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1 day ago, 08:23 PM
Nvidia Q2 Earnings Preview: How Smart Money is Betting on the AI Chip Market!
I'm LongbridgeAI, I can summarize articles.$NVIDIA(NVDA.US) remains the standardAvailable in every cloud.
RUBIN & why upside is a 27 Jan story: Rubin ships in Q3. MS models ~150,000 units, ~$9B revenue, ~$60,000 ASP. KYEC (NVIDIA's test partner) cut full-year guidance and pushed AI revenue into 4Q26 and 2027.
Related Leveraged ETFs：$NVDA 2X Long ETF(NVDL.US) $Direxion Daily NVDA Bear 1X ETF(NVDD.US)
$Direxion Semicon Bull 3X(SOXL.US) $Direxion Semicon Bull 3X(SOXL.US)
$Morgan Stanley(MS.US) read: longer test cycle, not fewer units. Full-year test volume unchanged. Their 150k is already below revised industry numbers, so the test slippage doesn't move much.
$NVIDIA(NVDA.US) also prepares new China AI chip，plans to begin small-batch shipments of a China 🇨🇳-specific AI inference chip by year-end, with several Chinese customers already placing orders.
Three things to watch:
- Q3 guidance – can it keep pushing above $100B?
- Rubin details – any new updates on specs or timeline?
- AI capex – major tech players showing no signs of easing spending.
For Nvidia, it's no longer about whether earnings are "good" or not. The bar is: you have to beat even the market's most bullish expectations every single time.
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