$NVIDIA Corp(NVDA)$ NVIDIA FY2

NVIDIA FY2025Q1 is out.

As what accountant does, I go through the same routine, digest the figures and read the earnings call transcript to build the context.

My take - The Blackwell platform has not been priced in the share price! Talks of competition from big techs and AMD are irrelevant when technology is going so fast and make internally built AI system irrelevant quickly and more costly than Nvidia in terms of time cost and performance.

[ Market growth X market leadership X right valuation X market liquidity ]

https://www.insidermonkey.com/blog/nvidia-corporation-nasdaqnvda-q1-2025-earnings-call-transcript-1305649/?fbclid=IwZXh0bgNhZW0CMTEAAR3NRSFC9HwuOxmTM-10Akr5ksdbChXI2XVt94ST0KdWtfsVEvGYgOcmXWc_aem_AWp8_X0BTFiaYLdaSoL-JJnYM8OqIYM9I8V6gMEqm-A6SwCl-kBL2CRnxi8u_CXnZCY8tt_luYYuK3mQyPACwiCe

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":309238631563560,"tweetId":"309238631563560","gmtCreate":1716525524821,"gmtModify":1716529677562,"author":{"id":4162007315340132,"idStr":"4162007315340132","authorId":4162007315340132,"authorIdStr":"4162007315340132","name":"Vincent LS","avatar":"https://community-static.tradeup.com/news/dd094dd03e41025301e1675a69c2fa27","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n \nNVIDIA FY2025Q1 is out. \nAs what accountant does, I go through the same routine, digest the figures and read the earnings call transcript to build the context. \nMy take - The Blackwell platform has not been priced in the share price! Talks of competition from big techs and AMD are irrelevant when technology is going so fast and make internally built AI system irrelevant quickly and more costly than Nvidia in terms of time cost and performance. \n[ Market growth X market leadership X right valuation X market liquidity ]\n \n\nhttps://www.insidermonkey.com/blog/nvidia-corporation-nasdaqnvda-q1-2025-earnings-call-transcript-1305649/?fbclid=IwZXh0bgNhZW0CMTEAAR3NRSFC9HwuOxmTM-10Akr5ksdbChXI2XVt94ST0KdWtfsVEvGYgOcmXWc_aem_AWp8_X0BTFiaYLdaSoL-JJnYM8OqIYM9I8V6gMEqm-A6SwCl-kBL2CRnxi8u_CXnZCY8tt_luYYuK3mQyPACwiCe</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n \nNVIDIA FY2025Q1 is out. \nAs what accountant does, I go through the same routine, digest the figures and read the earnings call transcript to build the context. \nMy take - The Blackwell platform has not been priced in the share price! Talks of competition from big techs and AMD are irrelevant when technology is going so fast and make internally built AI system irrelevant quickly and more costly than Nvidia in terms of time cost and performance. \n[ Market growth X market leadership X right valuation X market liquidity ]\n \n\nhttps://www.insidermonkey.com/blog/nvidia-corporation-nasdaqnvda-q1-2025-earnings-call-transcript-1305649/?fbclid=IwZXh0bgNhZW0CMTEAAR3NRSFC9HwuOxmTM-10Akr5ksdbChXI2XVt94ST0KdWtfsVEvGYgOcmXWc_aem_AWp8_X0BTFiaYLdaSoL-JJnYM8OqIYM9I8V6gMEqm-A6SwCl-kBL2CRnxi8u_CXnZCY8tt_luYYuK3mQyPACwiCe</body></html>","text":"$NVIDIA Corp(NVDA)$ NVIDIA FY2025Q1 is out. As what accountant does, I go through the same routine, digest the figures and read the earnings call transcript to build the context. My take - The Blackwell platform has not been priced in the share price! Talks of competition from big techs and AMD are irrelevant when technology is going so fast and make internally built AI system irrelevant quickly and more costly than Nvidia in terms of time cost and performance. [ Market growth X market leadership X right valuation X market liquidity ] https://www.insidermonkey.com/blog/nvidia-corporation-nasdaqnvda-q1-2025-earnings-call-transcript-1305649/?fbclid=IwZXh0bgNhZW0CMTEAAR3NRSFC9HwuOxmTM-10Akr5ksdbChXI2XVt94ST0KdWtfsVEvGYgOcmXWc_aem_AWp8_X0BTFiaYLdaSoL-JJnYM8OqIYM9I8V6gMEqm-A6SwCl-kBL2CRnxi8u_CXnZCY8tt_luYYuK3mQyPACwiCe","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/309238631563560","repostId":0,"isVote":1,"tweetType":1,"viewCount":144,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":733,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/309238631563560"}