🚨 NVIDIA JUST GAVE AI BULLS ANOTHER REASON TO STAY ALERT.
NVIDIA once again proved why it remains the “father” of AI stocks. After earnings, $NVDA initially dipped, but sentiment quickly flipped during the call.
The key catalyst? 👀
FY2028 revenue growth could reach ~70%.
The numbers were strong, but not an insane beat:
📊 Revenue: $96.2B vs ~$92.2B expected
📈 Adjusted EPS: $2.22 vs ~$2.10 expected
🔥 Data Center: $89.0B vs ~$85.1B expected
🚀 Next-quarter guidance: $108B vs ~$104.2B consensus
And there’s another important detail for memory stocks:
NVIDIA expects Q4 gross margin around 71%–72%, reflecting higher memory and component costs.
That could mean more pricing power and profits flowing upstream to suppliers such as SK Hynix and Micron.
But here’s the bigger picture:
70% growth is bullish today. Tomorrow, it becomes the new benchmark.
From here, the market will watch whether NVIDIA can keep delivering against those expectations, while tracking demand and orders from major AI customers.
If growth stays ahead of expectations, the rally can continue.
If expectations start slipping, the market may react before the earnings numbers even arrive. 👀
$NVDA : Buy the future, or already priced for perfection?
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