NVIDIA Earnings Preview: Grab rewards by guessing the opening price!

• 102362254 : I guess Nvidia may open between 130-138 on August 29. Analysts are optimistic about significant earnings growth, expecting an increase in EPS, largely due to growing demand for its AI GPU chips. Nvidia aims to showcase the profitability of its AI chips with ROI metrics, addressing investor concerns about AI investments. The upcoming Blackwell GPU chips are expected to drive revenue growth in late fiscal 2024 and early fiscal 2025. Also, Goldman Sachs' confidence in Nvidia's earnings potential has led to upward revisions in EPS estimates. Nvidia has good technical ratings, likely to continue its growth trajectory, driven by its advancements in AI technology and strong market demand.

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• mr_cashcow : Oops seems like a dud, revising price to 122~130
  
  Let's dive in & take a closer look
  
  Potential bullish signals:
  ▲Gaming segment growth: Nvidia's gaming business is expected to remain strong, driven by the popularity of its GeForce GPUs and the growing gaming market with many hardcore gamers needing to upgrade their rigs every year will contribute to earnings
  ▲Datacenter expansion: Nvidia's datacenter business is likely to continue growing, fueled by increasing demand for AI, cloud computing and high-performance computing. There was also a showcasing of the latest cooling setup of Maxwell servers which looks very cool
  ▲AI and autonomous vehicles: Nvidia's investments in AI and autonomous vehicles may start to bear fruit, contributing to revenue growth
  
  Potential roadblocks & speed bumps ahead:
  ▼Global economic uncertainty: Economic slowdowns or recessions in key markets may impact Nvidia's revenue
  ▼Competition: Intensifying competition in the GPU market from AMD and Intel may pressure Nvidia's market share and pricing
  ▼Supply chain constraints: Ongoing supply chain issues may affect Nvidia's ability to meet demand and maintain profitability
  Earnings expectations is definitely overwhelmingly positive and beating expectations
  
  Disclaimer: All the above are purely for educational purposes and are NOT financial advice, plz DYOR/DD

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• ZnWC : Thanks for the event
  
  Here's my analysis:
  Positive
  1) Expected to report adjusted EPS of $0.65 on revenue of $28.7 billion. That works out to a 139% jump in EPS and a 113% increase in revenue YoY.
  2) Nvidia is the world leader in AI chip design and software, controlling between 80% and 95% of the market.
  3) Data center business is expected to bring in $24 billion in revenue, a 142% increase YoY
  
  Negative
  4) Concerned that a pullback is coming. Nvidia stock is up more than 163% year to date and 60% in the last six months.
  5) Rivals chip maker like AMD announced a 5 billion acquisition of ZT Systems to boost its GPU sales last week. Nvidia stock lost 2% on the next trading day.
  6) Uncertainty in Fed rate cutting amid oil price increasing and US recession risk.
  
  My bet is that the Nvidia share price will rise after the earnings call.

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• Wonder : My guess is Nvidia will beat n exceed expectations, but share price may fall as the results/guidance may fall short of the super high standards already priced in.

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• stevenlsf1 : It will be very difficult to meet expectations this time

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• leeloohui : 好

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• 天空1612 : above 138!

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• 104247826 :

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• Triston Chua :

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• LIM 104079753 : 希望可以过135 吧！看好他.....
  飞吧

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