Innlegg

Nvidia’s earnings were explosive—but the market wants more than a beat. 🚀 Revenue hit $96.2B (+106% YoY), while data-center revenue reached $89B (+117%) and EPS came in at $2.22. The after-hours move—first down, then up sharply—shows how high expectations have become. Investors aren’t just asking whether Nvidia can sell more chips; they want to see whether its software ecosystem can turn AI hardware dominance into sustainable cash flow. Nvidia doesn’t just need growth anymore—the market wants