$NVIDIA (NVDA.US)$ REPORTS ON WEDNESDAY ARE WE BULLISH OR B...
$NVIDIA (NVDA.US)$ REPORTS ON WEDNESDAY
ARE WE BULLISH OR BULLISH
....or bearish
I think they beat the $28B guide and raise. The big question here is on the raise because of the Blackwell delay but given $Super Micro Computer (SMCI.US)$ guidance and $Taiwan Semiconductor (TSM.US)$ monthly metrics, I don't think that will have the largest impact for Q3.
All eyes on Jensen.
ARE WE BULLISH OR BULLISH
....or bearish
I think they beat the $28B guide and raise. The big question here is on the raise because of the Blackwell delay but given $Super Micro Computer (SMCI.US)$ guidance and $Taiwan Semiconductor (TSM.US)$ monthly metrics, I don't think that will have the largest impact for Q3.
All eyes on Jensen.
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LivingYears : I believe the market is still bullish on NVDA, but will be hard pressed to buy up the share price, imagine a doubling of market cap, it will be like 6.3T, more than the sum of META, AMZN AND GOOG. likely up after earnings but will be met with selling at higher prices.