myopinionis

🚀 #NVIDIA Jumps 7% — Blockbuster Earnings Reignite AI Confidence

#NVIDIA shares jumped up to 7.4% before the bell Thursday after the chip giant crushed Q2 expectations and dropped a bombshell: a first-ever year-ahead forecast projecting 70% revenue growth for next fiscal year.

The numbers behind the move:

Q2 revenue: $96.2B, beating the $92.1B consensus, up 106% YoY

Data Center revenue: $89B, up 117% YoY

Q3 guidance: $108B, well above the $104B Wall Street expected

Stock added roughly $340B in market value before the open

The key line from Jensen Huang:
On the earnings call, Huang made clear Nvidia still can't meet full demand — supply constraints mean the company is only fulfilling around 70% of what customers actually want. That's a direct counter to fears that the AI capex cycle is peaking.

The ripple effect:
This wasn't just an Nvidia story — Nasdaq futures jumped alongside it, and other AI-linked names (Salesforce, CrowdStrike, semiconductor stocks in Europe and Asia) rallied too. This kind of broad, multi-sector "risk-on" move is exactly the type of macro backdrop that tends to spill into crypto.
$NVDA.US
#myopinionis :
When the world's most valuable company delivers a beat-and-raise this size, plus a forward guide that silences "AI bubble" doubts, it tends to lift overall risk appetite — and crypto often rides that same liquidity wave short-term. The bigger question isn't whether this helps sentiment today, but whether it's enough to offset the more cautious "higher for longer" rate narrative also playing out this week. Worth watching whether BTC and majors actually follow through, or stay range-bound on their own macro drivers.

#NVIDIA #nvidiagrowth

$NVDAB
$BTC

🎙️ #FedChairWarshJackson Hole Speech (Fri, Aug 28) — What Traders Are Watching................................................

Kevin Warsh delivers his first Jackson Hole keynote as Fed Chair tomorrow at 10 AM ET. BTC is trading near $80000–$79,000 heading in.

What a few analysts are saying:
Crypto Rover: Dovish tone → BTC breaks $80K and runs; hawkish tone → pullback toward $73,000; neutral speech → sideways chop. (Source: Yahoo Finance)

Walter Bloomberg: Expects a broadly neutral tone, though notes a portion of investors are still positioning for dovish surprises. (Source: CoinGape)

DailyCoin analysis: A hawkish message could push yields and the dollar higher, pressuring BTC; a dovish one — especially if Warsh flags labor market weakness — could boost rate-cut bets and lift crypto. (Source: DailyCoin)

#CryptoNews : Notes BTC spot ETFs saw $2.2B of inflows over six days before the speech — meaning the market may already be positioned for a favorable outcome, which raises "sell the news" risk if the speech is only neutral. Options data shows elevated implied volatility with a call-side skew (traders paying more for upside protection).

$BTC
#myopinionis : The setup itself (pre-positioned longs + high implied vol) means even a "just okay" speech could disappoint bulls. Worth watching the first 1-2 hours after 10 AM ET for the real direction.

#FedNews #crypto

$NVDAB
$BICO

📊 US GDP Q2 2026 (Second Estimate): Growth Slows, Inflation Stays Hot

The Bureau of Economic Analysis has just confirmed that US real GDP grew at an annualized rate of 1.5 percent in the quarter of 2026. This is lower than the 2.1 percent growth reported in the quarter. The growth was driven by consumer spending, exports and investment. Government spending on the hand pulled the figure down.

Key numbers:

- GDP: 1.5% (unchanged from advance estimate)

- Real final sales to private domestic purchasers: 4.2% (revised up from 3.9%)

- PCE price index: 5.3% (revised up from 5.1%)

- Core PCE (ex food/energy): 3.6% (revised up from 3.4%)

- Corporate profits: +$400.9B, way up from Q1s +$74.4B

In my view this is the part:

Slower growth usually signals that the Fed might consider cutting rates. However the inflation numbers have been revised up not down. This is the opposite of what a "cut's coming" narrative would need. After this release the odds that the Fed will cut rates at its next meeting actually fell a little instead of rising. That shows the market is reading this as more of an inflation story than a weak economy that needs rescuing.

How I see this playing out across assets:

Dollar($GOOGL.US )
: Sticky inflation plus resilient spending leans toward higher for longer rates, which generally supports the dollar.

Gold($XAUT )
: Gold fell on the news as near‑term cut odds faded though it is still holding up on drivers like geopolitical demand.

Crypto($BTC )
: Crypto normally reacts to liquidity expectations. A less‑dovish Fed read is typically a short‑term headwind for risk assets. This can flip fast with the next inflation print.

#myopinionis : I do not want to label this as a bullish or bearish signal for any single asset. It is a slowing economy that still shows inflation. Markets are still processing what that means. The next CPI or PCE report will probably move the markets more than this data did.

Source: U.S. BEA. DYOR.