Guys Guys
$NVIDIA (NVDA.US)$ All earnings call is a 50/50 to the upside or downside. All these bulls and bears shouting , to the moon, down to what.. all the same as shouting "大" "Big" or "小" "Small" at the casino. So if you gambling, just enjoy the ride and acknowledge you are gambling, no hard feelings if the Banker ("Money Maker") owns you, or your lucky day the table wins...
Technicals don't really matter for an earnings move.. If the company is doing well, it can still get sold off. As it is, NVDA's price now is already priced to perfection, like how the number 1 top seed Olympic Gymnast is given 10/10 before her routine even starts. Any flaw would be a reason to deduct away from that 10/10 score (same as minus 1%). For it to go beyond this price, NVDA would need to be 11/10... and for 11 marks; that extra 1 mark would be the forward guidance.
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151654992 : That's exactly right. The forward guidance is there, however, as we already know (from work) there will be 'smaller' chips introduced. There is a good story to tell, but Nvidia needs to tell it right.
RightTime OP 151654992 : The forward guidance for later earnings is not even out yet... We can't know, unless insider leaked that information to you.
151654992 RightTime OP : The forward guidance is not from nvidia, but semiconductor manufacturing. This is not an insider leak, and I do not work for nvidia. Note that nvidia does not manufacture chips - it only designs them and develops software for them.
RightTime OP 151654992 : There is no need to explain what we all can see from websites and Moo App under the description of company's profile. Industry information, public information is what it is.. forward guidance is what the company is going to experience in the next few quarters, and that can only come from Jensen's mouth. So irregardless of whatever information out there, it is still 50/50 for the earnings.
151654992 RightTime OP : I don't think you understand how this works - the interaction between ASML, TSMC, and NVDA. I work for one of them and it's not NVDA. The design is only as good as what can be manufactured. However, simply saying there is better tools for the design is very weak guidance. They have to demonstrate they can continue to excel in design. Remember, the design is always the easy part.
RightTime OP 151654992 : Like I said, forward guidance of NVDA can only come from Jensen's mouth. I have no crystal ball to know what he will say.. Industry information might be good, but we won't know what else might be affecting them, say maybe why there are rumours of the Blackwell Chip delays. Market doesn't care about long term, so any flaw will be a reason for shorts to sell down the price. So if you had only bought like just before earnings, instead of the huge correction a few weeks back... then sorry you are punting.
151654992 RightTime OP : Certainly, we know for sure nvidia is good at design. I can't say anything more because it'll go into NDA.