Go to NVIDIA financial results
NVIDIA $NVIDIA(NVDA.US$
There is a possibility that the financial results of will have a significant impact on short-term stock prices. The 4 key points to focus on are:
***Comparing performance and revenue guidance**
・If actual earnings significantly exceed expectations, there is a high possibility that stock prices will rise
・If actual earnings fall below expectations, there is a high possibility that stock prices will fall
***Data Center Revenue Status**
・If data center earnings are strong, there is a high possibility that stock prices will rise
***Inventory Levels**
・If inventory levels decrease, there is a high possibility that stock prices will rise
***Profitability**
・If profitability is strong, there is a high possibility that stock prices will rise
Specifically, it's a good idea to consider the following points.
***Stock prices are likely to rise if performance and earnings guidance exceed expectations**
・There is a possibility that there will be a big gap between analysts' predictions and NVIDIA's actual performance
・In the previous financial results, performance and earnings guidance exceeded expectations, and stock prices skyrocketed
***If data center earnings are strong, stock prices are likely to rise**
・The data center division is NVIDIA's growth engine and accounts for approximately 60% of revenue
・Demand for data centers is expanding due to technological innovations such as AI and virtualization
***If inventory levels decrease, stock prices are likely to rise**
・Inventory levels are an important indicator showing demand trends in the semiconductor industry
・If inventory levels decrease, it can be determined that demand is expanding
***If profitability is strong, stock prices are likely to rise**
・NVIDIA maintains high profitability as a leader in the semiconductor industry
・If profitability improves further, there is a possibility that stock prices will rise further
How NVIDIA's stock price reacts after financial results are announced may also be affected by overall market conditions and other factors.
***Comparing performance and revenue guidance**
・If actual earnings significantly exceed expectations, there is a high possibility that stock prices will rise
・If actual earnings fall below expectations, there is a high possibility that stock prices will fall
***Data Center Revenue Status**
・If data center earnings are strong, there is a high possibility that stock prices will rise
***Inventory Levels**
・If inventory levels decrease, there is a high possibility that stock prices will rise
***Profitability**
・If profitability is strong, there is a high possibility that stock prices will rise
Specifically, it's a good idea to consider the following points.
***Stock prices are likely to rise if performance and earnings guidance exceed expectations**
・There is a possibility that there will be a big gap between analysts' predictions and NVIDIA's actual performance
・In the previous financial results, performance and earnings guidance exceeded expectations, and stock prices skyrocketed
***If data center earnings are strong, stock prices are likely to rise**
・The data center division is NVIDIA's growth engine and accounts for approximately 60% of revenue
・Demand for data centers is expanding due to technological innovations such as AI and virtualization
***If inventory levels decrease, stock prices are likely to rise**
・Inventory levels are an important indicator showing demand trends in the semiconductor industry
・If inventory levels decrease, it can be determined that demand is expanding
***If profitability is strong, stock prices are likely to rise**
・NVIDIA maintains high profitability as a leader in the semiconductor industry
・If profitability improves further, there is a possibility that stock prices will rise further
How NVIDIA's stock price reacts after financial results are announced may also be affected by overall market conditions and other factors.
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nokaze : Thank you as always
イタグレパパ : I have high hopes for NVDA's Beat.
The profit margin of H100 is extremely high, around 90%, and I believe EPS is clear. If there is only one concern, demand is intense and countries and companies are in a state of contending, but I think we can record sales by completing production and delivery as expected.
I'm a little worried that TSMC's stock price isn't on an upward trend as expected, but there is a rumor that production is lower than planned due to a problem with the display made by Samsung on the Iphone 15 at the same time.
Since the production line is different, I don't think there will be much impact, but I expect that NVDA's H100 will do their best to produce that amount. As for full-year guidance, I think AMD will be the number one competitor in the future, but I think it will be around the 1st quarter of 2024 that it can compete with the H100, and I think it's unknown whether products that are really compatible can be launched and sales recorded. So I think this year and next will be NVDA's sole place for data center chips.
EPS ◎ sales ◯ guidance ◎ is a frank feeling. Therefore, my honest feeling right now is that I want to watch the live from 6:00 a.m. tomorrow morning while praying on Moomoo, and immerse myself in sake that wins with shiny financial results and the best results.
Tomorrow's financial results announcement is a more exciting and exciting event for me than the WBC or World Cup, and I think I'll never forget it for better or worse.
I think there are many people who feel the same way as me, so let's all express our passion for tomorrow's financial results.
かぶざる OP nokaze : Thank you so much for being here
かぶざる OP イタグレパパ : I feel the same way. NVDA's financial results announcement is an event that draws a lot of attention every time.
イタグレパパ : If you beat tomorrow's financial results announcement, I would be happy if you could explain the financial results announcement and future prospects
Thank you so much for your support!
かぶざる OP イタグレパパ : Thank you very much. I definitely want to post it.