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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

#261

Post by sp332 »

jejeyyy77 wrote: post #243
unclad5968 wrote: post #203

Earlier quoted context omitted.

Demand could have plummeted for any reason and Nvidia would be sitting on hundred million dollar pallets. The reality is that your gamble was just as much gambling as their gamble. You just happened to win.

was it not fairly obvious that all the big software companies were going to ramp up on training AI models? the writing was on the wall, some people just didnt read it.

If AMD had fixed their software, nvidia would have faced real competition with they launched the MI300X.

Re: Nvidia announces financial results for first quarter fiscal 2025

#262

Post by bdangubic »

floatinglotus wrote: post #208
lumost wrote: post #195

Earlier quoted context omitted.

This is where a diversified portfolio makes sense. It's completely fine to take a "big bet" on what would amount to a years worth of returns/cash investment every now and then. But many great opportunities have already been priced appropriately, so the extra concentration of risk doesn't yield a great return. If one was to be able to simply select the 50% of companies which perform better than the rest of the field.…

THIS. As much as I wish I put all my money into NVDA when I bought it, I’m happy to have a lot of diversity in high tech IT. The daily swings are not nearly as bad and aim not biting my fingers all day long.

THIS is a way to get rich. To get wealthy, you cannot be diversified. No wealthy person is diversified.

Re: Nvidia announces financial results for first quarter fiscal 2025

#263

Post by sushid »

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…

Honestly, this post reeks of a barber giving stock advice to me.

Re: Nvidia announces financial results for first quarter fiscal 2025

#264

Post by kortilla »

darth_avocado wrote: post #183
kortilla wrote: post #173

Earlier quoted context omitted.

You don’t know what insider trading is. Please stop posting. “A thing I observed at work about another company’s product” is not insider trading.

As usual, the answer is “it depends”. Observing too many people are buying the same product at a supermarket, is not insider trading. Observing product sitting on shelves for far too long, again not insider trading. Hearing your supervisor say that they’re hearing a product will no longer be stocked after the current contract is up, definitely insider trading.

No, that’s not insider trading unless you’re trading your own company stock based on that info.

That’s no different than you as an individual deciding not to renew Netflix and shorting Netflix stock in advance of it.

Re: Nvidia announces financial results for first quarter fiscal 2025

#265

Post by zooq_ai »

darth_avocado wrote: post #183
kortilla wrote: post #173

Earlier quoted context omitted.

You don’t know what insider trading is. Please stop posting. “A thing I observed at work about another company’s product” is not insider trading.

As usual, the answer is “it depends”. Observing too many people are buying the same product at a supermarket, is not insider trading. Observing product sitting on shelves for far too long, again not insider trading. Hearing your supervisor say that they’re hearing a product will no longer be stocked after the current contract is up, definitely insider trading.

No. Unless you are the sole buyer or at least >30% of the revenue comes from you. The keyword is "material" nonpublic information.

Re: Nvidia announces financial results for first quarter fiscal 2025

#266

Post by kortilla »

esprehn wrote: post #256
kortilla wrote: post #171

Earlier quoted context omitted.

Not in the US. “Don’t trade on any information not known by everyone” is a much more strict version used in other countries. That stricter version destroys the incentive to short selling research firms.

That depends on how you learned of this otherwise MNPI. Insider trading can definitely be done by non-employees. https://www.sec.gov/Archives/edgar/data/1164964/000101968715... """ An “insider” is an officer, director, 10% stockholder and anyone who possesses inside information because of his or her relationship with the Company or with an officer, director or principal stockholder of the Company. Rule 10b-5’s applic…

Knowing things about another company that your company has a relationship with is not included in any of that. Those are all rules about tips from employees of the company with the security being traded.

Re: Nvidia announces financial results for first quarter fiscal 2025

#267

Post by jsnell »

StayTrue wrote: post #255
jsnell wrote: post #205

Earlier quoted context omitted.

This is incorrect. Fiscal years have nothing to do with when you pay tax. They're pretty much totally arbitrary, with different companies using different values. To demonstrate: The earnings Microsoft reported for this same quarter (calendar Q1 2024) a month ago were reported as their Q3 2024 fiscal year results. Apple's were fiscal Q2 2024. Google's were fiscal Q1 2024.

> A fiscal year is a 12-month period chosen by a company or government to coincide with planning, budgeting, or revenue cycles. > Financial reports, external audits, and federal tax filings are based on a company's fiscal year. https://www.investopedia.com/terms/f/fiscalyear.asp

Yes, your link also explains that there's no single fiscal year, and every company just chooses to define it however they want.

And while the fiscal year affects when the company needs to file a tax return, that's not when the company pays taxes which is what the GP claimed. They make estimated payments continuously, once per quarter.

Re: Nvidia announces financial results for first quarter fiscal 2025

#268

Post by throwaway2037 »

hiddencost wrote: post #157
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…

Invest in index funds and stay away from people who give you investing advice. They usually only tell about the times they got lucky.

I agree. The OP is scary. Always run away when Internet stranger tells you about their stock market success. It is the same as a cab driver telling you about DotCom stocks in the late 1990s!

Re: Nvidia announces financial results for first quarter fiscal 2025

#269

Post by deathanatos »

Zenst wrote: post #186

2 hours into the post, nobody else noticed it is dated 2025, so what am I missing?

Corporate fiscal calendars are, IMO, best thought of as essentially made up. They start and end at arbitrary-ish¹ points in the year, and thus their numbering does not always match the "calendar year" (the one you're normally familiar with).

For example, there are easy to read sites with explanations like https://www.thebalancemoney.com/how-do-i-determine-my-compan..., and less easy to read things like Form 1128.

The fiscal year is a pretty standard finance concept, so anything in that area isn't going to bother with an explainer; you're just expected to know.

From the outside looking in, it just seems nuts. If I ever found a company I'm going to do my best to get my fiscal year to == calendar, if I can. It also annoys me when companies needlessly use it internally. Mine does, I have no idea when the quarter ends anymore.

¹ish. I think the IRS has a few rules.

Re: Nvidia announces financial results for first quarter fiscal 2025

#270

Post by theGnuMe »

nabla9 wrote: post #117
trhway wrote: post #81

Earlier quoted context omitted.

in the past - Industrial Revolution - when somebody started producing something profitable others would start similar production too. In our post-Industrial age software provides the moat protecting your hardware margin. The IBM's PC cloning was the perfect illustration when such a moat wasn't utilized. Everybody learned the lesson, pushed for DMCA and the likes and here we're. Speaking about how high is the specific…

> in the past - Industrial Revolution - when somebody started producing something profitable others would start similar production too. Minor correction. They stole the technology. When British invented textile mills they had strict law against exporting the designs. Cotton was bought from the US to Britain and made into textiles. Samuel Slater is considered the Father of the American Industrial Revolution was called…

“Beginner poets imitate. Jedi poets steal.”
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