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#Nvidia smashes earnings forecasts (Patreon)

Published:
2023-08-23 20:27:32
Imported:
2023-08

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#Nvidia smashes earnings forecasts - Posting EPS of $2.70, surpassing the projected $2.09. The revenue stands at an impressive $13.51 billion, exceeding my anticipated $11.04 billion. Additionally, they've greenlit a $25 billion stock buyback, marking a remarkable 101% revenue surge compared to the previous year. Data Center Revenue exceeded expectations by a substantial 30%. Undoubtedly, the impact of #AI is resounding. $NVDA

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Anonymous

NVDA CEO in conference call mentioned answering analyst question that the data center business is $1T installed base and has current annual spend of $250B. If NVDA gets majority of this annual spend, with their current margins of 70% (since their GPUs are hardware and software, so its higher than just hardware margin and slightly less than only software margin). I dont now if that should be included in the $600B TAM that James used to compare against Tesla. NVDA may see this over the next 2 to 5 years, so it will interest how this will compare with Tesla over the same time. The difference for NVDA is enterprise are customers, for Tesla its mainly common people. Hoping both do very well.

Anonymous

Wow! I sold some at 380 and the balance today at 488. I need to figure out when to get back in. Maybe one day James can also do a video on Palantir for AI play 👍

Anonymous

Have been out of NVDA for several years...gonna keep the portfolio more focussed instead. No more shotgun approaches for me.

Anonymous

I only have 6 shares in a Roth IRA…lost my shares earlier in the year when they were “called” away. TSLA will have a similar day in the not so distant future…IMHO (in my hopeful opinion) 🤞✌️👊☺️