#AIMonetizationBroadens

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

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.

$SNDK Sandisk — Possible Night Scenarios $SNDK | U.S. Storage Sector After a powerful rally, the stock is now trading at elevated levels with significant divergence and stretched expectations. The recent surge is largely tied to the AI narrative, with investors pricing in stronger future demand. Key drivers behind the move include accelerating AI inference demand, rising flash-memory prices, long-term contracts locking in capacity, and strong institutional capital inflows. #ETHTests2500

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 mid-Jan.) Small rally in crypto majors over the past hour following the earnings beat that calmed AI bubble anxiety. BTC: +0.5% ETH: +1.1% XRP: +1.6% SOL: +1.4% HYPE: +1.9%

#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.

$xNVDA The market expects Q2 revenue of $91.9 billion to $92.0 billion, a year-on-year increase of about 96%. The data center business is expected to contribute $85.4 billion, up 107% year-on-year, with gross margin expected to remain around 75%. Citigroup believes Nvidia has locked in all HBM supply for 2026 and 2027, and AI network component shipments are also accelerating. Jefferies expects the Vera Rubin series to become the dominant revenue source in Q1 of fiscal 2028.

I was hiding in the bathroom for 20 minutes, refreshing Xiaomi’s numbers. 😂 And now the report is out. Q2 revenue came in at 108.9B yuan, adjusted net profit 6.2B. Not a blowout, but better than the ~108.8B revenue / ~6.0B profit expectations I was watching. The interesting part is still the mix. Smartphone shipments fell to 31.2M, while the EV + AI business reached 24.9B yuan in revenue. That’s the part I care about more than the headline number. If Xiaomi’s car business keeps scaling while margins improve, maybe the market really does need to stop valuing it like just another phone maker. I still have that BTC long stuck in my hands, so I’m not switching horses tonight. 😂 Now I’m curious: if the numbers keep improving, do you hold the crypto and wait for the tech cycle, or rotate into Xiaomi? $BTC $ETH $SNDK #财报观察员：小米Q2财报出炉，是汽车救场还是手机拖后腿？