Discussion

• @lisaabramowicz1 Lisa Abramowicz on x

  Better-than-expected doesn't cut it for Nvidia. Evidently investors expect this company to blow away expectations. Even with Q3 revenue expectations of $32.5 billion vs the expected $31.9 billion, and $50 billion in planned share buybacks, the shares are down more than 7%. [image…

• @banana3stocks @banana3stocks on x

  $NVDA Everything here including even upping the buyback from so much cash has occurred, everything except the stock price reaction which is a bummer to have channel checks forecast the accurate revenue and financial engineering Look at CRWD and CRM are up I think it's long

• @tszzl Roon on x

  happy nvdia earnings day to those who celebrate

• @firstadopter Tae Kim on x

  Jensen says GPU supply will rise quarter on quarter to Q3 to Q4 to Q1

• @edludlow Ed Ludlow on x

  @TheStalwart Its kind of why convertibles are now more commonly used because they are set against benchmarks or targets. The startups get cash but the investor gets protection and still has a mechanism to sell the startup the thing that it absolutely needs

• @firstadopter Tae Kim on x

  So Nvidia fixed the GPU mask for Blackwell to improve production yield. The change is now “complete.” Blackwell functionality did not change, Jensen said.

• @benbajarin Ben Bajarin on x

  Margins is a key thing to watch for @nvidia but we also have to account for more advanced products will cost a bit more to make as more complex systems/silicon/advanced packaging becomes necessary to keep performance gains.

• @munster_gene Gene Munster on x

  On the call I'll be listening for more color on the Blackwell ramp, as well as the timing on when Jensen believes they will reach supply-demand equilibrium. As a reminder, three months ago he expected that milestone “well into next year”. While it's likely that he reiterates that

• @benbajarin Ben Bajarin on x

  The only problem @nvidia has is a managing expecations problem.

• @benbajarin Ben Bajarin on x

  I love that Jensen is just rambling answering questions so he can take as few questions as possibvle from investors.

• @benbajarin Ben Bajarin on x

  No shock on the beat for @Nvidia but did they beat enough! Lol. “Hopper demand remains strong, and the anticipation for Blackwell is incredible,” said Jensen Huang Exactly what we continue to hear from the industry buying/using @Nvidia products.

• @ericjhonsa Eric Jhonsa on x

  Quick thoughts on $NVDA's report/call: - On a high level, Nvidia's report/call might be more positive for AI semi/hardware companies in general than for Nvidia in particular. The sales guide was respectable given Blackwell's delay, purchase commitments soared, and demand

• @benbajarin Ben Bajarin on x

  So @nvidia falling like a rock despite the beat and not raise enough lol. You have to love the retail volatility.

• @banana3stocks @banana3stocks on x

  $NVDA “a change in the mask to boost the yield” This was a key phrase and again most people including the institutions that trade this stock don't understand the tech The worry is that a Blackwell defect in the mask which is an actual piece of metal at the production level was

• @banana3stocks @banana3stocks on x

  $NVDA Major institutions CFO's and risk managers won't allow them to put on heavy size in after hours markets Main buying or selling will start tomrw This thing needs a day or two for options shenanigans and the right institutions to change hands Generally, 3 day rule but I

• @thestalwart Joe Weisenthal on x

  It's interesting that $NVDA takes equity positions in AI startups. Shouldn't AI startups be taking equity in $NVDA as a way to hedge their GPU liabilities?

• @benbajarin Ben Bajarin on x

  You have to love that @nvidia still claims they sell AI PCs, powerd by RTX, even though no one accepts their defintion or includes them in their AI PC categories.

• @adamscochran Adam Cochran on x

  @EdLudlow @TheStalwart Sure but also Nvidia knows where that spend is coming back to as well. They are investing idle cash into a business, booking a good portion of that cash back as revenue and getting the equity if it takes off. They get good revenue numbers and an intrinsic d…

• @kgreifeld Katie Greifeld on x

  *NVIDIA MAINTAINS QUARTERLY DIVIDEND AT 1C PER SHARE man what's the point

• @jason @jason on x

  Has there been a larger or faster project than AI data center buildout with NVIDIA's gear? This revenue is like doing the Three Gorges Dam, the Chunnel, the Large Hadron Collider, and a dozen Burj Khalifas every year! [image]

• @danielhowley Daniel Howley on x

  Nvidia CEO Jenen Huang says he expects the company's data center revenue to grow “quite significantly” next year. @YahooFinance

• @macyagilliam Macy on x

  insane ratio at the nvidia earnings watch party [image]

• @munster_gene Gene Munster on x

  $NVDA first take: the guidance is much better than investors' first take (stock down 1%). The company guided revenue up ~3% for October, which includes the negative impact of what appears to be a 2-3 month Blackwell delay. In other words, if there was no delay, the guidance would

• r/business r on reddit

  Nvidia reports 122% revenue growth on surging demand for data center chips

• r/NVDA_Stock r on reddit

  Nvidia earnings are out

• @benbajarin Ben Bajarin on x

  Great chart, and note from @jaygoldberg. @Nvidia now claims 82% of the data center wallet, up a bit from last quarter, and up from 66% this time last year. AMD is 80 bps in share below Intel, and looks set to overtake them in the coming quarter. https://digitstodollars.com/ ... […

• @bloombergtv @bloombergtv on x

  EXCLUSIVE: Nvidia CEO Jensen Huang says the next-generation chip, Blackwell, will be more energy-efficient. He explains why: https://www.bloomberg.com/... [video]

• @cnbcovertime @cnbcovertime on x

  “Blackwell will launch, it will ramp, we think it's going to be an enormous cycle....so if you're selling your shares here after hours, we would be careful for that, because this is going to be a free cash flow monster,” @cfraresearch's Angelo Zino @Nvidia $NVDA @JonFortt [video]

• @technology @technology on x

  “We made a mass change to improve the yield” on Blackwell chips, says Nvidia's Jensen Huang. The firm expects to sell “several billion'” dollars of these chips in the fourth quarter. https://www.bloomberg.com/... [video]