EPISODE · Aug 23, 2026 · 11 MIN
Nvidia Reports Wednesday — It Falls After Every Beat | How I'd Trade It
from Stonkcast
Nvidia reports Wednesday, and it's fallen after earnings four straight quarters even after beating.Nvidia's fiscal Q2 is the biggest event of the week, and it hits Wednesday alongside the July PCE inflation report and the second estimate of Q2 GDP. The Street is looking for about $92 billion in revenue and a gross margin near 75% — but after four straight post-earnings selloffs, the question is whether a beat even matters anymore.I walk through the numbers that count, the Blackwell-to-Rubin transition, and the China H200 situation, then lay out exactly how I'd trade the setup — my levels and the two other names on my list this week, including the one I'm buying. Plus Jackson Hole, Fed Chair Warsh on Friday, and Canada's new 50% tariffs.📅 New episodes every Thursday 6AM ET & Sunday 7PM ET — market prep, momentum plays, and trade ideas.📊 Research tool I use — Stock Analysis (code STONK = 10% off first Pro cycle): https://stockanalysis.com/pro/?ref=brandon5b📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🎧 Podcast: https://pod.link/1791475353 🐦 X: http://x.com/StonkcastShow 🛒 Merch: http://stonkcast-shop.fourthwall.com/collections/all 💸 Support the show: https://paypal.me/stonkcastSome links are affiliate/referral links — Stonkcast may earn a commission at no extra cost to you.⚠️ Disclaimer: This content is for educational purposes only and is not financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making investment decisions.
Embed this episode
NOW PLAYING
Nvidia Reports Wednesday — It Falls After Every Beat | How I'd Trade It
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.