Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)

[behappyalways]

Nvidia to join Dow Jones Industrial Average, replacing rival chipmaker Intel
https://www.cnbc.com/2024/11/01/nvidia- ... intel.html

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Nvidia Blackwell Racks Reportedly Face "Overheating Problems," Signaling Major Concern From Big Customers
https://www.zerohedge.com/technology/nv ... oncern-big

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24.11.21【豐富│財經起床號】黃詣庭談「輝達財報帶來驚喜？驚嚇？如何解讀」
https://m.youtube.com/watch?v=_UCnf08dIeQ


Nvidia Drops After Revenue Forecast Disappoints Exuberant Expectations
https://www.zerohedge.com/markets/nvidi ... pectations

[winston]

not vested

<Research>G Sachs Adds Nvidia (NVDA.US) TP to US$165; FY3Q Rev., EPS Beat

Nvidia (NVDA.US) beat FY3Q revenue and non-GAAP EPS consensus by 6% and 8%, respectively,
Goldman Sachs said in a research report.

Looking ahead, the group's FY4Q revenue guidance of a 7% QoQ hike to US$37.5 billion is just in line with consensus, with management noting that short-term gross margin headwinds related to Blackwell could persist into the April quarter.

However, the broker expected rising demand for AI infrastructure across all of the group's customer segments, coupled with improved supply and an expected return to normalized gross margins from 2HCY25, to drive continued strong earnings expansion through CY2025.

Goldman Sachs raised Nvidia's non-GAAP EPS forecasts for FY2025/ 26/ 27 by 1%/ 5%/ 7%, and raised its target price from US$150 to US$165, reiterating its Buy rating.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[winston]

Nvidia - Stock Analyst Research
Target Price* 160.00

NVIDIA Corporation - Waiting for Blackwell ramp

3Q25 results met our expectations.

Revenue beat NVDA’s guidance by 8%, and PATMI was up by 109% YoY.

3Q25 revenue/PATMI was at 70%/74% of our FY25e forecasts.

Hyperscalers make up around half of data centre sales, with the remaining sales coming from enterprises and sovereign nations.

Blackwell will be in production for 4Q25, and NVDA expects Blackwell revenue to exceed their previous estimate of “several billion dollars”.

NVDA guided the initial ramp of Blackwell to lower gross margins to “moderate to low-70s”, Blackwell margins to be in the mid-70s when fully ramped.

Source: Phillips

https://www.poems.com.sg/stock-research/NVDA/

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How $NVDA makes money
https://x.com/Mayhem4Markets/status/1861384771810554365

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$NVDA starting to form a death cross, and rejecting below both the 21-day EMA and 50-day SMA.
https://x.com/Mayhem4Markets/status/1867600570506523130

[behappyalways]

Nvidia
https://x.com/Mayhem4Markets/status/1875337589265457604


Huida also wants to make AR glasses? The new patent is exposed and it is not afraid of the glare of the sun.
Huang Renxun will announce another bright brand at CES?
The share price of AR glasses chain has room for imagination.
輝達也要做AR眼鏡? 新專利曝光不怕太陽刺眼 黃仁勳CES再報明牌?AR眼鏡鏈股價有想像空間｜非凡財經新聞｜20250103
https://m.youtube.com/watch?v=nyCgM6AdzVU

[behappyalways]

NVDA Dips After Biden Doubles Down On AI Chip Export Ban Ahead Of Trump
https://www.zerohedge.com/political/nvd ... head-trump

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Is NVIDIA's dominance secure? Chen Fengxin reveals Huang Renxun's second plan hidden in his Asian trip!

NVIDIA霸主地位穩了？陳鳳馨揭黃仁勳第二曲線藏在亞洲行裡！【Yahoo TV #風向龍鳳配】

https://m.youtube.com/watch?v=CSuxyjOwM4w