Guavaxf30

    • Guavaxf30Guavaxf30
      ·11-21 20:10
      Wow. The real bet for the ages was not Tesla after Trump's election. It was this morning after NVDA's solid financial results still brought about a massive sell-down to a low of $139 +. Now, even before the market opens, the rebound is fierce.

      Why Nvidia Investors Are Missing the Forest for the Trees

      Wall Street quibbles about lower margins and revenue guidance amid stunning growth. Nvidia Corp. investors showed their disappointment in the chip maker's earnings by obsessing over a previously anticipated slight drop in gross profit margins, but they are missing the forest for the trees.Nvidia's GAAP gross margins - forecast at 73% for the company's fiscal fourth quarter - are still enviable across the semiconductor industry. As one analyst told MarketWatch on Wednesday, "Many companies would chew their arm off for a mark-up of over 70%.". Nvidia's shares fell 2.5% in after-hours trading Wednesday. Its shares have risen almost 200% so far this year, so clearly Wall Street wanted more, even as some analysts had already been discussing the margin issue, which is related to a major product transition to Nvidia's new Blackwell line of chips.Analysts also may have had another quibble and were slightly disappointed that the revenue forecast for the fiscal fourth quarter, ending in January
      Why Nvidia Investors Are Missing the Forest for the Trees
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    • Guavaxf30Guavaxf30
      ·11-21 17:40
      My view is the basic thesis has not changed. Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips.  Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.

      BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story

      ** Nvidia forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the wo
      BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story
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    • Guavaxf30Guavaxf30
      ·11-21 07:30
      Same old same old. This happens after the previous good earnings report. It will trade down and then flat for a few days.

      Nvidia Fourth-Quarter Revenue Estimate Fails to Impress Wall Street

      NVIDIA reported quarterly earnings of $0.81 per share which beat the analyst consensus estimate of $0.75 by 8 percent. The company reported quarterly sales of $35.100 billion which beat the analystNVIDIA reported quarterly earnings of $0.81 per share which beat the analyst consensus estimate of $0.75 by 8 percent.The company reported quarterly sales of $35.100 billion which beat the analyst consensus estimate of $33.125 billion by 5.96 percent. This is a 93.71 percent increase over sales of $1
      Nvidia Fourth-Quarter Revenue Estimate Fails to Impress Wall Street
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    • Guavaxf30Guavaxf30
      ·11-21 05:42
      WTF. The results are really good. The forecast too. What is the market thinking? Are they reading correctly ?

      Nvidia Fiscal Q3 Non-GAAP Earnings, Revenue Rise; Q4 Outlook Set

      Nvidia reported fiscal Q3 non-GAAP earnings late Wednesday of $0.81 per diluted share, up from $0.40 a year earlier.Analysts polled by FactSet expected $0.75.Revenue in the three months ended Oct. 27 rose to $35.08 billion from $18.12 billion a year earlier.Analysts surveyed by FactSet expected $33.17 billion.The company expects fiscal Q4 revenue of $37.5 billion, plus or minus 2%. Analysts expect $37.09 billion.Nvidia shares fell 0.8% in recent after-hours activity.
      Nvidia Fiscal Q3 Non-GAAP Earnings, Revenue Rise; Q4 Outlook Set
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    • Guavaxf30Guavaxf30
      ·11-20 17:26
      $NVIDIA Corp(NVDA)$  The real show will be after 4.00 pm EST. Presently it is pure speculation plays. And the larger market Americans are stil asleep. Further I feel the attention will be more about the forecast and update on the Blackwell chip deliveries.  The financial report for the quarter is more or less a given already. Nvidia should likely meet targets given the spendings already announced by the mega-techs.
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    • Guavaxf30Guavaxf30
      ·11-20 08:37
      $NVIDIA Corp(NVDA)$  Strong close yesterday. Up almost 5%. Market is pricing in a spectacular result.  It will be bery exciting tomorrow after market hours when the results are released. The market will either see a super rally, or a sudden retracement down. 
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    • Guavaxf30Guavaxf30
      ·11-17
      It may not be wrong to concentrate on higher value EV's. You can't beat the Chinese in producing cheap cars.  Let them have the 3rd world and concentrate on the higher economy nations. This way, both sides wins.

      The Withering Dream of a Cheap American Electric Car

      The dream of a $25,000 electric vehicle for U.S. drivers is in trouble.Elon Musk has abandoned it. President-elect Donald Trump is unlikely to help. And the current economics of the U.S. auto industry don't support it.The key problem: America doesn't really sell cheap new cars anymore.Why would any automaker offer an EV -- with all of that costly technology -- at a price point that's half of what the average new vehicle goes for these days?Lucid which has begun taking orders for its coming $90,000 version of the new electric SUV called the Gravity, aims to bring out a more affordable midsize vehicle to compete against the Tesla Model Y in late 2026. That vehicle is said to cost less than $50,000, but a cheap EV is something Rawlinson said he would only support by licensing his technology to another company.A slowdown in the rate of EV sales growth has complicated the picture. So has the growing anticipation that the new Trump administration will eliminate federal tax credits that have
      The Withering Dream of a Cheap American Electric Car
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    • Guavaxf30Guavaxf30
      ·11-02
      Interesting theory. But actually makes sense in a twisted way. No pun intended on Twitter.....

      Rally in Trump Media shares may have been fueled by talk of possible sale to Elon Musk - New York Post

      Michael M. Santiago/Getty Images News
      Rally in Trump Media shares may have been fueled by talk of possible sale to Elon Musk - New York Post
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    • Guavaxf30Guavaxf30
      ·11-02
      This actually makes very good sense even if at the moment it is pure speculation. What is $10 billion for someone who paid $44 billion for Twittter/X?  So merging the two will ultimately cost around $54billion. But it get him into the ever shrinking inner circle of the likely relected president of the USA. The ultimate game for Elon Musk is not Tesla. I feel is it his space projects, including Starlink. Controlling space has got value that is infinitely more than what anyone can imagine. The satellite business alone is mind-boggling.

      Media Report Speculates That Elon Musk Might Buy Trump Media

      There is media speculation that Elon Musk might buy Trump Media & Technology Group ($DJT) and absorb the social media company into X / Twitter. The...
      Media Report Speculates That Elon Musk Might Buy Trump Media
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    • Guavaxf30Guavaxf30
      ·10-11
      Looks like Lyft, Uber investors are liking what they saw from the Robotaxi event. They are laughing their way to the bank on what they saw from their supposed biggest threat.

      Lyft Stock Rises 3%, Uber Stock Jumps 4% Premarket After Tesla Unveils “Cybercab” Robotaxi

      Lyft Stock Rises 3.1%, Uber Stock Jumps 4% Premarket After Tesla Unveils “Cybercab” Robotaxi
      Lyft Stock Rises 3%, Uber Stock Jumps 4% Premarket After Tesla Unveils “Cybercab” Robotaxi
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