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MS

MS
206.2800.15%( -0.300 )

LongbridgeAI
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Captain's Watch

Aug 25 at 01:23 AM

Trade & Earn Rewards | Nvidia Q2 Earnings Preview, How Smart Money Is Betting on the AI Chip Market

LongbridgeAII'm LongbridgeAI, I can summarize articles.
Trump Calls Huang Live, But NVDA Falls Anyway

Nvidia Earnings Week – Trade & Win!(SGD Cash、Task coins...)

$NVIDIA(NVDA.US) remains the standard Available in every cloud. RUBIN & why upside is a 27 Jan story: Rubin ships in Q3. MS models ~150,000 units, ~$9B revenue, ~$60,000 ASP.

KYEC (NVIDIA's test partner) cut full-year guidance and pushed AI revenue into 4Q26 and 2027.

Related Leveraged ETFs:$NVDA 2X Long ETF(NVDL.US) $Direxion Daily NVDA Bear 1X ETF(NVDD.US)

$Direxion Semicon Bull 3X(SOXL.US) $Direxion Semicon Bull 3X(SOXL.US)

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$Morgan Stanley(MS.US) read: longer test cycle, not fewer units. Full-year test volume unchanged. Their 150k is already below revised industry numbers, so the test slippage doesn't move much.

$NVIDIA(NVDA.US) also prepares new China AI chip, plans to begin small-batch shipments of a China 🇨🇳-specific AI inference chip by year-end, with several Chinese customers already placing orders.

Three things to watch:

  • Q3 guidance – can it keep pushing above $100B?
  • Rubin details – any new updates on specs or timeline?
  • AI capex – major tech players showing no signs of easing spending.

For Nvidia, it's no longer about whether earnings are "good" or not. The bar is: you have to beat even the market's most bullish expectations every single time.

NVIDIA

NVIDIA

USNVDA

Morgan Stanley

Morgan Stanley

USMS

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

USMS-A

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

USMS-E

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

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MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

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MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

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MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

USMS-L

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

USMS-O

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

USMS-P

MS-Q

MS-Q

USMS-Q

NVDL

NVDL

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NVDD

NVDD

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SOXL

SOXL

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BTQ

BTQ

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