What's even more intense is that it forecasts next quarter's revenue to soar to 65 billion, exceeding expectations by more than 3 billion! Jensen Huang personally calls out the AI bubble?
It doesn't exist at all! Impossible.
When this data came out, the market went wild,
Nvidia's after-hours stock price soared by 5%, and Nasdaq futures followed up by 1%,
Even Bitcoin surged to $91,500, and Ethereum returned to $3,000! Why so fierce?
Because Nvidia is now the 'shovel seller' of the AI era, global tech giants are scrambling to buy its chips to build AI data centers, and the demand simply cannot stop.
But on the other hand, the Federal Reserve suddenly poured cold water!
The minutes of the meeting released this morning directly shattered the fantasies of interest rate cuts,
The probability of a rate cut in December plummeted from 50% to 31.6%,
Why? The internal conflict is explosive!
Some officials are stubbornly opposing the rate cut,
The reason is very solid—
Inflation may stagnate at high levels,
Now, cutting interest rates could exacerbate inflation risks and even be misunderstood by the market as the Federal Reserve abandoning its 2% inflation target.
What's more heart-wrenching is that the government shutdown for 43 days has led to missing key economic data, and before the Federal Reserve meeting, they can't even see the latest employment report, decisions are all based on guesswork!
Lastly, let me say something heart-wrenching, the world is becoming increasingly polarized—
AI giants are making huge profits, while ordinary people are being played around by inflation and policies.
Want to turn things around? Either seize the dividends of the technological revolution or honestly save some hard currency (like Bitcoin).
Don't mess around, don't believe in the nonsense of 'guaranteed profit with no loss', preserving the principal is more important than anything else!#美SEC推动加密创新监管
