User Panel
Posted: 2/21/2024 3:41:42 PM EST
Tick-tock tick-tock.
Listen: Nvidia delivers Q4 FY24 earnings call $NVDA |
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A few of my MFs contain some NVDA. Seems like a giant bubble, but if I trusted my own instincts about that stuff I wouldn't be buying MFs.
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Nvidia is a huge player in the AI space.
Do with that what you wish. |
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I wish I had more of it, maybe it will drop 20% back into buy territory before it takes off to the moon again.
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What percentage of the stock market is Nividia alone again? I know it’s a big number.
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Quoted: What percentage of the stock market is Nividia alone again? I know it’s a big number. View Quote 1.6 T https://ycharts.com/companies/NVDA/market_cap |
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Quoted: The whole market is going to move on whatever direction the earnings go. View Quote View All Quotes View All Quotes Quoted: Quoted: A few of my MFs contain some NVDA. Seems like a giant bubble, but if I trusted my own instincts about that stuff I wouldn't be buying MFs. The whole market is going to move on whatever direction the earnings go. Look at what happened to Palo Alto. Down 28% |
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It's still overbought but the last couple of days have helped that.
I bought a few SQQQ, in case of a sell-off. I'm also holding UVXY. This will probably insure a big rally tomorrow. |
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This is awesome. I will probably make $87 of unrecognized value tomorrow.
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Quoted: It's up after hours after they released the report. But the market is fickle. It might not have been a big enough beat. View Quote View All Quotes View All Quotes Quoted: Quoted: And that makes it go down 2.85%? It's up after hours after they released the report. But the market is fickle. It might not have been a big enough beat. I think it will be back in the mid 700 range in short order, maybe by tomorrow EOB |
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Will this cause Super Micro to go bat shit again?
In for the ride either way. |
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Edit never mind.
After hours is spicy. Call is at 5. Forward guidance matters more than results lately. |
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I predict nvidia will go HIGH tomorrow. I base my career in the stock market on this prediction.
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Live.
Listen: Nvidia delivers Q4 FY24 earnings call $NVDA |
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Nvidia will be the most valuable company in the world soon if this keeps up. Data center revenues up 27% sequentially from last quarter and up over 400% YoY. Insane.
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Quoted: Nvidia will be the most valuable company in the world soon if this keeps up. Data center revenues up 27% sequentially from last quarter and up over 400% YoY. Insane. View Quote And with their financing solutions (nvfs program) they can show loans they make to their customers as sales. |
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Quoted: Look at what happened to Palo Alto. Down 28% View Quote View All Quotes View All Quotes Quoted: Quoted: Quoted: A few of my MFs contain some NVDA. Seems like a giant bubble, but if I trusted my own instincts about that stuff I wouldn't be buying MFs. The whole market is going to move on whatever direction the earnings go. Look at what happened to Palo Alto. Down 28% People still use Palo Alto? Attached File |
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View Quote View All Quotes View All Quotes Quoted: Quoted: Quoted: Quoted: A few of my MFs contain some NVDA. Seems like a giant bubble, but if I trusted my own instincts about that stuff I wouldn't be buying MFs. The whole market is going to move on whatever direction the earnings go. Look at what happened to Palo Alto. Down 28% People still use Palo Alto? /media/mediaFiles/sharedAlbum/horror-233.jpg Not as much now as they used to, apparently. |
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Quoted: Nvidia will be the most valuable company in the world soon if this keeps up. Data center revenues up 27% sequentially from last quarter and up over 400% YoY. Insane. View Quote That's what I was wondering. There's at least two new startups, or pretty new companies anyhoo with AI chips that look very promising to challenge Nvidia's dominance right now in AI. Also I'm not sure how AMD compares but they're working on it. This Cerebras sounds very promising as the whole chip is dedicated for AI, not just clusters of GPUs. If you believe their numbers. Groq is the other. But the two companies aren't going public yet or I'd be buying some of their stock. https://www.cerebras.net/press-release/cerebras-systems-unveils-the-industrys-first-trillion-transistor-chip/ |
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Nvidia (NVDA) reported its fourth quarter earnings after the bell on Wednesday, beating analysts' expectations on the top and bottom lines. For the quarter, Nvidia reported adjusted earnings per share (EPS) of $5.16 on revenue of $22.1 billion. Analysts were expecting EPS of $4.60 on revenue of $20.4 billion. That's a massive jump from the same period last quarter when Nvidia reported EPS of $0.88 on $6.1 billion a year ago. To put a finer point on Nvidia's performance, the company reported $27 billion in revenue for all of 2022. The company also guided higher than analysts' expectations for the first quarter, saying it anticipates revenue of $24 billion, plus or minus 2%. Wall Street was expecting $21.9 billion for the quarter. View Quote |
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Quoted: Nvidia (NVDA) reported its fourth quarter earnings after the bell on Wednesday, beating analysts' expectations on the top and bottom lines. For the quarter, Nvidia reported adjusted earnings per share (EPS) of $5.16 on revenue of $22.1 billion. Analysts were expecting EPS of $4.60 on revenue of $20.4 billion. That's a massive jump from the same period last quarter when Nvidia reported EPS of $0.88 on $6.1 billion a year ago. To put a finer point on Nvidia's performance, the company reported $27 billion in revenue for all of 2022. The company also guided higher than analysts' expectations for the first quarter, saying it anticipates revenue of $24 billion, plus or minus 2%. Wall Street was expecting $21.9 billion for the quarter. That is a HUGE beat. |
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Here we go.
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Quoted: Here we go.
View Quote He’s been more publicly wrong than just about any other commentator the last few years. Bold card for him to play. |
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Quoted: He’s been more publicly wrong than just about any other commentator the last few years. Bold card for him to play. View Quote View All Quotes View All Quotes Quoted: Quoted: Here we go.
He’s been more publicly wrong than just about any other commentator the last few years. Bold card for him to play. There are the two promising startups I posted above. Especially Groq. Did he just sign Nvidia's death certificate? |
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Quoted: https://www.ar15.com/media/mediaFiles/422/Screenshot_2024-02-22_at_10-17-45_Taiwan-3137392.png View Quote Pushed them close to 2T market cap. |
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Quoted: https://www.ar15.com/media/mediaFiles/579267/Screen_Shot_2024-02-22_at_13_44_09_png-3137710.JPG Not bad for a day's work. View Quote Did you buy and sell just today? Impressive. Or were they shares you already had? I have some shares, ain’t selling. They were bought at various times last year. |
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