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Are Nvidia Earnings Wall Street's Super Bowl? Super Bulls Arrange Watch Parties In New York City

Are Nvidia Earnings Wall Street's Super Bowl? Super Bulls Arrange Watch Parties In New York City

英偉達收益是華爾街的超級盃?超級牛們在紐約市安排觀看派對
Benzinga ·  08/28 14:51

Football fans have Super Bowl watch parties, Swifties get together to watch live streams of Taylor Swift's Era's Tour and now traders are gathering to experience an earnings call live.

足球迷有超級碗觀看派對,泰勒斯威夫特的粉絲們聚集在一起觀看直播的泰勒斯威夫特巡演,現在交易商們也聚集在一起觀看盈利會。

Lauren Balik, author and owner of Upright Analytics, organized a watch party for NVIDIA Corp's (NASDAQ:NVDA) earnings report and call on Wednesday afternoon in New York City.
Balik first floated a trial balloon, gathering the input of her followers on X about the idea of a watch party for this quarter's highly-anticipated Nvidia report.

勞倫·巴利克(Lauren Balik)是《Upright Analytics》的作者和所有者,她在紐約組織了一場由英偉達(NASDAQ:NVDA)公司的業績報告和電話會議作爲內容的觀看派對,時間是星期三下午。
巴利克首先在社交媒體上提出了一個試點方案,徵求了她在X上的關注者對觀看這個季度備受期待的英偉達報告的觀看派對的看法。

"Does anyone want to do a $NVDA earnings watch party in NYC?" Balik asked her social media followers. "I'm thinking rent a bar space in Midtown, play the call, play the CNBC/financial commentary after. It's basically a sports event anyway. If enough people are interested (15? 20?) this could be fun. Comment or DM."

「有人想在紐約舉辦一場英偉達盈利會觀看派對嗎?」巴利克對她的社交媒體粉絲們問道,「我在想在中城租一個酒吧空間,播放盈利會,之後再播放CNBC/財經評論。這基本上是一個體育賽事。如果有足夠多的人感興趣(15個?20個?),這可能會很有趣。請評論或私信我。」

Does anyone want to do a $NVDA earnings watch party in NYC?
I'm thinking rent a bar space in Midtown, play the call, play the CNBC/financial commentary after.
It's basically a sports event anyway.
If enough people are interested (15? 20?) this could be fun. Comment or DM.

— Lauren Balik (@laurenbalik) August 27, 2024

有人想在紐約舉辦一場英偉達盈利會觀看派對嗎?
我在想在中城租一個酒吧空間,播放盈利會,之後再播放CNBC/財經評論。
這基本上是一個體育賽事。
如果有足夠多的人感興趣(15個?20個?),這可能會很有趣。請評論或私信我。

— Lauren Balik (@laurenbalik) 2024年8月27日


Enough people expressed interest in the party, with Balik posting details for the gathering a few hours after the initial tweet. Balik's Nvidia watch party will be held at The Storehouse, an Irish pub in Manhattan's Flatiron district.


足夠多的人對這次派對錶達了興趣,幾小時後Balik就在初始推文後發佈了聚會的細節。Balik的Nvidia觀看派對將在The Storehouse舉行,這是曼哈頓Flatiron區的一個愛爾蘭酒吧。

Balik posted that the bar will broadcast the earnings call over the restaurant's speaker system, and different financial news outlets will be on the TVs. And while the party itself signifies the hype and excitement around NVIDIA and AI, some are skeptical about the evnet.

Balik發帖說酒吧將通過餐廳的揚聲器系統播放業績會,不同的財經新聞媒體將在電視上播出。儘管派對本身象徵着人們對NVIDIA和人工智能的熱情和興奮,但一些人對這次活動持懷疑態度。

Gurgavin, an investor with nearly half a million followers on X, posted screenshots of Balik's post, asking his followers "Which part of the cycle is this?". Often, euphoria can be the sign of an overcrowded trade nearing its bull run's end.
But, despite NVIDIA's frothy valuation, if the company continues to report strong growth, the multiples may not be as expensive as they seem. NVIDIA's forward price-to-earnings ratio is around 48, only slightly higher than fellow Mag 7 peers Amazon.com Inc and Netflix Inc at 37 each. Tesla's forward PE, on the other hand, is more than 90 according to Benzinga Pro.
If you'd like to follow along with NVIDIA's earnings call, but you're not near NYC, you can watch on Benzinga's YouTube page here.

Gurgavin,一個在X上擁有近50萬粉絲的投資者,發佈了Balik發帖的截圖,並問他的粉絲們「這是週期的哪一部分?」。通常,狂喜可能是過度交易接近牛市末期的標誌。
儘管NVIDIA的估值過高,但如果公司繼續報告強勁增長,估值可能並不像它們看起來那麼昂貴。 NVIDIA的市盈率大約爲48,僅略高於同行的Mag 7同行Amazon.com Inc和Netflix Inc,均爲37。而特斯拉的前瞻市盈率則超過90,據Benzinga Pro報道。
如果您想跟上NVIDIA的業績會,但不在紐約附近,可以在Benzinga的YouTube頁面觀看。

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