(https://www.cnbc.com/2026/08/24/nvidia-to-report-earnings-jay-woods-says-watch-these-key-levels.html) are being framed as a validation checkpoint for the entire AI infrastructure thesis. That's exactly backwards. The market has already *assumed* NVDA will deliver — the stock rallied from $180 to before earnings even dropped. Consensus now expects NVIDIA to post quarterly revenue and EPS (from the latest quarter in my data).

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