#NvidiaBeatsButDrops

About NvidiaBeatsButDrops

Nvidia posted FY2027 Q1 revenue of $81.6B (beating estimates of $78.9B), up 85% YoY. Data center hit a record $75.2B; Q2 guidance of $91B crushed expectations. The company announced an $80B buyback and 25x quarterly dividend increase. Yet shares still fell ~3% after hours. This marks another "beat and drop" quarter; median post-earnings drawdown over the past four reports is 3.5%. When every upside is priced in, the market isn't waiting for better numbers. It's waiting for a new story.