$NVIDIA (NVDA.US)$ Bad earning + no change to Blackwell dela...
Bad earning + no change to Blackwell delay = no brainer.
Good earning + no change to blackwell delay = still drop.
Good earning + some magnificent story and massive improvements = depends if people buy the story.
Just my 2 cents as an engineer in high performance computing for the last 10 years, and who has held shares since 2014, I can't see nvidia losing its competitive edge, at least not yet. Can't predict too far into future though.
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LittleSoldier : The Delay in Blackwell is no big deal they have already shown that it’s running as we speak, and at best it’s not like they were talking about a year delay! As far as the ER concerns anyone with a half brain already knows it not coming under or bad! So lastly I’m not the only one that’s loading up and tomorrow should be well Drop the Fuc$#% Mic
Moment!!!
151654992 OP LittleSoldier : It's bit more complicated than that. The stock is currently overvalued. It really needs strong guidance to break resistance. The impact of the delay is more than just some sales for nvidia.
TestLa Kopi : Go one big round to say you want nvda to drop. Hope you don't design logic algorithm as an engineer.
151654992 OP TestLa Kopi : I don't want it to drop lmao. It's just an opinion. We don't always get what we want in life.
ETONA : i think another news will come after this ER
if they really want to put it down
my thoughts 60% down 40% up
even it is up, should be up post and premarket, dump in the market