#AIMonetizationBroadens

The entire market is hyping NVIDIA as a sure winner, yet Dao Ge has taken a short position on $SNDK. It’s not about betting against the money—it’s about recognizing that the tone has shifted after going through this earnings cycle. NVIDIA’s Q2 revenue nearly doubled, and management even projected another 70% increase by FY2028. But the more interesting signal is coming from software #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest

Everyone is calling NVIDIA the undisputed AI winner, but Dao Ge is taking a different approach and opening a short on $SNDK. It’s not about betting against the AI trend. After going through the latest earnings, the bigger picture feels different. NVIDIA’s Q2 revenue nearly doubled, with management also projecting another 70% growth by FY2028. But the more interesting signals are coming from the software side: Salesforce’s #PCEToJacksonHole #AIMonetizationBroadens #HormuzFlowsVsSanctions

NVIDIA Beats Expectations as Software Revenue Starts to Take Shape I’m Cige. NVIDIA delivered a stronger-than-expected earnings report, but the market appears to have largely priced in the positive results already. #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest

Nvidia ($NVDA ) posted record quarter and beat revenue estimates by $4b or 4.2%. $3b of the $4b beat was driven by its data center segment. Net income and EPS also beat. Stock is up 4.5% after hours; QQQ up 0.8% after hours. Revenue grew 18% QoQ and 106% YoY. They're forecasting another 70% revenue growth for fiscal year 2028 with healthy margins. (Their fiscal years are a bit strange because they end the year#PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest

The stronger Nvidia's earnings report, the more AI trading enters a "nitpicking stage" In the past, the market only needed one phrase: demand explosion. Now that's no longer enough. Revenue beating expectations, strong orders, and continued growth in data centers—these have all been anticipated. What truly affects valuation are the less glamorous details like gross margin, memory costs, customer concentration, and #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest

The stronger Nvidia’s earnings are, the more the AI trade enters a “nitpicking phase.” In the past, the market could rally on one simple narrative: exploding AI demand. But that story is already priced in. Beating revenue estimates, robust orders, and continued data-center growth are now largely expected. What matters more for valuation are the less exciting details—gross margins, rising memory costs, customer#PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest

The stronger Nvidia's earnings report, the more AI trading enters a "nitpicking stage" In the past, the market only needed one phrase: demand explosion. Now that's no longer enough. Revenue beating expectations, strong orders, and continued growth in data centers—these have all been anticipated. What truly affects valuation are the less glamorous details like gross margin, memory costs, customer concentration, and #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest

Memory repairs while $NVDA and $AVGO stay red into tonight's print At 11:15am CT, $SNDK traded $1496, +1%, $MU $938, +1%, and $WDC $462, +3% while $SOXX traded $512, -0.4%, $NVDA $210, -1%, and $AVGO $350, -2%. The morning macro release did not turn into another storage-led unwind. BEA's July PCE printed 0.2% m/m and 3.7% y/y, with core PCE at 0.2% m/m and 3.3% y/y. That kept the rates filter on, but the cash-session spread is different from 7:35am CT, when memory was the weak pocket and $ORCL was one of the few green AI infra names. Our view is the tape is separating the YMTC / Samsung NAND scare from the financing-quality debate heading into $NVDA tonight. Memory now needs to prove the supply reset is not a FY27 pricing break. $NVDA and $AVGO still need to prove that demand, gross-margin quality, and financing exposure can clear the bar even with duration still tight. If memory gives back this spread before the close, Monday's catch-down thesis is back in control. If $SNDK, $MU, and $WDC hold green while $NVDA stays red into earnings, the market is telling you today's risk is concentrated in big-ticket AI infra funding and tonight's print, not a fresh demand break across semis.

SALESFORCE Q2 EARNINGS - Revenue: $11.35B vs. $11.32B est. - Adjusted EPS: $5.90 vs. $3.27 est. - AI & Data ARR: $3.9B FY27 Guidance: - Revenue: $46.3B - Adjusted EPS: $16.69 $CRMon is live on Solana.

#AIEarningsWatch AI earnings are about to test whether the boom can move beyond infrastructure. Nvidia and Marvell will show if compute demand still has momentum, while Salesforce, CrowdStrike and Okta need to prove AI features can generate real software revenue. That's the split I'm watching. If hardware stays hot but software lags, AI monetization remains narrow. If both deliver, the bull case gets much broader and today's tech valuations become easier to defend.