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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.
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.
All that for a measly 4% after hours bump? It's like "the street" is tired of this trick/doesn't have much more to give.
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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
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 ?
Only some trading platforms allow for buying of fractional shares.
The underlying logic is that lower per share price would increase volume and maybe a bit the price.
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
I saw pallets of h100s shipping that were worth 100s of millions each pallet (each card is $40k and you can fit a lot on a pallet) as someone working for a company buying these and knowing that many other companies were doing the same (we have 12+ months of back orders with nvidia alone).
I invested last year at ~$250 when redditors we're posting that "Nvidia is the best shorting opportunity" without any of the knowledge of the market.
It looks like it's now going above $1000 and still going up.
Invest in things you know intimately folks. Also do the opposite of Reddit.
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.
> Nvidia did it again. All that for a measly 4% after hours bump? It's like "the street" is tired of this trick/doesn't have much more to give.
1. The AI boom goes bust. Nvidia sales and/or margins crater. The stock craters with it.
2. The AI boom is the real deal. Companies aren’t stupid and won’t keep paying Nvidia these prices forever. Pretty soon hardware and software architectures are standardized enough that anyone who can get onboard with TSMC, Samsung, or Intel can churn out hardware optimized for the right few functions and sell for a faction of the price. Nvidia can still be an innovator but they won’t be able to sell “bread and butter” products at these prices. Sales and/or margins crater, as does the stock.
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.
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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 proportio…