vuvence IX
10-16

$NVIDIA Corp(NVDA)$  Yeah nah, I think I will hold. The fundamentals are way too strong to sell at $130. Same for AMD, strong fundamentals so will hold those as well. Restriction of exports will encourage China to invest into more R&D.

Modified in.10-16
Can Nvidia Replicate Tesla's Post-Earnings Surge?
Nvidia will release earnings on November 20th. Revenue is expected to be $32.5 billion, plus or minus 2%. GAAP and non-GAAP gross margins are expected to be 74.4% and 75.0%, respectively, plus or minus 50 basis points. For the full year, gross margins are expected to be in the mid-70% range. ----------------- Is Nvidia the winner of big tech's AI rival? Will you add Nvidia before earnings? Can Nvidia beat and surge like Tesla did? Will Nvidia manage to meet the lofty expectations?
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