Публикация
美 静 Mei Jhing
NVIDIA can beat earnings—and the market can still find something to complain about.
That’s the new phase of the AI trade.
A few quarters ago, all investors needed to hear was “AI demand is exploding.” Now, strong revenue, massive orders, and continued data-center growth are already priced in.
The real questions are getting more specific:
• Are gross margins holding up?
• How much are memory costs rising?
• How concentrated are NVIDIA’s customers?
#DailyOrbit
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