Innlegg

$NVDA delivered another monster quarter, but expectations are now the real problem. Revenue hit $96.2B, up 106%, while management sees roughly 70% growth in FY2028. The fundamentals remain strong, but at this scale, beating expectations gets harder and harder. With margins also expected to face pressure from rising memory costs, NVDA may need to consolidate before the next major move. Great business, massive expectations → sideways volatility is possible. 👀 #NVDA #AI #NVIDIA #Earnings