Everyone is watching Nvidia's earnings on 17 November.
The date that may matter more is 18 November. House committees have asked for a closed briefing on the board's probe into Jensen Huang.
China is only about 9% of Nvidia's revenue, and its best chips were already barred there. So the risk isn't lost China sales. It's Nvidia's standing in Washington, where Huang has been the one negotiating access.
Cryptonary take: Earnings tell you about this quarter. The 18th could tell you about the next few years.