NVidia $NVDA Earnings Ahead, Machine Learning, AI, Gaming Graphics

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  • #10949
    Super Harley
    Participant

    [article]119[/article]

    #10950
    ClemSnide
    Participant

    One of my core holdings along with Micron. Enjoy your earnings summaries, cheers.

    #10958
    Helmholtz Watson
    Participant

    [quote=”ClemSnide” post=676]One of my core holdings along with Micron. Enjoy your earnings summaries, cheers.[/quote]

    Great choice 🙂

    #11077
    Helmholtz Watson
    Participant

    Ahead of earnings – much ado with general market weakness I suspect NVIDIA NASDAQ $NVDA – Aug 10, 2:18 PM EDT 167.20 -4.91 (-2.85%)

    #11085
    Super Harley
    Participant

    NVIDIA 2018Q2 results

    Revenue: $2.23b (+56%)
    Net Income: $583m (+123%)

    FY2018 Q3 GAAP gross margin 58.6% lower than Apr 30, 2017’s 59.4%

    $NVDA growth machine #money machine via @naashonomics

    #11086
    Super Harley
    Participant

    NVIDIA sld off hard despite beats – slowing momentum, profit taking?

    $NVDA After-hours: 156.80Price decrease7.94 (-4.82%) was down 8%

    #11087
    ThePitBoss
    Participant

    Earnings Highlights:

    #11813
    Helmholtz Watson
    Participant

    Merrill Lynch reiterated Nvidia with a Buy rating and raised its price objective to $210 from $185.

    Potential upside in the second half of 2017 and into 2018, driven by:

    – Data center capex acceleration to 31% half-over-half in the second half and 21% year over year in 2018, versus a −7% half-over-half decline in the first half.
    – New independent benchmarks for upcoming Volta products reaffirm Nvidia’s competitive moat.
    – Updated gaming surveys show large upgrade opportunity with premium-priced cards, among 200 million deployed gamer-base.
    – Headroom for increased investor interest, with only 22% ownership among U.S. large-cap fund managers versus 28% to 35% ownership of large-cap semi peers.[/li]

    #11823
    TradersCom
    Keymaster

    NVDA is a beast – there was some selling with Bitcoin there for a bit but Gaming and AI are the edge

    #11842
    Assistanc3
    Participant

    NVDA still has room to grow its dividend payment not just vs its peers but vs its historical average.

    NVIDIA Corp.’s dividend payout is 15%, compared to a peer average dividend payout of 41%.

    Dividend Payout …….Yield
    2014…….41.89%…….2.05%
    2015…….30.36%…….1.65%
    2016…….36.57%…….1.35%
    2017…….18.87%…….0.4%
    current….15.16%…….0.3%

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