Despite delivering another rec-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Puts puts puts baby
09-10

Despite delivering another record-breaking quarter with $96.221 billion in revenue (+106% YoY) driven by massive data center demand (+117%) and the acceleration of its next-gen Rubin architecture, Nvidia’s post-earnings stock weakness reflects growing margin anxiety and a consistent pattern of post-release sell-offs. High memory component costs are projected to squeeze Nvidia's gross margin down from 75% to a trough of 71%–72% in Q4, signaling that supply chain inflation is temporarily outpacing pricing power. However, this near-term margin pressure on the primary chipmaker directly benefits memory and optical suppliers who are capturing those increased component dollars, creating a classic supply chain rotation. For investors, buying Nvidia right on the earnings headline carries historical risk given its four-quarter trend of initial sell-offs, but the broader rally in underlying memory and cloud infrastructure names offers a compelling pick-and-shovel entry point as compute continues to directly convert into enterprise revenue.

# Nvidia Slides Two Days While Chips Rally — Did Money Rotate to the Second Tier?

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EllisBird
·09-10
Memory suppliers look helped here, but that usually shows up near the top of the cycle. If Nvidia margin bottoms cleanly, a lot of that supplier upside may already be priced in lol
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MorganHope
·09-10
Rubin pulling forward matters way more than a 3 point gross margin dip. 117% data center growth still says demand is outrunning the supply chain
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Marvell has raised growth guidance three times since December, still 28% below its peak; Intel and ASML are pushing High-NA EUV toward volume production. Rotation out of the priciest name into second-tier design and fabs — but broadening like this is valuation-driven, not order-driven, and late gainers sell hardest when it turns. Keep adding Marvell, or buy Nvidia into a two-day slide?\n\n","image":"https://community-static.tradeup.com/news/b41155e98aed5ef07f32e2a10551be8a"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Despite delivering another record-breaking quarter with $96.221 billion in revenue (+106% YoY) driven by massive data center demand (+117%) and the acceleration of its next-gen Rubin architecture, Nvidia’s post-earnings stock weakness reflects growing margin anxiety and a consistent pattern of post-release sell-offs. High memory component costs are projected to squeeze Nvidia's gross margin down from 75% to a trough of 71%–72% in Q4, signaling that supply chain inflation is temporarily outpacing pricing power. However, this near-term margin pressure on the primary chipmaker directly benefits memory and optical suppliers who are capturing those increased component dollars, creating a classic supply chain rotation. For investors, buying Nvidia right on the earnings headline carries historical risk given its four-quarter trend of initial sell-offs, but the broader rally in underlying memory and cloud infrastructure names offers a compelling pick-and-shovel entry point as compute continues to directly convert into enterprise revenue.</p></body></html>","htmlText":"<html><head></head><body><p>Despite delivering another record-breaking quarter with $96.221 billion in revenue (+106% YoY) driven by massive data center demand (+117%) and the acceleration of its next-gen Rubin architecture, Nvidia’s post-earnings stock weakness reflects growing margin anxiety and a consistent pattern of post-release sell-offs. High memory component costs are projected to squeeze Nvidia's gross margin down from 75% to a trough of 71%–72% in Q4, signaling that supply chain inflation is temporarily outpacing pricing power. However, this near-term margin pressure on the primary chipmaker directly benefits memory and optical suppliers who are capturing those increased component dollars, creating a classic supply chain rotation. For investors, buying Nvidia right on the earnings headline carries historical risk given its four-quarter trend of initial sell-offs, but the broader rally in underlying memory and cloud infrastructure names offers a compelling pick-and-shovel entry point as compute continues to directly convert into enterprise revenue.</p></body></html>","text":"Despite delivering another record-breaking quarter with $96.221 billion in revenue (+106% YoY) driven by massive data center demand (+117%) and the acceleration of its next-gen Rubin architecture, Nvidia’s post-earnings stock weakness reflects growing margin anxiety and a consistent pattern of post-release sell-offs. High memory component costs are projected to squeeze Nvidia's gross margin down from 75% to a trough of 71%–72% in Q4, signaling that supply chain inflation is temporarily outpacing pricing power. However, this near-term margin pressure on the primary chipmaker directly benefits memory and optical suppliers who are capturing those increased component dollars, creating a classic supply chain rotation. 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If Nvidia margin bottoms cleanly, a lot of that supplier upside may already be priced in lol","text":"Memory suppliers look helped here, but that usually shows up near the top of the cycle. If Nvidia margin bottoms cleanly, a lot of that supplier upside may already be priced in lol","html":"Memory suppliers look helped here, but that usually shows up near the top of the cycle. 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