Co k $Nvidia dodat? Skoro vše už zde bylo zmíněno asi ve 2 milionech příspěvků.
Tržby nad odhady (čekalo se >1 mld. USD a bylo to tak), stejně i u výhledu
Podíl datových center na celk. tržbách byl 86 %.
Ostatním segmentům se dařilo nepatrně hůře, gaming byl meziročně výše o 18 % nicméně mezikvartálně poklesl o 7,5 %. Poptávka po hrách je stále slabá, ale zlepšuje se.
Důležité bylo, že #GPU čipy verze "B" jsou již ve výrobě, tedy odhaduji, že již na konci toho kvartálu by měly přispívat do tržeb. Je vidět, že zde Nvidia nic nepodcenila a myslím si, že k "air pocketu" nedojde.
$Amazon, #Microsoft, $Meta a #Alphabet $Google přestavují circa 40 % tržeb společnosti.
Celkové vyznění zakladatele a CEO Huanga bylo #TOP!
258 Followers 3K Followingv @xtbczsk uz viac ako 11 rokov. „Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves."
30K Followers 396 FollowingApplying math to investing. Passionate about Juniors, PMS and Geopolitics. Buy me a Hot Chocolate with a Cookie on https://t.co/NUBc8SFxJr ! Thanks !
3K Followers 48 Following5 let v top PE. Občas tu sdílím svý nápady a obchody. Hledám deep value, tech bottlenecks, speciální situace. Nemám dogma, beru to, co vydělá.
17K Followers 182 FollowingKrysový manažer.
Jediný neskutečný profil skutečného kandidáta na prezidenta který nechce být prezidentem 👍
parody account a lovec politického bizáru.
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2K Followers 784 FollowingQuite good investor, at least in theory. Conglomerates, Roll-ups, serial acquirers & monopolies.....no more shitcos....Substack https://t.co/Kuj3qqZ60g
31K Followers 410 FollowingHost of We Study Billionaires podcast | Empowering retail investors to compound wealth with stocks | '20-'25: 19% Compound Annual Gain
8K Followers 3K FollowingInvesting globally. DM open. I may hold the securities discussed. Tweets not recommendations to buy & may trade securities mentioned.
4K Followers 1K FollowingGlobal L/S investing with Asian characteristics. Trade musings here, full write-ups on the website. Always DYOR, not investment advice.
2K Followers 136 FollowingAkcie & Bitcoin | Sleduji trhy, hledám příležitosti a dělám analýzy | Sdílím, co dělám, ne co bys měl dělat ty. Žádná investiční doporučení.
13K Followers 2K FollowingSwedish global deep value investor. Building a portfolio of the best nano- to smallcaps I can find. Looking all over the world, but only invests in democracies.
37K Followers 234 FollowingTrying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice. I don't post from any other account on X.
3.0M Followers 25K FollowingDonald J. Trump daily posts from Truth Social, commentary & news. Profile artist: @ElenaRuseva1 Unofficial not affiliated with @realDonaldTrump
25K Followers 1K FollowingPrivate fund manager focused on small/micro-caps, trying to learn from the best and turn over the most rocks. Tweets are not investment advice.
445 Followers 1K FollowingNone of my replies, comments,(re-) tweets, or posts are to be understood as advice for any matter of life - especially not with respect to financial matters.
8K Followers 2K FollowingSOTP value equity investing, Dynasty Trust. Manchester United, Scunthorpe United, Sydney Roosters NRL, travel. Investment views are NOT advice so DYOR!!
7K Followers 440 FollowingInvestor Scouring the Globe for Great Investments
Very little is needed to make a happy life it is all within yourself in your way of thinking. Marcus Aurelius
6K Followers 556 FollowingUltramarathoner/Value Investor seeks high returns on capital, great mgmt, 5+ upside/downside. Partial to special sits and smallcaps globally. LMK...
741 Followers 76 FollowingLed by @ShermanCBFunds, CrossingBridge Advisors is an investment-management firm specializing in ultra-short and low-duration strategies, including SPACs.