Happy Thursday! Are the bills back? I think so!
🟥 or 🟩?
Question:
Nvida reported earnings! What do you think? Are you adding shares? Share your opinion along with your guess for the bonus zap
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Happy Thursday! Are the bills back? I think so!
🟥 or 🟩?
Nvida reported earnings! What do you think? Are you adding shares? Share your opinion along with your guess for the bonus zap
🟩 I don't own Nvidia shares yet but seeing them spend $26 billion on share buybacks and dividends this quarter alone signals that management has immense confidence in their structural free cash flow sustainability.
Nvida stock is ripping higher and it is clearly pulling the rest of the tech market up along with it.It's amazing to watch how much influence this single stock has over the entire market right now.🟩 but I'm not adding shares for now!
🟩 I will need to top me some shares even if it's fractional especially as the expanded Amazon AWS partnership will deploy another 2 million GPUs through fiscal 2029 proves that hyperscaler demand is not slowing down, it's scaling out.
🟩
P/E ratio looks scary at first glance, but given their 100%+ earnings growth rate, the PEG ratio makes it surprisingly reasonable.
🟩
$NVDA just said “you thought the AI boom was slowing down?” $108B next-quarter guidance. Yeah. Let’s see how far this rocket can go.
🟩 Raising Q3 revenue guidance to $108 billion (above Wall Street’s $105.1B consensus) shows that the immediate pipeline remains highly lucrative, especially as it crosses the $100B single quarter milestone.
🟩 Microsoft, Google, and Meta are still expanding AI capex, which directly feeds Nvidia's bottom line.
The spending cycle is alive and well so I might just get me some.
🟩 The numbers are insane, but expectations are so high that any slight slowdown could trigger a major correction. I'm waiting for a pullback.
🟩
Nvidia just dropped another monster quarter. 🤯 At this point I’m not asking whether NVDA is expensive, I’m asking how much bigger this AI wave can get.
🟩
Yes. Nvidia is basically printing money at this point 😂 $96B revenue and still accelerating. AI boom doesn’t look anywhere near done.
🟩
Honestly, I’m impressed. $96.2B in revenue and $108B guidance. The AI demand still looks insane. I’d definitely add some shares.
🟩 AI is the shift of a decade, and Nvidia is the infrastructure powering it so holding for a decade.
🟩
🟩 Every time I think the train has left the station with NVDA, it gains another trillion in market cap. I just need to get skin in the game
Bulls(🟩) Win!
Nvida you devil you!