Simplifying Stocks, CPA
RT @FinFluentialx: Is $NVDA a buy after earnings?

Yes - though handle with caution.

On consensus numbers, you’re effectively paying ~30x earnings for a 10% CAGR

That’s a premium price tag for a mere 10%

But here’s the catch: where $NVDA goes, the market tends to follow.

You’re not just buying growth - you’re buying the market’s pace-setter, the name that dictates momentum.

$NVDA reported data center sales of $41.09B

Consensus estimates for data centre was $41.2B

😬

Compute sales actually fell sequentially, but networking kept the data segment in sequential growth this quarter.

Ultimately, the Street is focused on the guidance

But... Small cracks are starting to appear in the Ai trade - Simplifying Stocks, CPA
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Julian Goldie SEO
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