Postingan
Elsa Queen
Following $NVDA’s earnings report, I increased my $MU position.
The bigger takeaway for me isn’t just that AI demand remains strong — it’s that AI-related capital spending is still accelerating.
While the market is focused on Nvidia’s revenue beat and expanding GPU demand, one detail stands out: Q2 gross margin was 75%, with Q3 guidance at 74%, partly because of rising memory costs.
#WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto
Penafian: Konten OKX Orbit ini hanya disediakan untuk tujuan informasi. Selengkapnya
Balasan
Belum ada komentar. Jadilah yang pertama membalas!
Kripto Trending
BTC/USDTBitcoin
$83.117,2+0,01%
ETH/USDTEthereum
$2.456,27+0,01%
OKB/USDTOKB
$115,76+0,01%
Berita pasar hari ini
1#CanBTCReboundLast
2#SpaceXQ3Earnings
3#NetflixQ3AdsAndMargins
