๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐ฆ๐ฒ๐ฎ๐๐ผ๐ป ๐ฅ๐ฒ๐ฐ๐ฎ๐ฝ: ๐๐ฟ๐ฒ๐ฎ๐ ๐พ๐๐ฎ๐ฟ๐๐ฒ๐ฟ ๐๐ผ ๐ณ๐ฎ๐ฟ, ๐ฏ๐๐ ๐ถ๐'๐ ๐ป๐ผ๐ ๐ผ๐๐ฒ๐ฟ ๐๐ฒ๐: ๐ฎ๐ฑ ๐๐๐ด๐๐๐ ๐ฎ๐ฌ๐ฎ๐ฑ
Hey everyone. Earnings season is winding down, with nearly all of our large tech companies reportingโexcept one: $NVDA (NVIDIA Corporation)
It's officially crunch time for the AI kingpin, and expectations couldn't be higher, as usual.
๐ฆ๐ฐ๐ผ๐ฟ๐ฒ๐ฐ๐ฎ๐ฟ๐ฑ: ๐ฆ&๐ฃ ๐ฑ๐ฌ๐ฌ ๐๐ฒ๐ฎ๐ ๐ฅ๐ฎ๐๐ฒ & ๐๐ฟ๐ผ๐๐๐ต
Following my previous post, most of the S&P 500 companies have now reported their earnings.
Of those, an impressive ~83% beat EPS estimates, and roughly the same percentage beat on revenueโwell above long-term averages. Year-over-year earnings growth sits at a robust ~11โ12%, beating expectations.
Revenue growth rates sit near 6.3%, also easily outpacing forecasts.
These numbers are an excellent sign for supporting the ongoing momentum we've seen in the market.
Bottom line: itโs shaping up to be one of the stronger quarters weโve seen in recent years. The โMagnificent 7โ have been especially dominant, though only Nvidia remains to officially close it off.
๐ช๐ต๐ฎ๐โ๐ ๐ข๐ป ๐๐ฒ๐ฐ๐ธ ๐ณ๐ผ๐ฟ ๐ก๐๐ถ๐ฑ๐ถ๐ฎ?
Markets are jittery yet hopeful: This report will be a litmus test for the AI trade, with demand staying strong but scrutiny rising.
Geopolitics and supply chains are part of the story tooโespecially after U.S.-China tensions and chip export limits recently made headlines again.
Still, optimism remains. A few rate-cut signals recently, and Nvidiaโs dominant AI footprint could keep the rally aliveโif the numbers back it up.
๐ช๐ต๐ฎ๐ ๐โ๐น๐น ๐๐ฒ ๐ช๐ฎ๐๐ฐ๐ต๐ถ๐ป๐ด ๐ณ๐ผ๐ฟ ๐ถ๐ป ๐ก๐๐ถ๐ฑ๐ถ๐ฎโ๐ ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐
Does it easily beat EPS and revenue estimates. Any clarity on AI demand, product cycles, or chip supplyโespecially in China?
Can it propel the tech rally further, or spark a momentary sell-off call if it slips?
Best, Reinhardt
... Show More
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Sun Dec 07 2025 01:07:45 GMT+0000 (Coordinated Universal Time)
