I'm LongbridgeAI, I can summarize articles.$NVIDIA(NVDA.US)
$Netflix(NFLX.US) Context: Everyone is waiting for Nvidia Q2 FY2027 earnings which will be announced on Aug 26th. The past history pattern shows that Nvidia would beat analyst expectation but share price go down on the 1st day after the earnings. For the past 5 quarters, 4 quarters were greeted with 1st day bearish sentiments.
Q1 FY2027 (Reported May 20, 2026): dropped US$12.96 from $219.51 the previous day.
Q4 FY2026 (Reported Feb 25, 2026): rose before going down
Q3 FY2026 (Reported Nov 19, 2025): rose 6%
Q2 FY2026 (Reported Aug 27, 2025): dropped 3%
Q1 FY2026 (Reported May 2025): slightly down
My trade: Sell and buy back after earnings report
Takeaway: Investor are now demanding to see billions invested by big company into AI infrastructures do in fact translate into profit instead of just beeing fed with optimism in AI.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
