1G·

Nvidia quarterly figures today!!!

The question of all questions: What do you think? UP OR DOWN today after the disclosure of earnings after 10 p.m.?


Hint: $NBIS (+3,78%)The cloud provider, which relies massively on the $NVDA (+1,7%) high-performance chips. If Nvidia discloses good figures, it would also confirm demand for AI high-performance data centers, which would support Nebius' business model. Nebius' business model is to operate such data centers!


The share has also gained massively in the last 5 days. The market is probably expecting NVDA to outperform in the quarterly figures.

attachment
6
20 Commenti

immagine del profilo
$NVDA will report good figures for the last quarter. The outlook will be scaled back due to the loss of revenue from the reduced-performance China chips. The share will then fall 5-6% and my short derivative will rise 30-40%.😎😉 $NBIS will reach the 100% mark for me in the next few days either way, as they don't have a China problem.
I make the world, widiwidi, the way I like it.😂
So maybe things will turn out quite differently. WE will c.
12
immagine del profilo
@Multibagger I also believe that NVIDIA will fall after earnings, possibly even more than 5%! As well as the stock has done, the numbers would have to be astronomical for the stock to rise again 😉
2
immagine del profilo
@Multibagger Nene, the figures will be good and the share price will go up 3.25%. Wait and see 😉
2
immagine del profilo
@Multibagger I think so too ... figures good, outlook subdued -> share price 📉. But dangerous to bet on it. I wouldn't be surprised if it went with $NVDA 📈. It was similar with $TSLA the other day.
immagine del profilo
@Multibagger
Sounds like spunk.
1
immagine del profilo
@Yoshika can you explain the term spunk to an older gentleman
immagine del profilo
immagine del profilo
@Multibagger
You don't explain spunk ... you recognize it when you read it.

It's exactly what happens between short and reality 🙂
immagine del profilo
@Yoshika
The nice thing about spunk is that you can discuss it endlessly without ever having anything in your hand.
immagine del profilo
@Yoshika
China restrictions are no secret. Models have been adjusted and forecasts reflect the new normal. Anyone still betting on a slump is acting against market psychology.
1
immagine del profilo
@Yoshika I take it from your comment that you have not been following the latest developments over the last few days. China has instructed its companies not to buy these customized models and to use their own chips instead. That's why the Chinese chip manufacturers have been performing like jerks for a few days now. $NVDA has already instructed its developers not to develop any more slimmed-down chips. The expected drop in sales is several billion dollars.
Of course, it is a bit of a gamble to go short on the day of the figures. But in this case, I see the odds outweighing the risk and estimate them at 70/30 instead of 50/50.
Visualizza tutti 9 ulteriori risposte
Partecipa alla conversazione