1. Summary of the financial results.
Despite strong demand for semiconductors for AI, the results were above market expectations.
⭕️ Increased demand related to AI drove revenue.
The Datacenter division in particular continues to perform well and is a key factor supporting the company's growth.
2. Financial Estimates for Q1 2025 (April to June period).
The gross profit margin is expected to slightly underperform market Financial Estimates.
The increase in costs associated with the expansion of production for the new product "Blackwell" has an impact.
3. CEO Jensen Huang's statement.
The demand for Blackwell is very high. As inference AI brings new scaling rules and increases the computational power used for training, the model becomes smarter, and by applying this computational power to extended thinking, the accuracy of the answers further improves.
It was also stated that the production expansion of the Blackwell AI supercomputer is progressing smoothly, achieving "several billion dollars" in revenue in the first quarter.
💡Future growth depends on the expansion of AI demand, and the introduction of new technologies will be a key factor.
4. Impact on stock price
⭕️ Revenue and EPS exceeded market Financial Estimates.
⭕️ Blackwell's order situation is favorable.
❌ The gross profit margin fell below market expectations.
🔺 Competitive environment (emerging companies in China '...

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There have been only dovish statements from senior Federal Reserve officials for the past few days.
This means that there is no reason for long-term interest rates to rise, and they will fall from now on.
Since the cause of the stock depreciation in September was a rise in long-term interest rates, it became easier for stocks to rise.
There are places where it depends on the CPI results, but putting high interest rates on high stock depreciation is fighting against the Fed.
We can't win even if we fight against the Fed, so I think it's better to surrender honestly now.