#AIShiftsToSoftware

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

NVIDIA Beats Expectations as Software Revenue Starts to Take Shape I’m Cige. NVIDIA delivered a stronger-than-expected earnings report, but the market appears to have largely priced in the positive results already. #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest

[8.27 Early Morning 5 AM Report｜NVIDIA Earnings Released, Market Votes with Its Feet] NVIDIA Q2 Earnings: Revenue outlook at $108 billion (±2%), exceeding analysts' average of $105.2 billion but below some high expectations of $110 billion; gross margin about 74%. After-hours stock price initially dropped 3%, then turned up. #PCEToJacksonHole #BTC80KHoldOrFold #AIEarningsWatch

Memory repairs while $NVDA and $AVGO stay red into tonight's print At 11:15am CT, $SNDK traded $1496, +1%, $MU $938, +1%, and $WDC $462, +3% while $SOXX traded $512, -0.4%, $NVDA $210, -1%, and $AVGO $350, -2%. The morning macro release did not turn into another storage-led unwind. BEA's July PCE printed 0.2% m/m and 3.7% y/y, with core PCE at 0.2% m/m and 3.3% y/y. That kept the rates filter on, but the cash-session spread is different from 7:35am CT, when memory was the weak pocket and $ORCL was one of the few green AI infra names. Our view is the tape is separating the YMTC / Samsung NAND scare from the financing-quality debate heading into $NVDA tonight. Memory now needs to prove the supply reset is not a FY27 pricing break. $NVDA and $AVGO still need to prove that demand, gross-margin quality, and financing exposure can clear the bar even with duration still tight. If memory gives back this spread before the close, Monday's catch-down thesis is back in control. If $SNDK, $MU, and $WDC hold green while $NVDA stays red into earnings, the market is telling you today's risk is concentrated in big-ticket AI infra funding and tonight's print, not a fresh demand break across semis.

🚨 NVIDIA EARNINGS ARE COMING NVIDIA reports after the market closes today, August 26. Wall Street expects roughly $92B+ in quarterly revenue. But the real question isn’t whether NVIDIA beats estimates. It’s whether AI spending is still accelerating. Watch: • Data center growth • Blackwell demand • Gross margins • Hyperscaler AI CapEx • Forward guidance A strong beat could reignite the AI trade. #PCEToJacksonHole #BTC80KHoldOrFold #IranSanctionsAndTalks

NVIDIA's earnings report once again exceeded expectations. My core conclusion remains: the demand for AI computing power shows no signs of peaking for now, but the market will increasingly focus on the quality of growth. Specifically, on the financial side, Q2 revenue was $96.22 billion, a year-over-year increase of 106% and a quarter-over-quarter increase of 18%; data center revenue was $89 billion, up 117% year-over-year, #PCEToJacksonHole #AIMonetizationBroadens #BTCOptionsExpiryTest

$SNDK Sandisk — Possible Night Scenarios $SNDK | U.S. Storage Sector After a powerful rally, the stock is now trading at elevated levels with significant divergence and stretched expectations. The recent surge is largely tied to the AI narrative, with investors pricing in stronger future demand. Key drivers behind the move include accelerating AI inference demand, rising flash-memory prices, long-term contracts locking in capacity, and strong institutional capital inflows. #ETHTests2500

SALESFORCE Q2 EARNINGS - Revenue: $11.35B vs. $11.32B est. - Adjusted EPS: $5.90 vs. $3.27 est. - AI & Data ARR: $3.9B FY27 Guidance: - Revenue: $46.3B - Adjusted EPS: $16.69 $CRMon is live on Solana.

#AIEarningsWatch AI earnings are about to test whether the boom can move beyond infrastructure. Nvidia and Marvell will show if compute demand still has momentum, while Salesforce, CrowdStrike and Okta need to prove AI features can generate real software revenue. That's the split I'm watching. If hardware stays hot but software lags, AI monetization remains narrow. If both deliver, the bull case gets much broader and today's tech valuations become easier to defend.

$XNVDA The market expects Q2 revenue of $91.9 billion to $92.0 billion, a year-on-year increase of about 96%. The data center business is expected to contribute $85.4 billion, up 107% year-on-year, with gross margin expected to remain around 75%. Citigroup believes Nvidia has locked in all HBM supply for 2026 and 2027, and AI network component shipments are also accelerating. Jefferies expects the Vera Rubin series to become the dominant revenue source in Q1 of fiscal 2028.