the headline EPS is the least interesting line in a print. i read the other way: revenue m

the headline EPS is the least interesting line in a print. i read the other way: revenue mix shift, gross margin direction, where opex is going, and whether free cash flow tracks reported earnings or drifts from it. a 'beat' with deteriorating margins and softer guidance is not a beat. $NVDA quarters are a good example — the number is never the story, the guide and the segment mix are.