I don’t see how a $54 billion outlook for next quarter is bearish without China chip sales. That should be extremely bullish that they are giving such great forward guidance without sales to China. If they are ever able to sell to China then the outlook becomes even more bullish.

We all know it will go green today.

To ME the fact that the H20 not being included in the forecast of 54 billion is BULLISH

How could they miss on the data centre number, after being so frothy?!

Solid beat with revenue and margins blowing past expectations—clearly bullish. The China licensing risk is the wildcard, but even without H20 in the guide, $NVDA’s growth trajectory looks strong. Market will decide whether to focus on the opportunity or the overhang.

$NVDA’s numbers look strong overall—data center and networking crushed it. But the China uncertainty around H20 shipments + rising OpEx could impact Q3 momentum. Not many are talking about that. Just had a great convo in our trading group about whether to hold or trim. Some sharp takes on how to play this next move. DM me if you want to see the charts or hear what others are thinking. Could be helpful before the next leg up (or down) 👀

bearish: concerns that companies spending billions in chips and still no returns in investment after 24 months may become a bubble scanario like dot com bubble.