Unless Nvidia reports expectations beating revenue and earnings per share tonight, $NVDA could drop 15%, Vertiv (-15%), SuperMicro (-18%), and CoreWeave (-12%).

Although Nvidia has not been the market's favorite AI trade this year, analysts covering the name see a recovery ahead as demand trends appear strong.

Unless Nvidia reports expectations beating revenue and earnings per share tonight, $NVDA could drop 15%, Vertiv (-15%), SuperMicro (-18%), and CoreWeave (-12%).