Nvidia Q3 FY1/26 Earnings Review
DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Read our full disclaimer, here.
Keep Those Plates A-Spinnin'
The consensus of opinion amongst everyone apart from Nvidia shareholders is that of course the company must be some kind of fraud. I think the main reason people think this is that the numbers seem to keep defying gravity.
Let’s dig in.