sees Nvidia cleaning up from the buildout of AI infrastructure globally. Aggressive 2025 capex assumptions by hyperscalers such as Amazon (AMZN) and Meta (META) shared during this earnings season underscore the point. “Over the coming decades the investment [in AI] is happening,” Russell Investments CIO Kate El-Hillow tells me. However, that’s not to say there aren’t signs of caution going into Nvidia’s earnings report. Yahoo Finance data shows…