Quick Read – NVDA delivered $82B in Q1 revenue, up 85% year over year, while authorizing $80B in new buybacks at a 75% gross margin. – AMZN guided to $220B in 2026 capex and GOOGL raised full-year capex to ~$200B, both citing supply-constrained cloud environments. – Despite zero…
ina H20 shipments versus $5B a year ago, management still guided Q2 revenue to $91B with China stripped out entirely. – I keep buying NVIDIA (NASDAQ:NVDA), and the reason is straightforward: every quarter, the companies that spend money on my behalf tell me they cannot get enough of what NVIDIA sells. My latest add went in at $211.94, with the shares up 13.78% year to date and 930.5% over five years
My conviction lives in the next five, because the customer receipts for those years are already public. The Hyperscaler Guarantee Amazon (NASDAQ:AMZN) just guided to $220B in 2026 capex and said AWS is capacity-constrained through 2027. Microsoft (NASDAQ:MSFT) posted 43% Azure growth on a $678B backlog.
Alphabet (NASDAQ:GOOGL) raised full-year capex guidance to $195 billion to $205 billion and reported a $514 billion cloud backlog. Alphabet’s CFO says Google is “still in a supply-constrained environment”. That is my thesis in one sentence.