EarningsFT
NVDA pre-announces Q1 data-center mix; raises full-year networking guide.
1 min readAnalysis by AlgoThesis Editorial Desk
Keep this story’s later updates connected. Save remains a separate bookmark.
Market Memory
What changed after the headline
The original read stays visible beside later evidence. Connections are editorial records, not ticker-only guesses.
Price since this story
Equal-weight basket · first close after publication
May 26, 2026Aug 18, 2026
Price context does not establish that the story caused the move.
The story
Selected analysts received an unusual pre-print update on segment mix. Networking revenue tracking ~22% of data-center vs ~15% prior. Margin commentary unchanged. Print remains on calendar for Wed.
11.4k reads·5 theses
The two-sided take
Angle
↑ LONG+6% target-3% stopinto Wed print2026-05-28 00:00:00
Networking mix shift validates the AVGO custom-silicon thesis. If you're already long NVDA, the cleaner add is AVGO into the report. Skew is bid — sell weekly puts against the existing long.
3 stocks · 3-month returnaverage · 3M+2.3%
NVDA-1.2%AVGO-9.7%ARM+17.8%Average
The house read
Wrong ifPost-print IV crush.
Published read · research, not advice