Nvidia !!
It’s our top position and despite its phenomenal performance for a very long time now, it still beat with crazy results last night.
Revenue +18% Q/Q to $26.0B ($1.5B beat).
• Gross margin 78% (+2pp Q/Q).
• Operating margin 65% (+3pp Q/Q).
• Non-GAAP EPS $6.12 ($0.54 beat).
• Dividend raised by 150%.
Q2 FY25 guidance:
• Revenue ~$28.0B ($1.2B beat).
I love the name, I think this will continue to perform very well, especially with rates expected to come off later this year, no need to think about profit taking for now.
The range of use is immense, AI is on everybody’s lips at the moment, startups and mature big tech names, so nvidia will continue to dominate.
What do you guys think ?
$NVDA (NVIDIA Corporation)
Thanks !
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