Jensen actually did it!

US Market & Sectors
1

NVDA just posted $57B revenue (market was expecting ~$55B). EPS is $1.30 vs the $1.25 estimate.

But the real crazy part is the guidance. They are saying $65 BILLION in sales for the current quarter. Wall Street was only expecting like $61B.

Stock is up 3% post-market. Feels kinda low for a beat this big, but maybe big money is just digesting the news? Or is this a “sell the news” trap for retail?

I feel like as long as the guidance keeps going up, the valuation kinda makes sense? But 3% jump on a double beat feels weird.

For those holding options or shares, is this giving you confidence to hold through 2026, or are you booking profits at open tomorrow considering the macro is still kinda shaky?

2

numbers look great but that 3% post-market gain feels weirdly low. Could be a subtle ‘sell the news’ move to shake out retail before markets get shaky again. Macro still looks fragile to me so I’m thinking about booking some profits tomorrow and playing it safe.

3

Well, well, well… that 3% pop aged like milk.

Ended the week red despite a monster beat-and-raise. It’s the ultimate “priced for perfection” signal.

When even a $4B guidance hike isn’t enough to hold the green, you know the big money is distributing. Hope you didn’t chase the open!