ハルジヒロコ
liked
$NVIDIA (NVDA.US)$Announced earnings after the close on August 28th. After that, the stock price After-hours tradingIn Decreased by 6.9%.Done.
![]()
(For information on sector rotation, please refer to the report below. August 20th)
The following three factors are believed to have led to profit-taking selling.
1) Falling short of explosive growth expectations
Q2 results exceeded market expectations. 3Q revenue guidance of 32.5 billion dollars ± 2%, surpassed the market average estimate of 31.9 billion dollars, but did not reach the bullish estimate of 37.9 billion dollars.
2) Evaluation of the impact of Blackwell delay
Demand for AI semiconductor Hopper (current product) and Blackwell (next generation product) was strong. However, the company admitted delays by changing Blackwell GPU masks to improve yield. Blackwell's revenue is expected to reach hundreds of millions of dollars in 4Q, but investors seem puzzled about how to evaluate the impact of the delay and the scale of 'hundreds of millions of dollars'. After the earnings announcement, analysts revised their performance outlook upwards.
3) Sector low...
The following three factors are believed to have led to profit-taking selling.
1) Falling short of explosive growth expectations
Q2 results exceeded market expectations. 3Q revenue guidance of 32.5 billion dollars ± 2%, surpassed the market average estimate of 31.9 billion dollars, but did not reach the bullish estimate of 37.9 billion dollars.
2) Evaluation of the impact of Blackwell delay
Demand for AI semiconductor Hopper (current product) and Blackwell (next generation product) was strong. However, the company admitted delays by changing Blackwell GPU masks to improve yield. Blackwell's revenue is expected to reach hundreds of millions of dollars in 4Q, but investors seem puzzled about how to evaluate the impact of the delay and the scale of 'hundreds of millions of dollars'. After the earnings announcement, analysts revised their performance outlook upwards.
3) Sector low...
Translated
![NVIDIA sells first, what are the reasons? Is there a possibility of reversal? AI semiconductor Blackwell has a positive outlook! [Summary of earnings]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240829/1724906000138-a696a58d9c.jpeg/thumb?area=105&is_public=true)
![NVIDIA sells first, what are the reasons? Is there a possibility of reversal? AI semiconductor Blackwell has a positive outlook! [Summary of earnings]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240829/1724905999942-25fc09f7cd.jpeg/thumb?area=105&is_public=true)
![NVIDIA sells first, what are the reasons? Is there a possibility of reversal? AI semiconductor Blackwell has a positive outlook! [Summary of earnings]](https://sgsnsimg.moomoo.com/sns_client_feed/181000001/20240829/c69004e78270208db2104af5984d1d33.png/thumb?area=105&is_public=true)
+4
82
2
ハルジヒロコ
reacted to
ハルジヒロコ
commented on
This article uses automatic translation for some of its parts
$NVIDIA (NVDA.US)$After the financial results were announced, the stock price rose by nearly 20%,Record high for 3 consecutive daysI did it. What is the company's stock priceOver 130% increase year to dateI did it.
Meanwhile, Melius Research analyst Ben ReitzesI don't think NVIDIA's stock price is expensive。
![]()
A perfect and astonishing achievement
According to Reitzes, the fundamental reason NVIDIA's stock price continues to rise is performance. The company's EBIT (Earnings Before Interest and Tax) was 69%. Reitzes said that even if NVIDIA's profit margins decline thereafter,Considering the company's huge business scale, profit margins of 60% or more are still “unique”It was stated that it was.
In his report, he stated, “No company will definitely be able to challenge NVIDIA's profit margins for the next 2 years.”
![]()
NVIDIA's stock price is “not expensive” even if it continues to hit record highs
Meanwhile, Rei...
$NVIDIA (NVDA.US)$After the financial results were announced, the stock price rose by nearly 20%,Record high for 3 consecutive daysI did it. What is the company's stock priceOver 130% increase year to dateI did it.
Meanwhile, Melius Research analyst Ben ReitzesI don't think NVIDIA's stock price is expensive。
According to Reitzes, the fundamental reason NVIDIA's stock price continues to rise is performance. The company's EBIT (Earnings Before Interest and Tax) was 69%. Reitzes said that even if NVIDIA's profit margins decline thereafter,Considering the company's huge business scale, profit margins of 60% or more are still “unique”It was stated that it was.
In his report, he stated, “No company will definitely be able to challenge NVIDIA's profit margins for the next 2 years.”
Meanwhile, Rei...
Translated
36
5
ハルジヒロコ
liked
“Diamond semiconductors” expected as next-generation power semiconductorsThe movement towards practical application is attracting attention. Compared to conventional semiconductor materials such as silicon, silicon carbide, gallium nitride, etc., diamond can operate at high temperatures and high voltagesExtremely superior propertiesFrom having”The ultimate semiconductor materialIt is also called”.Energy efficiency and radiation resistanceis also expensive,EV (electric vehicle), quantum computer, aerospace fieldsIt is expected to be used in
![]()
Japan is leading the development!
The development of diamond semiconductors in Japan is ahead of the world due to industry-academia collaboration.Saga UniversityIs 23/4/23,The world's first electronic circuit incorporating a semiconductor device using diamondsIt was developed. At the end of the same year, a startup from Waseda UniversityPower Diamond Systemssucceeded in passing a large current (6.8 amps) to the diamond semiconductor. Also, startups by Hokkaido University, etc.Okuma Diamond Deviceis developing diamond semiconductors for equipment used in decommissioning nuclear power plants.
![]()
What brands are related to artificial diamonds used as materials?
Practical application is costly...
The development of diamond semiconductors in Japan is ahead of the world due to industry-academia collaboration.Saga UniversityIs 23/4/23,The world's first electronic circuit incorporating a semiconductor device using diamondsIt was developed. At the end of the same year, a startup from Waseda UniversityPower Diamond Systemssucceeded in passing a large current (6.8 amps) to the diamond semiconductor. Also, startups by Hokkaido University, etc.Okuma Diamond Deviceis developing diamond semiconductors for equipment used in decommissioning nuclear power plants.
Practical application is costly...
Translated
+1
112
3
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)