Wednesday after US close, $NVIDIA(NVDA.US) reports the print that decides whether $6T of market cap still makes sense. Drop your call in the comments โ up to 888 Task Coins + SGD 3 stock coupon for the sharpest takes ๐
๐ The Bar Nvidia Needs to Clear
- Revenue: ~$78B
- EPS: ~$1.77 non-GAAP
- Data Center: ~$73B (~93% of total)
- Gross Margin: ~74.5% (company guide ~75%)
This is the floor. The fireworks happen above it.
๐ฏ The Real Question
By Thursday morning SGT, the $6T question gets answered. Either Nvidia is still THE only way to play AI infrastructure โ or the multi-vendor era just quietly started. Pick a side before the print lands.
๐ณ๏ธ Cast Your Vote โ Drop A / B / C / D in the Comments ๐
(Add your reasoning to unlock the bigger rewards)
- A) ๐ข Bullish โ Q2 guide blows past $90B, stock rips through $7T
- B) ๐ก Neutral โ in-line print, range-bound, nothing to see for the summer
- C) ๐ด Bearish โ China + Huawei + margin slip = rally capped
- D) โช Watching from the sidelines โ too rich for me, waiting for a dip
๐ Three Ways to Unlock the Rewards
- ๐ฅ Just Vote โ drop A / B / C / D in comments โ 88 Task Coins
- ๐ฅ Vote + Tell Us Why โ vote with reasoning (30+ words) + repost the activity โ 388 Task Coins
- ๐ฅ Go Deep โ vote + 80+ word analysis on any angle below โ 888 Task Coins
- ๐ Top 5 Deep Dives picked by our team โ + SGD 3 Stock Cash Coupon each
No idea what to write? Pick one of these to riff on ๐
- ๐ฏ Q2 guide โ $90B whisper vs $85โ87B consensus
- โ๏ธ Gross margin โ โฅ75% = moat intact; <73% = competition biting
- ๐ Data center โ $73B/quarter sustainable?
- ๐ Blackwell Ultra + Rubin โ 2H'26 ramp, $38B FY27 baked in
- ๐จ๐ณ China (H20/H200) โ 15% rev share, zero booked โ upside or trap?
- ๐ Huawei 910C โ how big is the substitution risk?
- ๐ฐ $6T valuation โ fair price or peak FOMO?
- ๐ Supply chain โ CoWoS, HBM4, packaging โ what breaks first?
โฐ You Have Until: Sunday, May 24, 2026, 23:59:59 (SGT) to drop your take. Rewards land in your account within 7 working days.
โผ๏ธ Quick Notes:
- Aim for your best tier โ only the highest one you hit gets rewarded (no stacking)
- No copy-paste or similar content โ we'll spot it.
- Top 5 Deep Dives are judged on insight + numbers + a clear, defensible take. Hot takes welcome โ but back them up.
See you in the comments. May the best take win ๐