103480872 : go back to 13.5 first, need $2 to buy ice lemon tea :)

103480872 Mr.Peanut : guidance is more important at this stage, we need to predict NVIDIA's revenue in future

103480872 pootpoot OP : to me, it looks like a bubble. The most important thing is profit. The demand is not gonna be sustainable if NVDA's customers don't get much profit. This reminds me of PayPal and SEA during post covid.

103480872 convivial Penguin_29 : only works for low valuation.
High PE needs high potential growth, but recently the growth is slowing down and OPENAI's apparently burning a lot of money. NVIDIA's customers don't get as much return as expected. This looks similar to what happened in SEA and PYPL during post-COVID

103480872 : could be because boss huang keeps dumping again?

103480872 : revenue guidance is not good enough which can indicate a slowdown in growth.

103480872 : people expect it much higher and it's already priced in

103480872 : earnings out already