Nvidia is all set to release its fiscal 2025 second-quarter results on Aug. 28, and analysts expect another quarter of outstanding growth from the company.
"A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers." Should say it the other way around. Mouthwatering for its customers and eye watering for its biggest competitors.
The fact that the other Mag 6's gives business and buy from Nvidia will alone confirm this. It is Mag One and the other semi-Mag 6's. Actually sorry but I should say the other Semi-Mag 5's. Tesla is no way in the same category.
Ahead of tomorrow's $NVIDIA Corp(NVDA)$ earnings event -- I want to highlight some key pre-earnings considerations 🧐Blackwell SeriesConcerns have surfaced about potential delays in the release of Nvidia's next-generation AI chips due to design flaws -- which have pressured the stock over the past few weeks. The anticipated three-month delay for the B100, B200, and GB200 chips could significantly disrupt operations for customers in early 2025. However, Nvidia’s supply partners offer a more optimistic view -- suggesting that initial shipments of the GB200s could start as early as Q4 this year, with full production ramping up in Q1. This positive outlook sharply contrasts with fears of halted production lines. Commentary on the Blackwell series will
This may be the most anticipated quarterly result in history of the stock market. For the faint-hearted, it may be best to stay on the side. For the bold and brave, you need to take a position. For me, I am all in on Nvidia shocking on the upside. The billions in Capex from the likes of Amazon, Meta and Alphabet alone should entice.
$NVIDIA Corp(NVDA)$ Chopping in this channel and it may come down further before they run it up into earnings. The short sellers are in trouble now, Longs 🤺🥊. It's trying to reach out! There's a little chair pattern forming now. ‼️🚨📰 Truist today raised its price target up to $145 from $140 while maintaining its Buy rating 🚀 NVIDIA Q2 FY2025 Earnings Cheat Sheet – Key Insights 🚀 Key Highlights: - Date: Post-Market Earnings on 28th August 2024 (confirmed across trading platforms) - Stock Performance: +158% YTD, +39% from August lows - Expected Move: +/- $12 (9.4% volatility) Core Metrics: - Revenue Estimates: $28.73B (+114% YoY) - EPS Estimates: $0.64 (+137%) - Analyst Ratings: 🟢 56 Buys 🟠 4 Holds 🔴 0 Sells Recent Earnings Impact: - Q1 FY2024
$NVIDIA Corp(NVDA)$ Chopping in this channel and it may come down further before they run it up into earnings. The short sellers are in trouble now, Longs 🤺🥊. It's trying to reach out! There's a little chair pattern forming now. ‼️🚨📰 Truist today raised its price target up to $145 from $140 while maintaining its Buy rating 🚀 NVIDIA Q2 FY2025 Earnings Cheat Sheet – Key Insights 🚀 Key Highlights: - Date: Post-Market Earnings on 28th August 2024 (confirmed across trading platforms) - Stock Performance: +158% YTD, +39% from August lows - Expected Move: +/- $12 (9.4% volatility) Core Metrics: - Revenue Estimates: $28.73B (+114% YoY) - EPS Estimates: $0.64 (+137%) - Analyst Ratings: 🟢 56 Buys 🟠 4 Holds 🔴 0 Sells Recent Earnings Impact: - Q1 FY2024
Ahead of tomorrow's $NVIDIA Corp(NVDA)$ earnings event -- I want to highlight some key pre-earnings considerations 🧐Blackwell SeriesConcerns have surfaced about potential delays in the release of Nvidia's next-generation AI chips due to design flaws -- which have pressured the stock over the past few weeks. The anticipated three-month delay for the B100, B200, and GB200 chips could significantly disrupt operations for customers in early 2025. However, Nvidia’s supply partners offer a more optimistic view -- suggesting that initial shipments of the GB200s could start as early as Q4 this year, with full production ramping up in Q1. This positive outlook sharply contrasts with fears of halted production lines. Commentary on the Blackwell series will
This may be the most anticipated quarterly result in history of the stock market. For the faint-hearted, it may be best to stay on the side. For the bold and brave, you need to take a position. For me, I am all in on Nvidia shocking on the upside. The billions in Capex from the likes of Amazon, Meta and Alphabet alone should entice.
"A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers." Should say it the other way around. Mouthwatering for its customers and eye watering for its biggest competitors.
The fact that the other Mag 6's gives business and buy from Nvidia will alone confirm this. It is Mag One and the other semi-Mag 6's. Actually sorry but I should say the other Semi-Mag 5's. Tesla is no way in the same category.