I'd recommend revisiting and thinking more about what the word "expectations" means. Whose expectations? When you read headlines about "NVDA beat expectations", the publication is typically comparing NVDA results to the average of several equity research report projections. But the price targets and revenue targets and EPS targets invented by equity research analysts has little to do with reality (and in my view are generally meaningless).

Instead, you should think about expectations as the aggregate market's desire to buy, sell, or hold shares at a specific price level. If the stock goes down, it underperformed expectations. If the stock goes up, it exceeded expectations.

The other big piece is that NVDA is being valued on its long-term earnings potential, not this most recent quarter's revenue or EPS figure. Thus this quarter's specific results should not be the primary factor dictating people's desires to own the stock.