NVIDIA Stock Discussion

Ultratech : going to 112 after 8:30.

ImSerious : i am ok if it go endless down as well

Lnova : I loled

101792983 : i guess everyone knows

that April Fool : I was waiting for someone to state the obvious

Ah_huat23 : if gdp data not negative and pce data show little inflation, nvidia can go up

Ultratech : nobody knows. nobody.   i hold long so doesn't matter to me

打不倒的散户 : Actually, the market has declined today, but I see many comments saying it will go up to 110 or even 112. Come on, do those commenters really think they can make such strong predictions? If it can hold at 105 today, that would be enough to celebrate, not to mention reaching 112. Therefore, it's best to just read the comments and not take them seriously; believing even 1% of it isn’t wise. If you really believe it, you should just go to the Netherlands.

102205868 (Tay) : Buy 107.5 and sell at 108.5

Day Trade Lauren OP 102205868 (Tay) : Thanks, but holding. Bought around 87.

102205868 (Tay) : Me at 98

10baggerbamm : what do you think's going to happen when Jensen cuts the outlook for NVIDIA?
you do understand he cannot raise the guidance it's impossible because China represented 14% of total revenue of the whole company just on the GPU sales and that has been eliminated. so if you take a pie and you remove 14%, you're down to 86%. everything that they manufacture right now with regard to Blackwell was presold out on allotment so they don't have the ability to manufacture anymore which means next quarter and the quarter after that and the quarter after that that gap of revenue and earnings is still there. so Jensen's going to have to guide lower and the margins well what he was selling to China was a very high margin neutered GPU compared to what Blackwell is so the company's margins are going to come under further pressure for an extended period of time. if you recall the last conference call Jensen was asked by an analyst during the q&A if Q4 which was announced in February was the worst quarter for margins they were down to 72% and they were going to gradually get better to the goal of 75 by Q4 which is next February or would they remain under pressure and trend down to 71% over the first quarter second quarter and gradually get better in the 3rd and 4th. Jensen avoided this question and that's why the stock dropped literally time and sale right after this avoiding the question during the conference call and that was the high point of the conference call and it just traded straight down ever since. the profit margins for NVIDIA are coming under more pressure this quarter and next quarter and beyond and that's 75% number which was his goal is not going to be realized next February either.  so what's going to happen when Jensen reduces guidance for the first time in years many many years? because I don't see the stock trading up I see it gapping down.