NVDA +8.74%. MSTR +11.54%. Nasdaq +1.57%.
Tech and Bitcoin exposure drove the market higher. Now the focus shifts to Jackson Hole at 14:00 UTC.
Here’s what matters today ↓
Nvda’s latest fy28 rev projection puts 27/28 p/e in the low teens. Historically nvda has traded in the mid to high 30s. Every sucker yesterday selling the upside vol into earnings after it was down everytime for 2 years got bagged
NVDA earnings triggered a sharp surge in TradFi Perp activity.
Daily volume crossed ~US$1.6B, with Binance accounting for ~50% at the peak and volume >9x its pre-earnings average.
This occurred as NVDA swung ~9ppt into pre-market, underscoring demand for off-hours exposure.
NVDA Q2 FY2027 results are in.
- Revenue: $96.2B, up 106% YoY
- Adjusted EPS: $2.22 vs. $2.09 expected
- Data Center revenue: $89.0B, up 117% YoY
Q3 revenue guidance: $108B, plus or minus 2%
Trade $NVDA on Rialto.