Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Nvidia announces financial results for first quarter fiscal 2025

nvidianews.nvidia.com

Post reply on HN
Print view View original

121–130 of 367 posts

Re: Nvidia announces financial results for first quarter fiscal 2025

#121

Post by nabla9 »

MangoCoffee wrote: post #55
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.

Intel could get lucky like Nvidia if Intel doesn't buy back stock and instead spends money on R&D. edit: "Intel CEO Pat Gelsinger raised a few eyebrows by attributing Nvidia's current dominance of the AI market to luck" - https://www.extremetech.com/computing/nvidia-engineer-respon... .

Nvidia is fabless.

What Intel really needs to do is get competitive with TSMC. Gelsinger started the process instantly when he became the CEO, but it takes time.

Re: Nvidia announces financial results for first quarter fiscal 2025

#123

Post by supportengineer »

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…

It sounds like you possessed and traded on material non-public information?

Re: Nvidia announces financial results for first quarter fiscal 2025

#124

Post by deadbabe »

UncleMeat wrote: post #78
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…

On the other hand, my uncle lost a fortune investing in a wireless networking company in the 00s. He has worked an entire career in networking and has contributed to bleeding edge systems in the area. This company had excellent tech, but ultimately didn't succeed. A lifetime of savings kaput. nvidia's p/e is also insanely high. "Wow they sure sell a shitload of product" isn't necessarily enough to justify the price.…

I don’t get the whole P/E thing.

Do people basically say we shouldn’t bother buying anything with a crazy P/E more than 20?

Despite the fact that these high P/E companies are now making people lots of money? Wtf?

Re: Nvidia announces financial results for first quarter fiscal 2025

#125

Post by moffkalast »

gizmo wrote: post #100
ipsento606 wrote: post #77

Earlier quoted context omitted.

I know nothing about stocks. But if a similar situation were to happen again, how can you tell whether or not the surge in demand is already "priced in"? Simply knowing that demand for a product has increased - even increased massively - surely can't tell you that the stock of the company that makes that product is going to increase in value, without also knowing whether or not that increase in demand is already refl…

As a rule of thumb it is never priced in when a company suddenly has tremendous acceleration in revenue and profit growth. Wall Street is good at forecasting businesses with a stable growth trajectory. Wall Street is way too conservative at inflection points because it’s too embarrassing to be wrong (in either direction).

Meme stocks are always priced in as well, since the investor speculation far outweighs any effects from irrelevant things such as how the company is actually doing in real life.

Re: Nvidia announces financial results for first quarter fiscal 2025

#126

Post by elevatedastalt »

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…

Sounds like insider trading to me. The backorders your company has are material non-public information.

Re: Nvidia announces financial results for first quarter fiscal 2025

#127

Post by mewpmewp2 »

acchow wrote: post #114
nabla9 wrote: post #33

Earlier quoted context omitted.

Because Nvidia can say no and nobody else (except Apple) is willing to pay more for the latest node.

Nvidia can only say no if they have another shop to turn to. Do they?

The way that could play out is that Nvidia wouldn't buy directly from them, but somebody else purchases cheaper from TSMC and then Nvidia buys from them.

So TSMC would have to increase prices for everyone, but then for some it would be too expensive and so they would lose those customers.

Re: Nvidia announces financial results for first quarter fiscal 2025

#128

Post by 3abiton »

PaulKeeble wrote: post #89

This likely has more staying power than the crypto boom that fueled AMD's GPUs to enormous heights but when that crashed AMD ended up holding a lot of stock it couldn't shift and had an enormous right down of inventory. This AI bubble could be burst by a better cheaper product more dedicated to the task or a realisation that the issues with AI just can't be solved and a cooling off of the market hype. What I fear is…

> This AI bubble could be burst by a better cheaper product more dedicated to the task

True, but currently, no one can match the offering of NVidia, they are the sole pioneer in this market. AMD is yet to show any viable option (both on the HW and SW layers).

Re: Nvidia announces financial results for first quarter fiscal 2025

#129

Post by almog »

martinpw wrote: post #98
almog wrote: 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.

Bit premature to say that. It's now up 7% after hours. And of course tomorrow is what really matters.

Premature to say what? It's an observation based on past earning reports that preceded earning calls. Even the peak 7% post earnings call (now 5.7% and probably a different number by the time I hit "reply") is a relatively small move compared to past 4 quarters and that's without even taking the stock split + dividend increase into account.

Sure, tomorrow it can get to 15% but all I can compare it with right now is the past price action post earnings.

Post reply on HN