#CanNvidiaEarningsEaseMarketConcerns?
🚨 NVIDIA EARNINGS PREVIEW: CAN $109 BILLION IN REVENUE EASE CONCERNS ABOUT THE AI MARKET? 🚨
Have you seen this? Nvidia will report its earnings on November 17, after the market closes.
Revenue is estimated at $109.2 billion, up 91.5% year over year, with EPS of $2.48. Wall Street is watching to see whether AI demand, Blackwell Ultra, and Vera Rubin can ease market concerns.
Key figures to watch:
• Revenue forecast: $108.8–$109.2 billion, up 12% from the Q2 record of $96.2 billion • Data Center: expected to account for more than 90% of total revenue, driven by Google Cloud, Microsoft Azure, AWS, and CoreWeave • Analyst targets: “Strong Buy” rating, average target of $320–$340, Goldman at $300, Citi at $315, Bank of America at $350, Bernstein at $400
But risks remain:
• Gross margin forecast at 74%, down from 75% in Q2, with pressure that could push it down to 71–72% in Q4 due to the cost of HBM memory • No Data Center revenue from China because of U.S. export restrictions • Independent board investigation into CEO Jensen Huang amid overseas risks, although analysts see it as temporary friction
Honestly, what should you do now? Don’t chase green candlesticks ahead of the earnings release. Protect your capital first, wait for the figures, and always set a clear loss limit.
Tell me honestly: do you think $109 billion in revenue would ease AI-related fears or send the market lower?
$INIT
$ARIA
$ONE
🚨 NVIDIA EARNINGS PREVIEW: CAN $109 BILLION IN REVENUE EASE CONCERNS ABOUT THE AI MARKET? 🚨
Have you seen this? Nvidia will report its earnings on November 17, after the market closes.
Revenue is estimated at $109.2 billion, up 91.5% year over year, with EPS of $2.48. Wall Street is watching to see whether AI demand, Blackwell Ultra, and Vera Rubin can ease market concerns.
Key figures to watch:
• Revenue forecast: $108.8–$109.2 billion, up 12% from the Q2 record of $96.2 billion • Data Center: expected to account for more than 90% of total revenue, driven by Google Cloud, Microsoft Azure, AWS, and CoreWeave • Analyst targets: “Strong Buy” rating, average target of $320–$340, Goldman at $300, Citi at $315, Bank of America at $350, Bernstein at $400
But risks remain:
• Gross margin forecast at 74%, down from 75% in Q2, with pressure that could push it down to 71–72% in Q4 due to the cost of HBM memory • No Data Center revenue from China because of U.S. export restrictions • Independent board investigation into CEO Jensen Huang amid overseas risks, although analysts see it as temporary friction
Honestly, what should you do now? Don’t chase green candlesticks ahead of the earnings release. Protect your capital first, wait for the figures, and always set a clear loss limit.
Tell me honestly: do you think $109 billion in revenue would ease AI-related fears or send the market lower?
$INIT
$ARIA
$ONE
