Nvidia Reports Tonight: A $92B Beat Is Already Priced.
https://www.tradingview.com/chart/NVDA/pNkgvjK9-Nvidia-Reports-Tonight-A-92B-Beat-Is-Already-Priced/
🟢 NVDA Q2 FY27 — Aug 26, after close
💵 Stock ~$214 · ~$5.1T cap · Strong Buy · avg target $305, +44%
📊 Street: EPS ~$2.09 on ~$92.2B rev, +97% YoY · guide was $91B ±2%
🎯 What matters is the Q3 guide, needs ~$100B, plus gross margin holding ~75%
📉 Sell-the-news risk: down day-after 4 quarters straight, 6 of last 8, despite beating every time
⏳ But the drift wins: +0.3% median next day vs +11% a quarter, +88% a year
🌀 Options imply ~±5%, about a $286B swing
🇨🇳 China is free upside. H200 sits outside guidance; +$4–10B/yr if it flows
🚀 Bull: Blackwell sold out, Rubin ramping, hyperscaler capex $475–600B+
⚠️ Bear: "circular financing", $540–750B of deals backing its own customers, CDS spiked, ASICs from Google TPU, Broadcom, OpenAI's "Jalapeño"
TradingView
Nvidia Reports Tonight: A $92B Beat Is Already Priced. for NASDAQ:NVDA by ProjectSyndicate
🟢 NVDA Q2 FY27 — Aug 26, after close
💵 Stock ~$214 · ~$5.1T cap · Strong Buy · avg target $305, +44%
📊 Street: EPS ~$2.09 on ~$92.2B rev, +97% YoY · guide was $91B ±2%
🎯 What matters is the Q3 guide, needs ~$100B, plus gross margin holding ~75%
📉 Sell-the…
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