#AIMonetizationBroadens

[8.27 Early Morning 5 AM Report｜NVIDIA Earnings Released, Market Votes with Its Feet] NVIDIA Q2 Earnings: Revenue outlook at $108 billion (±2%), exceeding analysts' average of $105.2 billion but below some high expectations of $110 billion; gross margin about 74%. After-hours stock price initially dropped 3%, then turned up. #PCEToJacksonHole #BTC80KHoldOrFold #AIEarningsWatch

The stronger Nvidia's earnings report, the more AI trading enters a "nitpicking stage" In the past, the market only needed one phrase: demand explosion. Now that's no longer enough. Revenue beating expectations, strong orders, and continued growth in data centers—these have all been anticipated. What truly affects valuation are the less glamorous details like gross margin, memory costs, customer concentration, and #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest

SALESFORCE Q2 EARNINGS - Revenue: $11.35B vs. $11.32B est. - Adjusted EPS: $5.90 vs. $3.27 est. - AI & Data ARR: $3.9B FY27 Guidance: - Revenue: $46.3B - Adjusted EPS: $16.69 $CRMon is live on Solana.

Memory repairs while $NVDA and $AVGO stay red into tonight's print At 11:15am CT, $SNDK traded $1496, +1%, $MU $938, +1%, and $WDC $462, +3% while $SOXX traded $512, -0.4%, $NVDA $210, -1%, and $AVGO $350, -2%. The morning macro release did not turn into another storage-led unwind. BEA's July PCE printed 0.2% m/m and 3.7% y/y, with core PCE at 0.2% m/m and 3.3% y/y. That kept the rates filter on, but the cash-session spread is different from 7:35am CT, when memory was the weak pocket and $ORCL was one of the few green AI infra names. Our view is the tape is separating the YMTC / Samsung NAND scare from the financing-quality debate heading into $NVDA tonight. Memory now needs to prove the supply reset is not a FY27 pricing break. $NVDA and $AVGO still need to prove that demand, gross-margin quality, and financing exposure can clear the bar even with duration still tight. If memory gives back this spread before the close, Monday's catch-down thesis is back in control. If $SNDK, $MU, and $WDC hold green while $NVDA stays red into earnings, the market is telling you today's risk is concentrated in big-ticket AI infra funding and tonight's print, not a fresh demand break across semis.

🚨 NVIDIA EARNINGS ARE COMING NVIDIA reports after the market closes today, August 26. Wall Street expects roughly $92B+ in quarterly revenue. But the real question isn’t whether NVIDIA beats estimates. It’s whether AI spending is still accelerating. Watch: • Data center growth • Blackwell demand • Gross margins • Hyperscaler AI CapEx • Forward guidance A strong beat could reignite the AI trade. #PCEToJacksonHole #BTC80KHoldOrFold #IranSanctionsAndTalks

Nvidia ($NVDA ) posted record quarter and beat revenue estimates by $4b or 4.2%. $3b of the $4b beat was driven by its data center segment. Net income and EPS also beat. Stock is up 4.5% after hours; QQQ up 0.8% after hours. Revenue grew 18% QoQ and 106% YoY. They're forecasting another 70% revenue growth for fiscal year 2028 with healthy margins. (Their fiscal years are a bit strange because they end the year mid-Jan.) Small rally in crypto majors over the past hour following the earnings beat that calmed AI bubble anxiety. BTC: +0.5% ETH: +1.1% XRP: +1.6% SOL: +1.4% HYPE: +1.9%

$SNDK Sandisk — Possible Night Scenarios $SNDK | U.S. Storage Sector After a powerful rally, the stock is now trading at elevated levels with significant divergence and stretched expectations. The recent surge is largely tied to the AI narrative, with investors pricing in stronger future demand. Key drivers behind the move include accelerating AI inference demand, rising flash-memory prices, long-term contracts locking in capacity, and strong institutional capital inflows. #ETHTests2500

AI demand is accelerating with their new earnings the information projects a 97% quarterly revenue growth with annual projections at 85% (beating 2025's 65%) bear in mind this is happening while nvidia is raising prices of their gpus at the same time hyperscalers, neoclouds and labs are spending more than previous months. at this point you#BTCETFInflowsSurge #ETHTests2500 #OKXOutcomeF1TI15Recap

#NvidiaServerPriceHike A 15% server price hike could reveal more about AI demand than another record earnings quarter. If customers keep ordering Vera Rubin and Grace Blackwell systems despite rising memory costs, Nvidia proves it still has exceptional pricing power. If deployments get delayed, the ripple could hit memory suppliers, cloud capex and valuations. AI demand has looked almost price-insensitive so far. Higher server prices may finally tell us where customers draw the line.

this week nvidia will (once again) prove AI demand is accelerating with their new earnings the information projects a 97% quarterly revenue growth with annual projections at 85% (beating 2025's 65%) bear in mind this is happening while nvidia is raising prices of their gpus at the same time hyperscalers, neoclouds and labs are spending more than previous months. at this point you either believe scaling ai intelligence will continue to outpace demand or that we're slowing down. nvidia is the nexus of answering this questions (all roads lead back to compute) and theres a v obvious story being told.