#AVGODipsSNOWPops

One earnings night, two very different verdicts on the AI trade. Broadcom beat on revenue and adjusted EPS, with revenue up 86% to $29.6B and AI semiconductor sales more than tripling to $16.7B. But its $34.8B Q4 revenue guide landed roughly in line with Street expectations, and shares briefly fell more than 6% in early after-hours trading before paring most of the decline. The irony: Broadcom still expects Q4 AI semiconductor revenue of $21.7B, up 236% and equal to roughly 62% of total guidance. Management also expects AI revenue of about $115B in FY27 and $230B in FY28. Snowflake told the opposite story. Product revenue rose 37% to $1.49B, marking a third straight quarter of accelerating growth. Full-year product revenue guidance increased to $6.07B, and shares jumped more than 21% after hours. · CoCo reached 9,100 accounts, adding 2,000+ this quarter · CoWork expanded to 5,800 accounts, up nearly 11% sequentially · Remaining performance obligations rose 30% to $9B · Non-GAAP operating margin guidance increased from 13.5% to 14.5%, showing improving operating leverage Add Dell's results from the prior night: it booked $60.9B in AI server orders, raised its AI server revenue outlook from $60B to $74B, and exited the quarter with a $95B backlog. The pattern is clear: AI demand is spreading from chips to servers, data cloud and software. But AI exposure alone may no longer be enough. The market is increasingly rewarding acceleration against already-high expectations. Beat without enough upside, and a stock can still sell off. Beat and raise, and the market may reprice. Crypto markets know the same tension: a narrative can weaken before growth disappears, simply because the pace starts slowing. What matters more for AI stocks now: absolute growth or the pace of acceleration? #AVGODipsSNOWPops $XAVGO $XSNOW $XDELL

#AVGODipsSNOWPops Broadcom beat Q3 revenue and earnings estimates, AI chip revenue reached $16.7B—and the shares still fell more than 6% after hours before recovering part of the drop 😅 The reason seems familiar: expectations moved faster than the actual results. Slightly softer Q4 guidance mattered more than another strong quarter. Snowflake had the opposite reaction. Q2 product revenue grew 37%, the company reached 9,100 customers and raised its full-year outlook. Shares jumped more than 21% ❄️ What caught my attention is how AI demand is spreading across the stack. Dell sees stronger server demand, Broadcom is benefiting from chips and networking, while Snowflake is capturing growth in the data layer. The demand story looks real, but the market is becoming much more selective about execution. It’s no longer enough to say “AI growth.” Companies now have to show where that growth appears—and how quickly it reaches guidance.

After N#BroadcomDellAIResults VIDIA, Broadcom and Dell have taken the stage consecutively, becoming the new round of earnings test windows for the AI industry chain. The market is looking forward to these two companies to verify the real returns of AI computing power and to judge whether the enthusiasm for AI capital expenditure can continue. $BTC $ETH $SOL #LaborMarketTestsWalsh #BTCGoldCorrelation

🚨 NVIDIA proved AI demand is still insane. Now the real question is: who is actually making money from it? NVIDIA just finished reporting. Next up: Broadcom and Dell. And Pharaoh’s watching one thing closely — the AI story is moving beyond GPUs. The spotlight is shifting toward custom AI chips + AI servers. NVIDIA raised the ceiling. Now Broadcom and Dell have to prove whether the AI infrastructure machine can keep running at full speed. #DailyOrbit

Nvidia proved companies still want compute. Now we find out how far that money travels. Dell tests AI server demand, Broadcom tests custom chips and networking, while Snowflake tests whether the spending reaches enterprise software. That's what makes this earnings round important. A healthy AI cycle shouldn't enrich one layer forever. If orders, margins and cash flow strengthen across the stack, the boom is broadening. #BroadcomDellAIResults

#闪迪铠侠拟投310亿美元，NAND供需重估 Two companies plan to invest $31 billion in phases by 2032 to expand flash memory capacity, targeting the incremental storage demand brought by AI. Capacity release is a long-term process and will not immediately change the current tight supply situation; the storage price increase cycle still has room to continue. $BTC price movement is not directly driven by this industry news and #WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto

The earnings-season handoff is still underway. Nvidia has just reported, while Dell and Broadcom are next in line. Dell is set to announce results after today’s market close. Expectations call for revenue of roughly $44.9B–$45.3B, representing about 52% YoY growth, while EPS is projected to more than double to above $4.90. #LaborMarketTestsWalsh #BTCGoldCorrelation #BroadcomDellAIResults

AI earnings continue: Dell reports Sep 1, followed by Broadcom and Snowflake on Sep 2. Hardware will test whether custom AI chips, networking and server orders sustain growth, profit and cash flow. Software will show whether cloud-data demand creates steadier subscription and usage revenue. Nvidia validated compute demand; focus now is whether AI spending spreads from chips into servers, networking and enterprise software, supporting broader tech valuations. Share your view under this topic.

$31 BILLION BET ON AI STORAGE — BUT THE MARKET ISN’T BUYING IT. SanDisk and Kioxia just announced plans to invest $31B in Japan to expand 3D NAND production. Sounds bullish for AI infrastructure, right? Not so fast. The market’s real question is simple: Can AI inference and data-center demand grow fast enough to absorb all this new NAND supply? If yes, SanDisk’s long-term story stays intact, and this pullback could just be profit-taking. #DailyOrbit

🔥 AI is officially becoming IREN’s bigger growth engine. IREN’s Q4 results show AI Cloud revenue overtaking $BTC mining for the first time, generating $70.5M vs. $66.7M. The bigger signal: IREN is accelerating its transition from a $BTC mining pure-play into an AI infrastructure powerhouse, diversifying revenue while leveraging its existing data-center capacity. From mining $BTC to powering AI. $BTC #BTCGoldCorrelation #WalshInflationRisk