#TradFi交易分享挑战



Amazing Nvidia, no matter how good the earnings report is, the stock doesn't go up; no matter how aggressive the shorting, it doesn't go down.

Nvidia's Q1 FY2027 earnings report is out, and unsurprisingly, it still blows my mind.

Revenue of $81.6 billion, up 85% year-over-year, up 21% quarter-over-quarter. GAAP net profit of $58.3 billion, up 211%; non-GAAP net profit of $45.5 billion, up 139%. Gross margin of 74.9%, continuing to stay stable between 74% and 75%.

Data center business of $75.2 billion, accounting for 92% of total revenue, up 92% year-over-year. Quarterly dividend soared from $0.01 to $0.25, a 2,400% increase. Added $80 billion in share repurchase authorization.

Jensen Huang said on the earnings call, “The construction of AI factories is accelerating at an astonishing speed, the largest infrastructure expansion in human history.”

However, Nvidia's stock price fell 0.77% after the earnings release.

This is the third consecutive quarter with a similar situation: even though Nvidia's revenue exceeded the company's guidance median by about $3.6 billion, the stock still drops after the report.

But on the other hand, 99% of people wanting to short Nvidia are probably losing money.

Michael Burry, the real-life inspiration for "The Big Short," disclosed a position in Nvidia and Palantir put options in Q3 2025, with a notional value of about $1.1 billion according to 13F filings.

He held 1 million Nvidia put options with a strike price of $110, expiring in 2027. As of May 8, 2026, Nvidia's stock was around $215, well above the strike price of the related put options.

Leopold Aschenbrenner, a former OpenAI researcher, was even more aggressive in Q1 2026.

His hedge fund, Situational Awareness, disclosed put option positions on Nvidia, Broadcom, and others, with a total notional value reaching billions of dollars, including about $1.6 billion in Nvidia-related puts.

As a result, Nvidia's stock price rose about 15% from the end of Q1, and Leopold got caught in a trap.

Even if the earnings are great, the stock doesn't go up; even if the shorting is aggressive, it doesn't go down. Isn't that amazing? $NVDA
NVDAX-0.66%
AVGOON0.56%
NVDA-1.52%
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GateUser-68291371
· 1h ago
Hold tight 💪
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GateUser-68291371
· 1h ago
Burlan 🐂
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GateUser-68291371
· 1h ago
Jump in 🚀
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MasterChuTheOldDemonMasterChu
· 2h ago
Just charge forward 👊
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HighAmbition
· 3h ago
thnxx for the update
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