1Mês·

Nvidia delivered. AI ecosystem confirmed? 🚀

Last week I said Nvidia results could move much more than just $NVDA (+1,51%)

Now we have the numbers:

Revenue: $96.2B, up 106% YoY

Data Center revenue: $89B

Q3 guidance: $108B

Gross margin: 75%

For me, this confirms one thing: AI demand is still massive, and the impact goes beyond Nvidia.

Chips, data centers, cloud, software, automation… the whole AI stack benefits.

That’s also why I’m comfortable with my exposure to names like $NOW (+2,49%) : enterprise AI adoption is not slowing down

Pelo

@pelo

2Mês·

🚨 Nvidia reports next week: the AI market trigger?

Nvidia reports on 08/26, and I think the reaction could move much more than just $NVDA (+1,51%)

If results are strong, it could send a positive signal to the whole AI ecosystem: chips, data centers, cloud AI, power, cooling and compute demand.

For me, Nvidia is still the thermometer of the AI trade.

Are you watching the results too?

4 Comentários

Mike@MikeUpegui

1Mês

How is your position on $NVDA doing?

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Pelo@pelo

1Mês

@MikeUpegui unfortunately, I’m not invested in $NVDA directly. I still find the valuation too expensive for my entry criteria. But I keep watching it closely because Nvidia impacts many other names in the AI ecosystem. For example, I hold $NOW which is currently around +33% for me.
So even without owning Nvidia, its results still matter a lot for my portfolio.

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Mike@MikeUpegui

1Mês

@pelo at what prices would you consider to buy $NVDA?

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Pelo@pelo

1Mês

@MikeUpegui after recalculating the latest numbers, around €163 looks like a good first entry zone for me. I honestly expected the P/E to be higher, but earnings grew massively. Still, expectations are very high, so I would enter progressively.

⚠️ Not financial advice ⚠️

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