Part 4/9:
NVIDIA's recent earnings report has been anticipated as a significant market catalyst, yet the results did not meet the sky-high expectations set by investors. The consensus view suggests that while the technology sector—especially companies categorized under the "MAG Seven" including NVIDIA—continues to show robust growth, the acceleration of this growth is starting to slow. As earnings surprises become marginally smaller each quarter, investors are now pondering the future direction of the AI trade.