- Entry
- $218.35
- Now
- $237.75 +8.9%
- Target
- —
- Score
- —
The print itself was the usual: EPS beat, data center $89B, up 117%, now 92% of the whole company, next-quarter guide $108B against a $104B consensus. the number that actually matters came on the call: management pointed to roughly 70% revenue growth for fiscal 2028. from a company that has roughly doubled three years running while lowballing every single quarterly guide, a 70% out-year number reads less like deceleration and more like the usual sandbag. that part will get priced, …
— ORIGINAL POST ·
NVDA: The best business in the world has nowhere left to put the money
· r/ValueInvesting
· Aug 26, 2026