Pressure Points: NVIDIA 1Q'27 Earnings
From Pressure Points by Deepwater Asset Management
May 20, 2026 · 9 min
About this episode
The episode discusses NVIDIA's impressive earnings and growth expectations amidst investor concerns about future performance.
NVIDIA keeps crushing high expectations. It was a $27B business in CY22. This year it will be more than $400B. Investors are more worried that the growth will slow next year. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
Topics covered
- earnings report
- technology growth
- investor concerns
- NVIDIA
- business performance
Keywords
- NVIDIA
- earnings
- business growth
- investors
- technology
Mentioned in this episode
Organizations: NVIDIA
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