To The Moon

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋

NVDA's latest earnings call just released, and it is the move driving this week's tape! The company delivered a massive beat with a record-high revenue of $81.6 billion—up 20% sequentially and 85% year-over-year—significantly exceeding Wall Street expectations of $78.8-$79.2 billion. That's the backdrop for today's question — Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point？ — and three Tigers have already staked out different reads, from @nerdbull1669, @TheBeautyofOptions, and @Shyon :

1. nerdbull1669 | Why Nvidia Slipped Despite a Blockbuster Earnings Report

Key points:

- $NVIDIA(NVDA)$ ’s Q1 FY2027 earnings report delivered on Wednesday, May 20, 2026, was an absolute powerhouse by any fundamental metric. Yet, the stock’s mild ~1% drop following the release is a classic example of a "sell the news" event, where a flawless report collides with historically high expectations.

- Nvidia soundly beat both the sell-side consensus and the more aggressive buy-side "whisper numbers."

- Beyond the headline numbers, Nvidia announced an eye-popping 25x increase in its quarterly dividend (from $0.01 to $0.25 per share) and tacked on a fresh $80 billion share repurchase authorization .

Read the full post: https://ttm.financial/post/566440749949904

2. TheBeautyofOptions | NVDA Q1'26 Earnings Beat + Jensen Huang CC Highlights

Key points:

- Revenue: $81.6 billion, up 20% sequentially and 85% year-over-year, a record high, significantly exceeding Wall Street expectations ($78.8-79.2 billion)

- Data Center Business (Core AI Driven): $75.2 billion, up 92% year-over-year, a record high, accounting for over 92% of total revenue.

- Earnings Per Share (EPS, non-GAAP adjusted): $1.87, exceeding analyst expectations ($1.76-1.78)

Read the full post: https://ttm.financial/post/566554008068576

3. Shyon | My stock in focus today will be $NVDA

Key points:

-After another monster earnings report that continues to reshape the AI narrative. Q1 revenue surged 85% YoY to US$81.6 billion, while Q2 guidance came in at US$91 billion, implying nearly 95% growth. This also marks the third consecutive quarter of accelerating annual gr

- What stood out to me most was the changing structure of Nvidia's growth engine. The company split its data center business into Hyperscale and ACIE segments, and both are now approaching similar scale. ACIE, which includes enterprise AI, industrial AI and sovereign AI demand, is growing even faster sequentially. This t

- The biggest long-term surprise from this earnings call may actually be CPUs. Jensen Huang positioned Vera CPU as a brand new US$200 billion opportunity, with visibility already approaching US$20 billion this year, separate from Nvidia's previously discussed US$1 trillion Blackwell and Rubin AI infrastructure roadmap. A

Read the full post: https://ttm.financial/post/566444780159408

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Nvidia’s blockbuster print proves its fundamental AI dominance is undisputed, but the divergent reactions from our community capture the exact tension driving the tape right now. While @nerdbull1669 rightly notes that a minor post-earnings dip reflects a short-term "sell the news" digestion of high expectations, @TheBeautyofOptions grounds us in the explosive reality of a Data Center business anchoring 92% of revenue, and @Shyon maps out a massive future runway via the new ACIE structural split and the $200 billion Vera CPU opportunity. Ultimately, whether $220 is just the starting point depends on your time horizon: near-term sentiment is catching its breath, but the long-term structural moat is actively expanding.

Which read lines up best with your view — and what would change your mind? Drop your thoughts in the comments and tag another Tiger who should weigh in. 🐯

🎁 Special Notes: Whoever showed up on the "What the Tigers Say" column will receive 100 Tiger Coins! See you next week!