المنشور

After NVDA released its earnings report, I added some more MU shares. This time, Nvidia's earnings actually gave me a pretty interesting signal. Everyone is focused on NVDA's revenue beating expectations again and AWS adding 2 million more GPUs, but I paid more attention to one detail: NVDA's Q2 gross margin was 75%, and the Q3 guidance dropped to 74%, partly due to rising memory costs. #WalshInflationRisk #BTCGoldCorrelation #BroadcomDellAIResults