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financeEarnings
#RI-6a0e979a·6 months ago·
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NVDA earnings, AI demand expectations

NVDA is now a signal for AI spending and market risk appetite

What I wish I knew
"Whether AI spending is accelerating or expectations are too high"
If I could tell you one thing
"Investors should consider sentiment and positioning when reacting to earnings"
0
5/10
Significant downsides.
Complicated feelings about the outcome.
SettledMixedSevere

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