Nvidia (NVDA) / Jensen Huang 02 (Jul 23 - Dec 26)

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"GPUs Are Sold Out": Nvidia Soars After Blowing Away Results, Projections
https://www.zerohedge.com/markets/gpus- ... rojections


Nvidia's earnings report and forecasts are exceptionally strong; its stock price surged over 6% in after-hours trading. Cloud GPUs sold out; Blackwell sales are phenomenal; Jensen Huang refutes the AI ​​bubble.
輝達財報.財測超亮眼 盤後股價一度飆逾6% 雲端GPU售罄 Blackwell銷售好到爆表 黃仁勳駁AI泡沫｜非凡財經新聞｜20251120
https://m.youtube.com/watch?v=45XR7j9rV2Q

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How $NVDA makes money
https://x.com/Mayhem4Markets/status/1991602435283120213

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Nvidia Slides As Google Emerges As New Threat In AI-Chip Market
https://www.zerohedge.com/ai/nvidia-sli ... hip-market

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Google just launched a direct attack on Nvidia's most valuable asset.
https://x.com/Ric_RTP/status/2001658339667619995

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Largest Acquisition In Nvidia History: Jensen Pays $20BN For AI Chip Startup In Bid For Google's TPU Tech
https://www.zerohedge.com/markets/large ... s-tpu-tech

[winston]

not vested

The top semiconductor company in the world, Nvidia (NASDAQ: NVDA), should continue to drive the market in 2026.

Nvidia makes the top-of-the-line graphics processing units (GPUs) that data centers bundle by the hundreds to train and run advanced AI programs.

CEO Jensen Huang points out that Nvidia's chips are ideally suited to respond to what he calls three "massive platform shifts" in computing -- the shift from CPU general-purpose computing to GPU-accelerated computing, the rise of generative AI and the growth of agentic AI.

That's why analysts are expecting Nvidia to generate an incredible $213.3 billion in revenue this calendar year, and for that to increase to $319.8 billion in 2027.

Source: TMF

[winston]

not vested

<Research>HSBC Research Trims NVIDIA TP to USD310, Expects Quarterly Rev. to Beat

HSBC Global Investment Research released a report on NVIDIA (NVDA.US) which is set to disclose its 4QFY26 results on Wednesday (25th).

The broker forecast quarterly revenue to reach USD68 billion, topping management guidance and market expectations by 5% and 3%, respectively.

With the continued production increase of GB300 in FY27, the broker anticipated 1QFY27 revenue to reach USD74 billion, surpassing market expectations of USD71.8 billion by 3%.

Despite uncertainties in Chinese exports, the broker has not accounted any Chinese revenue in its forecasts, thus expecting revenue to still beat expectations.

HSBC Global Investment Research largely maintained its EPS forecasts for NVIDIA for FY26-28 and trimmed the TP from USD320 to USD310, maintaining a Buy rating.

It believed the company's server CPU transactions could prove to be future upside catalyst but remains too early to quantify.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[winston]

not vested

<Research>G Sachs: NVIDIA Quarterly Results, Guidance Beat; TP USD250

NVIDIA's (NVDA.US) quarterly results and guidance both surpassed market expectations, Goldman Sachs said in its report.

With generally optimistic street consensus, it was anticipated that the stock price will further elevate.

NVIDIA reported quarterly revenue of USD68.1 billion, above Goldman Sachs' forecast of USD67.3 billion and the market expectation of USD66.2 billion.

The gross margin was 75.2%, meeting both the broker's and the market's forecasts.

Goldman Sachs rated NVIDIA at Buy rating with a target price of USD250.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

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NVDA Pumps And Dumps Despite Smashing Estimates And Blowout Guidance
https://www.zerohedge.com/markets/nvidi ... tock-jumps

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Nvidia Shares Pump & Dump After CEO Jensen Expects "At Least" $1 Trillion In Revenue By 2027
https://www.zerohedge.com/markets/nvidi ... venue-2027