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@amitisinvesting

$NVDA !!!!! NVIDIA Q2 2026 EARNINGS: - Revenue $96.2B +106% YoY - Data Center Revenue $89.0B +117% YoY - GAAP EPS $2.46 +128% YoY - GAAP Operating Income $63.7B +124% YoY - GAAP Gross Margin 75.0% - Returned $26B to Shareholders in Q2 - Q3 Revenue Guidance of $108B NVIDIA just doubled revenue at a nearly $100B quarterly run rate. It is the largest company in history to put up these numbers at this size. CEO Jensen Huang: “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue. And demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online — with strong momentum across the U.S. and around the world. The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.” LETS. GO.

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97 replies collected of 127 X reports
Camtrader @trader_cam · D

@amitisinvesting Lets goooooooo!

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StructuralInvesting @structuralmkt · D
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Deplorable Trader @deplorabletrdr ·

@amitisinvesting Never a doubt!! Best financials in the market! x.com/deplorabletrdr/status/20…

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Jay @jiwanpark1014 ·

@amitisinvesting PERFECT TIMING

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JohnnyX @JohnnyXAngelo · 10K A

@amitisinvesting Once it hit 203 it was time to blast off! Should hit 220 and take a breather

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Jason Moore @Christiannn_16 ·

@amitisinvesting $NVDA putting up $96.2B revenue and guiding $108B for Q3 is another monster print. Wonder what @thejudgejordan makes of these numbers.

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Catalão @cataloniux ·

@amitisinvesting "Accounts receivable was $63.1B with 60 days sales outstanding (DSO), up from 45 days sequentially, due to extended payment terms on large, multi-quarter agreements with certain investment-grade customers" i have my reserves…

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Mind Math Money @MindMathMoney · 13K D

@amitisinvesting The 75% gross margin matters more than the 96B. Doubling your sales usually means cutting your prices. Keeping three quarters of every dollar while doubling says buyers had nowhere else to go.

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StarBuccaneers @Starbuccaneers · B

@amitisinvesting Great numbers.

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Daniel Carter @Mom4Josh · C

@amitisinvesting Excellent breakdown. Thanks for sharing your thoughts in such a clear way. I’ve been following @GwenPoth’s updates too.

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Carrio @carrioresearch ·

@amitisinvesting $NVDA has beaten its own revenue guide by 4.6–5.7% four quarters running, so read the $108B Q3 guide as a floor. Gross margin is the one they don't sandbag. But it doesn't affect anything.

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Max @maxwilliamson__ · D

@amitisinvesting AI is so back

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@amitisinvesting They guide for $108 billion next Q and 70% growth next year (could be higher but they are supply constrained). Holy heck! What kind of magic is this? $NVDA is the GOAT!

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Tom | Invests @stockswithtom · B

@amitisinvesting LFG!!! $NVDA IS THE BEST COMPANY IN THE WORLD

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Rishabh Surana @Rjs6991 ·

@amitisinvesting NVDA to the moon 🚀

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sdaiuhen @itsheatherx16 ·

@amitisinvesting I like your point of view. 🔰🔰

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Anish | VCP Scanner @VCPScanner · C

@amitisinvesting very good earning indeed for $NVDA The plan is I am buying more now here. as you can see big money is now gonna enter here in support. Finally, stop trading and start acquiring NVDA 😊 x.com/VCPScanner/status/209272…

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horus939 @dddhorus · C

@amitisinvesting Good news for hypserscalers

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Schulz Duggan @Schulz_Research · C

Spot on highlighting Jensen's quote about the broadening customer base! ​The numbers back this up completely: ACIE (AI clouds, enterprise, sovereign) grew +138% YoY vs Hyperscalers at +102% YoY. Sequentially, ACIE (+25% QoQ) is expanding at double the rate of Hyperscalers (+13% QoQ).

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@amitisinvesting What is most anticipated is tomorrow.

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Bastion Memos @BastionIV · C

@amitisinvesting one detail worth the footnote: nvidia reclassified a customer from AI clouds, industrial & enterprise into hyperscale this quarter, and recast last quarter with it — $5.2b of revenue changed columns. hyperscale is $48.7b, 51% of revenue, on the new basis. Ex-99.2 🎮 x.com/BastionIV/status/2092722…

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hi @byehiselllo · D

@amitisinvesting Jensen cooked

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eth4peace @eth4peace · C

@amitisinvesting Finally up after earnings 🙏 Nvidia 😍

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John Spanos @Spanos9118 ·

@amitisinvesting Could they not make a better recording? This is painful to listen to...

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The New Money @thenewmoney · C

@amitisinvesting Incredible to think they are generating a billion dollars a day in revenue x.com/thenewmoney/status/20927…

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JimboSlice @Brandon52262872 · D

@amitisinvesting “Ai is a bubble”

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Redwizardshat @Redwizardhat · D

@amitisinvesting $IREN has a 32% short interest and is reporting tomorrow, 8/27. It is backed by $NVDA as they have a stake in the company. It is also owned by Stanley Druckenmiller who is arguably one of best investors in the world. Trap the shorts. Let’s fly! 🚀 💰

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Nathan Mitchell @CoffeeBoysCap · D

@amitisinvesting "It's doing useful work." Exciting stuff there, don't hold back Jensen ... 🙄

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Redwizardshat @Redwizardhat · D

@amitisinvesting Anaylsts have a price target for $IREN of over the twice the current value. This stock is supported by $NVDA as they have a stake and are a customer.

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Polo @hereispolo · C
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Adel Bucetta @adelbucetta · D

@amitisinvesting grok's free tier is still a wild card will they sustain it or become paywall-only like everyone else?

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DKNG Whale @dkngwhale · D

@amitisinvesting AI went from “interesting experiment” to a full-blown infrastructure arms race real quick. If demand is still accelerating at a $100B quarterly run rate… we might still be underestimating how big this buildout gets.

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arnti @Mani83531289 ·

@amitisinvesting The next bullish run 🔰 🔰

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arnti @Mani83531289 ·

@amitisinvesting Upward market trend 🔰 🔰

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arnti @Mani83531289 ·

@amitisinvesting Key position 🔰 🔰

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john Kim @johny_5_alive · C

@amitisinvesting Just getting started!

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Eddy Alvarado @eddylegend811 ·

@amitisinvesting Did everyone load up on NVDA ?! 🚀

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Reasonus4 @reasonus4 · A

@amitisinvesting There is no demand people. AI capex & circular financing is Trump's greatest con. Look at these charts and tell me where you see growth. x.com/reasonus4/status/2092710…

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Vince Hansung @Vince_imnida · C

@amitisinvesting These $NVDA numbers = $SPX 8000+ Anyone selling for a quick profit when market opens wants to be poor. Market has trained people to sell when stocks go up and sell when stocks go down. AI names like $MRVL, $NVTS, $NBIS are going to test ATH in this leg up. All high-betas too.

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Anderson Gray @AndersonGray1 ·

@amitisinvesting Nope. Nothing to see over here. What could possibly go wrong??

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Lawn Chair Capital @LawnChairFund · B

@amitisinvesting Never been moved by an earnings call before. Jensens the man

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SCOTT MCCULLOUGH @scottmsells ·

@amitisinvesting Super Amit ! NVDA $221 and we gap much higher in the AM with some real nice target upgrades ! x.com/scottmsells/status/20927…

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Austin Benner @AustinEmpire24 · C

@amitisinvesting Can you say risk on tomorrow $AMD $MRVL

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sdaiuhen @itsheatherx16 ·
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