Locator: 45467INV.
CNBC: wow, it's amazing how fast their stories change! Talking heads are:
- giddy, or
- trying not to act giddy.
CNBC: all of a sudden it's the "Goldilocks" economy over at CNBC.
- all of a sudden, talking heads now say they are not underweight stocks. LOL.
- this is after six months of telling amateur investors to move their money out of stocks and into bonds.
Autodesk: pops, 6.6%; up $13.45; trading at $18.
SNOW: down half-a-percent / one percent after hours. Will report shortly.
- EPS: 0.22 vs $0.10 estimate
- revenue: $674 vs $662 million est
- huge beat
- now, shares down 2%; not as good as investors had hoped
Splunk: spiking after hours; up 8%.
- EPS: $0.71 vs $0.45
- revenue: $911 million vs $886 million
a
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Awaiting NVDA
NVDA: at close --
- $470.75, +$14.07; +3.05%.
- whisper: $14.5 billion.
NVDA: after hours
- continues to climb; but now not so fast -- bad omen?
Earnings:
- EPS: $2.70 vs $2.09 estimate
- revenue: $13.5 billion vs $11.22 billion estimate
- guidance for next quarter: $16 billion vs $12 billion
- gross margin 71% for NVDA vs 40% for INTC
- gross margins, NVDA: 72.5% vs 70.6%
- CNBC can't believe the delta between NVDA vs INTC
After earnings:
- $500; up $30; up 6.6%.
Think about this:
the tech companies like Apple, MSFT, AMZN, have very, very, very deep pockets
those companies will spend what it takes to get all the NVDA blades they can get
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Re-Posting
Previous:
Pre-market, Wednesday, August 23, 2023: up $3 after falling $13 yesterday.
Close today: NVDA could close up or down as much as $30.
- at Yahoo!Finance, the one year target is $480; currently trading at $460.
Why I think NVDA will beat estimates today, perhaps by a wide margin:
- as everyone knows, NVDA will sell everything it can make; right now there's an insatiable demand:
- NVDA has the MOJO right now;
- FOMO is running rampart
- yes, the above is all true, but way more than that, the CEO has an aura of a "killer-instinct" -- he may be "worse" than Steve Jobs in that regard.
Today's numbers don't matter: my exact sentiments. Link here.
Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here.
All my posts are done quickly:
there will be content and typographical errors. If anything on any of
my posts is important to you, go to the source. If/when I find
typographical / content errors, I will correct them.
Again, all my posts are done quickly. There will be typographical and content errors in all my posts. If any of my posts are important to you, go to the source.
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