[Financial Results Preview] Should I buy NVIDIA, the AI emperor, before the $1,000 mark at 5:00 a.m. on the 23rd before settlement?

● $NVIDIA(NVDA.US)$After the end of trading hours on the 22nd (Japan time on the 23rd at 5:20 a.m.) We plan to announce financial results for FY2025 Q1.
● The data center, which is the company's most important businessIt is expected to achieve sales of 20.967 billion dollars, up 389.43% from the same period last yearIt is. As a result, it is expected that the ratio of the same business to the company's sales will continue to expand from 83% in the previous quarter to 85%.
● GS Securities analysts say that since investment in AI will continue to be at a high level in the future,NVIDIA's valuations are still cheapLooking at it, the target stock price was raised from 1,000 dollars to 1,100 dollars. HSBC also anticipated that the company's AI business outlook would be undervalued, and the target stock price was 1,350 dollars.
● According to Moomoo, the market is NVIDIASales for FY2025 Q1 are expected to increase 240.47% from the same period last year to 24.487 billion dollars, and EPS is expected to increase 532.28% from the same period last year to 5.18 dollarsIt has been done (US-GAAP).

Future financial results, including NVIDIA's second quarter earnings guidance, are expected to exceed analysts' expectations, and one reason for this is that major customers are increasing their investment in AI, as seen in recent quarterly reports. In particular, $Meta Platforms(META.US)$ (Facebook parent company), $Alphabet-C(GOOG.US)$ 、 $Microsoft(MSFT.US)$Companies like these have greatly stepped up their AI efforts, which is a good sign for the company.

Wall Street analysts say NVIDIA stocks are still undervalued
$Goldman Sachs(GS.US)$ Analysts said that since investment in AI will continue to be at a high level in the future,NVIDIA's valuations are still cheapLooking at it, the target stock price was raised from 1,000 dollars to 1,100 dollars.

Goldman Sachs $Microsoft(MSFT.US)$ 、 $Alphabet-C(GOOG.US)$ 、 $Amazon(AMZN.US)$ 、 $Meta Platforms(META.US)$The capital investment amount of the four tech companies in the cloud this year reached 177 billion dollars, which greatly exceeds 119 billion dollars last year, and it is expected that it will continue to increase to 1950 billion dollars in 2025.

$HSBC Holdings(HSBC.US)$Also, the company's AI business outlook was expected to be undervalued, and the target stock price was set at $1,350.

Should I buy before closing?
In the past 4 financial results reports, NVIDIA has consistently surpassed forecasts, and investors expect this pattern to continue. $Advanced Micro Devices(AMD.US)$ Ya $Intel(INTC.US)$ Despite the progress of rivals such as $NVIDIA(NVDA.US)$ It maintains a major advantage in the GPU (graphics processing unit) market and has secured approximately 80% of the global market share. These chips are used in AI (artificial intelligence) applications, enhancing NVIDIA's superiority.

Risk that stock prices will fall due to anxiety about the semiconductor market
$NVIDIA(NVDA.US)$There was also a period of sluggish growth since the stock price recorded a high listing price (950.02 dollars) on 3/25, and it fell from the high listing price to 762 dollars, which is 19.79% lower, on 4/19.

The day before, anxiety about the outlook for semiconductor demand intensified, $Taiwan Semiconductor(TSM.US)$The outlook for the semiconductor market in 2024 shown by has been revised downward from the forecast as of January. NVIDIA's total revenue is expected to continue to increase by more than 2-3 times compared to the same period last year for 4 consecutive quarters after the 2023/5/7 fiscal year, but it is not always possible to maintain this pace indefinitely.