Postaus

NVIDIA BEAT — NOW THE MARKET NITPICKS 👀 $NVDA crushed expectations with $96.2B revenue and $89B Data Center revenue. But the AI trade has entered a tougher phase: margins, memory costs, customer concentration, ROI and valuation now matter more than headline growth. Strong earnings are the baseline. The details move the market. #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest