⚠️ATTENTION⚠️

📉 Nvidia reported results and the MARKET shook. $BTC reacted slightly DOWN just like the SP500 FUTURES.
💥The POSITIVE balance, but not enough to calm the previous euphoria. In any case, it seems that the AI NARRATIVE is still standing.

-Nvidia revealed that a single customer generated 23% of the sales for the second quarter ($10.800 million ) and another customer 16% ($7.500 million )

What happened to the results⁉️ Why does it impact the SP500 and #Bitcoin⁉️ And what to expect now⁉️

👉Highlighted Earnings
▪️ Won more than expected ( earnings per share: 1.05 compared to 1.01 projected)
▪️ Total revenue: 46.700 BILLION (record figure, but in line with the expected 46.23B)
▪️ Data center segment: $41.1 billion vs $41.29 billion expected, the most important… BUT it did not surprise
▪️ Computing segment: disappointed with 33.800 billion vs 35.87B expected
▪️ Network segment: excellent, at 7.250 billion vs 5.07B estimated
▪️ Games: exceeded expectations with 4.300 billion vs 3.828B estimated

👀The guide for the next quarter (what they expect for the future
▪️ Up to 55.100 BILLION in estimated revenue
▪️ Gross margins between 70 and 75 percent, which is still extremely high.
▪️ Key signals: increased spending on artificial intelligence is expected from META, Amazon, and Microsoft
▪️ $NVDA Nvidia: "If geopolitical issues diminish, Nvidia could ship between $2 billion and $5 billion in H20 Chips to China next quarter."

💸 Authorized share buyback of 60 billion
That acts as a "cushion" against corrections

⚠️The weak point: China
▪️ There were no sales of H20 chips to customers in China this quarter.
▪️ Sales are also not expected for the next
▪️ 50% of data center sales come from large tech companies in the U.S.

Why did the action fall⁉️

▪️ The market was already expecting a big surprise ( "beat and raise" )
▪️ By not exceeding expectations outright, profit-taking occurred.

And why does all this MATTER for the SP500 and #Bitcoin⁉️

▪️ Nvidia is 8% of the SP500 index. Its decline drags down the entire tech sector.
▪️ A drop in Nvidia is causing SP500 FUTURES to fall.

📍 BUT if there is no panic, the strong backing of margins, growth in AI, and billion-dollar buybacks can sustain the bullish narrative.
📍In addition, all these results are WITHOUT SELLING ANYTHING to China, KEY the negotiations with Trump in this aspect.