Nvidia just reported earnings. Coming into the report, Wall Street expected: $1.50 EPS ~$65.6B revenue Nearly 67% year-over-year growth Nvidia has beaten EPS 12 straight quarters. Revenue? 13 straight. But the stock has been stuck sideways for months. Up 47% over the last year. Only ~3% so far in 2026. Key questions: Blackwell shipments H200 China revenue Memory constraints Forward guidance Some analysts say the stock is pricing in a 2026 AI peak. Others see continued hyperscaler spending strength. This wasn’t just about a beat. It was about what comes next. #NVDA #NvidiaEarnings #AIStocks #Semiconductors