Name: If Nvidia, $NVDA, actually reports $108 billion in revenue for Q3 as they are guiding, that would ma
Uploaded: 2026-08-26T21:59:00+00:00
Description: If Nvidia, $NVDA, actually reports $108 billion in revenue for Q3 as they are guiding, that would mark +1,730% growth in 4 years. Never in history has a company of this size grown at such a fast pace. Once again, we are witnessing history.

The Kobeissi Letter@KobeissiLetter

2026.08.26 21:59

If Nvidia, $NVDA, actually reports $108 billion in revenue for Q3 as they are guiding, that would mark +1,730% growth in 4 years. Never in history has a company of this size grown at such a fast pace. Once again, we are witnessing history.

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The Kobeissi Letter@KobeissiLetter

2026.08.26 20:29

Absolutely insane. Nvidia, $NVDA, just guided $108 BILLION in revenue for Q3 alone. And, this guidance assumes ZERO data center compute revenue from China. This builds on the record $96.2 billion in revenue posted for last quarter for a projected total of $204.2 billion in 6 months. We now have a $5+ trillion company is seeing +106% year-over-year revenue growth. There has never been anything like what we are seeing right now with AI. This is arguably the biggest technological revolution of all time.

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