---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000872367.md"
description: "$NVIDIA(NVDA.US)Usually I talk about Nvidia at the start of the week. But since Nvidia just posted results, I thought it relevant to do an update post on her as well as participate in the trade showcase event. Earnings summaryNvidia’s results beat across the board. Nothing surprising as she always does well. And hence the market always expects more. And the market did sell her off initially (on awesome results at that! What’s up with you Mr Market? 😂). However, as guidance comes in, 1. It becomes clear that demand is far outpacing supply. 2. Estimates were pulled from 2028 to 2027.3. Short term constraint is memory.4. Mid term constraint is power, land and shell.5. Gross margin drops from 75% to 72% due to memory costs.Mr Market now seems to like that and is green pre market. And so as the saying goes - The proof is in the pudding. AI is here to stay and that is confirmed with technicals and price action. The safest route is usually the obvious one. @Captain's Treasure"
datetime: "2026-08-27T07:09:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000872367.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000872367.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000872367.md)
author: "[Heroic Lifesaver](https://longbridge.com/en/profiles/21630362.md)"
generator: "portal-rs"
---

# $NVIDIA(NVDA.US)Usually I talk about Nvidia at the…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (2)

- **Ivyyyy  · 2026-08-27T07:48:59.000Z**: the bit that changed my read is they guide it back to 72 to 73 in fy28 on price increases, so the memory hit is meant to get passed on rather than absorbed.
  - **Heroic Lifesaver** (2026-08-27T08:04:00.000Z): Yup agreed. They already mentioned that they are raising prices. That along with TSM as well as the memory providers doing so indicates to me that demand is indeed very strong.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**