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Mag 7's diverging Q2 results: Will they boost the market again?
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$NVDA.US$ if you go back to my earlier post when Jensen had ...

$NVDA.US$ if you go back to my earlier post when Jensen had his meeting his q&A at the tech summit and then after the break zuckerbucks was on where they were talking..
I told everybody that Jensen seemed really nervous when he was being asked questions and he played politician when he was addressing the question of about all you had it really lucky you've had tailwinds this whole time but it appears to be turning into headwinds and now we see that he knew about the delay in the chip at that point and that's why he was acting the way he was acting
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  • Avengers 2023 : Then he is not creditsble person who can't fulfill his promise to deliver his Blackwell chip. That's why also prompted to keep selling his shares.

  • TinkerB3ll : To add on those are book in profit with a delay the revenue will definitely impact this earning might be a downfall for NVDA since the expectation has surpass previous ones. Can they Kee up with the expectation personally I doubt so but just my thoughts

  • 10baggerbamm OP : Blackwell wasn't supposed to be coming out till the 4th quarter we're only in the third quarter and he hasn't made a public announcement yet so Market is always sell first and ask questions later is it delay of 1 month 6 months what is the delay and what is the opportunity cost to the company where can Google go well they can't go any place where can Amazon go they can't go any place where does Tesla go they can't go any place so they're still going to get 100% of all the orders

  • TinkerB3ll 10baggerbamm OP : Delay at a cost? Compensation which will bleed NVDA revenue book

  • 10baggerbamm OP TinkerB3ll : there's no place anyone else can go no one else makes a chip like nvdia

35+ yrs in the trenches, raised tens of millions for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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