The chipmaker's pullback is a buying opportunity.
Nvidia ( NVDA -3.38% ) shares fell roughly 2% following its fiscal 2026 second-quarter earnings release on Wednesday despite delivering revenue of $46.7 billion that beat guidance of $45 billion and issuing Q3 guidance of $54 billion.
Wall Street's muted reaction reflects unrealistic expectations for a company that has consistently outperformed. However, this pessimism creates an opportunity for investors who understand the bigger picture unfolding across the artificial intelligence (AI) landscape .
Supply constraints become a competitive advantage
Nvidia reported fiscal Q2 revenue of $46.7 billion, up 56% year over year, beating guidance of $45 billion. Q3 guidance of $54 billion represents 54% year-over-year growth. These fig