) reported its second quarter earnings after the closing bell on Wednesday, beating expectations on the top and bottom line but still seemed to disappoint investors. Is this a sign of investor enthusiasm waning or is this a small bump on the road to a new record height?
He continues on with:"And when that day comes... I could see a scenario where the hyperscale spending declines meaningfully and that could cause some panic among investors. But we have to remember that this is a long-term growth story, that we should not be so fixated on short-term swings."You heard what some analysts are already saying in reaction to this report, we heard from company executives on the call last night, I wanna get your read through.
Yeah, I think, I think that's the main risk from the credit perspective, uh, which is the potential or short term swings in demand despite the long term massive growth potential.Um hyper scalar as you mentioned, they can't spend fast enough. Yeah, I mean, the the easiest sign you can look for is obviously all the commentaries from Amazon Google Microsoft, et cetera and the commentaries have been nothing but strong.
That should be sort of a signal to investors that yes, uh Microsoft is now concerned about, about the return on investment on all these A I servers you mentioned at the top of our discussion here that NVIDIA has one of if not the strongest credit rating among some of the A I and tech companies on the street right now.
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