Tyler @Tyler0623131938

Joined November 2024

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Tyler @Tyler0623131938

4 months ago

$NVDA Q1 FY26 – Massive growth, but not without risk. Pros: $44.1B revenue (+69% YoY) Data center: $39.1B (+73% YoY) Strong AI demand Free cash flow: $26.1B Cons: $4.5B hit from China export ban Gross margin fell to 60.5% EPS down QoQ Costs + geo.pol risk rising

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