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$NVIDIA(NVDA.US$
I pray all NVDA fans make tonnes of money today
I pray all NVDA fans make tonnes of money today
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ColumnsLet's talk about NVDA
NVDA announced first-quarter results, with revenue of $26.044 billion, up 262% year over year, higher than market expectations. But as I said in March, to anticipate when the peak of earnings will arrive, we must look at the month-on-month growth rate. The latest quarterly growth rate fell to 17.8%, which is already the third consecutive quarter of decline. The guideline for the next quarter is $28 billion. If the target is reached, the month-on-month growth rate will drop to 7.5%. The fact that month-on-month growth continues to decline is almost immutable. This is also a structural problem that explosively growing or cyclical companies generally encounter. Mainly, the base was low before the outbreak, but the base became abnormally high after the outbreak, causing growth to be weak in the future, and the growth curve will gradually flatten. Therefore, judging from the year-on-year figures alone, it is impossible to clearly see the problem. Only by monitoring month-on-month growth can we understand whether it has become difficult between seasons.
Judging from the current pace of decline in the month-on-month growth rate, NVDA's month-on-month revenue growth rate has begun to struggle. The peak will probably fall around the fourth quarter (in line with personal forecasts for the previous quarter). I assume that next quarter's revenue will still be higher than the guideline (chart below), reaching $29.4 billion, an increase of 12.8% month-on-month. Then the month-on-month growth rates for the third quarter and fourth quarter were 7.8% and 2.8% respectively. Revenue for the full year of 2024 will be $119.64 billion, up 96.4% year on year. I'm also optimistic that the month-on-month growth in 2025 will remain flat (generally difficult), that is, quarterly revenue will remain at its peak of $32.55 billion,...
Judging from the current pace of decline in the month-on-month growth rate, NVDA's month-on-month revenue growth rate has begun to struggle. The peak will probably fall around the fourth quarter (in line with personal forecasts for the previous quarter). I assume that next quarter's revenue will still be higher than the guideline (chart below), reaching $29.4 billion, an increase of 12.8% month-on-month. Then the month-on-month growth rates for the third quarter and fourth quarter were 7.8% and 2.8% respectively. Revenue for the full year of 2024 will be $119.64 billion, up 96.4% year on year. I'm also optimistic that the month-on-month growth in 2025 will remain flat (generally difficult), that is, quarterly revenue will remain at its peak of $32.55 billion,...
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Nvidia's earnings report surpassed expectations, with revenue increasing by 262% from the previous year, pushing its share price to a record high of $1,020 after market close. The surge was driven by strong AI demand. Additionally, Nvidia announced a 10-to-1 stock split to make shares more accessible to retail investors, which could further boost share prices.
The next industrial revolution has begun. Companies an...
The next industrial revolution has begun. Companies an...
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