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Eshal fatima
NVIDIA and HBM
NVIDIA's earnings report last night was very strong.
But if you only focus on revenue beating expectations and the after-hours rise, you might miss an even more tradable signal: AI demand is still accelerating, and Memory has become so expensive that it is starting to affect NVIDIA's own gross margin.#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
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