🚀 Nvidia Q1 revenue +85% YoY,

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1PC
05-24 19:09

🚀 Nvidia Q1 revenue +85% YoY, margin steady at 75%, $80B buybacks + dividend hike, and Jensen flagged a $200B new market. Guidance reaction was muted, but AI demand spilled over — AMD +8%, ARM +15%, MU +5%.
✨ My view: NVDA’s valuation looks rich, yet the AI bull run is rotating wider. $220 may just be the starting point if hardware demand keeps compounding. @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000

# Nvidia Beats Estimates, 75% Margin! Is $220 Just the Starting Point?

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LEESIMON
·05-25 00:28
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Is $220 Just the Starting Point?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":eb52dd9276c642828fb2416c9ddbc897}&rnconfig={\"headerBarHidden\": true}","description":"Nvidia Q1 revenue surged 85% YoY, beating estimates, with gross margin holding steady at 75%. The company added $80B in buybacks, raised its dividend, and CEO Jensen Huang identified a new $200B market opportunity. Despite a tepid reaction to guidance, AI demand signals spilled over broadly — AMD gained 8%, ARM surged 15% to an all-time high, and MU rose nearly 5%. Is Nvidia a warning of fully-priced valuation, or is the AI bull run rotating into a wider beneficiary universe — and is $220 really just the starting point?","image":"https://community-static.tradeup.com/news/eede1af8088e929b2944caeab39a2db8"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>🚀 Nvidia Q1 revenue +85% YoY, margin steady at 75%, $80B buybacks + dividend hike, and Jensen flagged a $200B new market. Guidance reaction was muted, but AI demand spilled over — AMD +8%, ARM +15%, MU +5%.\n<br>\n✨ My view: NVDA’s valuation looks rich, yet the AI bull run is rotating wider. $220 may just be the starting point if hardware demand keeps compounding. <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> <a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a> <a href=\"https://ttm.financial/U/4091884160412060\">@Aqa</a> <a href=\"https://ttm.financial/U/4100833454173050\">@DiAngel</a> <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a> <a href=\"https://ttm.financial/U/3560184106659134\">@Shernice軒嬣 2000</a></body></html>","htmlText":"<html><head></head><body>🚀 Nvidia Q1 revenue +85% YoY, margin steady at 75%, $80B buybacks + dividend hike, and Jensen flagged a $200B new market. Guidance reaction was muted, but AI demand spilled over — AMD +8%, ARM +15%, MU +5%.\n<br>\n✨ My view: NVDA’s valuation looks rich, yet the AI bull run is rotating wider. $220 may just be the starting point if hardware demand keeps compounding. <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> <a href=\"https://ttm.financial/U/4171900329979952\">@Barcode</a> <a href=\"https://ttm.financial/U/4091884160412060\">@Aqa</a> <a href=\"https://ttm.financial/U/4100833454173050\">@DiAngel</a> <a href=\"https://ttm.financial/U/3581734406950755\">@Shyon</a> <a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a> <a href=\"https://ttm.financial/U/3560184106659134\">@Shernice軒嬣 2000</a></body></html>","text":"🚀 Nvidia Q1 revenue +85% YoY, margin steady at 75%, $80B buybacks + dividend hike, and Jensen flagged a $200B new market. Guidance reaction was muted, but AI demand spilled over — AMD +8%, ARM +15%, MU +5%. ✨ My view: NVDA’s valuation looks rich, yet the AI bull run is rotating wider. $220 may just be the starting point if hardware demand keeps compounding. @JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/567631461092000","repostId":0,"isVote":1,"tweetType":1,"viewCount":281,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","CHAT","AIPO","AGIX","ARTY"],"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":353,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":567750685221944,"commentId":"567750685221944","gmtCreate":1779640129033,"gmtModify":1779640403278,"authorId":3579044609497336,"author":{"id":3579044609497336,"idStr":"3579044609497336","authorId":3579044609497336,"name":"LEESIMON","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"23f878ed27704312ae41c7f17e73b319-5","templateUuid":"23f878ed27704312ae41c7f17e73b319","name":"Annualised return","description":"Top 5%","bigImgUrl":"https://community-static.tradeup.com/news/28b025635697d2f8cba3e94ec9f33231","smallImgUrl":"https://community-static.tradeup.com/news/b9d0f04877ffafa61d3f0d06efb58d87","grayImgUrl":"https://community-static.tradeup.com/news/0b3045db9a2ba37916c82e771c62bd6c","redirectLinkEnabled":0,"redirectLinkValidityFrom":1691578800000,"redirectLinkValidityTo":1725015600000,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.05","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5300,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"23f878ed27704312ae41c7f17e73b319-5","name":"Annualised return","description":"Top 5%","smallImgUrl":"https://community-static.tradeup.com/news/b9d0f04877ffafa61d3f0d06efb58d87","bigImgUrl":"https://community-static.tradeup.com/news/28b025635697d2f8cba3e94ec9f33231","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":1691578800000,"redirectLinkValidityTo":1725015600000}]},"repliedAuthorId":0,"objectId":567631461092000,"objectIdStr":"567631461092000","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"🩷Good","text":"🩷Good","html":"🩷Good","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}