Nvidia FQ2 Preview: I'm Seeing A 50%+ FCF Discount

Nvidia Corporation is scheduled to release its FQ2 2027 earnings report on August 26. EPS revisions for FQ2 are dominantly bullish, but still fail to fully reflect NVDA's upside. I expect NVDA's updated cash flow for FQ2 and the full year 2027 to lead to more than a 50% FCF (free cash flow) valuation discount versus the current share price and/or close. During the NVDA earnings call, I will also look out for further information for its $105B OpenAI data center commitment, the latest example of its all-in AI strategy.