Keith Fitz-Gerald(@fitz_keith):As expected, Team Jensen dropped the hammer.🎯 5th consecutive quarter of beating both revenue and EPS estimates. 4th consecutive quarter of accelerating year-over-year revenue growth. And the money line: “Demand is accelerating. Last year one lab was driving the buildout. Today it’s a golden age of new AI labs, multiple frontier labs scaling in parallel, open models + physical AI — full steam worldwide.” $NVDA has barely scraped the surface.

Keith Fitz-Gerald

@fitz_keith

I help investors in their quest to beat Wall Street at its own game by sharing what I've learned 45+ years in global markets. Private investor/mkt strategist

가입 September 2019

873 팔로잉 중 26K 팬

Keith Fitz-Gerald@fitz_keith

2026.08.26 21:54

As expected, Team Jensen dropped the hammer.🎯 5th consecutive quarter of beating both revenue and EPS estimates. 4th consecutive quarter of accelerating year-over-year revenue growth. And the money line: “Demand is accelerating. Last year one lab was driving the buildout. Today it’s a golden age of new AI labs, multiple frontier labs scaling in parallel, open models + physical AI — full steam worldwide.” $NVDA has barely scraped the surface.