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@KobeissiLetter Short

@KobeissiLetter Sending amazing energy and relaxed vibes to everyone scrolling their phone layouts today. Click the link to watch broken tech parts turn into treasure: x.com/i/status/209259778358059…

@KobeissiLetter Nvidia’s growth is hard to ignore. Today’s earnings should give a fresh look at where the AI boom is headed. 📈

@KobeissiLetter Insane growth trajectory

@KobeissiLetter Ready for another dump tomorrow? x.com/trylimitlessfin/status/2…

@KobeissiLetter Appreciate the content. Your ability to explain market moves is impressive. You and @c_erraaa are always on my watchlist.

@KobeissiLetter Very exciting! Any predictions out there?

@KobeissiLetter What data center revenue is embedded in the unsplit forecast bar?

@KobeissiLetter Entire market resting on $NVDA earnings x.com/TheStockUp_/status/20926…

@KobeissiLetter Seems like a sell the news event.

@KobeissiLetter We are witnessing the biggest circular financing scam in history *

@KobeissiLetter Nvidia earnings day. 🤯 $92B+ in quarterly revenue would be absolutely insane. AI isn’t just a trend anymore — it’s reshaping the global economy in real time. 🚀🔥

Confirmed timing and figures roughly match what we already covered. Nvidia reports after market close today, consensus around $92.2 to $92.3 billion. The growth math checks out reasonably well too, quarterly revenue was near $6.5 billion four years ago, so the jump to $92 billion is genuinely one of the fastest revenue scale ups any company has ever posted.

@KobeissiLetter 👆 This is where attention pays

@KobeissiLetter MARKET DONT CARE

@KobeissiLetter Insane growth. AI boom is real.

@KobeissiLetter This is why record revenue can still trigger a selloff. Markets have already priced the revolution. Nvidia now has to beat a $92.3B bar, defend margins and raise the next one. Great numbers and a great reaction are no longer the same bet.

@KobeissiLetter $NVDA turned "gamers need graphics cards" into "civilization needs GPUs"

@KobeissiLetter 92.3b estimate and stock's still red premarket, that's the bar for beats getting brutal

@KobeissiLetter Selling shovels in a gold rush works until everyone stops digging. Question is who stops first.

@KobeissiLetter Imagine a dramatic miss and the bear market that’d ensue 😂

@KobeissiLetter The crazy part is $NVDA gets paid by almost everyone fighting the AI war Labs can burn cash, models can get commoditized, startups can disappear… and the compute bill still ends up with the same few suppliers. That concentration is insane

@KobeissiLetter Meanwhile, Nvidia's credit risk is skyrocketing x.com/ShockingChart/status/209…

@KobeissiLetter Growth story continues

@KobeissiLetter Nvidia's revenue grew 1,278% in 4 years from $3B to $92B per quarter. No company has scaled a hardware business this fast since the oil rush. The real question: what's the ceiling when AI isn't even in production at most enterprises yet?

@KobeissiLetter Thanks for sharing your take. Your stock analysis is always clear, practical, and easy to follow. You and @corp_nick14 are the two market accounts I watch most closely.

@KobeissiLetter what a big let down this will be 😂🤣

@KobeissiLetter Good points from both sides. Different perspectives help everyone stay open-minded and informed. I’ve also been keeping up with

$92.3B would put Nvidia in the rare zone where a chip company is valued less like a hardware seller and more like the toll road for AI spending. The number matters because data-center demand pulls a whole chain behind it: cloud budgets, power, networking, memory, suppliers. Stock’s only 9.5% off its May high, so what they say about the next quarter may matter more than the record itself.

@KobeissiLetter Record revenue has stopped being the deciding factor though. Nvidia has closed green the day after only 5 of its last 12 reports.

@KobeissiLetter Nvidia earnings day is always a major market event

@KobeissiLetter Wall Street expects Nvidia to set a $104 billion revenue target for next quarter. Truly utopian times.

@KobeissiLetter $92.3B in expected revenue is wild. But I’m even more interested in the gross margin tonight. 74%+ could say a lot about how strong Nvidia’s AI business really is. you can check $NVDA perps on @BingXOfficial TradFi.

@KobeissiLetter All because of datacenters!! This is NOT…I repeat…it is NOT a technological revolution. The tech did NOT advance that far!!!!!!!

@KobeissiLetter And it's about to collapse....

Ninety two billion in one quarter when four years back they were doing a few billion feels unreal. AI is rewriting the whole game right now and Nvidia is right in the middle of it. Guidance and what Jensen says about the next few months will probably move the stock more than the headline itself but still an insane run either way.

@KobeissiLetter $NVDA revenue growth is historic, but expectations are so high that even record numbers might not satisfy Wall Street. The bar is officially set at perfection

@KobeissiLetter Flat circle economics

@KobeissiLetter $80B buyback definitely adds another interesting angle to NVDA

@KobeissiLetter To understand the revolution AI has brought to Nvidia, $NVDA generated $27B in revenue in all of FY2023. Today, estimates point to more than $90B in a single quarter, more than 3x the annual revenue Nvidia had before the current AI boom.

Yeah, Nvidia, $NVDA, will release its results after the markets close, and we are waiting! In recent years, its growth has become historic, and almost everyone expects the best from these earnings reports. A small portion of analysts, however, are concerned about the many problems arising from the AI ​​investment infrastructure and its "bubble-like" shape. Regardless, this report will be fun to watch --well, like all the others, these days, its reports are often more important than the Fed's decisions. By the way, Polymarket reports a close to 98% probability of a better-than-estimated result.

@KobeissiLetter The Nvidia story is becoming unusually sophisticated. Investors are looking beyond GPU demand, margins and market share to Nvidia’s financial exposure to the infrastructure built around its technology. The AI revolution is turning Nvidia into far more than a chip company.

@KobeissiLetter $90 billion in new revenue in four years isn't a growth story — it's a bet that every company on Earth needs GPUs forever. One bad quarter, and "biggest revolution in history" turns into "biggest bubble in history" in the same sentence.

@KobeissiLetter $NVDA going from ~$7B to $92B quarterly revenue in four years shows what a new computing era looks like in real time.

@KobeissiLetter I hope everyone invested in this ponzi has their stop losses in place.

@KobeissiLetter Wow, that's some serious growth.

@KobeissiLetter NVDA earnings might wake up the whole market tonight. I’m watching that 74% margin level more than the headline EPS.

@KobeissiLetter Going from $3B to $92B quarterly revenue in a few years is the most absurd growth trajectory tech has ever seen

@KobeissiLetter Everyone is keeping a close eye on this huge global company. In fact, all we need to do is remain optimistic. It is precisely the smaller companies that have shown significant advantages in the structural market trend. You can take a look at my perspective

@KobeissiLetter $92B+ revenue is the easy number. The harder question is how much of the next 2–3 years of AI buildout is already locked into their dependency graph.