Pressure Points: NVIDIA 1Q'27 Earnings
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
More episodes of Pressure Points
- Pressure Points: WWDC Keynote 2026
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- Pressure Points: Meta 1Q'26 Earnings
- Pressure Points: Google 1Q'26 Earnings
- Pressure Points: Microsoft 3Q'26 Earnings
- Pressure Points: Amazon 1Q'26 Earnings
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