#AIStorageAndSoftware
About AIStorageAndSoftware
AI earnings are extending to storage and software. Nvidia validated compute demand; Marvell raised long-term goals but shares fell on order concerns. CXMT reported H1 revenue of RMB150.31B and net profit of RMB77.61B, sees tight H2 DRAM and LPDDR6 validation. Its turnaround also reflects capacity, utilization and memory-price gains. CrowdStrike, Salesforce and Okta saw improving results and guidance, showing AI monetization in orders and recurring revenue. Share your view under this topic.
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سباق السنة المالية 2028 لتحقيق إيرادات بقيمة 1 تريليون دولار؟ نفيديا تشعل توقعات جديدة في وول ستريت
العنوان الأصلي: «الاندفاع نحو 10000 مليار دولار من الإيرادات في السنة المالية 2028؟ نفيديا تشعل توقعات جديدة في وول ستريت»
المؤلف الأصلي: تشاو يينغ، وول ستريت جورنال
تقرير نفيديا المالي الأخير هز السوق مرة أخرى، حيث توقعت الإدارة نمو الإيرادات للسنة المالية 2028 بأكثر من 70%، متجاوزة توقعات وول ستريت الموحدة البالغة 45%. أجمعت مؤسسات مثل مورغان ستانلي، جولدمان ساكس، وبرنشتاين على التفاؤل، بل وتجرأ بعض المحللين بالتنبؤ بأن تحقيق إيرادات بقيمة 1 تريليون دولار في السنة المالية 2029 «ليس مستحيلا
🔥 AI’S NEXT BIG WINNERS MAY NOT BE SELLING CHIPS — THEY’RE SELLING SOFTWARE.
AI hardware proved one thing: companies are willing to spend billions to build the infrastructure.
Now comes the real test: are they willing to keep paying for the software?
Strong results from $CRWD, $CRM and $OKTA suggest the answer could be yes. 👀
The AI story may be shifting from GPUs and data centers to recurring software revenue.
#DailyOrbit
🔥 $SNDK | AI HAS A STORAGE PROBLEM
The next bottleneck in AI may not be compute — it’s where all that generated data goes.
SanDisk and Kioxia just announced plans to invest over $31B in Japan through 2032 to expand memory production as AI drives demand for NAND storage. $SNDK
The deeper thesis:
Every smarter AI model creates more data — and every byte eventually needs somewhere to live. 🔥$SNDK
#WalshInflationRisk #BTCGoldCorrelation
🔥 AI’S NEXT BIG BOTTLENECK MAY NOT BE CHIPS — IT COULD BE MEMORY.
If you’re watching the AI and storage sector, this is one update worth paying attention to tonight.
Lei Jun congratulated ChangXin Memory on achieving mass production of LPDDR6, with Xiaomi 18 Fold reportedly set to be the first device to feature it.
Don’t underestimate this.
Advanced memory is becoming one of the strongest bullish narratives in the market.
#DailyOrbit
🔥 AI is officially becoming IREN’s bigger growth engine.
IREN’s Q4 results show AI Cloud revenue overtaking $BTC mining for the first time, generating $70.5M vs. $66.7M.
The bigger signal: IREN is accelerating its transition from a $BTC mining pure-play into an AI infrastructure powerhouse, diversifying revenue while leveraging its existing data-center capacity.
From mining $BTC to powering AI.
$BTC #BTCGoldCorrelation #WalshInflationRisk
🚨 $MRVL BEAT — BUT AI BETA IS UNDER PRESSURE.
Marvell posted strong numbers: 📈 Revenue +37% YoY
🏢 Data Center +46%
🚀 FY27/FY28 outlook raised
Yet $MRVL fell ~8% pre-market, with $SNDK, $MU & $WDC also down.
Meanwhile, $NVDA & $AVGO held steady.
📌 The market may be rotating away from weaker AI plays while direct AI demand remains strong.
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
#财报观察员：AI demand spreads from hardware to software
Looking at this AI earnings season, there has been a quite important change.
Hardware companies like Nvidia and Marvell still have rock-solid data. Nvidia's Q2 revenue doubled, profits rose 126%, with data centers accounting for over 90% of revenue. Marvell's revenue grew 37%, and next quarter guidance exceeded expectations.
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
#财报观察员：AI demand spreads from hardware to software
Looking at this AI earnings season, there has been a quite important change.
Hardware companies like Nvidia and Marvell still have rock-solid data. Nvidia's Q2 revenue doubled, profits rose 126%, with data centers accounting for over 90% of revenue. Marvell's revenue grew 37%, and next quarter guidance exceeded expectations.#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
🚨 MRVL JUST SENT A WARNING SHOT TO THE AI TRADE.
Marvell crushed expectations — yet the stock dropped nearly 8% pre-market. 👀
📈 Revenue: +37% YoY
🏢 Data Center: +46%
🚀 FY27/FY28 outlook: Raised
So why the selloff?
Because the market may be getting more selective with AI exposure.
$SNDK, $MU & $WDC are also under pressure, while AI heavyweights like $NVDA and $AVGO are holding up much better.
#DailyOrbit
The next phase of AI may be less about the models themselves and more about how deeply they become integrated into everyday software.
that shift could create some interesting opportunities as companies adapt and new use cases emerge.
The real question is: Who benefits most from this transition?
#AIShiftsToSoftware
🚨 AI STOCKS ARE GETTING A REALITY CHECK THIS MORNING.
The AI trade is still alive—but investors are becoming much more selective.
$SPY is barely higher, $QQQ is flat, while $SOXX is down 0.8% pre-market. With the 10Y yield at 4.69% and DXY near 99, higher rates are keeping pressure on high-beta tech.
And then there’s $MRVL. 👀
Marvell delivered strong numbers—$2.74B revenue, up 37% YoY, with Data Center revenue jumping #WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest