Nvidia grabbed the attention of the entire market

🚀 The financial world was on pins and needles yesterday, waiting for Nvidia’s report. And the company, as usual, decided not just to meet expectations but to roll over them with style. The fresh results turned out to be so powerful that they immediately pulled the attention of the entire market toward themselves, instantly boosting investor sentiment and carrying the indexes upward like a spring wind blowing away a forgotten receipt from a windowsill.

Key results that made analysts revise their calm forecasts once again

• EPS: $1.30 – versus expectations of $1.26.
• Revenue: $57.01 billion – almost $2 billion above consensus
• Revenue guidance for the next quarter: $63.7–66.3 billion, as if the company is saying: “Yes, we will beat your neat forecasts again.”
• Data center segment: $51.2 billion – the absolute engine of growth and the heart of the entire AI revolution.

Why the report matters so much

Nvidia’s management noted that demand for computing power is growing “beyond all reasonable limits.” And this is not a figure of speech – the market truly cannot keep up with the needs of AI:

• The Blackwell lineup is sold out even before release.
• Cloud GPUs are booked in advance like hot concert tickets.
• Data center construction is accelerating around the globe.
• The entire sector is entering a phase of ultra-fast exponential growth, shaping the foundation of the economy for years to come.

Essentially, Nvidia today is not just a tech company – it is the new foundation of global infrastructure. What happened with cloud computing in the 2010s is now happening with AI.

During the earnings call, CEO Jensen Huang said: “Many people talk about an artificial intelligence bubble, but from our point of view, we see something entirely different.” He emphasized that AI technologies “are penetrating everywhere,” ensuring stable demand for the company’s accelerators (Bloobmerg).

The face of the person who literally saved the entire market.

Market reaction: NVDA blew everyone away

In the post-market session, Nvidia’s stock jumped by +5%, which is equivalent to an increase in market cap of about $205 billion. To understand the scale: it is as if an average public company was simply added on top, like spare change.

Imagine Michael Burry’s face if he really was holding a short on Nvidia. He is probably opening a new chapter of his personal memoirs right now, titled: “Why?”

Crypto market: a sigh of relief, but cautious

Against such a strong Nvidia report, the crypto market also tried to come back to life:

• BTC rose to $92,000, but there are more questions than answers – will the momentum be enough to hold?
• Local madness is happening in the altcoin market:
  ZEC is jumping +12.32% in 24 hours – another manipulation by a large player on Hyperliquid.
  The same address has already staged a circus with POPCAT, XPL and JELLYJELLY.
  And once again, short sellers were blown out of the market like a trash bag on a windy day.

Bottom line: Nvidia didn’t just report earnings – it switched the entire market’s storyline

• Indexes went up.
• Investors believed in the AI narrative again.
• Money returned to risk assets.
• Nvidia showed that it is not just a “sector leader,” but the central pillar of the new technological era.

🔥 If markets were a TV series, Nvidia just delivered such a plot twist that the other companies in the frame froze for a moment, trying to remember their lines.