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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

英伟达收益是华尔街的超级杯?超级牛们在纽约市安排观看派对
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.

足球迷有超级碗观看派对,泰勒斯威夫特的粉丝们聚集在一起观看直播的泰勒斯威夫特巡演,现在交易商们也聚集在一起观看盈利会。

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.

劳伦·巴利克(Lauren Balik)是《Upright Analytics》的作者和所有者,她在纽约组织了一场由英伟达(NASDAQ:NVDA)公司的业绩报告和电话会议作为内容的观看派对,时间是星期三下午。
巴利克首先在社交媒体上提出了一个试点方案,征求了她在X上的关注者对观看这个季度备受期待的英伟达报告的观看派对的看法。

"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."

“有人想在纽约举办一场英伟达盈利会观看派对吗?”巴利克对她的社交媒体粉丝们问道,“我在想在中城租一个酒吧空间,播放盈利会,之后再播放CNBC/财经评论。这基本上是一个体育赛事。如果有足够多的人感兴趣(15个?20个?),这可能会很有趣。请评论或私信我。”

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

有人想在纽约举办一场英伟达盈利会观看派对吗?
我在想在中城租一个酒吧空间,播放盈利会,之后再播放CNBC/财经评论。
这基本上是一个体育赛事。
如果有足够多的人感兴趣(15个?20个?),这可能会很有趣。请评论或私信我。

— 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.


足够多的人对这次派对表达了兴趣,几小时后Balik就在初始推文后发布了聚会的细节。Balik的Nvidia观看派对将在The Storehouse举行,这是曼哈顿Flatiron区的一个爱尔兰酒吧。

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发帖说酒吧将通过餐厅的扬声器系统播放业绩会,不同的财经新闻媒体将在电视上播出。尽管派对本身象征着人们对NVIDIA和人工智能的热情和兴奋,但一些人对这次活动持怀疑态度。

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,一个在X上拥有近50万粉丝的投资者,发布了Balik发帖的截图,并问他的粉丝们“这是周期的哪一部分?”。通常,狂喜可能是过度交易接近牛市末期的标志。
尽管NVIDIA的估值过高,但如果公司继续报告强劲增长,估值可能并不像它们看起来那么昂贵。 NVIDIA的市盈率大约为48,仅略高于同行的Mag 7同行Amazon.com Inc和Netflix Inc,均为37。而特斯拉的前瞻市盈率则超过90,据Benzinga Pro报道。
如果您想跟上NVIDIA的业绩会,但不在纽约附近,可以在Benzinga的YouTube页面观看。

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