NVDA beat earning, but guidance not strong

Expect stock to be range traded between 130-145

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Need to wait for cc to see Blackwell projection -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 11/20/2024 postreply 13:27:16

it's more important part than ER -常武- 给 常武 发送悄悄话 (0 bytes) () 11/20/2024 postreply 13:28:57

问题好像不在需求端,在supply上 -bupu- 给 bupu 发送悄悄话 (0 bytes) () 11/20/2024 postreply 13:36:18

yes, buy on any dip for sure -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 11/20/2024 postreply 13:38:02

guidance does not exceed $38b -mdTrader- 给 mdTrader 发送悄悄话 (0 bytes) () 11/20/2024 postreply 13:28:44

yes, guidance does not beat at all. Wall street expecting 37 -三心三意- 给 三心三意 发送悄悄话 (142 bytes) () 11/20/2024 postreply 13:30:20

I think we can get those shares back in 130s -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 11/20/2024 postreply 13:30:53

是吗?可以进货了 -gastank1289- 给 gastank1289 发送悄悄话 (0 bytes) () 11/20/2024 postreply 13:45:36

这种比较中性的财报和预期,更给了华尔街明天解释发挥的空间,涨跌难料 -一年回国一次- 给 一年回国一次 发送悄悄话 (0 bytes) () 11/20/2024 postreply 13:36:21

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