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Global AI chip titan $NVIDIA (NVDA.US)$ released its highly anticipated FY26Q4 earnings after the bell, delivering financial metrics that crushed expectations across the board. Management provided guidance that soared past market consensus, yet the stock dipped in after-hours trading as investors stuck to the "sell-the-news" pattern seen in recent quarters.
Let's unpack the true quality of this print.
Three Things to Watch
Networkin...
Let's unpack the true quality of this print.
Three Things to Watch
Networkin...
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Columns Artificial Expectations
Big tech needs AI spending to turn into AI income — and fast.
Nvidia has risen almost 1,200% since ChatGPT launched in 2022. Investors who made money along the way essentially executed a picks-and-shovels play — buying shares in the infrastructure supporting a booming industry rather than the companies producing the end product — AI.
The dominance didn't happen overnight — Nvidia spent decades building the architecture the AI industry runs on. The question isn't whether...
Nvidia has risen almost 1,200% since ChatGPT launched in 2022. Investors who made money along the way essentially executed a picks-and-shovels play — buying shares in the infrastructure supporting a booming industry rather than the companies producing the end product — AI.
The dominance didn't happen overnight — Nvidia spent decades building the architecture the AI industry runs on. The question isn't whether...
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. One foot in and one foot out of the door at the moment. Possibly could cause me to lose out on potential gains but I don't think I can stomach a drastic market down turn.
Hey mooers! ![]()
The verdict is in. Remember our heated debate right before the NVDA earnings? It’s time to see how your expectations matched reality.
When "crushing earnings" meets "price drop," you know you’re witnessing a classic market moment.
In our pre-earnings poll, the community was divided, but heavily skewed:
– 🔴 81% (Team Moat - The Unstoppables): Betting on the AI revolution.
– 🔵 19% (Team Peak - The Realists): Warning abo...
When "crushing earnings" meets "price drop," you know you’re witnessing a classic market moment.
In our pre-earnings poll, the community was divided, but heavily skewed:
– 🔴 81% (Team Moat - The Unstoppables): Betting on the AI revolution.
– 🔵 19% (Team Peak - The Realists): Warning abo...
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$NVIDIA (NVDA.US)$
🤯 Nvidia just did that Thursday—down 5.7% intraday to 184.32(biggest drop since Nov25),closing at 184.89. The kicker? They crushed Q4 revenue (+73% YoY) and gave Q1 guidance of ~78B. So… why the sell-off? 👇
The Expectation Gap Breakdown 🔍
1️⃣ Guidance Was "Good, But Not OMG Good":
– Some analysts were betting on **80B+for Q1.78B? Meh. 😐
– Data center revenue (62.3B)beat estimates(60.4B), but gaming (37.3B vs.40.1B expected) and automotive...
🤯 Nvidia just did that Thursday—down 5.7% intraday to 184.32(biggest drop since Nov25),closing at 184.89. The kicker? They crushed Q4 revenue (+73% YoY) and gave Q1 guidance of ~78B. So… why the sell-off? 👇
The Expectation Gap Breakdown 🔍
1️⃣ Guidance Was "Good, But Not OMG Good":
– Some analysts were betting on **80B+for Q1.78B? Meh. 😐
– Data center revenue (62.3B)beat estimates(60.4B), but gaming (37.3B vs.40.1B expected) and automotive...
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U.S. equities mostly slipped into the red on Thursday (26 Feb), with $NVIDIA (NVDA.US)$’s sharp post‑earnings reversal weighing heavily on sentiment. Despite delivering yet another impressive earnings and revenue beat—along with upbeat forward guidance—the tech giant tumbled 5.5% in one of its steepest single-day drops since last April. Amplifying the move, the $NVDA 3xShortSG261006 (NVDW.SG)$ jumped ab...
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$NVIDIA (NVDA.US)$ $Invesco QQQ Trust (QQQ.US)$ $SPDR S&P 500 ETF (SPY.US)$ Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 99% per year, which means it is tracking significantly ahead of earnings growth.
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105161579 : Not adding any more positions today. Let's just observe for now.
Yoke Kee Sim : Good morning
Camile B Howerton : Excellent article!
74128907 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
76391510 : can I sell a few shares or how can I receive a little money
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