Your performance this year has been too bad—$NVDA . In past years, the first half was just casually outperforming the market index, but this year—so far—it’s only up 2%. It hasn’t even beaten the S&P 500’s 7% gain.
There’s a saying that once the earnings report drops on August 26, NVIDIA might really take off—skyrocket. The logic is pretty simple: in AI computing power, it’s still “hard currency.” All the big players are going on a buying spree for capacity. And the forward P/E ratio is only 21x right now, which makes it cheap—basically priced like an ordinary large-cap stock. If Q2 revenue breaks 100 and the Q3 guidance beats expectations, then this upswing is absolutely solid. I’d urge everyone to hurry and pick up shares on the cheap.
NVIDIA really does have strong fundamentals. In this wave of AI, compute power is a necessity. The “leather jacket yellow” GPUs are an industry-wide consensus as unbeatable—if the big companies aren’t buying it, then who would they buy? The fundamentals are still scorching hot. If the earnings report delivers a genuine upside surprise and really ramps up, it can absolutely rip a huge green candle in minutes and blow up the shorts.
But the risks are there too. If it can’t move higher this year, doesn’t that just mean the money is still hesitating? If the macro economy even gets a slight change in tone, or if the earnings guidance misses Wall Street’s picky expectations by even a tiny bit, it could turn into an immediate sell-off—bearish pressure. And that script of “good news being followed by bad news once it’s already out”—haven’t we retail investors been getting cut enough already?
On August 26, this big test—are you planning to set up early positions and wait for takeoff, or continue working and watching from the sidelines?
$NVDAB $NVDA.US
There’s a saying that once the earnings report drops on August 26, NVIDIA might really take off—skyrocket. The logic is pretty simple: in AI computing power, it’s still “hard currency.” All the big players are going on a buying spree for capacity. And the forward P/E ratio is only 21x right now, which makes it cheap—basically priced like an ordinary large-cap stock. If Q2 revenue breaks 100 and the Q3 guidance beats expectations, then this upswing is absolutely solid. I’d urge everyone to hurry and pick up shares on the cheap.
NVIDIA really does have strong fundamentals. In this wave of AI, compute power is a necessity. The “leather jacket yellow” GPUs are an industry-wide consensus as unbeatable—if the big companies aren’t buying it, then who would they buy? The fundamentals are still scorching hot. If the earnings report delivers a genuine upside surprise and really ramps up, it can absolutely rip a huge green candle in minutes and blow up the shorts.
But the risks are there too. If it can’t move higher this year, doesn’t that just mean the money is still hesitating? If the macro economy even gets a slight change in tone, or if the earnings guidance misses Wall Street’s picky expectations by even a tiny bit, it could turn into an immediate sell-off—bearish pressure. And that script of “good news being followed by bad news once it’s already out”—haven’t we retail investors been getting cut enough already?
On August 26, this big test—are you planning to set up early positions and wait for takeoff, or continue working and watching from the sidelines?
$NVDAB $NVDA.US