Current Events > Anyone Watching Nvidia Earnings Coming Up?

(+) Yeah! (+)

Should be a nice pop for the stock I hope. That said, everyone apparently already predicts they will more than beat expectations.

Hopefully they have a good report.

Beat, stock split. Looking great!

Where can this be seen? How long left before one can see?

https://investor.nvidia.com/files/doc_financials/2025/Q1FY25-CFO-Commentary.pdf

Stock is at $1,000 in after hours. You can also just Google NVDA and hit news after you submit the search request

Nvidia will go up higher still.

10:1 split? Hell yeah!

coyot posted...

at which price will you sell?

this is such a great question. As much as I expected Nvidia to have a blowout quarter and provide better than estimated guidance (as did so many people) its hard to figure how close we are to a long term peak. Will definitely take profits but I will have to do a lot of reading and analysis to give you a well researched answer.

Yawn_Master2 posted...

this is such a great question. As much as I expected Nvidia to have a blowout quarter and provide better than estimated guidance (as did so many people) its hard to figure how close we are to a long term peak. Will definitely take profits but I will have to do a lot of reading and analysis to give you a well researched answer.

Nvidia is not only launching RTX 5000 in a few months but they're entering the AI PC laptop market AND PC handheld market early 2025. Even with a growing market and competitors making AI accelerators they're also sold out for a good while with a mountain of back orders. They've got plenty of good quarters ahead.

I wouldn't even invest in individual company stocks anymore. It's represented enough in total market indexes.

Fony posted...

Nvidia is not only launching RTX 5000 in a few months but they're entering the AI PC laptop market AND PC handheld market early 2025. Even with a growing market and competitors making AI accelerators they're also sold out for a good while with a mountain of back orders. They've got plenty of good quarters ahead.

thanks! You are more current on Nvidia than I. My question though would be at what P/E or valuation will this thing settle at? Apple made $100 billion and announced an $130 billion dollar buyback and it is only slightly more valuable than Nvidia. Nvidia is on pace to maybe make 55-75 billion this year. When growth slows down what earnings will they generate then?

Yawn_Master2 posted...

thanks! You are more current on Nvidia than I. My question though would be at what P/E or valuation will this thing settle at? Apple made $100 billion and announced an $130 billion dollar buyback and it is only slightly more valuable than Nvidia. Nvidia is on pace to maybe make 55-75 billion this year. When growth slows down what earnings will they generate then?

I can't tell you for sure but looking ahead another year they look good. AI datacenter still looks good, like I said they're backordered for a while. They're going to release new consumer graphics as well as both a laptop and a portable so we will see how those perform. They are still headlining the AI craze which is not going away, in fact other players are just now getting in the game for real.

Good video: https://www.youtube.com/watch?v=HcOhAvWF0cc

Nice, I got a couple of shares months ago.

I doubt most people realize how much this technology and the progress on this technological thread will completely change the world. Lots of changes are coming.

I had 1 stock of Nvidia in 2017 but I sold it at about $217. Maybe I should have kept it?

2Pacavelli posted...

I had 1 stock of Nvidia in 2017 but I sold it at about $217. Maybe I should have kept it?

You missed about $3800 in profit with the current share price (~$1000 per share) since you would have had 4 shares (NVIDIA split a few years ago).

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2Pacavelli posted...

I had 1 stock of Nvidia in 2017 but I sold it at about $217. Maybe I should have kept it?

The markets Nvidia(And AMD/Intel) are in is insulated and they 3 pretty much will be the only ones in it forever. Last ten years Nvidia stock is worth over 10 times what it was and AMD is worth 100 times what it was, Lol.

Fony posted...

The markets Nvidia(And AMD/Intel) are in is insulated and they 3 pretty much will be the only ones in it forever. Last ten years Nvidia stock is worth 10 times what it was and AMD is worth 100 times what it was, Lol.

Insulated in the short term, but there are a lot of companies making their own AI accelerators now.

1337toothbrush posted...

Insulated in the short term, but there are a lot of companies making their own AI accelerators now.

AMD is powering Microsoft's latest AI cloud service: https://www.amd.com/en/newsroom/press-releases/2024-5-21-amd-instinct-mi300x-accelerators-power-microsoft-a.html

X86 processors that only AMD and intel can make, that the western world's governments rely on. GPU market where it's so hard to actually break in, intel has 30 years of graphics experience but their current GPU drivers and architecture id problematic during the time they chose to make discreet desktop graphics cards and their product is a joke, don't expect another company to actually enter that market.

AMD and Nvidia will remain major players in the server market even as intel continues to lose there. Intel's Lunar Lake looks to be quite competitive with the Snapdragon X Elite so ARM for Windows isn't going to stroll to victory easily, although they do have a lot of designs.

AMD will continue to own the premium console market and their upcoming Strix Halo APU(8/12/16 Zen 5 cores with a RDNA 3.5 GPU with higher specs than the PS5's GPU) will be great for high end gaming laptops and can power a 1440P mid range gaming PC alone with no discreet GPU.

Fony posted...

AMD is powering Microsoft's latest AI cloud service: https://www.amd.com/en/newsroom/press-releases/2024-5-21-amd-instinct-mi300x-accelerators-power-microsoft-a.html

X86 processors that only AMD and intel can make, that the western world's governments rely on. GPU market where it's so hard to actually break in, intel has 30 years of graphics experience but their current GPU drivers and architecture id problematic during the time they chose to make discreet desktop graphics cards and their product is a joke, don't expect another company to actually enter that market.

AMD and Nvidia will remain major players in the server market even as intel continues to lose there. Intel's Lunar Lake looks to be quite competitive with the Snapdragon X Elite so ARM for Windows isn't going to stroll to victory easily, although they do have a lot of designs.

AMD will continue to own the premium console market and their upcoming Strix Halo APU(8/12/16 Zen 5 cores with a RDNA 3.5 GPU with higher specs than the PS5's GPU) will be great for high end gaming laptops and can power a 1440P mid range gaming PC alone with no discreet GPU.

Only AMD and Intel can make x86 processors, but ARM dominates phones and is making its way into datacenter (where power consumption is getting more important) and even desktops/laptops.

Gaming hardware is looking at a decline, even NVIDIA reported a decline in gaming revenues. The margin on console hardware isn't great and high-end PC gaming is becoming more niche as prices have been squeezed way too high on AI overhype and people have settled for less powerful hardware in response.

1337toothbrush posted...

Only AMD and Intel can make x86 processors, but ARM dominates phones and is making its way into datacenter (where power consumption is getting more important) and even desktops/laptops.

Gaming hardware is looking at a decline, even NVIDIA reported a decline in gaming revenues. The margin on console hardware isn't great and high-end PC gaming is becoming more niche as prices have been squeezed way too high on AI overhype and people have settled for less powerful hardware in response.

Describe your background and/or history in investing if you don't mind.

Yawn_Master2 posted...

this is such a great question. As much as I expected Nvidia to have a blowout quarter and provide better than estimated guidance (as did so many people) its hard to figure how close we are to a long term peak. Will definitely take profits but I will have to do a lot of reading and analysis to give you a well researched answer.

I feel like it's unlikely to go down long term. Nvidia is riding the AI wave hard and it's here to stay. Companies are literally forcing it on everything now.

I only invest in things SMAL tells me to.

SuperShake666 posted...

I only invest in things SMAL tells me to.

So basically you just have a huge collection of nfts?

Tyranthraxus posted...

So basically you just have a huge collection of nfts?

Hey, I also have a fine collection of various cryptocoins that he assures me will bounce back any day now.

1337toothbrush posted...

Only AMD and Intel can make x86 processors, but ARM dominates phones and is making its way into datacenter (where power consumption is getting more important) and even desktops/laptops.

Gaming hardware is looking at a decline, even NVIDIA reported a decline in gaming revenues. The margin on console hardware isn't great and high-end PC gaming is becoming more niche as prices have been squeezed way too high on AI overhype and people have settled for less powerful hardware in response.

There are so many people, organizations and governments that will not replace X86 chips for at least another 50 years. Realistically they won't be replaced until Intel/AMD replace them. Also AMD has an Arm CPU design in the works right now.

Fony posted...

There are so many people, organizations and governments that will not replace X86 chips for at least another 50 years. Realistically they won't be replaced until Intel/AMD replace them. Also AMD has an Arm CPU design in the works right now.

Are they using them because that's the hardware available (e.g. desktops/laptops) or are they using them because they have a hard requirement for x86? ARM is just getting started in the desktop/laptop space with Apple's M-series chips being a major blow to x86 dominance. Also, x86 emulation on ARM is actually great right now, with it being more than suitable for normal office software, if need be.

Do you have more information on the ARM CPU design from AMD? How those CPUs are planned to be used makes all the difference.

NVDA currently up 6.9% pre-market. I no longer have many shares (10), sadly, since I have moved to mostly ETFs nowadays. I do have a bunch of VOO, QQQ and SMH though. iirc NVDA is about 6% of QQQ and 20% of SMH currently.

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I'm kicking myself for selling a while back if that counts as watching.

Sorry man. I went pretty large into nvidia options and stock starting January. It has been on a monster run

Closed at $1,035 today!

https://www.extremetech.com/computing/nvidias-data-center-earnings-skyrocket-427-year-over-year

I really need to buy more shares >_> I only have like 2 lol