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Nvidia announces financial results for first quarter fiscal 2025

nvidianews.nvidia.com

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Re: Nvidia announces financial results for first quarter fiscal 2025

#21

Post by TheAlchemist »

throwaway20004 wrote: post #9
TheAlchemist wrote: post #4

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 ?

maybe allows more retail investors to buy? hypothetically fractional shares solves this but i bet in practice, not many folks buy fractional shares.

That's about the only 'rational' explanation I can think of - but I suspect that's really small money overall - it's not people who can only afford to buy 50$ that will drive up the price ?

Or maybe the actual number is x10 - since we don't want to buy just 1 share, and the real minimum is 10 shares ?

Re: Nvidia announces financial results for first quarter fiscal 2025

#22

Post by option »

kadushka wrote: post #17
ramesh31 wrote: post #16

Earlier quoted context omitted.

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!

feel the AGI

Re: Nvidia announces financial results for first quarter fiscal 2025

#23

Post by nabla9 »

foota wrote: 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.

They are printing money with H100. The cost of for Nvidia is maybe $3k and have been selling it for $40k+

TSMC fab capacity and packaging are the bottlenecks for revenue growth.

Re: Nvidia announces financial results for first quarter fiscal 2025

#24

Post by drexlspivey »

nvy wrote: post #18
drexlspivey wrote: post #8

Earlier quoted context omitted.

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.

Thanks for your pedantic contribution. I obviously mean you can’t buy them on a small account. You can by a fraction of an NVDA share with $200 but you can’t buy a call option

Re: Nvidia announces financial results for first quarter fiscal 2025

#25

Post by ptsneves »

drexlspivey wrote: post #8
TheAlchemist wrote: post #4

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

Yep. It is really hard to trade options even for hedging when the notional is so high. Of course you can do combinations of strategies to lower the upfront but I imagine many brokers might just not give the credit worthiness or permissions for that. Don’t know why your were downvoted. Unless I miss something obvious, as well.

Re: Nvidia announces financial results for first quarter fiscal 2025

#26

Post by beggi »

nabla9 wrote: post #23
foota wrote: 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.

They are printing money with H100. The cost of for Nvidia is maybe $3k and have been selling it for $40k+ TSMC fab capacity and packaging are the bottlenecks for revenue growth.

TSMC should be charging NVDA much more

Re: Nvidia announces financial results for first quarter fiscal 2025

#27

Post by foota »

groceryheist wrote: post #7
foota wrote: 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.

The topline is that the meteoric growth has already occurred. 18% quarterly revenue growth is good, YoY growth was 15x that.

Imo this depends on whether the limiting factor is demand or production.

If it's production capacity, then if in a year they're able to get TSMC to make them twice as many chips, they could likely increase their growth rate?

I'd be sweating if I were any of TSMCs other customers right now and trying to renew my contract. Idk what the ratio is in size between an H100 and an M3, but I doubt it's anywhere near proportional to how much nvidia is willing to offer TSMC.

Re: Nvidia announces financial results for first quarter fiscal 2025

#28

Post by jsnell »

SantiagoQ wrote: post #13
TheAlchemist wrote: post #4

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 ?

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 compan…

That's not at all how stock splits work. You're probably confusing them with buybacks.

Re: Nvidia announces financial results for first quarter fiscal 2025

#29

Post by cbanek »

drexlspivey wrote: post #24
nvy wrote: post #18

Earlier quoted context omitted.

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

Thanks for your pedantic contribution. I obviously mean you can’t buy them on a small account. You can by a fraction of an NVDA share with $200 but you can’t buy a call option

I heard they are also announcing a 10 for 1 stock split, which would really help the option cost too due to the share price going to about $100

Re: Nvidia announces financial results for first quarter fiscal 2025

#30

Post by TheAlchemist »

beggi wrote: post #26
nabla9 wrote: post #23

Earlier quoted context omitted.

They are printing money with H100. The cost of for Nvidia is maybe $3k and have been selling it for $40k+ TSMC fab capacity and packaging are the bottlenecks for revenue growth.

TSMC should be charging NVDA much more

Why it's not happening ?

For the first quarters after AI exploded, I thought it was just that contracts were already signed, but what's stopping them now ?

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