$NVIDIA (NVDA.US)$
As usual, is there any other earnings report that attracts this much attention every time? This time, once again, the future of the American stock market will be greatly influenced by NVDA's earnings report. It's a crucial moment. The Battle of Sekigahara that separates the world. However, it is already assumed that both the earnings report and guidance will exceed consensus. The issue is the degree of that and the market's reaction. The earnings report will be after the close on Wednesday. The forecast is
The earnings forecast for NVDA created in my study group.
The forecast was made during the study session on February 16, but in just 9 days, the consensus numbers have risen further (the consensus numbers in the table below are today's consensus). I think Jensen Huang really has a tough time having to beat this every time.
It's like running on a treadmill that never stops, and the speed is gradually increasing.
By the way, here are the recent Financial Estimates and results for Q3 2025. On this day, the stock rose by 0.53%.
What is shocking is that NVDA is expected to increase its revenue guidance by $4.5 billion in just one quarter.
Among the top American companies gathered in the S&P 500, one quarter of...

$NVIDIA (NVDA.US)$
According to Mr. Oppenheimer, NVIDIA (NASDAQ: NVDA ) highlighted the opportunity to advance generative artificial intelligence across various industries such as enterprise, robotics, automobiles, etc. at the Consumer Electronics Show held in Las Vegas this week.
Mr. Oppenheimer noted that the company led by Mr. Jensen Huang faithfully adheres to its roots and also announced refreshed versions of gaming GPUs, including 5090, 5080, 5071 Ti, and 5070.
"Blackwell's AI accelerator continues to face supply constraints," stated the Oppenheimer analyst led by Rick Schafer in an investor memo on Thursday. "The H200 is expected to continue making significant contributions this year (30% of our mix from the company's efforts). The GB200 has been in full production since December. The need for liquid cooling could pose a short-term barrier to the adoption of some GB200 SKUs."
Nvidia, NIM, NeMo, Nemotron, and...

$NVIDIA (NVDA.US)$
The countdown to $150 may have started!

$NVIDIA (NVDA.US)$ Will I be saved with a unit price of 141?

$NVIDIA (NVDA.US)$ Beware, as the reverse deity is here.

$NVIDIA (NVDA.US)$
Yes 🫣
Sorry for the wait!
I will now raise it.

$NVIDIA (NVDA.US)$ There are pessimistic opinions because the stock price reaction after the earnings report is not favorable, but I believe that worrying too much about daily stock prices may not be necessary. It may sound optimistic, but all analyst price targets are significantly higher than the current stock price. While I don't necessarily trust the analyst price targets, NVIDIA consistently surpasses analyst consensus in its earnings reports. Each time the earnings are announced there are no surprises as analysts always have high estimates, especially in the recent Q1-Q3 earnings. In that case, it seems reasonable to believe that the stock price will move towards the analyst target prices, which should provide a sense of ease for those with less experience in the stock market.
At the GTC held in March, seemingly infinite possibilities were demonstrated as follows.
At NVIDIA's GTC 2024, innovative use cases of AI were presented across a wide range of industries. The following is a summary of the particularly notable areas of interest.
1. Health care
NVIDIA has announced more than 24 new microservices, highlighting their applications in medical image processing, natural language processing, and digital biology.

$NVIDIA (NVDA.US)$
In the usa, there are securities firms specializing in short selling. Even though employees are working, there are probably some who think it's risky to sell nvidia shares, right? Maybe.

$NVIDIA (NVDA.US)$
After the decline, it seems like a full recovery.