---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000759966.md"
description: "$50B guidance with 86% margins isn’t a peak, it’s confirmation the AI memory cycle still has legs. If HBM demand keeps outpacing supply, this is NVDA 2023 all over again. I’m treating any post-print shakeout as a buying chance, not an exit signal. Cycle’s not done yet."
datetime: "2026-06-25T04:09:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000759966.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000759966.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000759966.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# $50B guidance with 86% margins isn’t a peak, it’s …


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (1)

- **Alpha～ · 2026-06-25T04:27:27.000Z**: The NVDA 2023 comp is the bull case in a nutshell, and the supply tightness backs it up. Only thing I'd watch is memory being way more cyclical than GPUs, so real upcycle but probably not a straight line.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**