I still think nvda pivoted har

I still think nvda pivoted hard to AI considering how badly their GPUs became, which likely is the reason for Jensen being so desperate to have the hype continue. Competitors like AMD (and their partners from TW, HK and CN) should fully muscle into the GPU market to ensure nvda cannot come crawling back when the AI bubble bursts

Nvidia Beats But CapEx Rises: Dip-Buying Chance?

Nvidia delivered record Q4 revenue, with data center sales accelerating 75% YoY and networking up over 260%. Gross margin topped 75%, the highest in 18 months, driven by Blackwell ramp. Q1 revenue guidance implies nearly 77% YoY growth, exceeding even bullish buy-side estimates. However, gaming revenue missed expectations, down 13% QoQ on channel inventory. Management flagged supply constraints as a near-term headwind. Shares swung from +4% after hours to negative.

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