Key Points
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Hedge funds sold equities, including Nvidia, at the fastest rate in 13 years, according to Goldman Sachs.
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Nvidia reported record revenue of $68 billion for its fiscal Q4 2026, up 73% year-over-year, countering the recent sell-off.
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The company’s CEO announced visibility into a backlog exceeding $500 billion for AI chips through 2026.
Hedge funds have recently been offloading stocks, including Nvidia (NASDAQ: NVDA), at an unprecedented pace, with the sell-off reflecting the largest in over a decade. This detrimental trend contradicts Nvidia’s impressive financial performance; the company reported a record revenue of $68 billion in its fiscal fourth quarter ended January 26, showing a 73% increase compared to the previous year.
Moreover, CEO Jensen Huang indicated that Nvidia has a notable backlog of over $500 billion for its Blackwell and Vera Rubin AI chips through 2026, suggesting potential revenue of “at least” $1 trillion by 2027 from these products. Despite macroeconomic challenges, such as inflation and geopolitical tensions, Nvidia’s strategic investments and operational profitability depict a robust business outlook, encouraging long-term investors to remain patient amid current market pressures.
