NVDA beat aggressive FY2026 revenue estimates by 4x, deflating S-curve takes
abhiadesai · x · 2026-11-15
Zoom out far enough and there are no S-curves: progress is finally fast enough for humans to notice. The author compares today's "aggressive sell-side estimates" with five years ago — Anthropic was less than a year old in late 2021 and is now a giant slayer across sectors; a June 2021 BofA report pegged NVIDIA FY2026 revenue at $48.5B versus an actual $215.9B. New demand from new technologies is inherently hard to model, so today's bearish extrapolations likely underestimate too.
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