JPM desk's take on $NVDA Q4 earnings today:
"If Jensen's GPU behemoth can deliver stellar numbers – and by 'stellar,' I mean 4Q DC revs surpassing $20B with anticipated growth for Q1 – the stock might weather well."
However, "the greater the guidance beat, the more the market will speculate that supply conditions are improving, potentially leading to an inventory correction in 2H24." $NVIDIA (NVDA.US)$
However, "the greater the guidance beat, the more the market will speculate that supply conditions are improving, potentially leading to an inventory correction in 2H24." $NVIDIA (NVDA.US)$
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