Nvidia Blows Away Expectations As It Sells “Billions” Of Blackwell Chips, Stock Goes Nowhere
We successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter.
In short: number were blowout – perhaps a tad less blowout then recent quarter – but still impressive especially as the company transitions to an avalanche of Blackwell orders.
Remarkably, despite the (somewhat) blowout number with straddles pricing in a 10% move after hours, the stock has gone… nowhere.
Nvidia sales grow 78% on AI demand, company gives strong guidance
https://www.cnbc.com/2025/02/26/nvidia-nvda-earnings-report-q4-2025.html
(and the spin begins)
https://x.com/FinanceLancelot/status/1894871343654740336
Futures Jump As “Good Enough” Nvidia Results Reboot Rally
https://www.zerohedge.com/markets/futures-jump-good-enough-nvidia-results-reboot-rally
Nvidia stock falls 9 percent after earnings.
https://www.cnbc.com/quotes/NVDA/