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Another insane report from NVDA - 

here are the key takeaways from the report presented as bullet points:

  • Revenue was $22.1 billion (+265% Year-over-Year (YoY))
  • Net income was $12.3 billion (+769% YoY)
  • Operating income was $13.6 billion (+983% YoY)
  • Gross margin was 76.0% (+1,270 basis points YoY)
  • Data center revenue was $18.4 billion (+409% YoY)
  • Gaming revenue was $2.9 billion (+56% YoY)

Forward Guidance:

  • Expects Q1 '25 revenue of $23.5B-$24.5B
  • Expects Q1 '25 gross margin of 76.3%


CRYPTO AI STOCKS are rallying

Tesla up a little bit in after hours

I still maintain, Tesla is the largest AI company on earth.  Tesla will have their ChatGPT/AI moment soon like NVDA

Bots need to be seen doing productive work

FSD needs to be nailed (PS on FSD) it is 99.9% nailed on the streets of SF

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Anonymous

Watching the evolution of this tech/company closely since the late 90’s. Their products improve at a staggering rate. Not just the hardware, but the constant software updates that offer different features. Ray tracing, Ray-Reconstruction, DLSS, Frame Gen, & even the “old” TXAA and PhysX. It’s wild. They are my top stick. Used to be TSLA. It was overtaken & some (less) converted into a couple Stonks (miners), NOS, and SOL. NVDA .

Anonymous

Why didn’t James invest in this Giant company again? Much better play than Tesla