

Trading with Jesus
1.5K posts

@GowokeG
For what shall it profit a man, if he shall gain the whole world, and lose his own soul. God, Familly, Trading, Skiing. Love to learn every day from the markets








This is the reason our room has been bullish. Thanks Tim for keeping us on the right side.


$NVDA Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $68.1B (Est. $65.91B) 🟢; +73% Y/Y 🔹 Adj. EPS: $1.62 (Est. $1.50) 🟢; +82% Y/Y 🔹 Data Center: $62.3B (Est. $60.36B) 🟢; +75% Y/Y Q1 Guide: 🔹 Rev: $78.0B ±2% (Est. $72.78B) 🟢 🔹 Gross Margin (Adj): 75.0% ±50bps 🔹 OpEx (Adj): ~$7.5B 🔹 not assuming any Data Center compute revenue from China Capital Return: 🔹 Returned to shareholders (FY26): $41.1B 🔹 Buyback remaining: $58.5B Commentary: 🔸 “Computing demand is growing exponentially — the agentic AI inflection point has arrived.” 🔸 “Grace Blackwell with NVLink is the king of inference today — delivering an order-of-magnitude lower cost per token — and Vera Rubin will extend that leadership even further.”





