$NVDA earnings are getting interesting. GPU demand is reportedly back around 40%, Nvidia is running near 74% margins, and there’s an $80B buyback plan on the table. The bigger thing for me is the move into AI infrastructure financing, with a potential $500B lending platform. That’s way beyond just selling GPUs. I’ll be watching the earnings reaction on BingX because this could get volatile fast. #Macro Insights# #Altcoin Season#