《Tonight Unrest: 50 Trillion Titans Turn in Their Reports—Global Investors Hold Their Breath》
🔥 Tonight, Beijing time tomorrow before dawn: NVIDIA’s earnings report.
This isn’t an ordinary earnings release. Is it “re-upping” the AI rally with life support, or “dousing it with cold water”—it all comes down to this one sheet of paper.
📊 The bar has been raised to the sky:
Revenue expectations are about $92 billion, nearly double year over year;
Earnings per share are about $2.09;
And institutions have even pushed their expectations for next-quarter guidance to above $107 billion.
Translated: Getting a 99 is still considered a miss.
👀 Watch three numbers:
① Whether Blackwell shipments are going smoothly;
② Whether data center revenue can climb another level;
③ Whether next-quarter guidance will dare to deliver a surprise.
🌊 Tied to this rope aren’t just them: the semiconductor supply chain, the Nasdaq, and “the big one”—all are breathing in sync with it tonight.
⚠️ Not over yet: The day after tomorrow, the new governor, Waller, will make his debut at the Fed’s annual event; on September 16, the market is even discussing whether to raise rates.
💡 My take: The big show keeps coming. Before it all lands, don’t go all-in betting on a direction. On nights like this, watching the show is more valuable than placing the bet. #SNDK $SNDK #美股收高英伟达涨2%
🔥 Tonight, Beijing time tomorrow before dawn: NVIDIA’s earnings report.
This isn’t an ordinary earnings release. Is it “re-upping” the AI rally with life support, or “dousing it with cold water”—it all comes down to this one sheet of paper.
📊 The bar has been raised to the sky:
Revenue expectations are about $92 billion, nearly double year over year;
Earnings per share are about $2.09;
And institutions have even pushed their expectations for next-quarter guidance to above $107 billion.
Translated: Getting a 99 is still considered a miss.
👀 Watch three numbers:
① Whether Blackwell shipments are going smoothly;
② Whether data center revenue can climb another level;
③ Whether next-quarter guidance will dare to deliver a surprise.
🌊 Tied to this rope aren’t just them: the semiconductor supply chain, the Nasdaq, and “the big one”—all are breathing in sync with it tonight.
⚠️ Not over yet: The day after tomorrow, the new governor, Waller, will make his debut at the Fed’s annual event; on September 16, the market is even discussing whether to raise rates.
💡 My take: The big show keeps coming. Before it all lands, don’t go all-in betting on a direction. On nights like this, watching the show is more valuable than placing the bet. #SNDK $SNDK #美股收高英伟达涨2%