To The Moon

Let's all rejoice! 🥳 🥳 🥳 Thank goodness $NVIDIA(NVDA)$  earnings report was positive and its stock didn't dump afterwards(as history shows). #diamondhands 💎 

NVIDIA: AI Growth Is Still Strong — But Margins Are the Question NVIDIA continues to dominate the AI infrastructure story, with another record quarter highlighting just how strong demand for accelerated computing remains. 🚀 Key numbers: • Revenue: $96.22B, up 106% YoY • Data Center growth: +117% YoY • Gross margin: around 75% • Rubin is moving closer to full production • Shares initially gained around 4% after hours But there’s an interesting catch… NVIDIA expects gross margins to come under pressure, potentially reaching the 71–72% range, largely because of higher component costs. That raises an important question for investors: Can NVIDIA maintain its extraordinary growth while protecting its margins? The AI demand story clearly isn’t slowing down. The next generation of Rubin could crea

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Finally, NVDA bounced up post earnings for the first time in a long time, reporting clear beat across both top and bottom lines. This sent a shockwave across the whole semiconductor sector, resulting in most related stocks starting in the green pre-market. How long will this catalyst last? Nobody can be sure, but I am definitely going hunting mode to capitalize on this “feel good” catalyst. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

Go! All the way to the top

$NVIDIA(NVDA)$   NVIDIA reported its financial results for the second quarter of fiscal 2027. The performance was driven by continuous acceleration in global AI infrastructure investments.   NVIDIA Newsroom Q2 FY27 Key Financial Highlights Total Revenue: $96.2 billion, up 106% year-over-year (YoY) and 18% quarter-over-quarter (QoQ), topping Wall Street estimates of ~$92 billion.   NVIDIA Newsroom Earnings Per Share (EPS): Non-GAAP: $2.22, beating analyst expectations of $2.08-$2.09 (up 106% YoY).   GAAP: $2.46, up 128% YoY.   Gross Margin: Non-GAAP gross margin came in at 75.0% (up from 72.5% in Q2 FY26).   Operating Income: $63.95 billion (Non-GAAP), representin

Siping Electric, a leading home appliance retail chain in Jiangxi Province, has further expanded its partnership with YXT Smart Technology ( $云学堂(YXT)$ ), introducing YXT’s SaleSmart solution to bring AI capabilities deeper into frontline sales operations based on the existing deployment of YXT’s intelligent talent development platform. The collaboration marks an evolution from talent development to sales organization intelligence. By applying AI to sales knowledge management, process optimization and capability development, YXT aims to help retail enterprises improve frontline sales efficiency and strengthen organizational operating capabilities. Founded in 2001, Siping Electric is one of Jiangxi’s leading regional home appliance retailers. The co

NVIDIA’s latest results prove the AI boom still has serious fuel. Revenue hit $96.2 billion, more than doubling year over year, while $108 billion Q3 guidance and roughly 70% FY2028 growth expectations show demand remains enormous. But the story is changing. Investors are no longer asking whether customers want AI chips, but whether NVIDIA can supply them fast enough while protecting margins and cash flow. Blackwell and Vera Rubin support another upgrade cycle, while CUDA remains a powerful moat against AMD and custom chips. The biggest risks are rising memory costs, receivables, financing exposure and whether AI applications can actually monetize. My view: NVIDIA remains the AI infrastructure leader, but future upside depends on proving that explosive demand can become durable, high-qual

From AI capex to AI revenue—the monetisation cycle is becoming clearer. 🔄 1️⃣ Hardware: NVIDIA supplies the GPUs and computing infrastructure needed to build AI capacity. Its latest results showed data-centre revenue reaching US$89 billion, up 117% year-on-year—evidence that infrastructure demand remains exceptionally strong. 2️⃣ Cloud: Microsoft, Amazon, Google and Oracle install these chips in data centres, then monetise them by renting AI computing power to developers and enterprises. 3️⃣ Software: Companies such as Salesforce use that cloud capacity to embed AI into real business workflows. Customers pay through subscriptions, AI add-ons and usage-based fees—turning computing power into recurring software revenue. 4️⃣ Security: As more applications and data move into AI environments, d

Nvidia’s record revenue of $96.221 billion (+106% YoY) showcases unmatched AI demand, but rising memory costs squeezing Q4 gross margins to 71–72% present a clear short-term hurdle. While the Rubin production ramp and +4% after-hours gain boost confidence across supply chain peers, Nvidia’s history of next-day post-earnings dips means execution and margin defense will be critical to sustain this momentum.

This week sits at a key macro inflection point for US equities: the US is set to release important macro data including GDP and PCE, while the Jackson Hole Global Central Bank Symposium will be held over the weekend, where Fed Chair Kevin Warsh’s remarks could provide new guidance for rate expectations. Against this backdrop, Nvidia, a core name in the AI supply chain, will report earnings after the close on Wednesday; its results and guidance will directly test whether elevated capital expenditure can continue to translate into orders and profitability. The confluence of macro data, central bank commentary, and tech leadership earnings makes this week a critical checkpoint for whether the “AI narrative” can continue to support rich valuations. The core issue this week is not the direction

The real takeaway from Nvidia’s blowout quarter is not whether AI demand is strong—it clearly is. The bigger question is who captures the next dollar of AI spending. Nvidia’s 106% revenue growth proves pricing power remains extraordinary, but falling gross margins toward 71–72% show that suppliers, especially memory makers, are taking a larger slice. I’m less worried about Nvidia becoming a “central bank of AI” than I am about the ecosystem becoming increasingly dependent on Nvidia-backed financing and commitments. With receivables rising and payment periods stretching, cash-flow quality deserves closer attention. For me, the next trade may therefore be beyond NVDA: memory, networking and power infrastructure could capture more of the AI boom as Nvidia’s margins normalize.

Nvidia Inc's (ticker: NVDA) second quarter (Q2) results for Fiscal Year (FY) 2027 came in at roughly a 5-10% surprise. The market’s immediate reaction in the after-hours session could best be described as ambivalent. This caution is certainly merited in light of developments and trends. Trend Analysis As of the first half (H1) of FY27, Nvidia’s bottom-line merits mention: In H1 2026, the company accrued revenue equivalent to 82% of that accrued throughout the entirety of its FY26 with cost of revenue trending at running at least 42%, which is 15% lower than the growth seen in the previous FY. Stock-Based Compensation is trending towards a 24% growth over the previous FY which had shown a 35% growth over FY25. Both Net Income Per Share and GAAP EPS (earnings per share, diluted) already stan

🐯 Hello,Tigers! $NVIDIA(NVDA)$ delivered its fiscal Q2 2027 results last night — $96.2 billion in revenue, more than doubling year over year, and a roughly 70% FY28 growth outlook. The numbers are impressive, but the market reaction tells a deeper story. In this breakdown, we’re not just looking at the headline figures — we’ll examine the underlying shift in NVIDIA’s growth engine, the supply constraints shaping the AI industry, and the ongoing debate around the so-called “circular financing” concerns. A deep dive into the key takeaways from NVIDIA’s earnings 👇 📊 I. Earnings Snapshot: Scale Meets Quality First, let’s quickly run through the key numbers. $NVIDIA(NVDA)$ deliv

but Raises the Financing Question $NVIDIA(NVDA)$’s fiscal-second-quarter results were extraordinary even by its own recent standards. The company reported on August 26 for the quarter ended July 26: revenue reached $96.22 billion, up 18% sequentially and 106% year over year; Data Center revenue rose 117% to $89.0 billion; and non-GAAP EPS increased 120% to $2.22. Non-GAAP gross margin held at 75.0%. Nvidia’s official release provides the results and product milestones. The bullish thesis is that demand is broadening while the product cycle is accelerating. Vera Rubin is moving into full production across major cloud providers, Groq 3 LPX is in production, and Nvidia expects third-quarter revenue of $108 billion, plus or minus 2%, without assuming

Hello. US markets barely moved during Wednesday's session — $S&P 500(.SPX)$ fell 0.02 per cent and $Invesco QQQ(QQQ)$ rose 0.09 per cent, with everyone waiting on one set of results after the close. They arrived, and the numbers were better than anyone had expected. Record revenue of US$96.221 billion, up 106 per cent year on year, with data centre revenue up 117 per cent; consensus was about US$92.38 billion, so revenue came in about 4 per cent ahead, and adjusted earnings per share was US$2.22 against US$2.09 expected, about 6.22 per cent ahead. Guidance for the current quarter is about US$108 billion, and revenue in financial year 2028 is expected to grow about 70 per

Find out more here:Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins? Nvidia's record quarter: revenue $96.221bn, +106% year-over-...

[Miser]  [Miser]  [Miser]  [Miser]  

Nvidia has once again reminded investors why it remains at the centre of the artificial-intelligence boom. The latest quarter delivered another extraordinary set of numbers: revenue reached $96.22 billion, up 106% year over year, while data-centre revenue surged 117% to around $89 billion. Nvidia also guided to approximately $108 billion of revenue for the next quarter, while management expects around 70% revenue growth for the following fiscal year. (Reuters⁠) At first glance, this looks like another straightforward Nvidia victory. But there is a more interesting story underneath the headline numbers. The AI boom is becoming so large that the biggest constraint may no longer be demand for Nvidia GPUs — it is the supply chain required to build them. And that creates winners and losers far

NVIDIA's record Q2 revenue of $96.22B (+106% YoY) and strong Q3 guidance of $108B prove that AI compute demand remains insatiable, but the temporary compression of gross margins to 71–72% in Q4 highlights the rising costs of HBM memory supply. Rather than signaling structural weakness, this margin dip simply reflects component pricing dynamics while the Vera Rubin architecture scales up for full production. Historically, NVIDIA has seen post-earnings profit-taking despite stellar beats, making the broader supply chain ecosystem—particularly memory partners like SK Hynix and Micron—the more compelling play for immediate upside as hardware rollout accelerates.

As expected. Good news for us!

This week sits at a key macro inflection point for US equities: the US is set to release important macro data including GDP and PCE, while the Jackson Hole Global Central Bank Symposium will be held over the weekend, where Fed Chair Kevin Warsh’s remarks could provide new guidance for rate expectations. Against this backdrop, Nvidia, a core name in the AI supply chain, will report earnings after the close on Wednesday; its results and guidance will directly test whether elevated capital expenditure can continue to translate into orders and profitability. The confluence of macro data, central bank commentary, and tech leadership earnings makes this week a critical checkpoint for whether the “AI narrative” can continue to support rich valuations. The core issue this week is not the direction

🐯 Hello,Tigers! $NVIDIA(NVDA)$ delivered its fiscal Q2 2027 results last night — $96.2 billion in revenue, more than doubling year over year, and a roughly 70% FY28 growth outlook. The numbers are impressive, but the market reaction tells a deeper story. In this breakdown, we’re not just looking at the headline figures — we’ll examine the underlying shift in NVIDIA’s growth engine, the supply constraints shaping the AI industry, and the ongoing debate around the so-called “circular financing” concerns. A deep dive into the key takeaways from NVIDIA’s earnings 👇 📊 I. Earnings Snapshot: Scale Meets Quality First, let’s quickly run through the key numbers. $NVIDIA(NVDA)$ deliv

Nvidia Inc's (ticker: NVDA) second quarter (Q2) results for Fiscal Year (FY) 2027 came in at roughly a 5-10% surprise. The market’s immediate reaction in the after-hours session could best be described as ambivalent. This caution is certainly merited in light of developments and trends. Trend Analysis As of the first half (H1) of FY27, Nvidia’s bottom-line merits mention: In H1 2026, the company accrued revenue equivalent to 82% of that accrued throughout the entirety of its FY26 with cost of revenue trending at running at least 42%, which is 15% lower than the growth seen in the previous FY. Stock-Based Compensation is trending towards a 24% growth over the previous FY which had shown a 35% growth over FY25. Both Net Income Per Share and GAAP EPS (earnings per share, diluted) already stan

Siping Electric, a leading home appliance retail chain in Jiangxi Province, has further expanded its partnership with YXT Smart Technology ( $云学堂(YXT)$ ), introducing YXT’s SaleSmart solution to bring AI capabilities deeper into frontline sales operations based on the existing deployment of YXT’s intelligent talent development platform. The collaboration marks an evolution from talent development to sales organization intelligence. By applying AI to sales knowledge management, process optimization and capability development, YXT aims to help retail enterprises improve frontline sales efficiency and strengthen organizational operating capabilities. Founded in 2001, Siping Electric is one of Jiangxi’s leading regional home appliance retailers. The co

$NVIDIA(NVDA)$   NVIDIA reported its financial results for the second quarter of fiscal 2027. The performance was driven by continuous acceleration in global AI infrastructure investments.   NVIDIA Newsroom Q2 FY27 Key Financial Highlights Total Revenue: $96.2 billion, up 106% year-over-year (YoY) and 18% quarter-over-quarter (QoQ), topping Wall Street estimates of ~$92 billion.   NVIDIA Newsroom Earnings Per Share (EPS): Non-GAAP: $2.22, beating analyst expectations of $2.08-$2.09 (up 106% YoY).   GAAP: $2.46, up 128% YoY.   Gross Margin: Non-GAAP gross margin came in at 75.0% (up from 72.5% in Q2 FY26).   Operating Income: $63.95 billion (Non-GAAP), representin

but Raises the Financing Question $NVIDIA(NVDA)$’s fiscal-second-quarter results were extraordinary even by its own recent standards. The company reported on August 26 for the quarter ended July 26: revenue reached $96.22 billion, up 18% sequentially and 106% year over year; Data Center revenue rose 117% to $89.0 billion; and non-GAAP EPS increased 120% to $2.22. Non-GAAP gross margin held at 75.0%. Nvidia’s official release provides the results and product milestones. The bullish thesis is that demand is broadening while the product cycle is accelerating. Vera Rubin is moving into full production across major cloud providers, Groq 3 LPX is in production, and Nvidia expects third-quarter revenue of $108 billion, plus or minus 2%, without assuming

Hello. US markets barely moved during Wednesday's session — $S&P 500(.SPX)$ fell 0.02 per cent and $Invesco QQQ(QQQ)$ rose 0.09 per cent, with everyone waiting on one set of results after the close. They arrived, and the numbers were better than anyone had expected. Record revenue of US$96.221 billion, up 106 per cent year on year, with data centre revenue up 117 per cent; consensus was about US$92.38 billion, so revenue came in about 4 per cent ahead, and adjusted earnings per share was US$2.22 against US$2.09 expected, about 6.22 per cent ahead. Guidance for the current quarter is about US$108 billion, and revenue in financial year 2028 is expected to grow about 70 per

NVIDIA: AI Growth Is Still Strong — But Margins Are the Question NVIDIA continues to dominate the AI infrastructure story, with another record quarter highlighting just how strong demand for accelerated computing remains. 🚀 Key numbers: • Revenue: $96.22B, up 106% YoY • Data Center growth: +117% YoY • Gross margin: around 75% • Rubin is moving closer to full production • Shares initially gained around 4% after hours But there’s an interesting catch… NVIDIA expects gross margins to come under pressure, potentially reaching the 71–72% range, largely because of higher component costs. That raises an important question for investors: Can NVIDIA maintain its extraordinary growth while protecting its margins? The AI demand story clearly isn’t slowing down. The next generation of Rubin could crea

Nvidia has once again reminded investors why it remains at the centre of the artificial-intelligence boom. The latest quarter delivered another extraordinary set of numbers: revenue reached $96.22 billion, up 106% year over year, while data-centre revenue surged 117% to around $89 billion. Nvidia also guided to approximately $108 billion of revenue for the next quarter, while management expects around 70% revenue growth for the following fiscal year. (Reuters⁠) At first glance, this looks like another straightforward Nvidia victory. But there is a more interesting story underneath the headline numbers. The AI boom is becoming so large that the biggest constraint may no longer be demand for Nvidia GPUs — it is the supply chain required to build them. And that creates winners and losers far

Let's all rejoice! 🥳 🥳 🥳 Thank goodness $NVIDIA(NVDA)$  earnings report was positive and its stock didn't dump afterwards(as history shows). #diamondhands 💎 

From AI capex to AI revenue—the monetisation cycle is becoming clearer. 🔄 1️⃣ Hardware: NVIDIA supplies the GPUs and computing infrastructure needed to build AI capacity. Its latest results showed data-centre revenue reaching US$89 billion, up 117% year-on-year—evidence that infrastructure demand remains exceptionally strong. 2️⃣ Cloud: Microsoft, Amazon, Google and Oracle install these chips in data centres, then monetise them by renting AI computing power to developers and enterprises. 3️⃣ Software: Companies such as Salesforce use that cloud capacity to embed AI into real business workflows. Customers pay through subscriptions, AI add-ons and usage-based fees—turning computing power into recurring software revenue. 4️⃣ Security: As more applications and data move into AI environments, d

After‑hours on August 26, $英伟达(NVDA)$ released its Q2 FY2027 earnings report. Revenue hit $96.22 billion, up 105.9% year‑over‑year, beating market consensus of $92.38 billion. Adjusted EPS came in at $2.20, also exceeding expectations, with gross margin holding steady at 75%. Following the earnings print, NVIDIA’s after‑hours stock jumped 4.7%, pulling the whole semiconductor complex higher. $SK海力士(SKHY)$ surged 5%, $闪迪(SNDK)$ and $美光科技(MU)$ gained over 3%; $英特尔(INTC)$,

🌟🌟🌟As an $NVIDIA(NVDA)$  investor, watching the numbers flash across the screen on a night of absolute corporate triumph is nothing short of exhilaration.  While some cautious day traders spent the first few minutes after the bell sweating over a temporary headline stutter, the real story unfolded on the conference call.  The market responded with a definitive roar, sending Nvidia's stock surging over 4% in after hours trading. Make no mistake: This is the long term view vindicated in real time.  NVIDIA has delivered a comprehensive top and bottom line beat that completely resets our understanding of global compute demand. NVIDIA has once again defied the laws of economic gravity, proving its visi

Introduction Tonight, after the U.S. market closes on 26 August 2026, $NVIDIA(NVDA)$  will release its Fiscal Q2 2027 earnings results. This is not just another earnings announcement. In my view, NVIDIA has become the single most important company in the artificial intelligence ecosystem, and its results could influence not only AI-related stocks but also the broader technology sector and overall market sentiment. NVIDIA is scheduled to report after market close and host its earnings call shortly afterward. Earnings release As an investor, I am less interested in whether NVIDIA beats earnings estimates by a few cents and more focused on whether AI demand remains strong enough to justify the enormous infrastructu

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.‌ Finally, NVDA bounced up post earnings for the first time in a long time, reporting clear beat across both top and bottom lines. This sent a shockwave across the whole semiconductor sector, resulting in most related stocks starting in the green pre-market. How long will this catalyst last? Nobody can be sure, but I am definitely going hunting mode to capitalize on this “feel good” catalyst. @PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

NVIDIA’s latest results prove the AI boom still has serious fuel. Revenue hit $96.2 billion, more than doubling year over year, while $108 billion Q3 guidance and roughly 70% FY2028 growth expectations show demand remains enormous. But the story is changing. Investors are no longer asking whether customers want AI chips, but whether NVIDIA can supply them fast enough while protecting margins and cash flow. Blackwell and Vera Rubin support another upgrade cycle, while CUDA remains a powerful moat against AMD and custom chips. The biggest risks are rising memory costs, receivables, financing exposure and whether AI applications can actually monetize. My view: NVIDIA remains the AI infrastructure leader, but future upside depends on proving that explosive demand can become durable, high-qual

The real takeaway from Nvidia’s blowout quarter is not whether AI demand is strong—it clearly is. The bigger question is who captures the next dollar of AI spending. Nvidia’s 106% revenue growth proves pricing power remains extraordinary, but falling gross margins toward 71–72% show that suppliers, especially memory makers, are taking a larger slice. I’m less worried about Nvidia becoming a “central bank of AI” than I am about the ecosystem becoming increasingly dependent on Nvidia-backed financing and commitments. With receivables rising and payment periods stretching, cash-flow quality deserves closer attention. For me, the next trade may therefore be beyond NVDA: memory, networking and power infrastructure could capture more of the AI boom as Nvidia’s margins normalize.

Nvidia’s record revenue of $96.221 billion (+106% YoY) showcases unmatched AI demand, but rising memory costs squeezing Q4 gross margins to 71–72% present a clear short-term hurdle. While the Rubin production ramp and +4% after-hours gain boost confidence across supply chain peers, Nvidia’s history of next-day post-earnings dips means execution and margin defense will be critical to sustain this momentum.

NVIDIA's record Q2 revenue of $96.22B (+106% YoY) and strong Q3 guidance of $108B prove that AI compute demand remains insatiable, but the temporary compression of gross margins to 71–72% in Q4 highlights the rising costs of HBM memory supply. Rather than signaling structural weakness, this margin dip simply reflects component pricing dynamics while the Vera Rubin architecture scales up for full production. Historically, NVIDIA has seen post-earnings profit-taking despite stellar beats, making the broader supply chain ecosystem—particularly memory partners like SK Hynix and Micron—the more compelling play for immediate upside as hardware rollout accelerates.

Did you know that $NVIDIA(NVDA)$ has been on a losing streak for the past 6 sessions. Its stock price has been pushed down to around $214 per share, marking its longest consecutive dip in 4 years ? (see below) However, Finbold’s leveraged ChatGPT's AI forecasting model forecast NVDA rebounding after the six-session slide, with a weighted 30‑day target near $236 and a base stock price range of $235–$245 by late September - provided quarterly earnings and guidance meet elevated expectations. Finbold has leveraged on ChatGPT's AI forecasting model to project the stock’s short-term trajectory for week beginning 24 Aug 2026. The model maintains a moderately bullish overall forecast, deriving a 30-day weighted average price target of approx. $236 per sh