T-5 until May 20.
This is not a single earnings event. Three independent catalysts converge on the same day:
• NVDA Q1 FY2027 earnings (demand-side)
• Samsung strike court decision (supply-side memory)
• H200 China clearance reality check (geopolitical)
Most analysis treats these as separate. They are not. The three signals interact. Let's walk through each between now and the print.










