chaitea925
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$NVIDIA (NVDA.US)$ Due to the Blackwell fever issue, there is a delay in delivery. Shipping is scheduled to start after Q4. Every company desires Blackwell, as the demand is overwhelming. Despite claims of demand outpacing supply, I believe profits 🔥📈 will come next summer or later. I think they are just fueling investor anxiety. Now!?
Until now, the smooth shipments of semiconductors, without any good news, seem to be gradually declining with ups and downs. At this rate, it may settle around $115 by the end of the year.
Knowing Fan's CEO, he must be thinking about something. I look forward to the end of the year. 🤔
Maybe there are some things to learn from Amazon's approach.
For now, I'm holding on tight ✨
Until now, the smooth shipments of semiconductors, without any good news, seem to be gradually declining with ups and downs. At this rate, it may settle around $115 by the end of the year.
Knowing Fan's CEO, he must be thinking about something. I look forward to the end of the year. 🤔
Maybe there are some things to learn from Amazon's approach.
For now, I'm holding on tight ✨
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It seems like everyone is saying that it's not the end of AI.
It seems that if you want detailed information, it will be for a fee!
Can you afford it?![]()
It seems that if you want detailed information, it will be for a fee!
Can you afford it?
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chaitea925
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$NVIDIA (NVDA.US)$ Limited AI boom dependency virtuous cycle financial estimates potential undisputed king new technology dramatic performance AI factory Chat GPT CUDA Yahoo.
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chaitea925
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$NVIDIA (NVDA.US)$
I started thinking about a long-term battle until the explosion up in about 3 years already...
I started thinking about a long-term battle until the explosion up in about 3 years already...
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$NVIDIA (NVDA.US)$
If this week's closing price surpasses $149.65, we expect to enter the awakening mode.![]()
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If that happens, I want to buy more, but I have no money.![]()
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Please remember, it is your own responsibility.
If this week's closing price surpasses $149.65, we expect to enter the awakening mode.
If that happens, I want to buy more, but I have no money.
Please remember, it is your own responsibility.
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$NVIDIA (NVDA.US)$
I'm starting to calm down. Hold on.
I'm starting to calm down. Hold on.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
The aircraft penetrated the atmosphere and returned due to fuel shortage.![]()
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Currently, as long as it exceeds 140, the possibility of continued increase remains high.![]()
If it falls below 140, then 139/135/132.
Certainly, it is absolutely necessary to hold at 147.25 and not break it.![]()
As long as it exceeds 140, we will challenge atmospheric entry multiple times.![]()
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The aircraft penetrated the atmosphere and returned due to fuel shortage.
Currently, as long as it exceeds 140, the possibility of continued increase remains high.
If it falls below 140, then 139/135/132.
Certainly, it is absolutely necessary to hold at 147.25 and not break it.
As long as it exceeds 140, we will challenge atmospheric entry multiple times.
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chaitea925
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chaitea925
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Thoughts on $NVDA earnings
The results were as expected, and the stock price moved accordingly.
Specifically, the earnings exceeded expectations, achieving a double beat. As mentioned in the recent earnings forecast, this double beat is not new to NVDA investors. This is because the company has consistently exceeded expectations in the past seven quarters. However, whether it was not as much of an upside as expected, dissatisfaction with the guidance, or simply profit-taking due to news, the stock price declined for one of these reasons.
Taking a closer look. The datacenter business recorded a significant revenue increase of 112%. Nvidia's datacenter business continues to grow at a much faster pace than Nvidia's other business divisions. In other words, this means the company is losing diversity over time. Increasing reliance on a single business division (datacenter) is good as long as that division is performing well. However, if issues arise in that field, Nvidia would be unable to maintain its balance.
If there is one point of dissatisfaction, it would be the slowdown in growth. Looking at the year-on-year growth rates of the recent quarters...
The results were as expected, and the stock price moved accordingly.
Specifically, the earnings exceeded expectations, achieving a double beat. As mentioned in the recent earnings forecast, this double beat is not new to NVDA investors. This is because the company has consistently exceeded expectations in the past seven quarters. However, whether it was not as much of an upside as expected, dissatisfaction with the guidance, or simply profit-taking due to news, the stock price declined for one of these reasons.
Taking a closer look. The datacenter business recorded a significant revenue increase of 112%. Nvidia's datacenter business continues to grow at a much faster pace than Nvidia's other business divisions. In other words, this means the company is losing diversity over time. Increasing reliance on a single business division (datacenter) is good as long as that division is performing well. However, if issues arise in that field, Nvidia would be unable to maintain its balance.
If there is one point of dissatisfaction, it would be the slowdown in growth. Looking at the year-on-year growth rates of the recent quarters...
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