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Nvidia announces financial results for first quarter fiscal 2025

nvidianews.nvidia.com

11–20 of 367 posts

Re: Nvidia announces financial results for first quarter fiscal 2025

#11
post #3

Guidance should be out soon and it might change things a bit but so far, the stock barely moves (compared to past earning reports) even with stock split + dividend increase. This looks rather bearish.

Dividend yield is 0.02% - the increase is meaningless anyway. It's quite amazing to me how the stock splits tends to boost the price, or at least it's the perception. What's the underlying mecanism ?

I think it mostly just opens the door to retail investors with a smaller account. The announcement of a stock split by itself create that expectation and drives the price up.

Re: Nvidia announces financial results for first quarter fiscal 2025

#12
post #3

Guidance should be out soon and it might change things a bit but so far, the stock barely moves (compared to past earning reports) even with stock split + dividend increase. This looks rather bearish.

lol, you realize markets are closed right? this is all low volume after market trading.

Re: Nvidia announces financial results for first quarter fiscal 2025

#13
post #3

Guidance should be out soon and it might change things a bit but so far, the stock barely moves (compared to past earning reports) even with stock split + dividend increase. This looks rather bearish.

Dividend yield is 0.02% - the increase is meaningless anyway. It's quite amazing to me how the stock splits tends to boost the price, or at least it's the perception. What's the underlying mecanism ?

The underlying mechanism is that supply (of stocks) will decrease. The boost in prize is an anticipation of the result.

In poor economic theory, there shouldn't be any change, but if you consider behavioral economics, and regulations that introduct inefficiencies it explains the change in price.

It also communicates to investors (through action) the plan, apetite for risk, and investment opportunities (for the company) moving forward.

Re: Nvidia announces financial results for first quarter fiscal 2025

#14
post #3

Guidance should be out soon and it might change things a bit but so far, the stock barely moves (compared to past earning reports) even with stock split + dividend increase. This looks rather bearish.

Dividend yield is 0.02% - the increase is meaningless anyway. It's quite amazing to me how the stock splits tends to boost the price, or at least it's the perception. What's the underlying mecanism ?

One of the primary reasons companies split their stock is to keep the price in a more natural trading range where there's likely to be more liquidity.

An n-way stock split in theory should reduce the price by a factor of n (that is, a 2:1 split ought to halve the price) but what we're seeing now is likely just price discovery based on the bullish earnings report.

Re: Nvidia announces financial results for first quarter fiscal 2025

#16
post #5

Nvidia must be the fastest growing in revenue a company has ever been at their revenue, right? If you adjust for inflation I imagine they'd have some competition from the robber barons, but it's hard to imagine.

Imagine the vindication Jensen is feeling at this point. Not even about the money, just about being so completely right after 20 years of hard work and a vision.

Re: Nvidia announces financial results for first quarter fiscal 2025

#17
post #5

Nvidia must be the fastest growing in revenue a company has ever been at their revenue, right? If you adjust for inflation I imagine they'd have some competition from the robber barons, but it's hard to imagine.

Imagine the vindication Jensen is feeling at this point. Not even about the money, just about being so completely right after 20 years of hard work and a vision.

Imagine what Hinton or Lecun feel!

Re: Nvidia announces financial results for first quarter fiscal 2025

#18

Earlier quoted context omitted.

Dividend yield is 0.02% - the increase is meaningless anyway. It's quite amazing to me how the stock splits tends to boost the price, or at least it's the perception. What's the underlying mecanism ?

You can’t buy options on a $1000 stock, the notional amount for each contract would be $100k

>You can’t buy options on a $1000 stock

Yes you can.

Re: Nvidia announces financial results for first quarter fiscal 2025

#20
I know it's never going to happen, but Nvidia really should spin off their consumer division - it's such a complete afterthought at this point. They are sitting on all of this amazing technology but just kind of stringing along the market at this point.
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