NVDA Earnings-my idea
NVIDIA's dropping FY1Q25 earnings soon. They previously guided $24B revenue and 77% gross margin, but Bloomberg expects $24.6B for FY1Q25 and $26.7B for FY2Q25. Strong data center demand might push these even higher.
H1 2024 is huge for NVIDIA's new products, and H2 launches like H200 and GB200 could really boost earnings. Microsoft and other cloud giants are upping their spending, which is great news for NVIDIA's growth.
Tech-wise, NVIDIA's Blackwell GPUs and GB200 are crushing it. New FP4 precision and massive memory/bandwidth upgrades make them top-notch. The DGX NVL 72 server setup is also a beast, likely leading to more customer adoption and positive earnings.
H1 2024 is huge for NVIDIA's new products, and H2 launches like H200 and GB200 could really boost earnings. Microsoft and other cloud giants are upping their spending, which is great news for NVIDIA's growth.
Tech-wise, NVIDIA's Blackwell GPUs and GB200 are crushing it. New FP4 precision and massive memory/bandwidth upgrades make them top-notch. The DGX NVL 72 server setup is also a beast, likely leading to more customer adoption and positive earnings.
eyes on $1000 target price
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