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NVIDIA $NVDA Q3'24 earnings:
🔹Revenue: $35.1 Bln vs est. $33.1Bln (6% beat🟢)
🔹Earnings per share: $0.78 vs est. $0.75 (4% beat🟢)
Initial stock reaction 📈
Down -2% 🔴
Updated one-pager will be out tomorrow🫡
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NVIDIA $NVDA Q3'24 earnings:
🔹Revenue: $35.1 Bln vs est. $33.1Bln (6% beat🟢)
🔹Earnings per share: $0.78 vs est. $0.75 (4% beat🟢)
Initial stock reaction 📈
Down -2% 🔴
Updated one-pager will be out tomorrow🫡
All eyes are on NVIDIA $NVDA reporting earnings tomorrow after hours.
Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $33.1B (+83%)
🔹Est. EPS: $0.75 (+85%) https://t.co/MAcrRCCNy8 tweet
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RT @Stocktwits: BREAKING 🚨 $NVDA JUST REPORTED EARNINGS...
✅ EPS of $0.78, beating expectations of $0.75
✅ Revenue of $35.1B, beating expectations of $33.1B
Stock is DOWN 4.7%
Listen to the call LIVE on Stocktwits: https://t.co/N0xGxmE5fV https://t.co/CmmeKaOxXX
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RT @Stocktwits: BREAKING 🚨 $NVDA JUST REPORTED EARNINGS...
✅ EPS of $0.78, beating expectations of $0.75
✅ Revenue of $35.1B, beating expectations of $33.1B
Stock is DOWN 4.7%
Listen to the call LIVE on Stocktwits: https://t.co/N0xGxmE5fV https://t.co/CmmeKaOxXX
It's almost $NVDA earnings time...
So what's going to happen?
@Buncahn joined @StockSavvyShay and @AcetheKidTA to break it all down, but he didn't get the leather jacket memo 😬
Don't miss Daily Rip LIVE at 8:30am daily...it's literally in the name https://t.co/JF6mTM4WVi tweet
Quiver Quantitative
RT @InsiderRadar: 🚨 New CEO Insider Purchase
The CEO of $ENPH has reported the purchase of ~$300K of the company's stock.
This is the second insider purchase he has reported in the last week
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RT @InsiderRadar: 🚨 New CEO Insider Purchase
The CEO of $ENPH has reported the purchase of ~$300K of the company's stock.
This is the second insider purchase he has reported in the last week
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Capital Employed
Some very interesting ideas here...
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Some very interesting ideas here...
Our usual quarterly post. 🚨
What's your favorite small/microcap (sub $1 billion) idea right now?
Do feel free to retweet so we can gather more ideas 👍 tweet
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Brandes on Takeda Pharmaceutical $4502 JP
Thesis: Takeda’s strategic deleveraging and diversified drug pipeline, combined with strong market positioning, offer compelling upside despite recent challenges
(Extract from their Q3 letter) https://t.co/BiVuYpeXvT
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Brandes on Takeda Pharmaceutical $4502 JP
Thesis: Takeda’s strategic deleveraging and diversified drug pipeline, combined with strong market positioning, offer compelling upside despite recent challenges
(Extract from their Q3 letter) https://t.co/BiVuYpeXvT
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Hidden Value Gems
Enjoyed Sohn London 2025 conference yesterday, quite a few ideas including @muddywatersre short thesis on $ELF.
The ones I found most exciting are:
1/ $UBI.PA
2/ $YOU.L
3/ $BORR https://t.co/Wd4XGEbYgR
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Enjoyed Sohn London 2025 conference yesterday, quite a few ideas including @muddywatersre short thesis on $ELF.
The ones I found most exciting are:
1/ $UBI.PA
2/ $YOU.L
3/ $BORR https://t.co/Wd4XGEbYgR
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Hidden Value Gems
Victor Haghani (ex LTCM) will be speaking at LSE on 2 December on "Why I stopped picking stocks: the risk matters hypothesis".
Free to attend, should be interesting 👇 https://t.co/xufTKIXbfB
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Victor Haghani (ex LTCM) will be speaking at LSE on 2 December on "Why I stopped picking stocks: the risk matters hypothesis".
Free to attend, should be interesting 👇 https://t.co/xufTKIXbfB
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NVIDIA $NVDA Q3 highlights:
🔹AI enterprise revenue is set to grow >200%
🔹Blackwell is now in full production
🔹Staggering demand for its Blackwell chip
The Blackwell cycle is just beginning and likely to exceed expectations.
Here's $NVDA at a glance (Q3 update)👇 https://t.co/R6hHmrHtfD
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NVIDIA $NVDA Q3 highlights:
🔹AI enterprise revenue is set to grow >200%
🔹Blackwell is now in full production
🔹Staggering demand for its Blackwell chip
The Blackwell cycle is just beginning and likely to exceed expectations.
Here's $NVDA at a glance (Q3 update)👇 https://t.co/R6hHmrHtfD
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Stock Analysis Compilation
Epoch IP on Lloyds Banking Group $LLOY LN
Thesis: Lloyds’ dominant retail banking position, robust balance sheet, and strong capital return strategy make it a compelling play for consistent income and shareholder value growth
(Extract from their Q3 letter) https://t.co/XMDAtNESir
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Epoch IP on Lloyds Banking Group $LLOY LN
Thesis: Lloyds’ dominant retail banking position, robust balance sheet, and strong capital return strategy make it a compelling play for consistent income and shareholder value growth
(Extract from their Q3 letter) https://t.co/XMDAtNESir
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