Innlegg

$NVDA once again proved to be the AI sector’s kingmaker, sending the entire AI trade higher after earnings. Revenue hit $96.2B vs. ~$92.2B expected, while adjusted EPS came in at $2.22 vs. ~$2.10. But the real catalyst was CFO Colette Kress pointing to roughly 70% FY2028 revenue growth. For memory stocks like $MU and $SK Hynix, there’s another bullish angle: soaring memory/component costs could push NVIDIA’s Q4 gross margin down to 71–72%, meaning more profit is flowing upstream.