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NVDA JUST CRUSHED EARNINGS ๐
Nvidia delivered another major beat, with revenue around $68B and strong upside guidance driven by relentless AI data-center demand.
The core signal hasnโt changed.
Hyperscaler and enterprise AI spending remains extremely strong, and Nvidia is still the primary proxy for the AI capex cycle.
From a macro lens, the AI trade is intact for now.
The real question isnโt the beat. Itโs how long this level of AI spending can stay this hot. ๐ฅ
$NVDAON $GT $ETH #BitcoinBouncesBack #ETHLongShortBattle #VitalikSellsETH