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●Unexpected improvement in 2Q results and 3Q guidance
●The main data center and client divisions are strong, and sales in the data center division are at record highs
●The full-year data center GPU sales forecast was revised upward from 4 billion dollars to 4.5 billion dollars, and the AI semiconductor MI300 performed well
●Customer acquisition and sales of the M300 progressed, sales increased to 1 billion dollars, and production capacity expanded
●Strong results for the April-6 fiscal year (2Q)
◇Total sales, sales of all divisions, and adjusted EPS exceed market expectations
(EPS earnings per share)
◇The data center division was particularly strong with a 115% increase in sales, driving growth
◇The client division is strong with 49% increase in sales
(The rate of increase in sales compared to the same period last year)
●Guidance is also above expectations
◇Sales for the fiscal year ending July-9 (3Q): 67 ± 0.3 billion dollars, market forecast: 6.62 billion dollars, higher than market expectations at median value
◇The full-year GPU sales forecast for the data center sector is 4...
Translated
![[Financial Summary] AMD starts chasing NVIDIA! Sales of AI semiconductors are at a record high, and forecasts have also been revised upward](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240731/1722409584764-632ca4b51f.jpeg/thumb?area=105&is_public=true)
![[Financial Summary] AMD starts chasing NVIDIA! Sales of AI semiconductors are at a record high, and forecasts have also been revised upward](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240731/1722409658734-261ecb5d9d.jpeg/thumb?area=105&is_public=true)
![[Financial Summary] AMD starts chasing NVIDIA! Sales of AI semiconductors are at a record high, and forecasts have also been revised upward](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240731/1722409737192-4ebe3ce007.png/thumb?area=105&is_public=true)
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For me, who has owned NVIDIA for over 6 years,
Around 21/12/17, the fall in stock prices, which was 30 dollars or more at the time, is very similar to the recent decline. 📈📉📉
It has been rising for about 1 week since the 17th,
The following year, 10/14, '22, the stock price dropped to around $10.
Now it's 103 dollars, so I can feel now that this stock is still suitable for long-term holding 🍀🌈
AMD's good financial results this morning were good 📈 thank you ✨✨ AMD's upward revisions and comments on the strength of data centers and AI are boosting Nvidia's stock price 🍀
If it becomes a dead cross on a weekly basis from today to next Friday, there is a possibility that it will continue to decline until financial results in late August. It's “the time of the obsession,” but compared to those days, NVIDIA's performance itself has no fault, so I wonder if it will rise and fall sharply from around today, but there will be 200 dollars at the end of the year. 🌅📈
Anyway, it will be a very important period for NVIDIA from today to next week, including financial results for other tech stocks. 📈📉📈
In 2030, only NVIDIA won 🍀🍀🍀🍀🍀📈🌈🌎...
Around 21/12/17, the fall in stock prices, which was 30 dollars or more at the time, is very similar to the recent decline. 📈📉📉
It has been rising for about 1 week since the 17th,
The following year, 10/14, '22, the stock price dropped to around $10.
Now it's 103 dollars, so I can feel now that this stock is still suitable for long-term holding 🍀🌈
AMD's good financial results this morning were good 📈 thank you ✨✨ AMD's upward revisions and comments on the strength of data centers and AI are boosting Nvidia's stock price 🍀
If it becomes a dead cross on a weekly basis from today to next Friday, there is a possibility that it will continue to decline until financial results in late August. It's “the time of the obsession,” but compared to those days, NVIDIA's performance itself has no fault, so I wonder if it will rise and fall sharply from around today, but there will be 200 dollars at the end of the year. 🌅📈
Anyway, it will be a very important period for NVIDIA from today to next week, including financial results for other tech stocks. 📈📉📈
In 2030, only NVIDIA won 🍀🍀🍀🍀🍀📈🌈🌎...
Translated
![From today to next weekend, it may be an important period ⛈️➠🌤️](https://sgsnsimg.moomoo.com/sns_client_feed/182590648/20240731/1722408422998-random5812-182590648-android-compress.jpg/thumb?area=105&is_public=true)
![From today to next weekend, it may be an important period ⛈️➠🌤️](https://sgsnsimg.moomoo.com/sns_client_feed/182590648/20240731/1722408425023-random4070-182590648-android-compress.jpg/thumb?area=105&is_public=true)
![From today to next weekend, it may be an important period ⛈️➠🌤️](https://sgsnsimg.moomoo.com/sns_client_feed/182590648/20240731/1722408425722-random918-182590648-android-org.jpeg/thumb?area=105&is_public=true)
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$NVIDIA (NVDA.US)$
I think this is a 3Q4Q match rather than 2Q.
Blackwell will fully ride in 3Q.4Q, right? I think Blackwell is pretty important. This year.
Those who hold it for a long time will wait slowly. Why can we wait?
I learned a lot about NVIDIA. No regrets even if it's lost ‼️
NVIDIA I have no regrets in my life ‼️
Well, you can't go walk the dog or have lunch, right? Paws are going to burn 🐶 doggy
I think this is a 3Q4Q match rather than 2Q.
Blackwell will fully ride in 3Q.4Q, right? I think Blackwell is pretty important. This year.
Those who hold it for a long time will wait slowly. Why can we wait?
I learned a lot about NVIDIA. No regrets even if it's lost ‼️
NVIDIA I have no regrets in my life ‼️
Well, you can't go walk the dog or have lunch, right? Paws are going to burn 🐶 doggy
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Set a live reminder
$Tesla (TSLA.US)$ A financial results briefing for the 2nd quarter of 2024 is scheduled to be held at 6:30 a.m. on 2024/7/24 (Wednesday) Japan time. This briefing sessionIn subtitle translation formatIt will be distributed. If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
Translated
![](https://usliveimg.moomoo.com/20240718150821abe94e.png/thumb)
Tesla 2024 Q2 financial results briefing (subtitle translation)
Jul 23 16:30
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$NVIDIA (NVDA.US)$
ラジエル隊長!コレからジワジワ作戦に切り替えて!4時5時で本日の勝負とします!
エヌビディア君キミの好きにしなさい。
着地!129.4!
なんか微妙だな130にしなさい。
☆皆さん指示は私が出しました。しかし彼はメンヘラだと言う事をお忘れなく。コーヒー☕️でも飲みながらゆっくり待ちましょう。
ラジエル隊長!コレからジワジワ作戦に切り替えて!4時5時で本日の勝負とします!
エヌビディア君キミの好きにしなさい。
着地!129.4!
なんか微妙だな130にしなさい。
☆皆さん指示は私が出しました。しかし彼はメンヘラだと言う事をお忘れなく。コーヒー☕️でも飲みながらゆっくり待ちましょう。
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$NVIDIA (NVDA.US)$
Breaking through $140 is just the beginning for NVIDIA. NVIDIA doesn't have a final chapter ❗
Breaking through $140 is just the beginning for NVIDIA. NVIDIA doesn't have a final chapter ❗
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