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Nvidia$NVDA · filed: grew revenue 65.5% in FY2026 to $215.9BSound shipTrillion Score 667Fall Risk LowNext year $269.4B–$528.1B sealedCheck ▾Close ▴
What Nvidia filed
Grew revenue 65.5% in FY2026 to $215.9 billion, operating margin 60.4% against a 2.4% median for semiconductors & related devices, equity 76.1% of assets, and dividend per share up 1 year running. Every figure links to the filing it came from on Nvidia’s card. Sound ship: one warning sign. Trillion Score 667, #2 of 107 in its field; Fall Risk Low (how it is measured).
What the house said in advance
Revenue for the fiscal year after 2026-01-25 between $269.4B and $528.1B, an 80% range sealed on 24 Sept 2026 · receipt #1b3cda · graded in public by the revenue in Nvidia’s next annual report.
Figures as filed with the SEC. Ranges, scores and boats are statistical descriptions of past filings, not ratings or recommendations. Reporting, not advice.
In plain words
First post-Huang earnings Tuesday, **$155B** founder wealth unchanged, Anthropic IPO Thursday frames AI capital rotation in real time.
$155 billion
personal net worth
$32 billion
revenue in its most recent quarter
2%
margin either direction
88%
of total sales last quarter
Nvidia reports quarterly earnings Tuesday afternoon, the first since Jensen Huang stepped down as chief executive. Huang retains board membership and a $155 billion personal net worth, placing him tenth globally on current wealth rankings. The earnings call will be led by interim management—a script change allocators have been pricing since the February succession announcement.
The company guided to $32 billion revenue in its most recent quarter, a figure consensus expects within 2% margin either direction. Data center revenue, which represented 88% of total sales last quarter, remains the watched line. The transition in leadership does not alter Nvidia's product roadmap or foundry partnerships, but the call will be the first test of how interim executives frame forward guidance without Huang's signature optimism. The stock closed Friday at $128.40, down 11% from January highs, tracking broader rotation out of large-cap AI infrastructure into smaller deployment plays.
Anthopic's IPO Thursday adds tactical timing pressure. The AI safety lab reportedly set a $40-$44 indicative range on a $18 billion valuation, targeting a $1.8 billion raise. If Anthropic prices at the midpoint and trades up 15-20% on debut, it pulls speculative capital toward earlier-stage AI equities exactly as Nvidia reports. That rotation has been visible since mid-March: small-cap AI software names rallied 7% in aggregate while Nvidia traded sideways. The two events in the same week create a natural A/B test for where institutional money believes the next twelve months of AI infrastructure returns will concentrate.
Huang's $155 billion net worth is worth isolating. That figure is almost entirely Nvidia equity and has held stable despite the 11% drawdown, implying he has not reduced his position during the leadership transition. The wealth ranking—number ten globally—sits between Bernard Arnault at nine and Steve Ballmer at eleven, according to current Bloomberg data. Huang's decision to retain board membership while exiting operations keeps his voting influence intact, a structural detail that matters for any eventual strategic M&A or capital return decisions. The interim CEO has not disclosed plans for additional buybacks beyond the existing $15 billion authorization, which had $9.2 billion remaining as of last report.
Operators should watch three items in sequence. The earnings call Tuesday will establish whether interim management holds Huang's forward guidance posture or shifts to a more conservative tone—pricing models assume no change, but tone matters for volatility. Anthropic's Thursday pricing and first-day performance will indicate if speculative capital is rotating from incumbents to challengers. Then watch Friday's options flow on Nvidia for signs of institutional re-entry or continued distribution. If Nvidia beats and Anthropic underwhelms, the infrastructure thesis reasserts. If both perform, the AI trade widens to a barbell strategy.
Huang's net worth has not moved despite the stock's drawdown. That stability, combined with Tuesday's first earnings without him at the microphone, tells allocators whether Nvidia's valuation was ever about one voice or always about margin structure.
Branded by POPS4 · proof in 60 seconds
For the principal
Watch Tuesday call for tone shift under interim CEO; Anthropic Thursday tests whether AI capital stays concentrated or disperses.
For the operator
Long Nvidia into earnings only if you believe data center guide holds; Anthropic pricing frames your small-cap AI allocation next week.
For the house
No position change pre-earnings; if Nvidia beats and Anthropic underwhelms, add on Friday's dip via March-dated calls at $135 strike.
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