VanquishTrader(@VanquishTrader):$NVDA has beaten earnings for four straight quarters. The stock sold off every time. Nvidia reports Q2 tomorrow, with ~$91B in revenue guidance. Consensus expects $91.9B in revenue and $2.08 EPS. But the market might no longer be just satisfied with it: - Q2 is largely de-risked after four straight ~$2B beats. Investors are looking to Q3 guidance. - $NVDA has $119B in supply commitments + $26B inventory + customers' equity stakes. The capital model only holds if compute pricing stays firm. - Blackwell demand must stay strong even as Rubin ramps, without purchase delays. - The bigger test is whether demand visibility extends into 2028. Read more on why $NVDA's print could reset the AI trade:

2026.08.25 11:37

$NVDA has beaten earnings for four straight quarters. The stock sold off every time. Nvidia reports Q2 tomorrow, with ~$91B in revenue guidance. Consensus expects $91.9B in revenue and $2.08 EPS. But the market might no longer be just satisfied with it: - Q2 is largely de-risked after four straight ~$2B beats. Investors are looking to Q3 guidance. - $NVDA has $119B in supply commitments + $26B inventory + customers' equity stakes. The capital model only holds if compute pricing stays firm. - Blackwell demand must stay strong even as Rubin ramps, without purchase delays. - The bigger test is whether demand visibility extends into 2028. Read more on why $NVDA's print could reset the AI trade: