$NVIDIA (NVDA.US)$
Analysts after earnings announcement
This is a quote.
BofA (Buy, PT: $165): "NVIDIA achieved $30 billion in sales in the second quarter and delivered solid performance, but the outlook for the third quarter exceeds consensus slightly and falls short of more bullish expectations. This is mainly due to the delay of Blackwell's increased production by one quarter. The introduction of AI generation has just begun, and next-generation AI models require significantly higher computational power, so we continue to believe in NVIDIA's growth opportunities. We find an attractive valuation and maintain a buy rating."
Piper Sandler (Overweight, PT: $140): "The decline in NVIDIA's performance after the second quarter is seen as a buying opportunity. The fundamentals are solid, and while profit margins have slightly compressed, the company is well positioned to take advantage of strong AI demand from Hopper and Blackwell. Gross profit margins are stable and expected to support continuous growth."
Canter Fitzgerald (Overweight, PT: $175): "Blackwell's delay...
Analysts after earnings announcement
This is a quote.
BofA (Buy, PT: $165): "NVIDIA achieved $30 billion in sales in the second quarter and delivered solid performance, but the outlook for the third quarter exceeds consensus slightly and falls short of more bullish expectations. This is mainly due to the delay of Blackwell's increased production by one quarter. The introduction of AI generation has just begun, and next-generation AI models require significantly higher computational power, so we continue to believe in NVIDIA's growth opportunities. We find an attractive valuation and maintain a buy rating."
Piper Sandler (Overweight, PT: $140): "The decline in NVIDIA's performance after the second quarter is seen as a buying opportunity. The fundamentals are solid, and while profit margins have slightly compressed, the company is well positioned to take advantage of strong AI demand from Hopper and Blackwell. Gross profit margins are stable and expected to support continuous growth."
Canter Fitzgerald (Overweight, PT: $175): "Blackwell's delay...
Translated
7
1
nは小文字
Set a live reminder
$NVIDIA (NVDA.US)$ A financial results briefing for the 2nd quarter of fiscal year 2025 is scheduled to be held at 6:00 a.m. on 2024/8/29 (Thursday) Japan time. This briefing sessionIt will be distributed in subtitle translation format. 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 are 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 damage is suffered due to translated content, we are not responsible for such damage. Please keep this in mind when watching.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles are 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 damage is suffered due to translated content, we are not responsible for such damage. Please keep this in mind when watching.
Translated
Nvidia Q2 Earnings Call for Fiscal Year 2025 (subtitled translation)
Aug 28 16:00
Replay 131
12
5
nは小文字
commented on
$NVIDIA (NVDA.US)$
Do you think NVIDIA's financial results can be cleared?
What of the presentation do you think will attract attention?
It's my personal opinion, but since PER is over 70 times, it is taken for granted that it greatly exceeds the expected figure, and I think attention will be drawn to Blackwell's delivery delays, which have a big impact on future sales. Are you expecting an announcement that “delivery delays almost never occur”?
Despite the fact that the financial results greatly exceeded expectations last year, I am worried because there is a past where it ended without wind because there was no denying the impact of semiconductor regulations against China, which had been a hot topic at the time. 😅
Do you think NVIDIA's financial results can be cleared?
What of the presentation do you think will attract attention?
It's my personal opinion, but since PER is over 70 times, it is taken for granted that it greatly exceeds the expected figure, and I think attention will be drawn to Blackwell's delivery delays, which have a big impact on future sales. Are you expecting an announcement that “delivery delays almost never occur”?
Despite the fact that the financial results greatly exceeded expectations last year, I am worried because there is a past where it ended without wind because there was no denying the impact of semiconductor regulations against China, which had been a hot topic at the time. 😅
Translated
10
5
nは小文字
voted
Palantia Technologies on Monday revised its annual sales and profit forecasts for the second time this year upward.
The company's stock price rose 12% or more due to extended trading against the backdrop of a rise in AI-related stocks, and the year-to-date rate of increase increased to 39% or more.
Alex Karp (Alex Karp), Chief Executive Officer (CEO), stated in a letter to shareholders that sales for the 3rd quarter exceeded expectations and recorded the largest quarterly profit ever for the April-6 fiscal year.
With the company's AI platform used for testing, debugging, and evaluation of AI-related scenarios, Palantia was able to capture rapidly increasing demand for services that support companies' generative AI technology development.
The company predicts annual sales from the conventional 2.6 billion 80 million dollars to 2.6 billion 90 million dollars, and 2.7 billion 40 million dollars to 2.7 billion 50 million dollars. According to LSEG data, this is above the forecast of 2.7 billion dollars.
Also, the adjusted annual forecast for operating profit was raised from 0.8 billion68 million dollars to 0.8 billion80 million dollars from the conventional 0.8 billion68 million dollars, and from 0.9 billion66 million dollars to 0.9 billion74 million dollars.
The financial results also allayed some investors' concerns. pa...
The company's stock price rose 12% or more due to extended trading against the backdrop of a rise in AI-related stocks, and the year-to-date rate of increase increased to 39% or more.
Alex Karp (Alex Karp), Chief Executive Officer (CEO), stated in a letter to shareholders that sales for the 3rd quarter exceeded expectations and recorded the largest quarterly profit ever for the April-6 fiscal year.
With the company's AI platform used for testing, debugging, and evaluation of AI-related scenarios, Palantia was able to capture rapidly increasing demand for services that support companies' generative AI technology development.
The company predicts annual sales from the conventional 2.6 billion 80 million dollars to 2.6 billion 90 million dollars, and 2.7 billion 40 million dollars to 2.7 billion 50 million dollars. According to LSEG data, this is above the forecast of 2.7 billion dollars.
Also, the adjusted annual forecast for operating profit was raised from 0.8 billion68 million dollars to 0.8 billion80 million dollars from the conventional 0.8 billion68 million dollars, and from 0.9 billion66 million dollars to 0.9 billion74 million dollars.
The financial results also allayed some investors' concerns. pa...
Translated
3
nは小文字
liked
$NVIDIA (NVDA.US)$
前日商いで相当な空売りありがとうございます。
おかげさまで、相当含み益が減りましてありがとうございます。
申し訳ありませんが、ギンギンに踏み踏みモードになってもらいますので、どうかご覚悟よろしくお願い申し上げます。
前日商いで相当な空売りありがとうございます。
おかげさまで、相当含み益が減りましてありがとうございます。
申し訳ありませんが、ギンギンに踏み踏みモードになってもらいますので、どうかご覚悟よろしくお願い申し上げます。
24
nは小文字
liked
NVIDIA presented new technology related to robot development at the international conference “SIGGRAPH” in the CG (computer graphics) field being held in Denver, Colorado, USA. The company is a representative sponsor of SIGGRAPH and has shown research results for developers of generative AI (artificial intelligence), etc.
Quoted from Nihon Keizai Shimbun
https://www.nikkei.com/article/DGXZQOGN270OA0X20C24A7000000
Only NVIDIA won in 2030 🔥🔥💪🏼
Quoted from Nihon Keizai Shimbun
https://www.nikkei.com/article/DGXZQOGN270OA0X20C24A7000000
Only NVIDIA won in 2030 🔥🔥💪🏼
Translated
15
nは小文字
voted
Unstable transactions continued $NVIDIA (NVDA.US)$ The stock price fell 1.7% on Thursday.
NVIDIA's stock price began with a 7% drop, but it began to rise 2.1% in response to economic indicators that exceeded expectations. Amid geopolitical risks and valuation concerns, investors are moving away from mega-tech stocks such as Alphabet and Tesla, which are leader companies in artificial intelligence (AI), and recent financial reports of Alphabet and Tesla are also spurring selling pressure.
NVIDIA's stock price is currently falling in 4 of the 5 most recent daily trading sessions. The company's stock price is currently down about 17% from its peak on 6/18. Is now the time to buy high-profile AI stocks?
Can investors still win with NVIDIA shares
NVIDIA is a stock that affects the overall performance of the stock market, and is the most influential company. The company's graphics processing units (GPUs) and other accelerated computing technologies have become the main platforms for enhancing advanced AI applications.
Data center computing...
NVIDIA's stock price began with a 7% drop, but it began to rise 2.1% in response to economic indicators that exceeded expectations. Amid geopolitical risks and valuation concerns, investors are moving away from mega-tech stocks such as Alphabet and Tesla, which are leader companies in artificial intelligence (AI), and recent financial reports of Alphabet and Tesla are also spurring selling pressure.
NVIDIA's stock price is currently falling in 4 of the 5 most recent daily trading sessions. The company's stock price is currently down about 17% from its peak on 6/18. Is now the time to buy high-profile AI stocks?
Can investors still win with NVIDIA shares
NVIDIA is a stock that affects the overall performance of the stock market, and is the most influential company. The company's graphics processing units (GPUs) and other accelerated computing technologies have become the main platforms for enhancing advanced AI applications.
Data center computing...
Translated
12
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)