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Dell raised its FY AI server outlook, signaling infrastructure demand. Broadcom beat Q3 revenue and earnings estimates as AI chip revenue hit $16.7B, but Q4 guidance came in slightly light; shares fell over 6% after hours before paring losses. Snowflake's Q2 product revenue grew 37%, CoCo reached 9,100 accounts, and higher FY revenue and margin guidance sent shares up over 21%. AI demand is spreading from chips and networking to data cloud and software, but markets expect faster execution.
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🚨 NVIDIA proved AI demand is still insane. Now the real question is: who is actually making money from it?
NVIDIA just finished reporting. Next up: Broadcom and Dell.
And Pharaoh’s watching one thing closely — the AI story is moving beyond GPUs.
The spotlight is shifting toward custom AI chips + AI servers.
NVIDIA raised the ceiling. Now Broadcom and Dell have to prove whether the AI infrastructure machine can keep running at full speed.
#DailyOrbit
After N#BroadcomDellAIResults VIDIA, Broadcom and Dell have taken the stage consecutively, becoming the new round of earnings test windows for the AI industry chain. The market is looking forward to these two companies to verify the real returns of AI computing power and to judge whether the enthusiasm for AI capital expenditure can continue.
$BTC $ETH $SOL
#LaborMarketTestsWalsh #BTCGoldCorrelation
Nvidia proved companies still want compute. Now we find out how far that money travels.
Dell tests AI server demand, Broadcom tests custom chips and networking, while Snowflake tests whether the spending reaches enterprise software. That's what makes this earnings round important. A healthy AI cycle shouldn't enrich one layer forever.
If orders, margins and cash flow strengthen across the stack, the boom is broadening. #BroadcomDellAIResults
#闪迪铠侠拟投310亿美元，NAND供需重估
Two companies plan to invest $31 billion in phases by 2032 to expand flash memory capacity, targeting the incremental storage demand brought by AI.
Capacity release is a long-term process and will not immediately change the current tight supply situation; the storage price increase cycle still has room to continue.
$BTC price movement is not directly driven by this industry news and #WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto
The earnings-season handoff is still underway. Nvidia has just reported, while Dell and Broadcom are next in line.
Dell is set to announce results after today’s market close. Expectations call for revenue of roughly $44.9B–$45.3B, representing about 52% YoY growth, while EPS is projected to more than double to above $4.90.
#LaborMarketTestsWalsh
#BTCGoldCorrelation
#BroadcomDellAIResults
AI earnings continue: Dell reports Sep 1, followed by Broadcom and Snowflake on Sep 2. Hardware will test whether custom AI chips, networking and server orders sustain growth, profit and cash flow. Software will show whether cloud-data demand creates steadier subscription and usage revenue. Nvidia validated compute demand; focus now is whether AI spending spreads from chips into servers, networking and enterprise software, supporting broader tech valuations. Share your view under this topic.
$31 BILLION BET ON AI STORAGE — BUT THE MARKET ISN’T BUYING IT.
SanDisk and Kioxia just announced plans to invest $31B in Japan to expand 3D NAND production.
Sounds bullish for AI infrastructure, right?
Not so fast.
The market’s real question is simple:
Can AI inference and data-center demand grow fast enough to absorb all this new NAND supply?
If yes, SanDisk’s long-term story stays intact, and this pullback could just be profit-taking.
#DailyOrbit
🔥 AI is officially becoming IREN’s bigger growth engine.
IREN’s Q4 results show AI Cloud revenue overtaking $BTC mining for the first time, generating $70.5M vs. $66.7M.
The bigger signal: IREN is accelerating its transition from a $BTC mining pure-play into an AI infrastructure powerhouse, diversifying revenue while leveraging its existing data-center capacity.
From mining $BTC to powering AI.
$BTC #BTCGoldCorrelation #WalshInflationRisk
The next phase of AI may be less about the models themselves and more about how deeply they become integrated into everyday software.
that shift could create some interesting opportunities as companies adapt and new use cases emerge.
The real question is: Who benefits most from this transition?
#AIShiftsToSoftware
🔥 $SNDK | AI HAS A STORAGE PROBLEM
The next bottleneck in AI may not be compute — it’s where all that generated data goes.
SanDisk and Kioxia just announced plans to invest over $31B in Japan through 2032 to expand memory production as AI drives demand for NAND storage. $SNDK
The deeper thesis:
Every smarter AI model creates more data — and every byte eventually needs somewhere to live. 🔥$SNDK
#WalshInflationRisk #BTCGoldCorrelation