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zvewet203510
zvewet203510
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Sunday 20 September 2026 01:57:57 GMT
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chriswaite88
Chris Waite :
Happy birthday
2026-09-20 16:36:34
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deliah297
Deliah 02 :
💙💙💙
2026-09-20 15:27:23
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Nvidia’s biggest quarter ever. ✅$96.2B revenue, +106% YoY ✅$2.22 Non-GAAP EPS, +120% YoY ✅Q3 guide: $108B, 89% Growth YoY ✅FY28 guide: ~70% growth (Street: 45%) The catch: ❌Margins compressing 75% → 72% by Q4 ❌$108.5B in guarantee exposure to OpenAI + cloud partners ❌Cash converting slower, inventory building 👀Supply commitments: $119B → $279B in one quarter That last one is the story. Kress said it’s “primarily related to the procurement of memory,” and pinned the margin hit on memory pricing. Nvidia’s blockbuster ramp is just another check on a long list on why I’m long Micron. Not financial advice, just personal opinion. #investing #nvidia #micron
Nvidia’s biggest quarter ever. ✅$96.2B revenue, +106% YoY ✅$2.22 Non-GAAP EPS, +120% YoY ✅Q3 guide: $108B, 89% Growth YoY ✅FY28 guide: ~70% growth (Street: 45%) The catch: ❌Margins compressing 75% → 72% by Q4 ❌$108.5B in guarantee exposure to OpenAI + cloud partners ❌Cash converting slower, inventory building 👀Supply commitments: $119B → $279B in one quarter That last one is the story. Kress said it’s “primarily related to the procurement of memory,” and pinned the margin hit on memory pricing. Nvidia’s blockbuster ramp is just another check on a long list on why I’m long Micron. Not financial advice, just personal opinion. #investing #nvidia #micron


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