𝐖𝐀𝐋𝐋 𝐒𝐓𝐑𝐄𝐄𝐓 𝐄𝐗𝐏𝐄𝐂𝐓𝐄𝐃 𝟒𝟒%. 𝐍𝐕𝐈𝐃𝐈𝐀 𝐒𝐀𝐈𝐃 𝟕𝟎%.
That’s probably the biggest takeaway from NVIDIA’s latest results.
Q2 revenue hit $96.2B, up 106% YoY, while demand is still running ahead of supply.
That imbalance matters. NVIDIA has more pricing power, although higher input costs could still put pressure on margins in the near term.
The market liked what it saw too. $NVDA jumped 4.7% after hours, breaking the recent pattern of strong earnings followed by a selloff.
So the bigger question isn’t whether AI demand is slowing.
It’s whether NVIDIA can keep supply growing fast enough to meet it.
Watching $NVDA through BingX.
#BTC #Macro Insights# #AI #NVDA $BTC $ETH
That’s probably the biggest takeaway from NVIDIA’s latest results.
Q2 revenue hit $96.2B, up 106% YoY, while demand is still running ahead of supply.
That imbalance matters. NVIDIA has more pricing power, although higher input costs could still put pressure on margins in the near term.
The market liked what it saw too. $NVDA jumped 4.7% after hours, breaking the recent pattern of strong earnings followed by a selloff.
So the bigger question isn’t whether AI demand is slowing.
It’s whether NVIDIA can keep supply growing fast enough to meet it.
Watching $NVDA through BingX.
#BTC #Macro Insights# #AI #NVDA $BTC $ETH
