Calls
1
u/Tech-100
Reddit r/stocks
Win Rate
100.0%
return
+4.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 26
$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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u/Tech-100 has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: NVDA.
