NVDA earning summary

來源: 三心三意 於 2024-08-28 13:42:24 [] [舊帖] [給我悄悄話] 閱讀數 : (612 bytes)
  • Nvidia beat estimate on revenue, EPS, and margin for Q2
  • Nvidia also provide higher estimate for Q3 ($32.5B). However, it might be a slightly shy of the "whisper" number ($32.9B) fo Q3
  • Street will focus on blackwell situation to assese if the .4B difference with the whisper number is caused by blackwell. If Jensen can address this on conference call, that worry will be gone
  • Gross margin is pretty good, but investor might want to know when can nVidia go beyond 76%

Overall, there is "ZERO" need to be panic. Waiting for cc

所有跟帖： 

• 還有additional repurchase -BigMountain6- ♂ 給 BigMountain6 發送悄悄話 (0 bytes) () 08/28/2024 postreply 13:43:39

• Yes, sorry, i forget that. -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 08/28/2024 postreply 13:44:52

• 這個星球上最明亮的星 -五穀不分- ♂ 給 五穀不分 發送悄悄話 五穀不分 的博客首頁 (0 bytes) () 08/28/2024 postreply 13:44:42

• Do NOT trade any position until after cc -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 08/28/2024 postreply 13:51:10

• 應該是跌下去了。 預期太高了， 沒有漲的動力？ -musicfuture123- ♂ 給 musicfuture123 發送悄悄話 (0 bytes) () 08/28/2024 postreply 13:54:17

• Let's see what big whales do after cc -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 08/28/2024 postreply 13:54:55

• What is cc -cnrhm2017- ♂ 給 cnrhm2017 發送悄悄話 cnrhm2017 的博客首頁 (0 bytes) () 08/28/2024 postreply 13:58:44

• conference call, the most important part -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 08/28/2024 postreply 13:59:52

• MAGS could be a good play if cc goes well -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 08/28/2024 postreply 13:51:43

• Big whales have not made their moves yet :) -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 08/28/2024 postreply 13:53:44

• 說實話，我覺得這是最佳財報 -水雲閑一- ♂ 給 水雲閑一 發送悄悄話 (218 bytes) () 08/28/2024 postreply 14:00:24

• “Hopper demand is well beyond supply" Nvidia CFO. -NewLeaf2021- ♀ 給 NewLeaf2021 發送悄悄話 (49 bytes) () 08/28/2024 postreply 14:10:48

• 稍微跌一下，那幾個跳梁小醜就已經出來出醜了 -gastank1289- ♂ 給 gastank1289 發送悄悄話 (0 bytes) () 08/28/2024 postreply 15:06:58

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