The Analysts

Call · @thevalueist · unranked

@thevalueist

@thevalueist · Thu, Aug 27

TheValueist@TheValueist
$NVDA KEY READ-THROUGHS FROM NVIDIA Q2 FY2027 EARNINGS CALL NVIDIA’s Q2 FY2027 earnings call materially strengthened the outlook for global AI infrastructure spending while also revealing a significant redistribution of economics and risk across the technology supply chain. The
9d agoview on X ↗

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close

Read as

Long SKHYNIX, Long MU, Long TSM, Long ASX, Long AMKR, Long ASML, Long AMAT, Long LRCX, Long KLAC, Exit AMD, Exit INTC, Long ARM, Long AVGO, Long MRVL · High confidence

Confidence

High0.97

Counted from

Fri, Aug 28 · market close

Rank since this call

—

Aug 28

—

Aug 29

—

Aug 30

—

Aug 31

—

Sep 1

—

Sep 2

—

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 7 · counts fully until Sep 10 · fades out by Oct 8