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1. As expected, NVIDIA's total sales for the first quarter of April were 24 billion dollars, and data center (DC) sales were 21 billion dollars.
2. Citi estimates total sales to be approximately 26 billion dollars and DC sales to be approximately 23 billion dollars.
3. Citi expects sales for the fiscal year ending July to be 27.5 billion dollars compared to the market forecast of 26.5 billion dollars and the buyer's forecast of about 28 billion dollars.
4. Citi anticipates that sales will increase slightly compared to the previous quarter because sales volume will increase, H100 lead time will be shortened, and gross profit margin will normalize before GB200 sales increase in the first half of '25.
$NVIDIA (NVDA.US)$
2. Citi estimates total sales to be approximately 26 billion dollars and DC sales to be approximately 23 billion dollars.
3. Citi expects sales for the fiscal year ending July to be 27.5 billion dollars compared to the market forecast of 26.5 billion dollars and the buyer's forecast of about 28 billion dollars.
4. Citi anticipates that sales will increase slightly compared to the previous quarter because sales volume will increase, H100 lead time will be shortened, and gross profit margin will normalize before GB200 sales increase in the first half of '25.
$NVIDIA (NVDA.US)$
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Everyone uses your own investment and trade tactics”Proficiency costsHave you thought about”?
[Proficiency Costs]
It is the time until you understand that knowledge, know-how, and tactics, and be able to chew it on your own and use it until you put it into practice.
Furthermore, it is the time it takes from there until profits can be built up over a long period of time.
What is important is that just because the cost of proficiency is high does not necessarily mean that the return that can be obtained will be proportionately higher.
It's the same as not everyone who goes to a high school or seminar succeeds in investing.
Are you continuously making profits with the tactics you learned after studying extremely hard, spending many years, and making losses and paying high tuition fees? It would be great if we could arrive at a profitable tactic.
However, even if many people tackle various tactics, none of these will lead to significant results.
And the important point is,There are many Japanese people who go on endlessly getting no results even though the cost of proficiency is highThat's it.
In particular,The problem is that results don't come out by endlessly doing things with “predicting market prices” type of tactics with high proficiency costsand...
[Proficiency Costs]
It is the time until you understand that knowledge, know-how, and tactics, and be able to chew it on your own and use it until you put it into practice.
Furthermore, it is the time it takes from there until profits can be built up over a long period of time.
What is important is that just because the cost of proficiency is high does not necessarily mean that the return that can be obtained will be proportionately higher.
It's the same as not everyone who goes to a high school or seminar succeeds in investing.
Are you continuously making profits with the tactics you learned after studying extremely hard, spending many years, and making losses and paying high tuition fees? It would be great if we could arrive at a profitable tactic.
However, even if many people tackle various tactics, none of these will lead to significant results.
And the important point is,There are many Japanese people who go on endlessly getting no results even though the cost of proficiency is highThat's it.
In particular,The problem is that results don't come out by endlessly doing things with “predicting market prices” type of tactics with high proficiency costsand...
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It is representative of the AI boom $NVIDIA (NVDA.US)$fell by as much as 10% on 4/19Also, there is turmoil in the market. This timeTriggers that led to stock price declinesCheck it out,Consider the real factors of decline based on the market environmentI tried. Also check future points of interestI want to keep it.
Decline triggers
NVIDIA shares fell 10% in 1 dayWhat I did wasNVIDIA itself did not reveal bad material. Of the declinetriggersmanufactures servers equipped with NVIDIA AI semiconductors $Super Micro Computer (SMCI.US)$SMCI shares fell 23% after not announcing provisional earnings valuesThat's what I did. Since SMCI manufactures and sells servers equipped with NVIDIA AI semiconductors, the company's performance trends have been recognized as a barometer for measuring sales and demand trends for NVIDIA products.
For example,SMCI on 1/19 this yearAbout the 2023-10-12 termStrong preliminary results announcedWhen you do it,Against AI servers and NVIDIA AI semiconductors...
NVIDIA shares fell 10% in 1 dayWhat I did wasNVIDIA itself did not reveal bad material. Of the declinetriggersmanufactures servers equipped with NVIDIA AI semiconductors $Super Micro Computer (SMCI.US)$SMCI shares fell 23% after not announcing provisional earnings valuesThat's what I did. Since SMCI manufactures and sells servers equipped with NVIDIA AI semiconductors, the company's performance trends have been recognized as a barometer for measuring sales and demand trends for NVIDIA products.
For example,SMCI on 1/19 this yearAbout the 2023-10-12 termStrong preliminary results announcedWhen you do it,Against AI servers and NVIDIA AI semiconductors...
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![<NVIDIA falls 10% > What is the real factor? What are your future highlights?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240423/957576fe71b6a3cf971d6df4e27a1a02.png/thumb?area=105&is_public=true)
![<NVIDIA falls 10% > What is the real factor? What are your future highlights?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240423/3f20ca15d6a411892e40e283e3b4d682.png/thumb?area=105&is_public=true)
![<NVIDIA falls 10% > What is the real factor? What are your future highlights?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240423/f1b23cefeb93f260d05470ad1144bc2b.png/thumb?area=105&is_public=true)
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