Nvidia again criticizes a $150 billion share repurchase, what the remaining authorization of $235 billion means
Nvidia’s board of directors has once again increased its repurchase authorization by $150 billion; the remaining balance has been raised to $235 billion. The company calls this the largest repurchase increase in history, with plans to use it through fiscal year 2028.
This money isn’t just a slogan. In the previous quarter, revenue already doubled to $96.2 billion, and the company’s market value is about $5.6 trillion. Jensen Huang’s words were: growth comes from a once-in-a-generation shift toward AI and accelerated computing, and the cash flow is sufficient for both investment and buybacks.
There are only two implications for the market. First, the compute leader is still using real money to pay shareholders, which suggests management doesn’t believe the cycle has ended. Second, repurchases don’t mean risk assets can be added without discipline. Treasury yields are rising; Bitcoin is still around 83,000; and gold has already returned to 4,144. Cash flowing back into U.S. stocks doesn’t automatically mean it will flow into “altcoins.”
When watching the chart, focus on one thing: whether “the big pie” can hold steady at 80,700–82,800. If it can’t, Nvidia’s buyback story won’t be able to save the overnight leverage.
#英伟达批准1500亿美元回购 $BTC $ETH $NVDAB
Nvidia’s board of directors has once again increased its repurchase authorization by $150 billion; the remaining balance has been raised to $235 billion. The company calls this the largest repurchase increase in history, with plans to use it through fiscal year 2028.
This money isn’t just a slogan. In the previous quarter, revenue already doubled to $96.2 billion, and the company’s market value is about $5.6 trillion. Jensen Huang’s words were: growth comes from a once-in-a-generation shift toward AI and accelerated computing, and the cash flow is sufficient for both investment and buybacks.
There are only two implications for the market. First, the compute leader is still using real money to pay shareholders, which suggests management doesn’t believe the cycle has ended. Second, repurchases don’t mean risk assets can be added without discipline. Treasury yields are rising; Bitcoin is still around 83,000; and gold has already returned to 4,144. Cash flowing back into U.S. stocks doesn’t automatically mean it will flow into “altcoins.”
When watching the chart, focus on one thing: whether “the big pie” can hold steady at 80,700–82,800. If it can’t, Nvidia’s buyback story won’t be able to save the overnight leverage.
#英伟达批准1500亿美元回购 $BTC $ETH $NVDAB
