#GPU

Mar 14, 2026

$NVDA Q4 FY2026 Deep Dive: The Market Is Pricing 'Compute = Revenue' — But Regime-Change Risk Is Underpriced

NVIDIA Q4 FY2026 earnings deep dive: $68.1B revenue (+73% YoY), Blackwell supercycle, but at $178 the implied IRR is only 13% — below our 15% hurdle. Wait for $155-165 pullback.

Mar 14, 2026

$NVDA Q4 FY2026 深度解析：算力即收入，但范式切换风险被低估

NVIDIA Q4 FY2026财报深度解析：$68.1B收入+73% YoY，Blackwell超级周期，但$178价格隐含IRR仅13%，低于15%门槛。等待$155-165回调建仓。