Becks1117
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$NVIDIA(NVDA.US$ come on , let me see the 140 again.
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Becks1117
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$NVIDIA(NVDA.US$
Everyone shut the fk up with your theories and recommendations.
it's 10:30am.
none of you know shit. stop being cowards.
go read about the 11 o'clock rule.
Everyone shut the fk up with your theories and recommendations.
it's 10:30am.
none of you know shit. stop being cowards.
go read about the 11 o'clock rule.
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$NVIDIA(NVDA.US$ In 5 days, it fell from $140 to $126.4, down 10%. Can you fake it? Is it an opportunity or a trap?
Earlier, many members also asked me: After Nvidia shares are sold, it should skyrocket, so can I buy it?
I took everyone to find the answer from several angles:
1. Net profit forecast for the full year: Nvidia Q1 revenue was 26B, GAAP Gross Margin was 78.4%, net profit was 14.88B after subtracting operating expenses, etc.
Then in Q2, the company's forecast was 28B in revenue, GAAP Gross Margin was 74.8%, and operating expenses were 4B, and net profit would be 14.12B if the rest of the items were unchanged. Then net profit between quarters will not increase, or it may fall slightly. SO, WE ASSUME THAT THE COMPANY'S NET PROFIT GREW 5% PER QUARTER IN Q3 AND Q4, THEN THE NET PROFIT FOR THE WHOLE YEAR WOULD BE 60.14B.
2. Valuation of the company: At a share price of $126.4, the market capitalization of the company is 3.1T, then the PE will fall to 51.5.
Assuming the company's Q3, Q4 growth is the same as Q2, then the PE ratio will be higher. When investing in a growth company, you can refer to PEG, that is, if your PE is 51, then the company's annual net profit also grows 51%, then the PEG ratio...
Earlier, many members also asked me: After Nvidia shares are sold, it should skyrocket, so can I buy it?
I took everyone to find the answer from several angles:
1. Net profit forecast for the full year: Nvidia Q1 revenue was 26B, GAAP Gross Margin was 78.4%, net profit was 14.88B after subtracting operating expenses, etc.
Then in Q2, the company's forecast was 28B in revenue, GAAP Gross Margin was 74.8%, and operating expenses were 4B, and net profit would be 14.12B if the rest of the items were unchanged. Then net profit between quarters will not increase, or it may fall slightly. SO, WE ASSUME THAT THE COMPANY'S NET PROFIT GREW 5% PER QUARTER IN Q3 AND Q4, THEN THE NET PROFIT FOR THE WHOLE YEAR WOULD BE 60.14B.
2. Valuation of the company: At a share price of $126.4, the market capitalization of the company is 3.1T, then the PE will fall to 51.5.
Assuming the company's Q3, Q4 growth is the same as Q2, then the PE ratio will be higher. When investing in a growth company, you can refer to PEG, that is, if your PE is 51, then the company's annual net profit also grows 51%, then the PEG ratio...
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Becks1117
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$JCY(5161.MY$ How much have all the gods earned? 👀👀
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$JCY(5161.MY$
Great news from Micron CEO's quarter yesterday result. He provide a good result on data center business growth 50% q-o-q improve on Micron SSD business, likely to increase it ASP price follow WDC & Seagate. Good projection in 2H'24 for all storage memory with raising massive AI data center across the globe.
'Mehrotra said the company’s AI-oriented products were likely to increase in price and that the company’s data center business grew 50% on a quarter-to-quarter basis. “Robust ...
Great news from Micron CEO's quarter yesterday result. He provide a good result on data center business growth 50% q-o-q improve on Micron SSD business, likely to increase it ASP price follow WDC & Seagate. Good projection in 2H'24 for all storage memory with raising massive AI data center across the globe.
'Mehrotra said the company’s AI-oriented products were likely to increase in price and that the company’s data center business grew 50% on a quarter-to-quarter basis. “Robust ...
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Becks1117
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$JCY(5161.MY$
Malaysia Seeks Chinese Investment to Build More Data Centers, Economy Minister Says
Bloomberg Television
https://www.youtube.com/watch?v=jC8MCOlPyvo
Malaysia Seeks Chinese Investment to Build More Data Centers, Economy Minister Says
Bloomberg Television
https://www.youtube.com/watch?v=jC8MCOlPyvo
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Becks1117
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$JCY(5161.MY$ the HDD/SSD (digital storage) trend still at early stage. I suggest just hold for whoever keeping it, including myself.
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