If you’re only going to watch one company this earnings season, make it Nvidia’s earnings tonight.

Why?

Because Nvidia isn’t just the poster child of the AI boom. It’s the engine.

Its chips power everything from ChatGPT to Google’s data centers.

Its customers include trillion-dollar tech giants. And its results today could swing the entire stock market – especially tech.

But for me, it’s also personal.

While Nvidia isn’t in the Million Mission portfolio just yet, it’s at the top of my watchlist.

If this report confirms what I believe, I may be looking to add it very soon.

Let’s break down what to expect and what I’m watching like a hawk.

Monster Numbers Expected

Analysts are forecasting:

• $0.88 in earnings per share (EPS), up 44% from a year ago

• $43.3 billion in revenue, up a jaw-dropping 66%

That would make it one of the biggest quarters in Nvidia history.

The fuel behind this explosive growth? AI demand – specifically from data centers, which now make up the lion’s share of Nvidia’s business.

Data Center Demand Is Everything

Nvidia's core business isn’t about gaming graphics cards anymore.

It’s the enterprise-grade chips running massive AI models for companies like Meta, Amazon, Google, and Microsoft.

The data center division could generate over $34 billion this quarter. Some whisper numbers even go as high as $42 billion.

Investors will be laser-focused on how strong this segment is – and what kind of future demand Nvidia is seeing from its biggest customers.

Enter: Blackwell

Think of Blackwell as Nvidia’s next power move.

It’s a new architecture for AI chips – faster, cheaper to run, and designed for the next wave of innovation.

We’re talking about a chip that could train AI models 2–3x faster than current options.

The rollout is expected later this year, and it could be a major catalyst.

If Nvidia signals strong demand or early adoption, I wouldn’t be surprised to see analysts raise their price targets across the board.

In Million Mission terms: Blackwell could be the second stage of the rocket.

Jensen's Quantum Leap

Quantum is another frontier I'm keeping a close eye on. And if Nvidia CEO Jensen Huang even hints at it, the implications could be huge.

Nvidia's been laying early groundwork for powering the future of quantum, from simulation platforms to early-stage software frameworks.

I wouldn't be completely shocked if we start to see signs quantum is quietly becoming part of the roadmap.

It's early. Still a rounding error on the income statement.

But if NVDA positions itself as the backbone for AI and quantum, we're not just talking about dominating the present – we're talking about the next two decades and beyond.

Nothing may come of it tonight, but if it does I'll be ready.

And you'll be the first to hear what I think it means for The Mission.

But Then There's China…

Now, it’s not all blue skies.

Nvidia is facing export restrictions to China, its second-largest market.

To comply, it built a less powerful chip called the H20. But that’s not selling well.

The company recently announced a $5.5 billion write-down – mostly from unsold Chinese inventory.

That sounds bad. But Wall Street mostly sees it as a one-time issue.

If management frames it that way on the call, the market may move on quickly.

But if those problems spill into future quarters, that’s where I’d get cautious.

What This Means for The Million Mission

I launched this challenge to turn $100K into $1 million by finding asymmetric opportunities – where the upside massively outweighs the downside.

Nvidia isn’t cheap. But if this report shows continued explosive growth, accelerating adoption of Blackwell, and stable long-term demand from AI giants, I may look to build a position when the market blinks.

This earnings report could give us the perfect setup – a temporary dip in a long-term winner.

We’ll know more by tonight.

And if the numbers line up the way I think they will, Nvidia might just become the next stock in The Million Mission portfolio.