NVDA earnings, Should we be fearful or greedy?

PawsAndProfits
08-26

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.

$NVIDIA(NVDA)$

Finally the highly anticipated earnings announcement is coming later after market close. With the humongous market cap of NVDA, it could swing the whole market one way or another. Looking at the past few post earnings reaction, it seemed to be bearish most of the time. So let’s see if it can prove us wrong and turn the tide. An emotional rollercoaster is coming for sure, strap in yeah?

@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666] 

@koolgal @過路人 @Option Witch @Kenny_Loh @PeterDiCarlo @TigerEvents @FIRE1314 @Pilates @ARKK Investment Tracker @Tiger V 

Modified in.08-27
Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?
Nvidia's record quarter: revenue $96.221bn, +106% year-over-year and past the ~$93.6bn consensus, data center +117%, gross margin held at 75%. Rubin is accelerating toward full production, with Huang framing AI as the point where compute converts directly into revenue. The catch is memory: Q4 gross margin troughs at 71–72%, three to four points conceded to component costs. Shares +4% after hours, carrying memory, optical and cloud names along. Worth remembering the stock has fallen the day after earnings four quarters running. Does the supply chain rally from here?
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Comments

  • Meet0
    08-26
    Meet0
    Greedy, but only if the data center growth still carries the print. The real tell for me is whether guidance keeps the AI demand curve intact 👀
  • koolgal
    08-27
    koolgal
    Great insights 😍😍🤩
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