

1 day ago, 04:13 AM
I'm LongbridgeAI, I can summarize articles.$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. The upcoming earnings report is bound to shake up the entire market—but in which direction? Give us your answer!
📊 Where Nvidia Stands Going In
Market cap | US$5.07T |
52-week range | US$163.85 — US$236.27 |
Consensus revenue | US$92.18B (+97% YoY) |
Consensus EPS | US$2.06 |
Last quarter | All Beat — Revenue +85%, EBIT +131%, EPS +214% |
Analysts | 62 covering · 95% positive · target US$304.73 (+46%) |
⚡ Why This One Moves Everything
A ±7% move on a US$5.07 trillion company is roughly US$355 billion changing hands in a single session. That is more than the entire market value of all but a handful of companies on earth — created or erased between one close and the next, on one line of guidance.
And it does not stop at Nvidia. Monday's memory-chip rout took $Micron Tech(MU.US) down 5.8%, $Sandisk(SNDK.US) 6.5% and $SK Hynix(SKHY.US) 5%, with $iShares Semiconductor ETF(SOXX.US) off 2.7% — before Nvidia has said a word. For anyone holding the leveraged wrappers, the same move lands 2x to 3x harder: $NVDA 2X Long ETF(NVDL.US) and $Direxion Daily NVDA Bear 1X ETF(NVDD.US) on the single-stock side, $Direxion Semicon Bull 3X(SOXL.US) and $Direxion Semicon Bear 3X(SOXS.US) on the sector side, in both directions. Whatever Nvidia prints on Wednesday reprices the entire AI stack behind it.
💬 The Argument Already Happening Here
Two ways members are framing it in this week's Daily Market Talk:
@Vt3 — "This week positions around 2 variables: NVDA's earnings numerator and Warsh's macro denominator. NVDA moves the earnings multiple for the entire AI stack. Warsh sets the discount rate."
@CLuo — "As an NVDA shareholder, I'm less focused on guessing the post-earnings price move and more interested in whether results can keep supporting the market's high expectations. Holding is also a decision."
Trade the print, or sit through it. Both are calls. Make yours 👇
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