Srikas
No personal profile
17Follow
1Followers
1Topic
0Badge
NVIDIA: AI Growth Is Still Strong — But Margins Are the Question NVIDIA continues to dominate the AI infrastructure story, with another record quarter highlighting just how strong demand for accelerated computing remains. 🚀 Key numbers: • Revenue: $96.22B, up 106% YoY • Data Center growth: +117% YoY • Gross margin: around 75% • Rubin is moving closer to full production • Shares initially gained around 4% after hours But there’s an interesting catch… NVIDIA expects gross margins to come under pressure, potentially reaching the 71–72% range, largely because of higher component costs. That raises an important question for investors: Can NVIDIA maintain its extraordinary growth while protecting its margins? The AI demand story clearly isn’t slowing down. The next generation of Rubin could crea
Bitcoin dropping after Strategy sold is a reminder that sentiment can change quickly, even in strong long-term trends. For me, the bigger story is oil. If disruptions around the Strait of Hormuz persist and Brent moves toward $100, inflation could reaccelerate and make central banks more cautious. That would have implications for stocks, crypto, and bonds all at once.
“ This is nothing.” — that line from Buffett says more than any market headline right now. Most investors react to short-term drops, but zooming out, this kind of volatility is routine. The real question isn’t if markets fall — it’s how you respond when they do. Q1: What counts as a “big decline”? Personally, I see -10% as noise. A true opportunity starts closer to -20%, but the real bargains show up when markets fall 25–30% and sentiment turns negative across the board. Q2: What would I do in Buffett’s shoes? Stay patient. Avoid chasing. Build cash reserves and wait for moments when strong companies are mispriced. That’s where conviction matters most. Q3: My positioning right now * Staying invested, not panic selling * Adding slowly on red days * Holding some cash for bigger dips
“ This is nothing.” — that line from Buffett says more than any market headline right now. Most investors react to short-term drops, but zooming out, this kind of volatility is routine. The real question isn’t if markets fall — it’s how you respond when they do. Q1: What counts as a “big decline”?
Personally, I see -10% as noise. A true opportunity starts closer to -20%, but the real bargains show up when markets fall 25–30% and sentiment turns negative across the board. Q2: What would I do in Buffett’s shoes?
Stay patient. Avoid chasing. Build cash reserves and wait for moments when strong companies are mispriced. That’s where conviction matters most. Q3: My positioning right now * Staying invested, not panic selling * Adding slowly on red days * Holding some cash for bigger dips * Priori
Go to Tiger App to see more news