Oktober 10, 2026

NVDA

Nvidia Stock After Q2 2027: The Numbers Are Absurd. The Margin Question Is Now the Real Story

Nvidia doubled quarterly revenue and guided to another record, yet NVDA reversed sharply after earnings. The real debate is shifting from AI demand to margins, financing quality and whether Nvidia.

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Nvidia’s $105 Billion OpenAI Guarantee: When Chip Demand Starts Financing Itself

Nvidia may guarantee up to $105 billion for an OpenAI data-center lease. I examine what this says about AI demand, circular financing and Nvidia’s valuation.

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Nvidia Stock After Q2 FY2027: $96 Billion of Revenue—and the Working-Capital Shadow

Nvidia’s Q2 FY2027 revenue reached $96.2 billion. A close look at margins, cash conversion, AI financing, China risk and the $5.09 trillion valuation.

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