#AIMonetizationBroadens
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NVIDIA doubled Q2 revenue YoY as data center growth stayed strong and projected about 70% revenue growth for FY2028, though supply still limits deliveries. AI returns are reaching software: Salesforce AI ARR neared $4B, CrowdStrike posted record net new ARR, and Synopsys raised its outlook. Okta orders grew more slowly. As Marvell reports next, can networking join chips, design tools and enterprise software in turning AI spend into orders, renewals and cash flow? Share your take under this topic
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The entire market is hyping NVIDIA as a sure winner, yet Dao Ge has taken a short position on $SNDK.
It’s not about betting against the money—it’s about recognizing that the tone has shifted after going through this earnings cycle.
NVIDIA’s Q2 revenue nearly doubled, and management even projected another 70% increase by FY2028. But the more interesting signal is coming from software
#PCEToJacksonHole
#AIMonetizationBroadens
#BTCOptionsExpiryTest
Nvidia ($NVDA ) posted record quarter and beat revenue estimates by $4b or 4.2%. $3b of the $4b beat was driven by its data center segment. Net income and EPS also beat. Stock is up 4.5% after hours; QQQ up 0.8% after hours.
Revenue grew 18% QoQ and 106% YoY. They're forecasting another 70% revenue growth for fiscal year 2028 with healthy margins. (Their fiscal years are a bit strange because they end the year#PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest
The stronger Nvidia's earnings report, the more AI trading enters a "nitpicking stage"
In the past, the market only needed one phrase: demand explosion. Now that's no longer enough. Revenue beating expectations, strong orders, and continued growth in data centers—these have all been anticipated. What truly affects valuation are the less glamorous details like gross margin, memory costs, customer concentration, and #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest
The stronger Nvidia’s earnings are, the more the AI trade enters a “nitpicking phase.”
In the past, the market could rally on one simple narrative: exploding AI demand. But that story is already priced in. Beating revenue estimates, robust orders, and continued data-center growth are now largely expected.
What matters more for valuation are the less exciting details—gross margins, rising memory costs, customer#PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest
The stronger Nvidia's earnings report, the more AI trading enters a "nitpicking stage"
In the past, the market only needed one phrase: demand explosion. Now that's no longer enough. Revenue beating expectations, strong orders, and continued growth in data centers—these have all been anticipated. What truly affects valuation are the less glamorous details like gross margin, memory costs, customer concentration, and
#PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest
Memory repairs while $NVDA and $AVGO stay red into tonight's print
At 11:15am CT, $SNDK traded $1496, +1%, $MU $938, +1%, and $WDC $462, +3% while $SOXX traded $512, -0.4%, $NVDA $210, -1%, and $AVGO $350, -2%. The morning macro release did not turn into another storage-led unwind.
BEA's July PCE printed 0.2% m/m and 3.7% y/y, with core PCE at 0.2% m/m and 3.3% y/y. That kept the rates filter on, but the cash-session spread is different from 7:35am CT, when memory was the weak pocket and $ORCL was one of the few green AI infra names.
Our view is the tape is separating the YMTC / Samsung NAND scare from the financing-quality debate heading into $NVDA tonight. Memory now needs to prove the supply reset is not a FY27 pricing break. $NVDA and $AVGO still need to prove that demand, gross-margin quality, and financing exposure can clear the bar even with duration still tight.
If memory gives back this spread before the close, Monday's catch-down thesis is back in control. If $SNDK, $MU, and $WDC hold green while $NVDA stays red into earnings, the market is telling you today's risk is concentrated in big-ticket AI infra funding and tonight's print, not a fresh demand break across semis.
$SNDK Sandisk — Possible Night Scenarios
$SNDK | U.S. Storage Sector
After a powerful rally, the stock is now trading at elevated levels with significant divergence and stretched expectations.
The recent surge is largely tied to the AI narrative, with investors pricing in stronger future demand.
Key drivers behind the move include accelerating AI inference demand, rising flash-memory prices, long-term contracts locking in capacity, and strong institutional capital inflows.
#ETHTests2500
Nvidia ($NVDA ) posted record quarter and beat revenue estimates by $4b or 4.2%. $3b of the $4b beat was driven by its data center segment. Net income and EPS also beat. Stock is up 4.5% after hours; QQQ up 0.8% after hours.
Revenue grew 18% QoQ and 106% YoY. They're forecasting another 70% revenue growth for fiscal year 2028 with healthy margins. (Their fiscal years are a bit strange because they end the year mid-Jan.)
Small rally in crypto majors over the past hour following the earnings beat that calmed AI bubble anxiety.
BTC: +0.5%
ETH: +1.1%
XRP: +1.6%
SOL: +1.4%
HYPE: +1.9%
#AIEarningsWatch
AI earnings are about to test whether the boom can move beyond infrastructure. Nvidia and Marvell will show if compute demand still has momentum, while Salesforce, CrowdStrike and Okta need to prove AI features can generate real software revenue. That's the split I'm watching. If hardware stays hot but software lags, AI monetization remains narrow. If both deliver, the bull case gets much broader and today's tech valuations become easier to defend.
