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Adam Kobeissi @TKL_Adam · 27 Aug 2026

Most people don't realize what just happened. Nvidia just posted what we believe are the most impressive earnings in history, with market-wide implications. This implies $670+ BILLION in revenue next year, up +2,390% from FY2023. What's happening? Let us explain. (a thread) https://t.co/d97CZMwBs8
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