Nvidia once again delivered significantly better-than-expected results, with revenue of approximately $68B , driven by strong upward guidance from growing AI data center demand.
The core signals remain unchanged.
Large-scale cloud service providers and enterprise AI spending are still very robust, and Nvidia remains a leading indicator of the AI capital expenditure cycle.
From a macro perspective, AI trading is still intact.
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Mr.LV
· 8h ago
Wishing you great wealth in the Year of the Horse 🐴
Nvidia just beat earnings expectations 🚀
Nvidia once again delivered significantly better-than-expected results, with revenue of approximately $68B , driven by strong upward guidance from growing AI data center demand.
The core signals remain unchanged.
Large-scale cloud service providers and enterprise AI spending are still very robust, and Nvidia remains a leading indicator of the AI capital expenditure cycle.
From a macro perspective, AI trading is still intact.
The real question is not whether it will beat expectations, but how long this level of AI spending can stay so hot. 🔥
$NVDAON $GT $ETH #BitcoinBouncesBack #ETHLongShortBattle #VitalikSellsETH