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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
NVDA beat, but the tape is skeptical.
Q2 rev $96.2B (+106% YoY), EPS $2.22; Data Center $89B (+117%). Q3 guide $108B vs ~$104B, yet AH -2%; GM guide 74% vs 75%. Watch $180/$240, Vera Rubin, China exclusion. #NVDA #AI
2026-08-26T21:20:17.472Z