NVDA

A growth stock like NVDA needs to exceed its guidance. It needs to come up with numbers that it is confident it can exceed by a fairly comfortable margin.


Moreover, this is especially true since consensus forecasts are revised upwards as the financial results approach.


In that case, it is best to set the guidance as low as possible. $33 billion is a bit tough. But $32 billion is probably too low. Therefore, it was a difficult decision to set it at $32.5 billion.


As I said in my previous post, it has become difficult to compare with the same period last year since this July period. The slowdown in growth rate is clearly visible.


NVDA, which easily surpassed analysts' figures no matter how many times they raised them, seems to have become an NVDA that is afraid of upward revisions to the consensus.


This was felt in the number of $0.5.


The financial results were good, but the stock price fell. This is exactly the market reaction, which shareholders were late to.

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