ARKK Investment Tracker positi

ARKK Investment Tracker position change: Decreased position in NVIDIA by 1,590 shares, the number of shares held decreased 0.28% compared to the previous period and now represents 1.69% of the total position.

NVDA

2026/02/17

USNVIDIA

Side	Reported Price \| Filled	Portfolio changes
Sell Decrease	182.81 1,590	-0.28% Holding

NVIDIA

Nvidia Earnings: Beat Is Expected, But Can Capex Hold Up?

Nvidia will report on Feb 25. Consensus sits at $65.58B. The real question isn’t whether Nvidia delivers, but whether customers can sustain this pace of AI capex. Jensen Huang also teased “never-before-seen” chips at GTC, potentially Rubin derivatives or the next-gen Feynman architecture focused on inference. Will Nvidia widen the gap between infrastructure winners and everyone else? If growth slows even marginally, does AI capex shift from “grab compute” to “prove ROI”? Will NVIDIA beat and reclaim $200?

Disclaimer: The content is compiled based on publicly available market information. Accuracy, timeliness, and completeness of the data are not guaranteed. It is for reference purposes only and does not constitute any investment advice.

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