I’d pick C — Both, because age-To The Moon - Tiger Brokers Online Investing Community

I’d pick C — Both, because agentic cybersecurity could create a new AI value chain rather than a winner-takes-all market. NVIDIA sits underneath the ecosystem: more autonomous security agents mean more inference, accelerated computing and potentially recurring demand beyond traditional AI training. CrowdStrike owns the application layer, where successful deployment could translate into deeper Falcon adoption, higher module penetration and stronger ARR.

However, I wouldn’t treat SafeMind as an immediate revenue catalyst. The real investment signal will be enterprise customers actually deploying it at scale, trusting AI to take increasingly autonomous actions, and ultimately paying more for the platform. If that happens, NVDA captures the infrastructure upside while CRWD captures the software monetization. That makes C the most balanced bet—but execution matters more than the headline.

@AI_FocusedTrader [贱笑]

Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?

Nvidia's record quarter: revenue $96.221bn, +106% year-over-year and past the ~$93.6bn consensus, data center +117%, gross margin held at 75%. Rubin is accelerating toward full production, with Huang framing AI as the point where compute converts directly into revenue. The catch is memory: Q4 gross margin troughs at 71–72%, three to four points conceded to component costs. Shares +4% after hours, carrying memory, optical and cloud names along. Worth remembering the stock has fallen the day after earnings four quarters running. Does the supply chain rally from here?

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.

Comments

mizzmo
09-04 18:44
mizzmo
Inference demand is the longer tail here. If security agents stay on all day, that means steadier token flow and more chip demand beyond the training cycle

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":603756634841536,"tweetId":"603756634841536","gmtCreate":1788438585821,"gmtModify":1788517405704,"author":{"id":4194184698932812,"idStr":"4194184698932812","authorId":4194184698932812,"authorIdStr":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.09.06","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[],"fanSize":1006,"starInvestorFlag":false},"themes":[{"themeId":"905941babea344598aec80796d42be8b","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":905941babea344598aec80796d42be8b}&rnconfig={\"headerBarHidden\": true}","description":"Nvidia's record quarter: revenue $96.221bn, +106% year-over-year and past the ~$93.6bn consensus, data center +117%, gross margin held at 75%. Rubin is accelerating toward full production, with Huang framing AI as the point where compute converts directly into revenue. The catch is memory: Q4 gross margin troughs at 71–72%, three to four points conceded to component costs. Shares +4% after hours, carrying memory, optical and cloud names along. Worth remembering the stock has fallen the day after earnings four quarters running. Does the supply chain rally from here?\n\n","image":"https://community-static.tradeup.com/news/b41155e98aed5ef07f32e2a10551be8a"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>I’d pick C — Both, because agentic cybersecurity could create a new AI value chain rather than a winner-takes-all market. NVIDIA sits underneath the ecosystem: more autonomous security agents mean more inference, accelerated computing and potentially recurring demand beyond traditional AI training. CrowdStrike owns the application layer, where successful deployment could translate into deeper Falcon adoption, higher module penetration and stronger ARR.\n\nHowever, I wouldn’t treat SafeMind as an immediate revenue catalyst. The real investment signal will be enterprise customers actually deploying it at scale, trusting AI to take increasingly autonomous actions, and ultimately paying more for the platform. If that happens, NVDA captures the infrastructure upside while CRWD captures the software monetization. That makes C the most balanced bet—but execution matters more than the headline.\n<a href=\"https://ttm.financial/U/1436866998000\"> @AI_FocusedTrader </a> [贱笑]</body></html>","htmlText":"<html><head></head><body>I’d pick C — Both, because agentic cybersecurity could create a new AI value chain rather than a winner-takes-all market. NVIDIA sits underneath the ecosystem: more autonomous security agents mean more inference, accelerated computing and potentially recurring demand beyond traditional AI training. CrowdStrike owns the application layer, where successful deployment could translate into deeper Falcon adoption, higher module penetration and stronger ARR.\n\nHowever, I wouldn’t treat SafeMind as an immediate revenue catalyst. The real investment signal will be enterprise customers actually deploying it at scale, trusting AI to take increasingly autonomous actions, and ultimately paying more for the platform. If that happens, NVDA captures the infrastructure upside while CRWD captures the software monetization. That makes C the most balanced bet—but execution matters more than the headline.\n<a href=\"https://ttm.financial/U/1436866998000\"> @AI_FocusedTrader </a> [贱笑]</body></html>","text":"I’d pick C — Both, because agentic cybersecurity could create a new AI value chain rather than a winner-takes-all market. NVIDIA sits underneath the ecosystem: more autonomous security agents mean more inference, accelerated computing and potentially recurring demand beyond traditional AI training. CrowdStrike owns the application layer, where successful deployment could translate into deeper Falcon adoption, higher module penetration and stronger ARR. However, I wouldn’t treat SafeMind as an immediate revenue catalyst. The real investment signal will be enterprise customers actually deploying it at scale, trusting AI to take increasingly autonomous actions, and ultimately paying more for the platform. If that happens, NVDA captures the infrastructure upside while CRWD captures the software monetization. That makes C the most balanced bet—but execution matters more than the headline. @AI_FocusedTrader [贱笑]","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/603756634841536","repostId":0,"isVote":1,"tweetType":1,"viewCount":196,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":794,"optionInvolvedFlag":true,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":604084618900448,"commentId":"604084618900448","gmtCreate":1788518645286,"gmtModify":1788519748806,"authorId":3479274717122482,"author":{"id":3479274717122482,"idStr":"3479274717122482","authorId":3479274717122482,"name":"mizzmo","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":603756634841536,"objectIdStr":"603756634841536","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Inference demand is the longer tail here. If security agents stay on all day, that means steadier token flow and more chip demand beyond the training cycle","text":"Inference demand is the longer tail here. If security agents stay on all day, that means steadier token flow and more chip demand beyond the training cycle","html":"Inference demand is the longer tail here. If security agents stay on all day, that means steadier token flow and more chip demand beyond the training cycle","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/603756634841536"}