{
  "report_rows": [
    {
      "kpi": "Total Revenue (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$11.44B vs. cons $11.31B",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Non-GAAP EPS (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$1.65 vs. cons $1.62",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Data Center segment revenue (Q2'26)",
      "prediction": "BEAT",
      "answer": "pred ~$6.60B vs. cons $6.45B",
      "confidence": "MEDIUM"
    }
  ],
  "guide_rows": [
    {
      "kpi": "Q3'26 Revenue guide",
      "prediction": "BETTER",
      "answer": "guide ~$12.30B vs. cons $12.00B (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Q3'26 Non-GAAP gross margin guide",
      "prediction": "LOWER",
      "answer": "guide ~56.0% vs. cons 56.5% (Q3 2026)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Data Center AI/Helios ramp & long-term CAGR commentary",
      "prediction": "BETTER",
      "answer": "guide ~'exceed 80% CAGR' vs. cons ~80% CAGR (FY2026-2027 outlook)",
      "confidence": "LOW"
    },
    {
      "kpi": "H2 Gaming revenue decline commentary",
      "prediction": "UNCHANGED",
      "answer": "guide ~-20%+ H2 vs H1 vs. cons -20% H2 vs H1 (H2 2026)",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 4.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.2,
  "day5_path": "FADE",
  "day5_rationale": "A likely beat-and-raise on revenue/EPS and a strong Q3 revenue guide should drive an initial positive idiosyncratic pop, but with ~12% of implied move already priced in and sell-side estimates having risen sharply pre-print, the bar for sustained upside is high. Margin guidance likely softens slightly (MI450/Helios ramp costs, H2 gaming decline from memory inflation) even as top-line accelerates, prompting some analysts to trim near-term EPS/margin estimates even after a top-line beat (implicit out-period cut). Combined with lingering 'circular financing' scrutiny around the Anthropic/Core Scientific deal structures, the initial pop should partially fade over the following days rather than fully follow through, though strong underlying AI demand signals should prevent a full reversal (stabilizing above pre-print levels but below the day-1 spike).",
  "day5_confidence": "MEDIUM"
}