YouTuber names three stocks as top beneficiaries from Nvidia's earnings

Stock Curry, the creator behind the We Profit YouTube channel, posted a video on May 23 telling viewers that three stocks other than Nvidia could be the main post-earnings beneficiaries of the chipmaker's latest results. The video, titled “Top 3 Stocks About to Explode After Nvidia Earnings,” appeared on YouTube two days after Nvidia reported first-quarter fiscal 2027 revenue of $81.62 billion and said data-center demand remained strong. The upload had about 1,367 views and 84,800 channel subscribers when indexed by search results on May 24. The video description named Super Micro Computer, First Solar and EOS Energy as the stocks discussed. ### Which three stocks did the creator actually name? The YouTube description listed Super Micro Computer, First Solar and EOS Energy as the companies covered in the video. The description also said the presentation would include “stock analysis” and “stock price prediction” for each of those names. The May 23 upload did not disclose trade sizes, entry prices or performance targets in the visible description. (youtube.com) The text instead used promotional language, saying the three stocks “could go up massive” and that one “could go up by 1,000% or more.” ### What Nvidia result was the video reacting to? Nvidia reported its first-quarter fiscal 2027 results on May 20, according to the company’s investor events page. (youtube.com) CNBC reported that Nvidia posted adjusted earnings per share of $1.87 on revenue of $81.62 billion, above analyst estimates, and said data-center revenue nearly doubled. Jensen Huang, Nvidia’s chief executive, said on the earnings call that “agentic artificial intelligence has arrived” and that AI factory buildout was “accelerating at extraordinary speed,” according to CNBC’s live coverage. The same report said Nvidia added $80 billion to its buyback authorization and increased its dividend. ### Why would those names be pitched instead of Nvidia itself? (investor.nvidia.com) Super Micro Computer is directly tied to AI server demand, and the video description linked it to Nvidia’s earnings discussion by naming it first among the featured stocks. That fits a retail-investor pattern of looking for companies exposed to Nvidia’s hardware volumes without buying Nvidia shares themselves, though the creator did not provide a detailed thesis in the visible text. (cnbc.com) First Solar and EOS Energy point to a second category of trade: power and electricity infrastructure tied to data-center expansion. The video description did not spell out that argument, but the inclusion of a solar manufacturer and an energy-storage company alongside Super Micro Computer indicates the creator was grouping suppliers around AI buildout rather than chip design alone. That is an inference from the stock list, not a stated rationale in the description. (youtube.com) ### What does the video page show about the target audience? The YouTube page showed affiliate-style promotions and paid-ad disclosures alongside the stock discussion. The description included a Moomoo welcome-bonus advertisement, a disclosure that the content was a paid ad from Moomoo Financial Inc., and links to a Discord trade-alert product and trading-education site. (youtube.com) Those disclosures indicate the video was packaged for retail traders rather than institutional investors. The page also used hashtags for Nvidia, NVDA and earnings, and the description said it would cover “the latest stock market news today.” ### What comes next for investors tracking the same theme? Nvidia’s investor relations page lists the company’s next event as its annual meeting of stockholders on June 24, 2026. (youtube.com) For viewers following the same trade setup, that page and Nvidia’s next quarterly filings will be the next named milestones after the May 20 earnings report and the May 23 YouTube upload. (investor.nvidia.com)