NVDA rebounded nicely after 9 days of continuous red. Jump in or wait for pullback again?

PawsAndProfits
08-27

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

Finally, NVDA bounced up post earnings for the first time in a long time, reporting clear beat across both top and bottom lines. This sent a shockwave across the whole semiconductor sector, resulting in most related stocks starting in the green pre-market. How long will this catalyst last? Nobody can be sure, but I am definitely going hunting mode to capitalize on this “feel good” catalyst.

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

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?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • BarbaraWillard
    08-27
    BarbaraWillard
    Above the 50 day is the part that matters to me. If that level holds, this rebound has more legs than just a post earnings relief move
Leave a comment
2
2