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u/Tech-100
Reddit r/stocks
Винрейт
100.0%
доходность
+4.7%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
26 авг
$207.61
+4.7%
Q2 revenue was $96.2B, up 18% QoQ and 106% YoY, with $64B operating income and $26B returned to shareholders. Jensen Huang says AI demand is accelerating, multiple frontier labs are scaling in parallel, and Vera Rubin is in full production — implying continued revenue strength. The underlying business is extremely strong, so any post-earnings weakness may be a watch-and-buy opportunity rather than a reason to sell. Despite blowout numbers, the stock dropped about 3% after earnings and is up only 9% YTD vs QQQ’s 16%, suggesting expectations are already high.
Q2 revenue was $96.2B, up 18% QoQ and 106% YoY, with $64B operating income and $26B returned to shareholders. Jensen Huang says AI demand is accelerating, multiple frontier labs are scaling in parallel, and Vera Rubin is in full production — implying continued revenue strength. The underlying business is extremely strong, so any post-earnings weakness may be a watch-and-buy opportunity rather than a reason to sell. Despite blowout numbers, the stock dropped about 3% after earnings and is up only 9% YTD vs QQQ’s 16%, suggesting expectations are already high.
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Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/Tech-100 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: NVDA.
