EarningsFT
NVDA pre-announces Q1 data-center mix; raises full-year networking guide.
1 min read
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 case — both sides
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 · % change · 3 monthsaverage+3.4%
NVDA-6.0%AVGO-2.9%ARM+19.3%Average
Names in play
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ARM100
2
NVDA90
3
AVGO50
The house read
Networking mix shift validates the AVGO custom-silicon thesis.
Wrong ifPost-print IV crush.
Published read · research, not advice