$NVIDIA (NVDA.US)$
NVIDIA's financial results for August to October amounted to a record high of $19.3 billion. One way to predict the future is through their own new product Blackwell's order status, which the CEO himself described as 'Insane.' The sales performance of the accompanying HBM is also crucial, with the production for 2025 already sold out. How far will NVIDIA go?

$NVIDIA (NVDA.US)$
Initially delayed, Nvidia's Blackwell processor is now in full production.
Despite concerns, Nvidia's third-quarter datacenter revenue surpassed supply constraints due to relentless demand for AI accelerators, reaching an all-time high.
Blackwell surpasses AMD's MI325X, with Nvidia's AI accelerator leading in efficiency and performance, crucial as datacenters face electrical utilities restrictions.
The disruptive change in Nvidia's datacenter, namely the transition from x86 CPUs to GPU accelerators, is expected to continue driving revenue growth exceeding 100% beyond the fiscal year 2025, sustaining long-term growth.
I am Mark Hibben. Based on experience in the technology field, I provide a balanced perspective. I lead the investment group Rethink Technology, offering investment strategies from a technologist's perspective.I lead the investment group and provide investment strategies from a technologist's perspective.

$NVIDIA (NVDA.US)$
Nvidia Corporation's earnings show solid growth, despite a recent stock price decline, third-quarter earnings increased by 94% year-on-year, led by remarkable performance in data center sales.
The rise in future valuation indicators suggests the need to target pullbacks. Nvidia's future P/E ratio is 46.33 times, higher than most peers in the MAG-7.
The recent drop towards the mid $130 price range may be a buying opportunity. Support near the 50-day EMA suggests upside potential outweighs downside risk.
Based on the current market situation, I have raised my outlook to 'strong buy' and aim to update the all-time high by the end of 2024.

$NVIDIA (NVDA.US)$
Nvidia Corporation's 3rd quarter revenue surged by 94% year-on-year to $35.1 billion, driven by AI adoption in various sectors, reaffirming my 'strong buy' rating at the target stock price of $200.
The Datacenter division generated $30.8 billion, a 112% increase year-on-year, highlighting Nvidia's technical superiority in AI infrastructure demand, accelerated computing, and AI generation software.
Enterprise AI and Edge Computing markets represent new growth vectors, with Nvidia's software segment approaching an annual run rate of nearly $2 billion and adoption accelerating through key partnerships.
Despite supply chain and regulatory risks, Nvidia's market position, technological leadership, and operational excellence justify a premium multiple, providing an attractive entry point for long-term investors.
Nvidia Corporation...

$NVIDIA (NVDA.US)$
The revenue of Nvidia (NASDAQ: NVDA) is a significant event for investors. Considering the company's growth over the past 2 years, observers are interested in what each quarter's results will bring. Nvidia's rise is a crucial driver behind the broader stock market growth, so continuous success is important for all investors.
I think the third quarter of the fiscal year 2025 (ending on October 27) will not disappoint and there are important numbers that could excite investors once again.
Are you missing out on the morning scoop? Every day, breakfast news will be delivered to your Market Day inbox. Sign up for free »
Demand for Nvidia's GPUs is higher than ever before
Nvidia's main products are graphic processing units (GPUs) that are often deployed in situations requiring extreme computing capacity...