EP#002 NVDA Q3 2026 Analysis
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EP#002 NVDA Q3 2026 Analysis
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About this listen
NVDA just posted $57 billion in revenue—adding the equivalent of Intel’s annual revenue in a single report. But is the $8 billion gap between net income and cash flow a warning sign for the "Intelligence Age"?
📊 WHAT WE COVER:✅ Q3 FY26 Breakdown: The shift to "rack-scale" economics✅ The "Sovereign AI" Thesis: Why demand is exceeding supply🚩 Red Flags: A $6B+ cash flow discrepancy & ballooning receivables📈 Investment Frameworks: Technical entry points & the $255 price target
📊 KEY DATA:• Revenue: $57B (+62% YoY)• Net Income: $31.9B (+65% YoY)• Gross Margin: 73.4% (down 1.2% YoY)• Operating Cash Flow: $23.7B ($8B lag vs. income)• Price Target: $255 (12-month outlook)
⚠️ DISCLAIMER: Educational content only. Not financial advice. Not a recommendation to buy, sell, or hold. We are not registered investment advisors. Consult a licensed professional before investing.
📧 Contact: opalfinancial1@gmail.com
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