s/NVDA

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NVDA1 Month

Bull / Bear meter

0

NVDA DD: what the balance sheet says about staying power

NVIDIA Corporation (NVDA) Why does this name keep showing up on quality screens? This post is the answer, with numbers. THE SETUP NVDA trades at $237.09. Performance: +5.1% over a month, +30.5% over six, +28.4% over a…

NVDA6 Months
DD0 comments
79

$96B quarter, Data Center now 92% of revenue — where does deceleration actually show up?

$NVDA Q2 FY27: $96.2B revenue, +106% YoY and +18% QoQ, beating consensus by 4.5% and their own guide by 5.7%. Data Center revenue alone was $89.0B, +117% YoY, and is now ~92% of total revenue — this is basically a data-c…

DD3 comments
53

Why NVDA's moat is wider than people think

It's not just the chips — CUDA lock-in and the software stack are the durable advantage. Numbers inside.

DD2 comments
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