As the third-quarter earnings season approaches, analysts have shown particular interest in several big tech stocks. Notably, Nvidia, which has been a top performer in the S&P 500, is seeing strong demand for its Hopper and Blackwell chips. Morgan Stanley reports that Blackwell chips are expected to see 450,000 units produced in the fourth quarter of 2024, translating into a potential revenue opportunity exceeding $10 billion for Nvidia. Despite losing its crown as the top S&P 500 performer, Nvidia's datacenter revenues are projected to remain strong into Q4, according to Bernstein. Analysts are also favoring other big tech stocks over Nvidia, although specific names were not disclosed. Additionally, $VST has been identified as the best performer in the SPX year-to-date, with Nvidia as the runner-up. Nvidia's revenue is expected to be 'a few billion dollars' higher in Q4.