HomeIndustriesA.I.NVDA Earnings Risk, Trading PLTR, ORCL & DELL Amid Sour A.I. Sentiment

NVDA Earnings Risk, Trading PLTR, ORCL & DELL Amid Sour A.I. Sentiment

Melissa Armo says markets can continue selling action into and after Nvidia's (NVDA) earnings. If investors don't react positively to the report, she expects the stock to gap down and add to already bearish sentiment currently eating at the A.I. trade. While she likes Palantir (PLTR), Oracle (ORCL), and Dell Technologies (DELL) long-term, Melissa is shorting the stocks for now.

The Watch List

18 Nov 2025

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