KPG11
voted
Brief Summary
1. Earnings Anticipation (February 26, 2025):
- NVIDIA is set to report its fiscal Q4 2025 earnings on February 26. Bank of America expects a modest beat on expectations, though analysts note potential short-term volatility due to the transition to Blackwell chips, declining Hopper chip demand, and China export restrictions. Despite these, BofA remains bullish long-term, citi...
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KPG11
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The market $S&P 500 Index (.SPX.US)$ have shown a strong rebound today, with notable gains across the board. The Magnificent 7 stocks led the charge, reflecting investor optimism following recent geopolitical developments. ![]()
• $NVIDIA (NVDA.US)$ : +2.97%
• $Alphabet-A (GOOGL.US)$ : +1.94%
• $Amazon (AMZN.US)$ : +1.26%
• $Apple (AAPL.US)$ : +0.82%
• $Tesla (TSLA.US)$ : +0.67%
• $Microsoft (MSFT.US)$ : +0.31%
• $Meta Platforms (META.US)$ : +0.14%
• $S&P 500 Index (.SPX.US)$ : +0.59%...
• $NVIDIA (NVDA.US)$ : +2.97%
• $Alphabet-A (GOOGL.US)$ : +1.94%
• $Amazon (AMZN.US)$ : +1.26%
• $Apple (AAPL.US)$ : +0.82%
• $Tesla (TSLA.US)$ : +0.67%
• $Microsoft (MSFT.US)$ : +0.31%
• $Meta Platforms (META.US)$ : +0.14%
• $S&P 500 Index (.SPX.US)$ : +0.59%...
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KPG11
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$NVIDIA (NVDA.US)$
The semiconductor industry was one of the hardest-hit sectors during the U.S.-China trade war, and its recovery has taken over five years, with some lasting effects still playing out. Here’s a breakdown of how the industry was impacted and how it adapted:
1. Short-Term Impact (2018–2020) → Stock Declines & Revenue Losses
Stock Market Reaction
• Semiconductor stocks plunged 15–25% in late 2018 when tariffs were announced.
• The Phi...
The semiconductor industry was one of the hardest-hit sectors during the U.S.-China trade war, and its recovery has taken over five years, with some lasting effects still playing out. Here’s a breakdown of how the industry was impacted and how it adapted:
1. Short-Term Impact (2018–2020) → Stock Declines & Revenue Losses
Stock Market Reaction
• Semiconductor stocks plunged 15–25% in late 2018 when tariffs were announced.
• The Phi...
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KPG11
commented on
$NVIDIA (NVDA.US)$ wtf is going on here?
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KPG11
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Mark your calendars, folks! Nvidia's Q3 earnings drop on November 20, and the market is buzzing with excitement. This could be the quarter that defines 2025 for the AI giant! 🌟
Here’s the setup:
- Nvidia is forecasting $32.5B revenue with a 75% gross margin—that’s insane efficiency for a company of this scale! 💎
- Analysts are even more bullish, predicting $32.94B revenue and $0.74 EPS, which would mean doubling last year’s Q3 revenue. Massive. 📈
O...
Here’s the setup:
- Nvidia is forecasting $32.5B revenue with a 75% gross margin—that’s insane efficiency for a company of this scale! 💎
- Analysts are even more bullish, predicting $32.94B revenue and $0.74 EPS, which would mean doubling last year’s Q3 revenue. Massive. 📈
O...
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KPG11
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(This is a repeat of a column that was erroneously published only in the Canadian channel earlier Tuesday.)
$Shopify (SHOP.US)$ joined $NVIDIA (NVDA.US)$ and $Tesla (TSLA.US)$ in the list of the six most active stock options as bulls poured millions of dollars in call options.
Demand for call options that give holders the right to buy Shopify shares at a specific strike price are rising after the Canadian e-commerce...
$Shopify (SHOP.US)$ joined $NVIDIA (NVDA.US)$ and $Tesla (TSLA.US)$ in the list of the six most active stock options as bulls poured millions of dollars in call options.
Demand for call options that give holders the right to buy Shopify shares at a specific strike price are rising after the Canadian e-commerce...
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