🤖 Nvidia ($NVDA) just made history, its first-ever year-ahead revenue forecast! 📊
Fiscal 2028 revenue guidance: 70% growth, blowing past the 44% analysts expected 🚀
This comes right after a blowout quarter:
📍 Revenue more than doubled to $96.22B (+106% YoY)
📍 Data center revenue hit $89B (+117% YoY), now 92% of total sales
📍 Shares jumped ~8.7%, lifting the entire semiconductor sector 📈
CEO Jensen Huang says AI has crossed into "productive, profitable work" and demand may exceed even this record guidance 👀
But it's not all upside ⚠️
📍 Growth is supply-constrained (memory shortages driving costs up)
📍 Supply commitments more than doubled to $279B in one quarter
📍 The forecast excludes China entirely — a major geopolitical wildcard
Is Nvidia truly on track to overtake Apple and Alphabet in revenue, or is this forecast too good to be true? 🤔
#Nvidia #NVDA #AI #StockMarket #SemiconductorStocks #TechStocks
Fiscal 2028 revenue guidance: 70% growth, blowing past the 44% analysts expected 🚀
This comes right after a blowout quarter:
📍 Revenue more than doubled to $96.22B (+106% YoY)
📍 Data center revenue hit $89B (+117% YoY), now 92% of total sales
📍 Shares jumped ~8.7%, lifting the entire semiconductor sector 📈
CEO Jensen Huang says AI has crossed into "productive, profitable work" and demand may exceed even this record guidance 👀
But it's not all upside ⚠️
📍 Growth is supply-constrained (memory shortages driving costs up)
📍 Supply commitments more than doubled to $279B in one quarter
📍 The forecast excludes China entirely — a major geopolitical wildcard
Is Nvidia truly on track to overtake Apple and Alphabet in revenue, or is this forecast too good to be true? 🤔
#Nvidia #NVDA #AI #StockMarket #SemiconductorStocks #TechStocks
4
💾 Micron ($MU) is knocking on the $1,000 door again! 🚪
The stock surged nearly 11% last week, its best weekly gain in over 2 months, riding a wave of memory-chip momentum 🔥
What's fueling the hype? 👀
📍 South Korea's KOSPI (Samsung, SK Hynix) rallying alongside U.S. memory stocks
📍 Apple ($AAPL) under government pressure to ditch Chinese memory suppliers like CXMT
📍 A looming Aug. 21 deadline for Apple to respond to senators on its chip sourcing
If Apple picks Micron as a key supplier, some traders think $MU could blow past $1,100 🚀
But not everyone's convinced — retail sentiment has actually turned bearish, with some predicting a "pop and drop" at the open 📉
Will Micron finally break back above $1,000 — and could Apple be the spark? 🤔
#Micron #MU #Apple #AAPL #SemiconductorStocks #StockMarket
The stock surged nearly 11% last week, its best weekly gain in over 2 months, riding a wave of memory-chip momentum 🔥
What's fueling the hype? 👀
📍 South Korea's KOSPI (Samsung, SK Hynix) rallying alongside U.S. memory stocks
📍 Apple ($AAPL) under government pressure to ditch Chinese memory suppliers like CXMT
📍 A looming Aug. 21 deadline for Apple to respond to senators on its chip sourcing
If Apple picks Micron as a key supplier, some traders think $MU could blow past $1,100 🚀
But not everyone's convinced — retail sentiment has actually turned bearish, with some predicting a "pop and drop" at the open 📉
Will Micron finally break back above $1,000 — and could Apple be the spark? 🤔
#Micron #MU #Apple #AAPL #SemiconductorStocks #StockMarket
Hai raggiunto la fine 🎉