Nvidia's monster quarter shows the AI boom continuing, with revenue growth accelerating to over 100%. Per the reported results, Q2 revenue was $96.2B, up 106%, data center revenue $89.0B, up 117%, and Q3 guidance $108B. x.com 

Nvidia's rising revenue alongside a much lower P/E is getting hard to ignore. Its chart shows quarterly revenue above $80 billion in Q2 2026 while the P/E is around 30x, down from much higher multiples in prior years. x.com 

Rising Chinese competition and doubts about valuations add to Nvidia's downside risk as the AI sector bleeds. Nvidia's break from an uptrending triangular pattern rarely ends well; the AI bubble is cracking, and the trendline break marks the beginning of something much bigger. x.com 

Growing AI and rising demand for computing power put NVIDIA in a solid position. That underpins a bullish view of its shares. x.com 

Nvidia's CUDA retains developers, putting it among 12 stocks that could dominate the decade ahead. Nebius's GPU rental price rise signals demand; Fabrinet and Credo supply AI connectivity. DraftKings has betting scale; Microsoft has Azure and an OpenAI partnership; Figma anchors design work; Shopify powers stores. TeraWulf pivots power sites to AI leases; Constellation, the largest US nuclear operator, signs big-tech power deals; Meta spends on AI; Uber has autonomous-vehicle partnerships. x.com  … Show more

Nvidia's AI profits are real, but its compute demand depends heavily on fragile venture funding. Per Chamath, 1% of firms account for 90% of AI spending, and 72 cents of each dollar comes from unprofitable VC-backed firms. Venture money passes through startups to Nvidia and cloud suppliers; if the next raises fail, concentrated orders could contract together. x.com  x.com  x.com 

NVIDIA keeps growing faster even as the market expects its growth to stop soon. Revenue rose 106% and net income 126%, its fourth consecutive quarter of acceleration, unprecedented for a company of its size. It also returned $26 billion to shareholders in the quarter while making strategic investments. x.com  x.com  x.com 

Anthropic's customer spending and compute buildout show AI monetizing at scale, a bullish read-through for Nvidia, Broadcom, Alphabet, Amazon, Microsoft, Nebius, CoreWeave and Hut 8. Its IPO filing reports H1 revenue up 14-fold to $16.3B, 11,900+ customers spending $100K+ annually and 1,900+ spending $1M+, alongside $9B in H1 infrastructure spending and about $430B in future compute commitments. x.com 

Nvidia faces risks on both sides of the AI cycle. Vendor financing is a concern at the center of the buildout: strong AI sentiment brings competition, while weaker sentiment brings a slowdown. That makes it the largest holding of greatest concern. x.com 

Nvidia's numbers are still underappreciated, giving a really good risk/reward at 18-19x forward earnings. Revenue rose 106% to $96.2B, data center 117% to $89B, with 75% gross margin and $108B next-quarter guidance excluding China. Nvidia now sells the whole AI factory, GPUs, CPUs, networking, systems and software, capturing more of the stack each generation. The valuation already prices a spending slowdown, the familiar bear case alongside hyperscaler in-house chips. x.com  x.com