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NVDA Q2 Guidance of $91B Clears Consensus by $5B-$7B, AMD Gains 8%

Nvidia's $81.6B Q1 beat and record forward guidance validate the Blackwell demand cycle, with Data Center revenue up 92% YoY. A fresh $80B buyback signals management conviction, lifting AVGO and ARM and easing concentration-risk concerns across the S&P 500.

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Coverage momentum · 14 days

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Rocky take

NVDA Q2 Guidance of $91B Clears Consensus by $5B-$7B, AMD Gains 8% has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.