Discussion

• @benbajarin Ben Bajarin on x

  The market “this is our concern dude.” (Big Lebowski Quote) The market is discounting a digestion period and higher execution/regulatory risk, which is compressing the multiple investors are willing to pay on near-term growth. Via MS on hyperscaler leasing increases. [image]

• @teroterotero Tero Kuittinen on x

  Nvidia beat revenue, earnings and guidance expectations majestically. And it's down -3.5%. Guys, you know what this means. Don't be acting coy. You know.

• @benbajarin Ben Bajarin on x

  Friendly reminder, compute processing for AI is quite a bit more intense than packet switching.

• @lexnfx Alexei Oreskovic on x

  Jensen Huang: “Agentic AI has reached an inflection. and it literally happened in the last 2 or 3 months.” $NVDA

• @gavinsbaker Gavin Baker on x

  Some thoughts ahead of Nvidia tonight

• @jimcramer Jim Cramer on x

  I have read several articles already about the “lukewarm” reception to Nvidia's quarter. These after hour “receptions” have been so wrong, as i have told you here many times. How was the down a dozen point reception to Workday yesterday? It proceeded to rally 14 points! Bring on

• @justjake Jake on x

  Nvidia is the groundhog of the finance market right now “If you get an NVDA beat you will get 3 more months of AI summer”

• @briansozzi Brian Sozzi on x

  Human speed read of Nvidia's annual report (10-k). Big gain for Nvidia already on its Intel stake (paper gain): [image]

• @fongern_fx Marc-André Fongern on x

  Nvidia is the backbone of this market's optimism. If even blockbuster results can't move the needle, that's a red flag. The market rests on one pillar, while “AI replacing software” still hangs in the background. We're skating on thin ice.

• @economyapp @economyapp on x

  $NVDA NVIDIA Q4 FY26 (January quarter). • Revenue +73% Y/Y to $68.1B ($1.9B beat). • Operating margin 65% (+4pp Y/Y). • Non-GAAP EPS $1.62 ($0.08 beat). Q1 FY27 guidance: • Revenue $78.0B ($6.0B beat). [image]

• @edzitron Ed Zitron on x

  Looks like NVIDIA's net income was boosted by $5.6 billion by Intel's stock pumping since they bought in for the last quarter [image]

• @based16z @based16z on x

  It's only real compute if it's from the Nvidia region of Northern France

• @kakashiii111 @kakashiii111 on x

  Nvidia gives investors a rare behind-the-scenes look at how it generates demand. [image]

• @eddyelfenbein Eddy Elfenbein on x

  Fun fact: Nvidia was once dead money for nearly 14 years. [image]

• @thestalwart Joe Weisenthal on x

  $NVDA just had its biggest Q/Q revenue growth in history and it says that data center revenue is now up 13x since ChatGPT was released [image]

• @deepdishenjoyer @deepdishenjoyer on x

  hearing that jane street actually got on the nvda earnings call and deployed proprietary technologies to make jensen rant incoherently so that stock would tank after earnings. they must be stopped

• @thomas_woodside Thomas Woodside on x

  NVIDIA datacenter revenue. The steady linear trend that existed from mid 2023 through mid 2025 appears to have broken. [image]

• @trungtphan Trung Phan on x

  Nvidia acquired Mellanox — which does data centre networking software and hardware — for $7B in 2019. For its latest quarter, Nvidia reported $11B in Networking revenue ($31B for past year and $50B+ for past 3 years). This is one greatest tech acquisitions ever, up there with [im…

• @munster_gene Gene Munster on x

  The final question of the call turned into a 7-minute Jensen manifesto on how growth can continue. $NVDA My take: It passed the sniff test. Here's the play-by-play: Goldman asked if Jensen still feels good about growth accelerating beyond the April quarter. Jensen took a

• @stocksavvyshay Shay Boloor on x

  $NVDA says AI-driven data center capex could reach ~$4T by 2030 because software is becoming token-based, real-time & massively more compute-intensive. In an Agentic AI world, inference will mean revenue and compute directly scales business output which is why he frames data [ima…

• @laurengoode Lauren Goode on x

  Nvidia has beat Q4 expectations; stock is up. Revenue for the quarter up 73% (!) from a year ago to $68.13 billion. Data center revenue up 75% yoy. Lots of emphasis on this call on how Nvidia compute = lowest cost per token. Huang: “In this new world of AI, compute —> revenues.”

• @howardlindzon Howard Lindzon on x

  By next quarter $nvda will sell compute directly to your agents ???

• @stocksavvyshay Shay Boloor on x

  $NVDA says “space data centers” aren't economical yet but AI compute in orbit will become viable over time as energy & cooling challenges get solved.  Nvidia is already flying GPUs in space with imaging & real-time onboard AI processing emerging as early, high-value use cases.

• @benbajarin Ben Bajarin on x

  2026 $NVDA should join Apple and Saudi Aramco in the +$100b FCF club.

• @benbajarin Ben Bajarin on x

  The customer concentration question for $NVDA, meaning CSP hyperscalers, is not an issue when you realize the CSPs have to serve the long tail of the enterprise and the ~1B knowledge workers, and eventually the 4+b connected consumers in the world with AI.

• @benbajarin Ben Bajarin on x

  Been hearing via supply chain friendlies, NVIDIA has secured most of the HBM, making it scarce for competitors. Reminds me of iPod days when Apple secured all the storage as others were trying to compete with them in MP3 players.

• @patrickmoorhead Patrick Moorhead on x

  I'm surprised that $NVDA isn't up big time after that masterpiece. Crushed the whisper, too.

• @benitoz Ben Pouladian on x

  Jensen Huang on NVIDIA earnings: “In this new world of AI, compute equals revenues.” $3-400B of annual capex shifting from software on computers → AI. To generate tokens, you need compute. Compute → growth → revenue. The inflection point is here. $NVDA [video]

• @stocksavvyshay Shay Boloor on x

  $NVDA CEO Jensen Huang says AI has reached an inflection point where tokens are now productive for customers and profitable for cloud providers. “The ChatGPT moment for agentic AI has arrived” as compute demand continues to skyrocket. [image]

• @lexnfx Alexei Oreskovic on x

  $NVDA net income doubled y-y in Q4. The secret: Intel!! “Net other income for the fourth quarter was $5.6 billion, driven by unrealized gains in non-marketable and publicly-held equity securities, including gains from our previously announced investment in Intel's common stock.” …

• @divestech Dan Ives on x

  The Godfather of AI Jensen and Nvidia just delivered another drop the mic quarter. AI Revolution in full steam mode. How about them apples? 🍎🎯🏆🥇🍿🐂

• @morningbrew @morningbrew on x

  Dudes with 1 share of Nvidia celebrating earnings [image]

• @stocksavvyshay Shay Boloor on x

  $NVDA delivered 😏 • Revenue $68B vs Est. $66B • EPS $1.62 vs Est. $1.54 • Data Center $62B vs Est. $60B • Gross Margins 75% vs. Est. 75% Q1 Guidance • Revenue $78B vs Est. $72B Not assuming any Data Center compute revenue from China [image]

• @danprimack Dan Primack on x

  Prediction: Nvidia made a lot of money last quarter.

• r/technology r on reddit

  Nvidia reports earnings and guidance beat as AI boom pushes data center revenue up 75%

• r/hardware r on reddit

  NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026

• r/wallstreetbets r on reddit

  NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2026

• @michaeljburry Cassandra Unchained on x

  Just a $NVDA thought. https://michaeljburry.substack.com/ ... [image]