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jeeny💕
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
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Notizie del giorno sul mercato
1#WalshInflationRisk
2#AIShiftsToSoftware
3#BTCOptionsExpiryTest