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- BUYQ2 FY2027Wednesday, August 26NVIDIA's second-quarter revenue more than doubled to $96.22 billion, the data center platform alone reached $89.0 billion, and third-quarter guidance of $108.0 billion came in 3.8% above the market estimate. The stock still fell 1.19% in after-hours trading, which would make this the fifth decline after the fifth straight quarter of beating expectations. Two caveats sit inside the numbers: the gross margin outlook was cut from 75.0% to 74.0%, and free cash flow fell from $48.6 billion to $21.3 billion while revenue doubled.84
- BUYQ1 FY2027Wednesday, May 20NVIDIA posted $81.62 billion of revenue in its fiscal first quarter, an 85% jump from a year earlier, with Data Center alone at $75.2 billion. The stock still fell 1.8% the next day: the $91 billion second-quarter outlook cleared expectations by 4.2%, but options had priced a 5.5% move. From here the focus shifts to Vera Rubin shipments, a gross margin near 75%, and China revenue still booked at zero.88
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In Context
Famous Investors
Chase ColemanTiger Global · Q2 2026Trimmed− 7%9.3% of Portfolio$2.24 B11.2 M Shares
Philippe LaffontCoatue · Q2 2026Trimmed− 4%2.5% of Portfolio$1.21 B6.06 M Shares
Ray DalioBridgewater Associates · Q2 2026Trimmed− 18%3.2% of Portfolio$774 M3.87 M Shares
David TepperAppaloosa · Q2 2026Added+ 4%4.1% of Portfolio$305 M1.53 M Shares
Cathie WoodARK Investment Management · Q2 2026Added+ 33%1.8% of Portfolio$276 M1.38 M Shares
Leopold AschenbrennerSituational Awareness LP · Q2 2026Sold OutSold Out Last Period$498 K2,855 Shares
The bar is the stock's share of the investor's portfolio; the scale is the largest share in the list (9.3%). Share is relative to the total value of long positions in the latest 13F filing.
Congressional Trades
A 13F only shows long positions and options traded in the US; short sales, cash and foreign shares are not visible. The filing can come up to 45 days after quarter end.
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