$英伟达(NVDA.US)NVDA posted a monster Q4 beat — $68.1B revenue (+73% YoY) with data center up ~75%, record margins and a Q1 guide well above expectations — that’s real business strength and strong AI demand 📈.

So why the drop ~5%? Two big reasons:

“Buy the rumor, sell the news” — expectations were already extreme, so even blowout numbers weren’t enough.

Market macro/valuation angst — investors are tightening risk on future AI spend and valuation, and tech got dragged broadly lower.

Bottom line: fundamentals are strong, but sentiment and expectations clipped the stock.

@Bridge Buzz SG