Share your thoughtsWhat's on your mind?
NVIDIA (NVDA.O) released its FY2027 Q2 results after the US close, in the early hours of Aug 27, 2026 Beijing time. The quarter ended Jul 2026.
1) Data Center: $NVIDIA(NVDA.US) revenue was $89.0bn this quarter (+$13.8bn QoQ), beating the Street at $86.0bn. Growth was driven mainly by Blackwell shipments.
The Rubin lineup starts shipping in Q3. It will gradually replace Blackwell and enable a product upgrade cycle...
Q2 revenue reached $96bn, doubling YoY, and the company for the first time guided FY28 growth at approx. 70%.
This figure is supply‑constrained, with underlying demand growth near 100%.Rising memory prices will compress GPM to a Q4 low of 71–72%, while non‑hyperscaler ACIE is set to account for half of the data center business.
I guess a USD 222 close for 27th.
this is approximately 5% up, and probably befitting of the exceptional results it has delivered, considering a recent seven day losing streak, which actually hasn't brought the price down to my target for accumulation. I also considered that this name has a moderate beta at around 1.96, I feel it is less likely to have tremendous one day swing of above +7%
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
Love reading and learning stuff from you guys here yeah! I also believe in Nvidia being an undervalued stock.
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
Went up by quite a bit, but beware of round tripping…
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
$NVIDIA(NVDA.US)
I did not see a red flag in that Nvidia print.Genuinely, I’m curious what red flags people are seeing. I’d be the first to nit-pick and try to figure out what the street is upset about, but this was genuinely one of the best calls Jensen has ever had.It’s not even about the stock. Price is still below where it was just last week. I am trying to figure out if there is a reasonable argument outside of “AI is a bubble” to actually be meaningfully bearish here.Jensen answered every question in a way that just proved demand was stronger than supply and Nvidia’s growth was not going to slow down.- Beat the whisper numbers by a crazy amount including the guide.- Bought back $20B of stock and guided to buy back a ton more.- Kept margins basically the same.- Answered circular financing fears by explaining how their model creates more proliferation of AI, even if bears don’t like their answer.- Explained how open source and frontier models will work together.- Said that their growth is only constrained because of the supply chain and nothing else.- 40% of revenues are hyperscalers and even with increased competition, companies like Amazon pledged to buy ANOTHER 2M GPUs and even more CPUs.- Street thought they’d do 40% rev growth next year and Jensen said the floor is basically 70% now. Outside of the common bear cases, what was wrong with the print? Again, I don’t care much about the stock not moving because that is up to algos/the street/macro but for the company itself, I just do not see what to be meaningfully concerned about.Source: amit
Iggy's Journal: Nvidia Beat, Guided Higher, And Actually Went Up For Once
27 August 2026, AM
Overnight Read:
Nvidia reported after Wednesday's US close, beating on both lines, EPS $2.22 versus $2.09 expected, revenue $96.2 billion, up 106 percent year on year, Data Center revenue $89 billion, up 117 percent. Guidance for the next quarter came in at $108 billion, above the $103.9 billion consensus. Shares rose in after-hours trading on the guidance, notably different from the last four quarters, where Nvidia beat estimates and still sold off the next day. The actual US regular session hasn't happened yet as I write this, so that reaction isn't locked in. Back home, Singapore's July industrial production grew 6.8 percent year on year, led by precision engineering (+17.7 percent) and AI-driven electronics demand (+11.2 percent), while biomedical manufacturing fell 5.3 percent. Separately, ST Engineering's Taiwan-listed unit won a confirmed S$750 million contract for a Taiwan metro line. STI closed Wednesday down 0.19 percent at 5,724.54, its second straight modest pullback after Tuesday's stronger session.
My Personal Take:
The Nvidia reaction is the more interesting story this morning than the numbers themselves. A beat-and-raise that actually gets rewarded, after four straight quarters of the opposite, tells me the market's anxiety about AI capex sustainability eased at least for today, whether that holds through the full session is genuinely unconfirmed as I write this. On ST Engineering, I want to be precise about what this contract does and doesn't do to my own call. It's a real, dated, confirmed win, not a speech or a study, which is exactly the standard I said I'd wait for. But my Zone 5 verdict on this name has always been a pure yield-structure story, trailing yield well under two thirds of my floor, balance sheet otherwise clean.
Not financial advice. Iggy's Forensic Compliance Standards apply.
Cheers, Iggy 🦖
A ±7% swing on a 355B. Given the mixed signals (great top-line growth vs. margin compression), an explosive 7%+ jump is unlikely, but a negative close is also improbable because the core AI demand story remains intact. The initial after-hours price action settling around +4% points directly to the "2% to 7%" bucket.
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
$Broadcom(AVGO.US)
I mentioned earlier that nvda earnings a few hours ago will lift entire AI related stocks. Now overnight all of them are up. Expect market gap up on open today. It is all about getting in early. Hock Tan is a good leader.
$NVIDIA(NVDA.US) earnings beat expectations, the God of AI 👍
1. Revenue: $96.2bn (+106% YoY)
2. Data Center revenue: $89.0bn (+117%)
3. EPS: $2.46 (+128%)
4. Operating income: $63.7bn (+124%)
5. Gross margin: 75.0%
6. Q3 revenue guidance: $108.0bn
$Taiwan Semiconductor(TSM.US) is also quietly picking up 🤣
NVIDIA’s latest earnings were exceptionally strong: Q2 FY2027 revenue reached $96.2 billion, up 106% year over year, while adjusted EPS came in at $2.22, both comfortably above expectations. Data Center revenue surged to $89 billion, highlighting continued explosive AI demand, and NVIDIA guided for roughly $108 billion in Q3 revenue, again above Wall Street estimates. Despite the beat and raise, shares were relatively muted because expectations are extremely high and investors remain focused on whether AI spending can keep accelerating, margins can stay elevated, and NVIDIA can maintain its dominance amid custom AI chips and China-related restrictions.
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
NVDA Q2 FY26 First Take: Jensen Huang has already guided for a combined $1tn in Blackwell+Rubin revenue over 2025–2027 (calendar), so even a short-term revenue beat matters less.
Investors are focused on growth into FY27/FY28.In this print, the company provided core incremental disclosures: Commitments (upstream), Additional Commitments (downstream), and Guarantees (credit support).
Most notably, it has locked in memory and other upstream supply for FY28–FY29, while stepping up downstream market development.Taken together with its earlier $500bn compute financing platform, NVDA is building a system.
The system spans upstream stocking to seed downstream demand, backed by credit enhancement and a distribution mechanism.The stock's valuation looks relatively undemanding, largely because investors worry about the durability of growth.
Management's new disclosures on locked upstream supply and downstream customer development aim to signal confidence in sustained growth.For detailed takeaways, follow Dolphin Research's upcoming commentary and Trans. $NVIDIA(NVDA.US)$NVIDIA(NVDA.US) generating $96.2B of highly profitable revenue, while also growing 106% annually is genuinely insane at their scale. People need to let that sink in.
Combine that with expectations to "grow revenue by approximately 70% in fiscal 2028" under current supply constraints...Makes me think that $NVIDIA(NVDA.US) is perhaps the cheapest and highest quality growth stock we'll see for a long time.$NVIDIA(NVDA.US) down slightly on gross margin guide of 74% in Oct. Street was at 75.0%.
Big picture, the AI growth story is intact. Now have to wait for the call.Besides the margin guide, the numbers looked great. They reported revenue growth of 106% yy, compared to 107% in April (adjusting for China sunset a year ago). The reported growth in July is similar growth rates as April in face of law of large numbers is a win.Street was looking for 95% yy growth in July. Guide was a similar upside that they showed last quarter. Guided up 3%. Last quarter guided the out quarter up 4.3%. That's also a win.Source: Gene Munster
$NVIDIA(NVDA.US)reported exceptionally strong Q2 FY2027 financial results, exceeding market expectations across key metrics and prompting a sharp after-hours stock rebound (+4.53%) following an initial dip.
Q2 FY2027 Key Financial Highlights
* Revenue: $96.22 billion (vs. $92.17B expected), up 18% QoQ and 106% YoY.
* Adjusted EPS: $2.22 (vs. $2.10 expected).
* Net Profit: Surged to $53.95 billion from $24.76 billion a year earlier.
* Gross Margin: 75.0% (both GAAP and non-GAAP).
Q3 FY2027 Outlook
* Projected Revenue: $108 billion (±2%), excluding Chinese data center computing revenue.
* Expected Gross Margin: 74.0% (±50 bps).
* Operating Expenses: ~$9.2B (GAAP) / ~$9.0B (Non-GAAP).
Growth & Future Guidance
* FY2028 Guidance: Revenue is projected to grow by ~70%, significantly above the prior market consensus of 45%. CEO Jensen Huang noted that performance could be even higher if not for supply constraints.
* Supply & Costs: Management expects supply bottlenecks to constrain growth through FY2028. Elevated global memory chip prices are also increasing procurement costs.
* Strategic Momentum: CEO Jensen Huang emphasized that AI infrastructure build-out is accelerating globally across labs, enterprises, and physical AI implementations.
Market Reaction & Tracked Stock Data
* NVIDIA (NVDA.US): Regular session closed down -1.59% at 209.660 (up +3.90% pre/post-session at 217.830). Rebounded +4.53% overall in after-hours.
* T-Rex 2X Long NVDA ETF (NVDX.US): Closed down -2.93% at 17.920, up +7.43% post-market to 19.252.
* Tradr 1.5X Short NVDA ETF (NVDS.US): Closed up +2.50% at 20.630, down -5.91% post-market to 19.410.
$NVIDIA(NVDA.US)
🚀 Nvidia: The AI Boom Is Speeding Up, Not Slowing Down!
Nvidia just dropped another massive quarter and the AI spending cycle is still accelerating hard and not cooling off.
📈 The Numbers:
• Revenue: $96.2B, up 106% YoY, beating forecasts!
• Data Center: $89B, up 117% YoY, the real powerhouse 🖥️
🎯 Even Better News Ahead:
• Next quarter guidance: ~$108B revenue
• First-ever FY2028 outlook: ~70% revenue growth — way above Wall Street’s ~45% expectation! 🤯
💡 Why So Confident?
Big tech is still spending aggressively. Microsoft, Meta, Alphabet and Amazon combined for $165B in capex last quarter, up 87% YoY!
The real limit isn’t demand — it’s supply.
Memory commitments have jumped from $119B → $279B, and shortages could stretch into FY2028. The next-gen Vera Rubin platform is also ramping up production. 🚀
⚠️ One Note: China is becoming negligible for Data Center. Q3 guidance assumes zero, China compute revenue.
Bottom Line: AI demand is not slowing, the question is whether Nvidia can build chips fast enough to meet it! 🔥
📊 Full breakdown in the infographic! 👇
$NVIDIA(NVDA.US) !!!!!
NVIDIA Q2 2026 EARNINGS: - Revenue $96.2B +106% YoY- Data Center Revenue $89.0B +117% YoY- GAAP EPS $2.46 +128% YoY- GAAP Operating Income $63.7B +124% YoY- GAAP Gross Margin 75.0%- Returned $26B to Shareholders in Q2- Q3 Revenue Guidance of $108B NVIDIA just doubled revenue at a nearly $100B quarterly run rate. It is the largest company in history to put up these numbers at this size. CEO Jensen Huang:“AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue. And demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online — with strong momentum across the U.S. and around the world. The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.”LETS. GO.Source: amit
I know everyone’s watching $NVIDIA(NVDA.US) earnings right now…
But did you know Landmark signed a 4 year CW agreement with US customer to ensure “sufficient supply”?So now you have:- $Lumentum(LITE.US) (capacity gone)- $Coherent Corp.(COHR.US) (capacity gone)- Landmark (capacity committed)- $Applied Optoelectronics(AAOI.US) (capacity for transceivers)- $Macom Tech(MTSI.US) (not online)- $Semtech(SMTC.US) (limited)I remember saying earlier this year CW lasers would be the next optical shift and heavily bottlenecked by Nvidia?So fun watching this play out, with players signing LTAs already to 2030 (signaling less availability for other players).Implications for $SIVE / Win Semi are very material as one of the few remaining CW merchant suppliers with capacity (+ CPO-grade lasers).Let’s see how they execute.Breaking: Michael Burry has disclosed his updated positions
He:• Bought Nvidia $NVIDIA(NVDA.US) longs - Hedge• Added to Oracle $ORCLE shorts• Added to Palantir $Palantir Tech(PLTR.US) shorts• Added to Nebius $Nebius(NBIS.US) shorts • Added to Caterpillar $Caterpillar(CAT.US) shorts• Added to Nvidia $NVIDIA(NVDA.US) shorts• Added to Birkenstock $Birkenstock(BIRK.US) longs in mid-$30s• Added to Freddie Mac $Freddie Mac(FMCC.US) longs in mid $5sMichael Burry said "The total short stock position is over 21% of the portfolios, not including puts. Putting numbers on puts is a bit squirrely. They are so far out of the money, generally, and fairly distant in expiry. An asymmetric, leveraged and directional strategy with minimal current market value"
Nvidia’s 7-session drop lowers expectations before Q2 earnings. Strong $92.18B revenue consensus and solid Blackwell demand position NVDA for a 2% to 7% post-print relief rebound.
$NVIDIA(NVDA.US) reports Q2 FY2027 after the US close on 26 August, which lands at Singapore Thursday morning. 🔥The stock has fallen seven sessions in a row 🥶, its longest losing streak since 2022. Th...
