To The Moon

Log In/Sign Up
      • NativelyBullishNativelyBullish
        ·08-28
        "A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers." Should say it the other way around. Mouthwatering for its customers and eye watering for its biggest competitors.

        Nvidia Earnings Should Prove That It's Still the "Magnificent One"

        Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.The most critical event of the quarter for both the technology market
        Nvidia Earnings Should Prove That It's Still the "Magnificent One"
        258Comment
        Report
      • Guavaxf30Guavaxf30
        ·08-28
        The fact that the other Mag 6's gives business and buy from Nvidia will alone confirm this. It is Mag One and the other semi-Mag 6's.  Actually sorry but I should say the other Semi-Mag 5's.  Tesla is no way in the same category.

        Nvidia Earnings Should Prove That It's Still the "Magnificent One"

        Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.The most critical event of the quarter for both the technology market
        Nvidia Earnings Should Prove That It's Still the "Magnificent One"
        250Comment
        Report
      • ShayBoloorShayBoloor
        ·08-28

        NVDA: What's the Surprise from ER?

        Ahead of tomorrow's $NVIDIA Corp(NVDA)$ earnings event -- I want to highlight some key pre-earnings considerations 🧐Blackwell SeriesConcerns have surfaced about potential delays in the release of Nvidia's next-generation AI chips due to design flaws -- which have pressured the stock over the past few weeks. The anticipated three-month delay for the B100, B200, and GB200 chips could significantly disrupt operations for customers in early 2025. However, Nvidia’s supply partners offer a more optimistic view -- suggesting that initial shipments of the GB200s could start as early as Q4 this year, with full production ramping up in Q1. This positive outlook sharply contrasts with fears of halted production lines. Commentary on the Blackwell series will
        1.61K2
        Report
        NVDA: What's the Surprise from ER?
      • ImwinfredImwinfred
        ·08-28
        Let's go

        Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show

        NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia's upcoming earnings report to spark a more than $300 billion swing in the shares of the world's most dominan
        Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show
        196Comment
        Report
      • Guavaxf30Guavaxf30
        ·08-28
        This may be the most anticipated quarterly result in history of the stock market. For the faint-hearted, it may be best to stay on the side. For the bold and brave, you need to take a position. For me, I am all in on Nvidia shocking on the upside. The billions in Capex from the likes of Amazon, Meta and Alphabet alone should entice.

        Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show

        NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia's upcoming earnings report to spark a more than $300 billion swing in the shares of the world's most dominan
        Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show
        9771
        Report
      • BarcodeBarcode
        ·08-28
        $NVIDIA Corp(NVDA)$ Chopping in this channel and it may come down further before they run it up into earnings. The short sellers are in trouble now, Longs 🤺🥊. It's trying to reach out! There's a little chair pattern forming now. ‼️🚨📰 Truist today raised its price target up to $145 from $140 while maintaining its Buy rating 🚀 NVIDIA Q2 FY2025 Earnings Cheat Sheet – Key Insights 🚀 Key Highlights: - Date: Post-Market Earnings on 28th August 2024 (confirmed across trading platforms) - Stock Performance: +158% YTD, +39% from August lows - Expected Move: +/- $12 (9.4% volatility) Core Metrics: - Revenue Estimates: $28.73B (+114% YoY) - EPS Estimates: $0.64 (+137%) - Analyst Ratings:  🟢 56 Buys 🟠 4 Holds 🔴 0 Sells Recent Earnings Impact: - Q1 FY2024
        8735
        Report
      • HBC888HBC888
        ·08-27
        122

        Nvidia's Earnings May Swing the Stock Market This Week. Here's How to Hedge It, BofA Global Says

        Put options on the S&P 500 offer better protection than Nvidia-based hedges against earnings risk, BofA Global Research says. An early August rout in the U.S. stock market and the Federal Reserve's economic symposium in Jackson Hole, Wyo., last week have stolen the spotlight from Nvidia Corp.'s upcoming earnings. Investors used to the company's blockbuster results may underprice the risk of a disappointment and its impact on the broader market, according to BofA Global Research."Don't sleep on Nvidia's earnings, [which are] a consistent driver of the S&P 500 returns and still a risk to markets if they disappoint," a team of BofA Global analysts led by Gonzalo Asis, an equity-linked analyst, said in a Sunday note.The quarterly earnings results for Nvidia , the poster child of the artificial-intelligence theme, have been a key driver of short-term stock-market performance since January 2023, Asis and his team said. The chart below shows that the reaction of Nvidia's stock to earnings is
        Nvidia's Earnings May Swing the Stock Market This Week. Here's How to Hedge It, BofA Global Says
        27Comment
        Report
      • BarcodeBarcode
        ·08-28
        $NVIDIA Corp(NVDA)$ Chopping in this channel and it may come down further before they run it up into earnings. The short sellers are in trouble now, Longs 🤺🥊. It's trying to reach out! There's a little chair pattern forming now. ‼️🚨📰 Truist today raised its price target up to $145 from $140 while maintaining its Buy rating 🚀 NVIDIA Q2 FY2025 Earnings Cheat Sheet – Key Insights 🚀 Key Highlights: - Date: Post-Market Earnings on 28th August 2024 (confirmed across trading platforms) - Stock Performance: +158% YTD, +39% from August lows - Expected Move: +/- $12 (9.4% volatility) Core Metrics: - Revenue Estimates: $28.73B (+114% YoY) - EPS Estimates: $0.64 (+137%) - Analyst Ratings:  🟢 56 Buys 🟠 4 Holds 🔴 0 Sells Recent Earnings Impact: - Q1 FY2024
        8735
        Report
      • ShayBoloorShayBoloor
        ·08-28

        NVDA: What's the Surprise from ER?

        Ahead of tomorrow's $NVIDIA Corp(NVDA)$ earnings event -- I want to highlight some key pre-earnings considerations 🧐Blackwell SeriesConcerns have surfaced about potential delays in the release of Nvidia's next-generation AI chips due to design flaws -- which have pressured the stock over the past few weeks. The anticipated three-month delay for the B100, B200, and GB200 chips could significantly disrupt operations for customers in early 2025. However, Nvidia’s supply partners offer a more optimistic view -- suggesting that initial shipments of the GB200s could start as early as Q4 this year, with full production ramping up in Q1. This positive outlook sharply contrasts with fears of halted production lines. Commentary on the Blackwell series will
        1.61K2
        Report
        NVDA: What's the Surprise from ER?
      • Guavaxf30Guavaxf30
        ·08-28
        This may be the most anticipated quarterly result in history of the stock market. For the faint-hearted, it may be best to stay on the side. For the bold and brave, you need to take a position. For me, I am all in on Nvidia shocking on the upside. The billions in Capex from the likes of Amazon, Meta and Alphabet alone should entice.

        Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show

        NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia's upcoming earnings report to spark a more than $300 billion swing in the shares of the world's most dominan
        Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show
        9771
        Report
      • NativelyBullishNativelyBullish
        ·08-28
        "A report earlier this month shows data that is mouthwatering if you are an Nvidia competitor, and eyewatering if you are one of its biggest customers." Should say it the other way around. Mouthwatering for its customers and eye watering for its biggest competitors.

        Nvidia Earnings Should Prove That It's Still the "Magnificent One"

        Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.The most critical event of the quarter for both the technology market
        Nvidia Earnings Should Prove That It's Still the "Magnificent One"
        258Comment
        Report
      • Guavaxf30Guavaxf30
        ·08-28
        The fact that the other Mag 6's gives business and buy from Nvidia will alone confirm this. It is Mag One and the other semi-Mag 6's.  Actually sorry but I should say the other Semi-Mag 5's.  Tesla is no way in the same category.

        Nvidia Earnings Should Prove That It's Still the "Magnificent One"

        Nvidia earned its way into a dominant position with class-leading products and designs that are the best for modern AI processing.The most critical event of the quarter for both the technology market
        Nvidia Earnings Should Prove That It's Still the "Magnificent One"
        250Comment
        Report
      • ImwinfredImwinfred
        ·08-28
        Let's go

        Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show

        NEW YORK, Aug 27 (Reuters) - Traders in the U.S. equity options market are expecting Nvidia's upcoming earnings report to spark a more than $300 billion swing in the shares of the world's most dominan
        Nvidia Results Could Spur Record $300 Billion Swing in Shares, Options Show
        196Comment
        Report
      • HBC888HBC888
        ·08-27
        122

        Nvidia's Earnings May Swing the Stock Market This Week. Here's How to Hedge It, BofA Global Says

        Put options on the S&P 500 offer better protection than Nvidia-based hedges against earnings risk, BofA Global Research says. An early August rout in the U.S. stock market and the Federal Reserve's economic symposium in Jackson Hole, Wyo., last week have stolen the spotlight from Nvidia Corp.'s upcoming earnings. Investors used to the company's blockbuster results may underprice the risk of a disappointment and its impact on the broader market, according to BofA Global Research."Don't sleep on Nvidia's earnings, [which are] a consistent driver of the S&P 500 returns and still a risk to markets if they disappoint," a team of BofA Global analysts led by Gonzalo Asis, an equity-linked analyst, said in a Sunday note.The quarterly earnings results for Nvidia , the poster child of the artificial-intelligence theme, have been a key driver of short-term stock-market performance since January 2023, Asis and his team said. The chart below shows that the reaction of Nvidia's stock to earnings is
        Nvidia's Earnings May Swing the Stock Market This Week. Here's How to Hedge It, BofA Global Says
        27Comment
        Report