Innlegg

NVIDIA can beat earnings—and the market can still find something to complain about. That’s the new phase of the AI trade. A few quarters ago, all investors needed to hear was “AI demand is exploding.” Now, strong revenue, massive orders, and continued data-center growth are already priced in. The real questions are getting more specific: • Are gross margins holding up? • How much are memory costs rising? • How concentrated are NVIDIA’s customers? #DailyOrbit