NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 PLTR
Palantir
-- 85.850 CRWV
CoreWeave
-- 40.000 GOOG
Alphabet-C
-- 156.060 
It seems that Nvidia is preparing to exceed its revenue in the third quarter.
Nvidia Corporation will announce its third-quarter performance on Wednesday.
The consensus EPS figures are close to Nvidia's recent guidance.
However, Nvidia's customers' AI capital expenditures increased faster in the third quarter than Nvidia stated revenue growth. Meta is guiding extreme CAPEX growth in the fourth quarter, coinciding with Nvidia's third quarter.
Therefore, I think there is a high possibility of another beat in NVDA's third quarter release.
However, due to valuation concerns, I am maintaining a shareholding rating.
The consensus EPS figures are close to Nvidia's recent guidance.
However, Nvidia's customers' AI capital expenditures increased faster in the third quarter than Nvidia stated revenue growth. Meta is guiding extreme CAPEX growth in the fourth quarter, coinciding with Nvidia's third quarter.
Therefore, I think there is a high possibility of another beat in NVDA's third quarter release.
However, due to valuation concerns, I am maintaining a shareholding rating.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment