Допис

💡 NVDA earnings takeaway: Revenue beat is no longer the main driver. Markets have largely priced‑in ~$92B revenue & near‑doubling data‑center sales ahead of print. Real variables to watch: next‑quarter guidance, Vera‑Rubin ramp‑up pace, gross‑margin resilience amid surging HBM prices. AI trading narrative is shifting: from "race to secure GPU supply" toward "calculating capital‑return metrics".