Milk Road Stocks(@MilkRoadStocks):Every single quarter, the AI trade holds its breath for $NVDA to "rescue the AI party." And every single quarter, the setup feels the same. For today's earnings: - Q2 revenue should land $94-95B - Q3 guidance should be $107-109B - And the real surprise would be non-GPU revenue (CPUs, networking, storage) coming in above $17B. @WhiteCollarExit believes that the stock will have a flat/down reaction when earnings release.

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Milk Road Stocks@MilkRoadStocks

2026.08.26 14:35

Every single quarter, the AI trade holds its breath for $NVDA to "rescue the AI party." And every single quarter, the setup feels the same. For today's earnings: - Q2 revenue should land $94-95B - Q3 guidance should be $107-109B - And the real surprise would be non-GPU revenue (CPUs, networking, storage) coming in above $17B. @WhiteCollarExit believes that the stock will have a flat/down reaction when earnings release.