TMTB: NVDA Earnings Recap
Sending this out early for you early-risers, will send the usual Morning Wrap out shortly…
NVDA: Solid results with Total revs/DC revs hitting bogeys / Q3 rev guide a bit light / GM guide the debate…
One-liner: Not much to change narrative/#s here, buyside #s staying at ~$4.75-$5 in FY26
Q2 DC revs $26.3B vs $26B+ bogeys $25B street
Total Revs $30B vs $28.8…
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