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Nvidia Announces Financial Results for Second Quarter Fiscal 2025

nvidianews.nvidia.com

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Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#4
post #2

Numbers are impressive, not sure why it's down in AH.

For one, forward guidance upper limit is lower than previous estimates.

More volatility to be expected during the call if/when they finally address the rumors of Blackwell delays.

Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#8
post #2

Numbers are impressive, not sure why it's down in AH.

First Time? Markets are always forward looking. It's always future revenue / profit expectations. Sure current quarter numbers will tell half-the story about the future, but the highest impact is always what the future story is.

Earnings beat is almost always Mainstream, Newbie, Normie focus.

Quarterly Earnings can be (legally) cooked to tell whatever numbers you want. Revenue Growth and Operating Margins always tell the bigger story

Re: Nvidia Announces Financial Results for Second Quarter Fiscal 2025

#9
post #2

Numbers are impressive, not sure why it's down in AH.

Because markets are forward-looking. They know this cycle of the AI hype bubble is coming to an end, so to put it simply, this earnings release is as good as it will get for a while. The market believes there's nowhere to go but down from here.
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