AI Prediction Index

One prediction, on the record

“They will be lights out and accompanied by the kind of hype that tells you FOMO has almost all the people that would buy it already in it. [On Nvidia's fiscal Q2 2027 earnings, reported August 26, 2026.]”

Founder of Scion Asset Management; author of the Cassandra Unchained Substack

Nvidia reported Q2 FY2027 revenue of $96.2 billion on August 26, 2026, up 106% year over year and above the ~$92 billion consensus, and guided Q3 to $108 billion with 70% FY2028 growth; shares jumped 8.7% the next day, adding more than $400 billion in market value — a 'lights out' quarter followed by exactly the wave of buying enthusiasm Burry described.