1. Numbers...
NVDA +7% in pre, making new ATHs .. headliner last night was that NVDA’s Data Center revenue growth accelerated yet again to 427% y/y in FY1Q (April) - from 409% y/y in the preceding quarter .. and, in turn, Toshiya/GIR, who has largely been keeping pace with buyside expects (and well above the street) went to ~$41.58 in FY26/CY25 (and put a $50-handle EPS number on the board in FY27//CY26 … ~$51.00 to be exact) - Goldman analyst Toshiya’s price tgt goes to $1,200.
