Forward Q3 guide vs street estimate:
At or above street
Below street
How the forward Q3 guide, not the Q2 print, re-rates Nvidia
13 straight beats over the guide
street consensus
beat margin
NVDA guide
beats narrowing
Q2 print lands pre-priced
street
guide
today
Q3 guide
Q3 guide re-prices NVDA
not the Q2 print
guide vs street est
guide ≥ street
At or above street
compounding · premium sustained
Below street
first down-inflection
multiple pressured
feedback: premium sustains the cycle