Monkey checks NVIDIA earnings. NVIDIA made $96.2B in revenue. Wall Street expected about $92B. NVIDIA made more money than expected. Monkey happy. But then NVIDIA says: βNext quarter: $108B revenue expected.β Wall Street expected less. (NVIDIA is still growing faster than investors expected.) Why? AI companies are still spending huge amounts building AI data centers. They need GPUs, NVIDIA sells the GPUs. More AI spending means more NVIDIA sales. Monkey understands this, Monkey buys $NVDA NVDA jumps. π MONKEY LESSON: Stocks donβt move because earnings are βgood.β They move when earnings are better than expected and the company shows investors that growth can continue. π
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