AI REVOLUTION

Pinkspider

02-26 23:26

CURRENT STATE OF THE AI REVOLUTION:

The fact that Nvidia, $NVDA, just posted $68.1 BILLION in quarterly revenue yet markets are unimpressed is telling.

Nvidia's free cash flow jumped nearly +$20 BILLION year-over-year and the company crushed just about all expectations.

In fact, there is not much more Nvidia could have said to reaffirm how strong demand is for their products.

Meanwhile, the stock went from +4% to -4% as the market reopened.

Why is this happening?

Because expectations are so high that it's becoming difficult to impress.

At this stage, companies do not just need to beat earnings, they need to beat the beat.

Still, Nvidia's earnings have reaffirmed our view:

The AI Revolution is accelerating.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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