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Gross Margin Under Pressure, $99 Billion Buybacks—NVIDIA’s “Offense-and-Defense Playbook”
$96.2 billion in revenue and a 75% gross margin—the figures look impressive. But on the call, management proactively “revealed a landmine.”
Gross margins will face temporary pressure. Q3 guidance calls for a 74.0% gross margin (±50bp), below the market expectation of 74.9%. Q4 is expected to fall further to a bottom of 71%-72%.
The reason is straightforward—global memory chip (DRAM/HBM) prices continue to rise beyond expectations. NVIDIA has notified major customers that server prices for systems equipped
NVDA9.74%
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GateUser-fa739c76:
🙏
A few days ago, I was still calculating whether I had enough money for instant noodles this month; this morning, I was already wondering whether to add sausage. 😂
Just after reading the bearish news, $LAYER 's rebound was weak, with clear resistance overhead. Every upward push fell just short, and without volume following through, it was a bull trap, so I went short.
Opened a short at 0.08946 and held it to the current 0.06994, +427.86%. Feels amazing—I can finally have a proper meal.
Take profits when it's time. Close 80% first, and move the stop loss on the remaining 20% closer to the entry
LAYER3.08%
BNB2.17%
ADA6.01%
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$BLUAI /USDT Perp – "Breakdown Below EMAs – Short"**
**Trading Plan Short $BLUAI
Entry: 0.01215 – 0.01225
SL: 0.01240
TP1: 0.01200
TP2: 0.01185
BLUAI is down -10.47% at 0.012069, trading below the EMA10 (0.012128) and EMA30 (0.012193). MACD is bearish. The 0.012316 yellow line is the ceiling. TP targets the 0.011618 low. SL above 0.01240.
BLUAI-0.65%
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$ZEC
Ripping from 739.23, now pressing 870.27. MAs stacked—price above all three. Break above triggers continuation; rejection retests 816.80. Momentum strong—watch for the close.
Entry Zone: 816.50 – 817.00
TP1: 846.44
TP2: 870.27
TP3: 900.00
Stop-Loss: 780.00
#ZEC #NVIDIAEarnings #CandyDrop1BTCForOldUsers #EventContracts1%Reward #TopFiveLeaguesPreMatchPredictor
ZEC6.43%
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Haters in disbelief.
solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump
SOL13.25%
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GN my bullish frens💤
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Today Xiao Cui asked me whether the U.S. Dollar Index seems to be inversely correlated with Bitcoin over the long term. I said, “Is that really the case? I haven’t noticed it.” But then I said I shouldn’t be the one to decide, so I would analyze it myself. I made a chart comparing the U.S. Dollar Index with Bitcoin’s price trend, and to my surprise, I found that an inverse correlation does indeed exist over the long term.
In other words, when the dollar is weak, Bitcoin strengthens and may even enter a bull market; when the dollar is strong, Bitcoin falls! You can tell just by looking at the c
BTC3.14%
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Bitcoin does not necessarily fall whenever there is a meeting.
Although it has returned to $80k and there is no major positive news, that does not affect continuing to be bearish.
BTC3.14%
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$NVDA #NVIDIAEarnings
NVIDIA's $800 Billion Wave: The Flow of Money and New Competitors
Big Cloud Companies' Investment Spending of $800 Billion in 2026 and $1.3 Trillion in 2027 is Flowing to NVIDIA, But the Money Doesn't Stop There
2026 marks a period when capital spending on AI infrastructure reaches its highest level in history. The total investment of the five largest cloud providers rose from $162.3 billion in 2022 to $448.3 billion in 2025. Analysts expect this figure to reach approximately $750-800 billion in 2026 and $1.3 trillion in 2027.
Nvidia: A Giant Generating $1 Billion a Da
NVDA9.74%
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Venüs_:
LFG 🔥
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#Trading Bot #我正在 Gate uses the ETHUSDT futures contract grid bot, with a total return of +40.71% since creation. The recreated bot and subsequent ones should copy this, and the returns will be higher going forward.
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I can't figure out how to play this token: $TRUMP
TRUMP23.11%
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ASingleBattleWillDetermineThe:
Look at me.
HOT TOPIC PREDICTION
gate liveLIVE
1,517
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BREAKING: Ethena Foundation buys out locked $ENA tokens from certain seed investors, proposes revenue-funded ENA buybacks and eliminates future monthly VC unlocks.
ENA22.92%
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$10M of collateral is not automatically $10M of protection.
The number that matters under stress is what can actually be enforced, sold, and converted into cash — and how long that takes.
That gap is collateral risk.
#RWA #Risk
RWA1.51%
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Last night, Sun Ge did something that left everyone in crypto dumbfounded.
He sued Jing Tian, along with her parents, seeking over ¥30 million.
Then, that same night, he posted a 22-page long post himself, titled simply with Jing Tian's name.
It opened with four words: Purely fictional.
On one side was a formal case statement issued by his lawyer, stating in black and white that the case had been accepted and that an application for property preservation had been filed; on the other was a 22-page literary work labeled “purely fictional.”
The same person, on the same day, produced two documents
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Layout for Bitcoin, Ethereum, and Dogecoin
gate liveLIVE
1,946
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GateUser-5e019ffe:
good
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🐋 WHALE WATCH : BlackRock is executing the largest institutional absorption in crypto history right now.
8 straight trading days of aggressive buying:
=> 27722 $BTC ($2.2 Billion)
=> 385633 $ETH ($961 Million)
That is over $3.1 Billion in spot liquidity wiped off the order books in less than two weeks. Wall Street isnt trying to time the intraday noise they are cornering the supply float.
Dont sell your coins to Larry Fink.
BLK0.42%
BTC3.14%
ETH3.28%
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I did nothing but go to the bathroom, and when I came back, the candlestick chart had already done the work for me. A few days ago, while watching the market in the early morning hours, $UB ’s rebound was weak—it surged upward with no one buying, and the volume never managed to keep up. At that moment, I knew the key level above was no mere decoration. I warned everyone not to rush into long positions, and when the rebound reached around 0.21138, I suggested a short setup from a high level. Looking back now, the timing was incredibly comfortable. The price has now been pushed down to 0.11833, w
UB-1.01%
SOL13.19%
ETH3.25%
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Follow the major bullish trend and go long on every pullback!
Tonight’s low-entry Bitcoin long setup paid off, capturing 1,400 points and banking 44k in profits!
Going with the trend is far more reliable than constantly trading back and forth. #比特币ETF净流入4,038枚 $BTC
BTC3.13%
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