Did the revenue of Nvidia for the quarter ended October 25, 2026 grow at or above 101.0% from the quarter ended October 26, 2025?
Compare the revenue that Nvidia reports for the quarter ended October 25, 2026 with the quarter ended October 26, 2025, in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if growth is at or above 101.0%; no if it is below 101.0%.
If the source is late or silent: If Nvidia has not filed by December 11, 2026, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.
If no
IGV outperforms SOX as application value wins
Expects software and application makers to capture more AI value, slowing the pace of Nvidia's year over year revenue gains.
If yes
Margin migrates to chips and power
Expects chip and packaging bottlenecks to concentrate AI profits upstream, pushing Nvidia's growth rate even higher than recent quarters.
50%
NoYes
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The trail · since Oct 22
the Call 28, recorded Oct 22machines 2 runsreaders show from 5
The case · 8 people · 2 minutes
IGV outperforms SOX as application value wins2 people argue noMargin migrates to chips and power6 people argue yes
As businesses spend more on AI tokens and evaluate suppliers on product execution and cost efficiency rather than raw model power, enterprises shift spending toward the provider with the best cost structure, product-market fit, and credibility.…
Chipmakers and capital equipment providers serving AI infrastructure demands significantly outperform software companies, which face slower enterprise IT budgets, elongated sales cycles, and cautious spending by smaller businesses. Software has…
What would change the Call
Nvidia's reported revenue figure for the quarter ended October 25, 2026 versus the quarter ended October 26, 2025 in its SEC filing.
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The thesis
Will the PHLX Semiconductor Index (SOX) total return exceed the iShares Expanded Tech-Software ETF (IGV) total return over the period 2026-01-01 to 2027-09-30?
Bottleneck rent at the silicon layer keeps semiconductor equity returns ahead of software equity returns through the AI capital cycle.