31–40 of 367 posts
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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
After Apple, Nvidia pays more than anyone else for the latest nodes. They reserved capacity for a price and they get it for that price.
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 ?
If you set aside 15% of a gross salary of $100k for 6 months, that's $7500. When the stock is at $1000, you get 7 shares. If the stock is $100, you get 75 shares. The lower your income, the more you miss out on ESPP that way.
It's not a huge deal if the stock is flat (you only get a 15% discount), but for a fast appreciating stock, those additional 5 shares can be real money.
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TSMC should be charging NVDA much more
Why it's not happening ? For the first quarters after AI exploded, I thought it was just that contracts were already signed, but what's stopping them now ?
Guidance should be out soon and it might change things a bit but so far, the stock barely moves (compared to past earning reports) even with stock split + dividend increase. This looks rather bearish.
lol, you realize markets are closed right? this is all low volume after market trading.
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maybe allows more retail investors to buy? hypothetically fractional shares solves this but i bet in practice, not many folks buy fractional shares.
That's about the only 'rational' explanation I can think of - but I suspect that's really small money overall - it's not people who can only afford to buy 50$ 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 ?
Bloomberg consensus data expectations YoY were: 400% earnings growth and 242% revenue growth. The reality was 461% earnings growth (629% GAAP) 262% revenue growth. 78.9% gross margin. Nvidia did it again.
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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.
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.
The underlying technology is the same.
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>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