#AIEarningsWatch

🤖 NVIDIA earnings could move the entire market tonight. NVIDIA is set to report fiscal Q2 earnings after the U.S. market closes today, with Wall Street expecting more than $92B in revenue. The bigger number to watch is next quarter, with analysts expecting around $103.7B. Expectations are already extremely high, so this isn't just another earnings report. A strong beat could boost the AI trade and risk assets, while #BTC80KHoldOrFold #WarshAtJacksonHole #IranSanctionsAndTalks

$SNDK Sandisk — Possible Night Scenarios $SNDK | U.S. Storage Sector After a powerful rally, the stock is now trading at elevated levels with significant divergence and stretched expectations. The recent surge is largely tied to the AI narrative, with investors pricing in stronger future demand. Key drivers behind the move include accelerating AI inference demand, rising flash-memory prices, long-term contracts locking in capacity, and strong institutional capital inflows. #ETHTests2500

AI demand is accelerating with their new earnings the information projects a 97% quarterly revenue growth with annual projections at 85% (beating 2025's 65%) bear in mind this is happening while nvidia is raising prices of their gpus at the same time hyperscalers, neoclouds and labs are spending more than previous months. at this point you#BTCETFInflowsSurge #ETHTests2500 #OKXOutcomeF1TI15Recap

#NvidiaServerPriceHike A 15% server price hike could reveal more about AI demand than another record earnings quarter. If customers keep ordering Vera Rubin and Grace Blackwell systems despite rising memory costs, Nvidia proves it still has exceptional pricing power. If deployments get delayed, the ripple could hit memory suppliers, cloud capex and valuations. AI demand has looked almost price-insensitive so far. Higher server prices may finally tell us where customers draw the line.

this week nvidia will (once again) prove AI demand is accelerating with their new earnings the information projects a 97% quarterly revenue growth with annual projections at 85% (beating 2025's 65%) bear in mind this is happening while nvidia is raising prices of their gpus at the same time hyperscalers, neoclouds and labs are spending more than previous months. at this point you either believe scaling ai intelligence will continue to outpace demand or that we're slowing down. nvidia is the nexus of answering this questions (all roads lead back to compute) and theres a v obvious story being told.

$XNVDA The market expects Q2 revenue of $91.9 billion to $92.0 billion, a year-on-year increase of about 96%. The data center business is expected to contribute $85.4 billion, up 107% year-on-year, with gross margin expected to remain around 75%. Citigroup believes Nvidia has locked in all HBM supply for 2026 and 2027, and AI network component shipments are also accelerating. Jefferies expects the Vera Rubin series to become the dominant revenue source in Q1 of fiscal 2028.

LABUBU supports a large part of the company's performance, and the risk of "one IP is dominant" is very prominent. This year, the revenue of THE MONSTERS series decreased by 7.5% year-on-year, which forced the company to accelerate the incubation of the second and third growth IP, while continuing to expand the plush category, enrich the product matrix, and weaken the cyclical fluctuation impact of a single explosion. The management also made a public resumption, acknowledging that last year's

I was hiding in the bathroom for 20 minutes, refreshing Xiaomi’s numbers. 😂 And now the report is out. Q2 revenue came in at 108.9B yuan, adjusted net profit 6.2B. Not a blowout, but better than the ~108.8B revenue / ~6.0B profit expectations I was watching. The interesting part is still the mix. Smartphone shipments fell to 31.2M, while the EV + AI business reached 24.9B yuan in revenue. That’s the part I care about more than the headline number. If Xiaomi’s car business keeps scaling while margins improve, maybe the market really does need to stop valuing it like just another phone maker. I still have that BTC long stuck in my hands, so I’m not switching horses tonight. 😂 Now I’m curious: if the numbers keep improving, do you hold the crypto and wait for the tech cycle, or rotate into Xiaomi? $BTC $ETH $SNDK #财报观察员：小米Q2财报出炉，是汽车救场还是手机拖后腿？

#XiaomiQ2Earnings Xiaomi’s Q2 results make the company look less like a smartphone brand and more like a broader consumer-tech platform 👀 The EV business continued to accelerate as deliveries grew, while smartphones faced higher costs and intense competition. What stood out to me is how quickly the balance of the growth story seems to be shifting 🚗 I wouldn’t say EVs have already replaced smartphones as Xiaomi’s core engine. Phones still provide the scale, users and ecosystem that support the wider business. But autos are adding a new source of momentum at a time when smartphone growth is becoming harder and more expensive. The interesting question now isn’t simply whether EVs “rescued” one quarter. It’s whether Xiaomi can scale that business without losing focus or putting too much pressure on margins. This feels like the beginning of a different Xiaomi—but the transition is still being tested.

Pop Mart’s latest report looks mixed. 📊 Revenue hit ¥17.17B, up 23.8%, but net profit grew only 10.1%, showing clear pressure on profitability. LABUBU is cooling, while Star People’s sales surged nearly 6x. 🚀 The positive is that six IPs generated over ¥100M, proving Pop Mart can diversify beyond one hit. But declining Asia-Pacific and Americas sales mean overseas growth remains a concern. 🌍📉 #BTCRallyOrSqueeze #AnthropicIPONears #PopMartEarningsWatch