NVDA $81.6B Beat, $91B Guide, Samsung Strike Averted | 05/21

Hinzugefügt: 2026-05-26

[00:00:02]Nvidia crushed Q1. Samsung strike fell apart. Walmart reports this morning.

[00:00:07]Nvidia crushed Q1, revenue 81.6 billion, beat consensus 79, EPS 187, beat 177.

[00:00:17]Data center 75.2 billion, 92% of total.

[00:00:22]Q2 guide 91 billion. Nvidia explicitly said no China data center revenue assumed. Watch for AI key apex confirmed across semis.

[00:00:32]Samsung's NSEU strike fell apart last minute. Tentative wage deal, 6.2% salary rise plus profit-linked bonuses. Cost buys surged 6 and 1/2 to 7% intraday.

[00:00:45]Sidecar curbs triggered. Samsung Electronics up 6%. Union vote May 22nd through 27th. Watch for HBM bottleneck removed for Blackwell ramp.

[00:00:57]Walmart reports Q1 before the open.

[00:01:00]Completes the retail trio after HD's reversal and targets 32% year-over-year EPS jump. Macro, 10-year yield holding in the 4-6 range. Brent around 110. Iran Hormuz quiet overnight. Watch for WMT coms confirm consumer resilience or break it.

[00:01:19]Here's what nobody's connecting.

[00:01:21]Nvidia's 75 billion data center plus Samsung labor deal means HBM supply just unlocked exactly as Blackwell scales.

[00:01:30]This is not financial advice. Always do your own research.