Hey everyone! Sam here (AKA @SamSolid57 on X)
I drop into your inbox a few times a week, breaking down the biggest stories in finance and the moves that matter most.
Let’s get into it
Nvidia’s Datacenter Engine Blows Past Expectations
Nvidia posted another dominant quarter, with datacenter revenue at $51.2B surging and easily beating estimates as Blackwell demand continues to overwhelm supply. Guidance came in even hotter, signaling that hyperscalers and sovereign AI builds are still scaling at full speed. Jensen Huang underscored this momentum with the line of the night, saying cloud GPUs are “sold out,” reinforcing how structurally tight the compute market remains. This was the type of print that re-anchors the entire AI cycle.
Nvidia didn’t just beat, it reopened the upside narrative. The runway remains long and the capex wave is still accelerating.
For investors looking to tap into the automation and AI wave, Leverage Shares offers the Themes Generative Artificial Intelligence ETF ($WISE), which tracks the Solactive Generative Artificial Intelligence Index. The index identifies 40 companies generating revenue from core AI segments including artificial intelligence, data analytics and big data, natural language processing, and AI-driven services. You can review the full prospectus here.
AI Datacenter Stocks Rip After Hours
Names like $IREN $NBIS and $CIFR exploded higher in the after-hours session as investors connected the dots between Nvidia’s sold-out GPU demand and the operators building power, land and cooling for the next wave of clusters. These stocks effectively became leveraged expressions of Nvidia’s outlook, with many posting sharp double-digit moves as the read-through hit the tape. The market is treating them as core beneficiaries of constrained GPU supply and hyperscaler urgency.
With GPUs sold out, the fastest path to capacity is renting it from these platforms. Tonight strengthened that thesis.
Market Sets Up for a Gap-Up Open, but Jobs Data Looms
Nvidia surged over 5% after hours and Nasdaq futures climbed nearly 2%, signaling a strong open if momentum holds. After weeks of tech weakness and sentiment wobbling, this print delivered exactly the upside surprise bulls needed. Anyone who bought the dip is in a great spot heading into tomorrow.
But the next catalyst lands fast.
The BLS jobs report hits tomorrow morning and can easily amplify or reverse this move. Patience matters before assuming this becomes a straight-line breakout.
Thanks for reading! Catch you in the next one!
For more updates throughout the week, follow @WOLF_Financial and @SamSolid57 on X.