NVIDIA (NVDA) is around $210.96, down about 0.6% today and nearly 7.5% this month.
The AI trade is cooling, but the business behind it still has momentum: NVIDIA reported $96.2B in quarterly revenue, up 106% year over year. The question is whether demand can keep outpacing rising expectations.
My lean: cautiously bullish on the pullback, while watching for signs that AI spending is translating into continued growth.
Is this a buying opportunity—or a warning that the AI trade is crowded?
#NVDA #NVIDIA #Aİ
The AI trade is cooling, but the business behind it still has momentum: NVIDIA reported $96.2B in quarterly revenue, up 106% year over year. The question is whether demand can keep outpacing rising expectations.
My lean: cautiously bullish on the pullback, while watching for signs that AI spending is translating into continued growth.
Is this a buying opportunity—or a warning that the AI trade is crowded?
#NVDA #NVIDIA #Aİ