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💡 NVDA earnings takeaway: Revenue beat is no longer the main driver. Markets have largely priced‑in ~$92B revenue & near‑doubling data‑center sales ahead of print. Real variables to watch: next‑quarter guidance, Vera‑Rubin ramp‑up pace, gross‑margin resilience amid surging HBM prices. AI trading narrative is shifting: from "race to secure GPU supply" toward "calculating capital‑return metrics".