#BroadcomDellAIResults
About BroadcomDellAIResults
AI earnings continue: Dell reports Sep 1, followed by Broadcom and Snowflake on Sep 2. Hardware will test whether custom AI chips, networking and server orders sustain growth, profit and cash flow. Software will show whether cloud-data demand creates steadier subscription and usage revenue. Nvidia validated compute demand; focus now is whether AI spending spreads from chips into servers, networking and enterprise software, supporting broader tech valuations. Share your view under this topic.
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The earnings-season handoff is still underway. Nvidia has just reported, while Dell and Broadcom are next in line.
Dell is set to announce results after today’s market close. Expectations call for revenue of roughly $44.9B–$45.3B, representing about 52% YoY growth, while EPS is projected to more than double to above $4.90.
#LaborMarketTestsWalsh
#BTCGoldCorrelation
#BroadcomDellAIResults
#闪迪铠侠拟投310亿美元，NAND供需重估
Two companies plan to invest $31 billion in phases by 2032 to expand flash memory capacity, targeting the incremental storage demand brought by AI.
Capacity release is a long-term process and will not immediately change the current tight supply situation; the storage price increase cycle still has room to continue.
$BTC price movement is not directly driven by this industry news and #WalshInflationRisk #BTCGoldCorrelation #SchwabExpandsCrypto
AI earnings continue: Dell reports Sep 1, followed by Broadcom and Snowflake on Sep 2. Hardware will test whether custom AI chips, networking and server orders sustain growth, profit and cash flow. Software will show whether cloud-data demand creates steadier subscription and usage revenue. Nvidia validated compute demand; focus now is whether AI spending spreads from chips into servers, networking and enterprise software, supporting broader tech valuations. Share your view under this topic.
$MRVL BEAT EXPECTATIONS — SO WHY DID IT DROP 8%? 🤔
Marvell delivered a strong quarter:
📈 Revenue: +37% YoY
🏢 Data Center: +46%
🚀 FY27/FY28 guidance: Raised
Yet $MRVL still dropped nearly 8% in pre-market trading.
What’s notable is that $SNDK, $MU, and $WDC also moved lower, while AI leaders like $NVDA and $AVGO remained relatively resilien
#BankTokensVsStablecoins #WalshInflationRisk #SpaceXRevenueBy2033
🚨 $MRVL BEAT — BUT AI BETA IS UNDER PRESSURE.
Marvell posted strong numbers: 📈 Revenue +37% YoY
🏢 Data Center +46%
🚀 FY27/FY28 outlook raised
Yet $MRVL fell ~8% pre-market, with $SNDK, $MU & $WDC also down.
Meanwhile, $NVDA & $AVGO held steady.
📌 The market may be rotating away from weaker AI plays while direct AI demand remains strong.
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
$31 BILLION BET ON AI STORAGE — BUT THE MARKET ISN’T BUYING IT.
SanDisk and Kioxia just announced plans to invest $31B in Japan to expand 3D NAND production.
Sounds bullish for AI infrastructure, right?
Not so fast.
The market’s real question is simple:
Can AI inference and data-center demand grow fast enough to absorb all this new NAND supply?
If yes, SanDisk’s long-term story stays intact, and this pullback could just be profit-taking.
#DailyOrbit
#财报观察员：AI demand spreads from hardware to software
Looking at this AI earnings season, there has been a quite important change.
Hardware companies like Nvidia and Marvell still have rock-solid data. Nvidia's Q2 revenue doubled, profits rose 126%, with data centers accounting for over 90% of revenue. Marvell's revenue grew 37%, and next quarter guidance exceeded expectations.
#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest
🔥 AI is officially becoming IREN’s bigger growth engine.
IREN’s Q4 results show AI Cloud revenue overtaking $BTC mining for the first time, generating $70.5M vs. $66.7M.
The bigger signal: IREN is accelerating its transition from a $BTC mining pure-play into an AI infrastructure powerhouse, diversifying revenue while leveraging its existing data-center capacity.
From mining $BTC to powering AI.
$BTC #BTCGoldCorrelation #WalshInflationRisk
🔥 $SNDK | AI HAS A STORAGE PROBLEM
The next bottleneck in AI may not be compute — it’s where all that generated data goes.
SanDisk and Kioxia just announced plans to invest over $31B in Japan through 2032 to expand memory production as AI drives demand for NAND storage. $SNDK
The deeper thesis:
Every smarter AI model creates more data — and every byte eventually needs somewhere to live. 🔥$SNDK
#WalshInflationRisk #BTCGoldCorrelation
The next phase of AI may be less about the models themselves and more about how deeply they become integrated into everyday software.
that shift could create some interesting opportunities as companies adapt and new use cases emerge.
The real question is: Who benefits most from this transition?
#AIShiftsToSoftware