Weekly Earnings Preview: Grab rewards by guessing the market winner!

• mr_cashcow : It has got to be $NVIDIA (NVDA.US)$
  
  Let's dive in & take a closer look
  
  Potential bullish signals:
  ▲Gaming segment growth: Nvidia's gaming business is expected to remain strong, driven by the popularity of its GeForce GPUs and the growing gaming market with many hardcore gamers needing to upgrade their rigs every year will contribute to earnings
  ▲Datacenter expansion: Nvidia's datacenter business is likely to continue growing, fueled by increasing demand for AI, cloud computing and high-performance computing. There was also a showcasing of the latest cooling setup of Maxwell servers which looks very cool
  ▲AI and autonomous vehicles: Nvidia's investments in AI and autonomous vehicles may start to bear fruit, contributing to revenue growth
  
  Potential roadblocks & speed bumps ahead:
  ▼Global economic uncertainty: Economic slowdowns or recessions in key markets may impact Nvidia's revenue
  ▼Competition: Intensifying competition in the GPU market from AMD and Intel may pressure Nvidia's market share and pricing
  ▼Supply chain constraints: Ongoing supply chain issues may affect Nvidia's ability to meet demand and maintain profitability
  
  Earnings expectations is definitely overwhelmingly positive and beating expectations
  
  Disclaimer: All the above are purely for educational purposes and are NOT financial advice, plz DYOR/DD

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• ZnWC : Thanks for the event
  
  Here's my analysis:
  Positive
  1) Expected to report adjusted EPS of $0.65 on revenue of $28.7 billion. That works out to a 139% jump in EPS and a 113% increase in revenue YoY.
  2) Nvidia is the world leader in AI chip design and software, controlling between 80% and 95% of the market.
  3) Data center business is expected to bring in $24 billion in revenue, a 142% increase YoY
  Negative
  4) Concerned that a pullback is coming. Nvidia stock is up more than 163% year to date and 60% in the last six months.
  5) Rivals chip maker like AMD announced a 5 billion acquisition of ZT Systems to boost its GPU sales last week. Nvidia stock lost 2% on the next trading day.
  6) Uncertainty in Fed rate cutting amid oil price increasing and US recession risk.
  My bet is that the Nvidia share price will rise after the earnings call.

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• MooMoniesMooProblemz : Nvidia

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• 102362254 : I guess $NVIDIA (NVDA.US)$ will end this week with the biggest % gain.
  
  Analysts are optimistic about significant earnings growth, expecting an increase in EPS, largely due to growing demand for its AI GPU chips. Nvidia aims to showcase the profitability of its AI chips with ROI metrics, addressing investor concerns about AI investments. The upcoming Blackwell GPU chips are expected to drive revenue growth in late fiscal 2024 and early fiscal 2025. Also, Goldman Sachs' confidence in Nvidia's earnings potential has led to upward revisions in EPS estimates. Nvidia has good technical ratings, likely to continue its growth trajectory, driven by its advancements in AI technology and strong market demand.

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• Vasuli : I think it will be $CrowdStrike (CRWD.US)$ which will gain the most this week...
  1. No doubt that Nvidia will post good numbers,  but the expectations are so huge that entire analyst community will look for some minor point to say that they under reported on that number as compared to (unrealistic) expectations, hence the stock will likely take a beating ..
  Disclaimer - I am not selling my position, in for longer term...
  2. Crowdstrike would likely not have lost any significant customer, any slowness in new customer deals is already factored in by the stock dip thus far. Since there is in general under expectations,  stock has been down, the underlying principles are still intact, they are likely going to report decent revenue and earnings, hence I think it will increase more than NVIDIA

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• Gravity0 : likely good earnings to be reported

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• 102606733 pano 50k : Nvidia will be the stock who makes the biggest gains during the week.  Nvidia at 99.89 on 5/Aug, will see you at 138 above before/after your earning report

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• Eat Drink Earl Grey : tikam $Salesforce (CRM.US)$ and no I'm not going to write anything to get that extra 300 ho ho ho

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• Lucky Dog An Vasuli : He will have a feces sample.

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• Warren Buffed : Poor Pdd  ..

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