Innlegg

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. #GoldVsBTCETFFlows #NANDCapacityExpansion #StripeExitPayPalDown13%