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NVIDIA Stock Dips After Earnings: Is Decentralized AI a Smarter Bet?

aurorastill  · 2025-10-27 ·  2 months ago
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Okay, can someone help me make sense of this NVIDIA earnings reaction?


I'm looking at the numbers from last night (Aug 27, 2025), and they absolutely crushed it: $46.7B in revenue, beat EPS, and gave monster guidance for Q3.


And yet, the stock still dropped ~4% after hours. The reason? Apparently, data center sales were slightly below Wall Street's sky-high expectations, partly because of the U.S. export restrictions hitting their China sales. It feels like the market is punishing a $4.4 trillion company for not achieving literal perfection. So my question to everyone is: does this intense, short-term pressure on $NVDA make you think that decentralized AI protocols like RNDR, FET, or TAO are a smarter long-term play? They get to build and grow without this quarterly drama. What's the real move here?

25 Answer

  • 🤣🤣🤣

  • So let me get this straight. They lost their China sales because of the government, they're preparing for a new, better chip so some sales paused, and they still beat earnings... but the stock goes down? This makes the stock market feel even more irrational than crypto sometimes.

  • I honestly do not understand why everyone is freaking out.
    smh
    yall must me new to this shiit

  • Smart money buys dips

  • This perfectly illustrates the weakness of the centralized model. NVIDIA is subject to the whims of U.S. regulators. A permissionless protocol for decentralized GPU rendering, on the other hand, doesn't care about export restrictions. This is the entire reason we build in Web3.

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