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Nvidia Earnings Celebrations and Why I Bought Meta Stock
Last night's Nvidia earnings were the main event, and I live streamed the call and wrote up my full recap on Substack. The quarter beat, but the bigger surprise was CFO Colette Kress guiding fiscal 2028 revenue growth of around 70%, well above the 44% Wall Street was modeling. On top of that, AWS committed to another 2 million GPUs and the company guided Q3 revenue to $108 billion. The stock fumbled in the after-hours session before that guidance turned it, and it's up over 7% this morning.
I bought Meta yesterday and walk through the swing-trade thinking: a beaten-up valuation, the proposed…
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