Nvidia announces financial results for first quarter fiscal 2025

Post by MangoCoffee » Wed, May 22, 2024, 9:11 PM UTC

foota wrote: post #27

groceryheist wrote: post #7

Earlier quoted context omitted.

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…

Post by stocknoob » Wed, May 22, 2024, 9:11 PM UTC

allenrb wrote: post #48

We all understand that this cannot and will not continue, right? One of two things happens: 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 Inte…

Post by MangoCoffee » Wed, May 22, 2024, 9:14 PM UTC

nabla9 wrote: post #19

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.

Post by amelius » Wed, May 22, 2024, 9:15 PM UTC

AnotherGoodName wrote: post #46

This stock is a great example of invest in stocks where you have strong knowledge. 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…

Post by drexlspivey » Wed, May 22, 2024, 9:16 PM UTC

jfrbfbreudh wrote: post #43

drexlspivey wrote: post #24

Earlier quoted context omitted.

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

You quite literally can; a $1000 strike call contract on NVDA 2-DTE is $1140 strike is (before markets closed today obviously)