Nvidia’s Q3 earnings report comes out after the U.S. market closes on November 17, so we’ll be able to see it here on the morning of the 18th.
Guys, let’s get one thing straight first. On Monday, the Nasdaq rose 2.7%, AMD gained 13%, Broadcom rose 8.8%, and Nvidia alone fell 4.3%, losing more than $190 billion in market value in a single day. They’re all in the same AI race. When everyone else is up and Nvidia is down, the sell-off isn’t about the AI story—it’s about the mess with its own board.
So this earnings report can address the first concern, but it can’t resolve the second.
As for the numbers, there’s a clear benchmark. It brought in $96.2 billion last quarter, then publicly guided for $108 billion this quarter—another roughly 12% sequential increase. That’s the target it set for itself: beat it, and it passes; fall short, and there’s a real problem. And that $108 billion forecast assumes no data center revenue from China at all.
My view is that it’ll probably clear the bar. Companies usually leave themselves some wiggle room when they issue guidance. But don’t expect one big bullish candle after the results to fix everything. Monday already made that abundantly clear.
AMD gained 13% in a single day without doing a thing. It just made money by sitting pretty.
BTC is now at 74347, while the 50-week moving average is 75535, still more than a thousand points above it. The thing to watch isn’t how impressive Nvidia’s earnings numbers look, but where the Nasdaq goes after the report. BTC has basically been following the Nasdaq these past few weeks.
First up tonight at 9:30: the CPI test. #英伟达Q3财报将至能否化解市场疑虑
Guys, let’s get one thing straight first. On Monday, the Nasdaq rose 2.7%, AMD gained 13%, Broadcom rose 8.8%, and Nvidia alone fell 4.3%, losing more than $190 billion in market value in a single day. They’re all in the same AI race. When everyone else is up and Nvidia is down, the sell-off isn’t about the AI story—it’s about the mess with its own board.
So this earnings report can address the first concern, but it can’t resolve the second.
As for the numbers, there’s a clear benchmark. It brought in $96.2 billion last quarter, then publicly guided for $108 billion this quarter—another roughly 12% sequential increase. That’s the target it set for itself: beat it, and it passes; fall short, and there’s a real problem. And that $108 billion forecast assumes no data center revenue from China at all.
My view is that it’ll probably clear the bar. Companies usually leave themselves some wiggle room when they issue guidance. But don’t expect one big bullish candle after the results to fix everything. Monday already made that abundantly clear.
AMD gained 13% in a single day without doing a thing. It just made money by sitting pretty.
BTC is now at 74347, while the 50-week moving average is 75535, still more than a thousand points above it. The thing to watch isn’t how impressive Nvidia’s earnings numbers look, but where the Nasdaq goes after the report. BTC has basically been following the Nasdaq these past few weeks.
First up tonight at 9:30: the CPI test. #英伟达Q3财报将至能否化解市场疑虑
