Nvidia Just Beat Big… So Why Is the Stock Down?
Автор: Dividend Talks
Загружено: 2026-02-26
Просмотров: 7187
Описание:
Nvidia just reported what most companies would call dream earnings.
• EPS up 82% year-over-year
• Revenue up 73%
• $43 billion in quarterly profit
• $216 billion in full-year revenue
Data centre revenue alone hit $62 billion this quarter.
And yet… the stock is down.
So what’s going on?
In today’s episode we break down:
– The key numbers from Nvidia’s earnings
– Why the market isn’t impressed
– Whether growth is starting to slow at the margin
– The real risks (competition, capex, hyperscalers)
– And most importantly… what the updated DCF says now
Is Nvidia still a buy?
Or is it finally priced for perfection?
Let’s dig in.
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