Aug. 27 at 7:28 AM
$NVDA I will value this beat if I see the same growth rates 100% also in
$META and
$AMZN Meta: BUT Q2 revenue grew 28%, but operating income actually fell 8% and net income fell 14%. Meanwhile, capex was
$31.1B in just one quarter. Amazon: Q2 revenue was +20%, while AWS grew 37%. That’s strong — but nowhere close to Nvidia’s 106%. Amazon is raising 2026 capex to around
$220B, while trailing free cash flow turned negative
$7.6B, largely because of AI infrastructure investment