What we hearing on NVDA earnings tomorrow

Every hyperscalers has signaled massive and constrained demand for compute and chips.

NVDA needs to beat and raise just to stay green on the day.

+50% yoy.

Problem with that is when it comes in at 49% instead, and everyone freaks out. I tend to say stocks will have opposite action after earnings as it had leading up to it.

But this could go either way and rip some other names up or down.

It doesn't matter what they report. They will drop because of the AI scare.

quote:

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Expectations for these companies have become pretty ridiculous

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I'm hearing it will be a 20 trillion cap company by 2030

Probably a huge double beat + raised guidance.

I wish we could enjoy winning together, but I predict we won’t.

Anyone with insider information about this, please post it on here so we can act on it before earnings come out tomorrow.
Thanks in advance.

It seems like the Q3 beats havent given us the reactions we expected so we’ll see.

Q3 Results:

• Adj. EPS: $1.30, beat vs. $1.25 consensus (+60.5% YoY)

• Revenue: $57.01B, beat vs. $54.88B consensus (+62.5% YoY)

Segment Highlights:

• Data Center Revenue: +25% QoQ

• Gaming Revenue: -1% QoQ

• Professional Visualization: +26% QoQ

Q4 Outlook:

• Revenue: $63.7B–$66.3B (above $61.48B consensus)

• Company forecast: ~$65B revenue (+/-2%)

• GAAP Gross Margin: ~74.8% (+/-50 bps)

• Non-GAAP Gross Margin: ~75.0% (+/-50 bps)

• GAAP OpEx: ~$6.7B

• Non-GAAP OpEx: ~$5.0B

• Other Income: ~$500M

• Tax Rate: ~17% (+/-1%)

CEO Jensen Huang: “All cloud GPUs are completely sold out”; Blackwell Ultra now leading architecture; H20 sales insignificant in Q3.

Crushed it. Rippy Mode