“Nvidia Corp. (NVDA): ... full-year revenue of $215.9 billion, up 65% from the prior year, with their data center business alone pulling in $193.7 billion. Q4 revenue hit a record $68.1 billion, driven almost entirely by demand for their latest Blackwell chip platform. Free cash flow for the year came in at $96.6 billion.”

“Looking ahead, they guided Q1 revenue of roughly $78 billion, which is about 80% year-over-year growth, while EPS is expected to come in at $1.77 up 120% year over year.”

“The ugly 35% drawdown in mid-2025 looked alarming in the moment and turned out to be another entry point. It reclaimed the rising 50-day after that correction and has been grinding higher ever since.”

“Broadcom Inc. (AVGO): ... most recent quarter showed $19.3 billion in revenue, up 29% year over year, but the real headline was AI chip revenue more than doubling to $8.4 billion. They also returned $10.9 billion to shareholders in a single quarter. Q2 revenue of $22 billion is expected, with AI semiconductor revenue expected to grow 140% year over year to $10.7 billion.”

“Intel Corp. (INTC): ... up more than 100% YTD, making it a top five stock in the S & P 500 this year. It reported earnings last week and the stock jumped 24% (its best day since October 29th, 1987). Q1 2026 revenue came in at $13.6 billion, up 7% year over year and was the sixth straight quarter beating expectations, which signals some stabilization in a business that's had a rough few years. Their data center and AI segment grew 22% to $5.1 billion which was a major bright spot.”