Looking at nvidia and that is a crazy jump in EPS. Also revenue seems to be pretty high too. Can nvidia really achieve this much growth in just 1 quarter ? EPS is basically expected to double and revenue is expected to almost double as well. I’m still bullish and own nvidia shares as well, but damn this growth seems wild. That being said I don’t think the goat Jensen would make unrealistic guidances just to pump up the stock only for it to fall down ? 🤷♂️ #personalfinance #investments
It's the Tesla of chips.. high speculation based on AI .. can go either way
Seems like I need to buy some NVDA Puts, expectations have gotten out of hand
OP what app are you using? Very clean graphs!
Interactive brokers
Elon doesn't talk about level5 autonomy anymore . Puts on nvda
It will shoot up to 500$ on 23rd post earnings and will be at 1000$ by mid to end of 2024. Theres hardly any competition for them. Too much demand and less supply as TSMC is unable to ramp up production to fulfill demand.
Yes but the question is if nvidia makes them pay a deposit or do they pay the full amount. It would make sense if it’s the full amount but I can’t imagine them just back filling orders… they still need to resolve production
You got the crystal ball or something??? I really hope you are right though 🙏
Correct me if I am wrong - doesn't EPS work like a linear equation? Eps = (revenue - all the cost and expenses)/# shares This would mean that revenue doesn't need to double for EPS to double.
Well, 10x revenue growth is priced into the stock. I would only buy if I thought they are going to achieve 20x. I do not believe this.
Not necessarily, I think nvidia will do well if it meets earnings and provides stellar future guidance (which I think it will)
All the stupid software people on blind just bought into AI hype. Hardware folks are more aware that you can’t just boom as a hardware company even with the massive increase in LLM popularity recently. Nvidia is supply constrained and they will be for the foreseeable future, FABs cost billions of dollars in investment and don’t just spring up overnight. Secondly nvidia has plenty of competitors when it comes to AI chips, those guys will gain ground. I would say that Nvidia is gonna stay in the $400-550 window for the next few years but stocks nowadays are more hype than actual substance so who knows 🤷♂️
Yes but who cares, only the investors
"The more u buy, the more u save".
I thought nvidia already had incredibly high margins, which means in previous quarters as well
Meta, this comment went over your head.