Revenue beat by ~$2.4B, Q2 guidance midpoint ($91B) ~$3.6B above street estimates; Data Center revenue also beat. Ongoing AI demand acceleration and strong data center growth create positive momentum for near-term price action. The post’s numbers support a long trade on NVDA exploiting the positive earnings surprise and raised outlook. High expectations already baked in; guidance may be conservative; macro or supply chain headwinds could reverse gains.
Revenue beat by ~$2.4B, Q2 guidance midpoint ($91B) ~$3.6B above street estimates; Data Center revenue also beat. Ongoing AI demand acceleration and strong data center growth create positive momentum for near-term price action. The post’s numbers support a long trade on NVDA exploiting the positive earnings surprise and raised outlook. High expectations already baked in; guidance may be conservative; macro or supply chain headwinds could reverse gains.