May. 19 at 6:24 PM
NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling:
$VRT
• Foundry:
$TSM
• Optical:
$COHR,
$FN
Tomorrow’s NVIDIA earnings are way more than just a report—they are a high-stakes stress test for the entire physical AI supply chain! 🚀
As the ultimate barometer of hardware infrastructure, the pre-earnings tension is sending ripples across the ecosystem: liquid cooling giant
$VRT is directly tied to Blackwell's intense thermal demands, while foundry leader
$TSM serves as the sole gateway for advanced CoWoS packaging capacity. Meanwhile, the action in
$COHR and
$FN (Fabrinet) will reveal exactly how fast 800G and 1.6T optical interconnects are penetrating new clusters. NVDA's guidance will dictate the near-term ceiling for these "shadow giants."
