A quick look | Collection of NVIDIA earnings report analysis is here!
NVIDIA once again shocks the market! With a potential 9% increase after hours, what makes their earnings report so impressive? What was discussed in the latest conference call? The AI revolution steals the show, but how long can it support the stock price? Where are the risks lurking behind? Find out all in this comprehensive article!
Although NVIDIA has seen significant gains in the early stage, its sustained high growth in performance can support the current stock price of the company. However, as high growth will not continue indefinitely, with the slowdown in performance growth, it will be difficult for the company's stock price to replicate the past doubling performance. Bright financial report data and guidance can bring confidence to the market in the short term. But if the stock price is to rise further, the company still needs to deliver stronger performance.
What if the overall U.S. stock market declines and NVIDIA, with a high valuation, is affected? Morgan Stanley believes: NVIDIA's demand certainty is high, so even if the U.S. stock market falls, leading blue-chip companies with performance support should still outperform companies with less certain performance, becoming a safe haven for some funds.
"The Generative AI has reached a tipping point"! NVIDIA's revenue and profit have set historical records for three consecutive quarters, with a 126% revenue growth for the full fiscal year 2024. NVIDIA's largest revenue source is the data center segment, with fourth-quarter revenue reaching $18.4 billion, a staggering 409% increase year-on-year.
"The global stock market is all eyes on this report, hence expectations have also been raised. However, NVIDIA's performance outlook is strong enough, indicating a reasonable rise in stock price, while also leaving room for continued growth in the second half of the year."
- NVIDIA Crushes the Competition Again! Analysts Exclaim: "The Wheat-Dropping Moment," Once Again Validating the AI Revolution This is a new "Lost Wheat Moment", where Huang Renxun has impressively proven his status as the "Father of AI".
With the AI revolution upon us, this is just the first of many AI "waves" that will drive NVIDIA's stock price to new heights.
All exceeding expectations (has been the case since October 2022) + setting record highs for three consecutive quarters, friends who bought NVIDIA stocks: cheer as much as you want.
Here, it refers to NVIDIA reaching a crucial "tipping point", potentially leading the global AI revolution comprehensively, thereby driving NVIDIA's stock price and the bullish trend in tech stocks, just like pop singer Taylor Swift leading the global wave of digital music payments, and the significant impact of each of her new albums on global pop music. Most importantly, Taylor's concerts can even bring huge economic benefits to the hosting venues.
The world has reached a turning point in the new computing era! Is "40% of data center revenue coming from AI inference" still underestimated? How does NVIDIA view the long-term availability of its products? Will today's training clusters become tomorrow's inference clusters?
"The world has reached a turning point in the new computing era. The $1 trillion data center infrastructure is rapidly transitioning from general computing to accelerated computing."
