$NVDA NEWS: EPS confusion
NVIDIA Q1 2026:
Adj. EPS $0.81 MISSES $0.88
BUT Nvidia came up with their own NEW adjusted earnings $0.96 (excl. $4.5B-$5.5B China write-down) beats
Confusion from mixed EPS metrics & write-down. #NVIDIA #Earnings
More in our report later. pic.twitter.com/7PVZKpkuiJ
— The Coastal Journal (@1CoastalJournal) May 28, 2025
Nvidia’s revenue from Singapore reached a record high of $9 billion this quarter — accounting for 20% of total revenue.
This doesn't include an additional $5.5 billion in sales to China and Hong Kong. Combined, nearly $15 billion, or about one-third of all revenue this quarter,… pic.twitter.com/zQ7AW1Sc14
— Kakashii (@kakashiii111) May 28, 2025
Unpopular Opinion 🤖: $NVDA is HEADED back to $100!
Margins are being seriously compressed. The good times are over. Even if they keep growing sales, profits may fall due to continued margin pressure!
— I Sell Options Guy (@RentYourStocks) May 28, 2025
$NVDA actually had a huge miss – Non-GAAP EPS was .81 vs .93 Forecast
They made something up for H20 chips "this is what we would've made without China tariffs" …scandalous… to get to .96c EPS pic.twitter.com/6lwDkLOX0L
— Merlin Capital 🧙♂️ (@merlinscapital) May 28, 2025
Worth a read of Cisco’s Letter to Shareholders in the 2000 Annual Report … sky is the limit https://t.co/ngTe2L5yFS pic.twitter.com/EIjaps678S
— Paulo Macro (@PauloMacro) May 28, 2025
This was $NVDA ‘s chance to get back to ATH but the fact that they have highlighted the impact of the China chip ban and the uncertainty around trade deals makes it clear that will not see highs anytime soon, I will short this in the morning!
— j (@jtsla4) May 28, 2025
Data center and compute revenue shrunk
Lot of concerns underneath the hood for $NVDA here. No more an unstoppable juggernaut https://t.co/u6BjD9dVT4
— Merlin Capital 🧙♂️ (@merlinscapital) May 28, 2025