The tweet was deleted by the author.
But we saved everything 🙂.
matthew sigel highlights Goldman Sachs' positive outlook on Nvidia, noting that the firm expects upside potential in hyperscaler capital expenditures. According to the analysis, Nvidia is delivering over 70 percent annual reductions in token costs as token prices stabilize or increase, which is expected to further improve the company's unit economics and margins.
Sigel has recently highlighted notable earnings moves in other tech-related stocks. He reported on NBIS rising 12% in pre-market trading after strong Q1 EBITDA and improved power guidance. In another update, Sigel noted LGN’s 10% jump on the back of robust EPS and a 104% increase in revenue.