NVIDIA Corp (NVDA)

[ShawnP123]

I don't think the upcoming Q will be anything to brag about. I believe the revs will be flat along with little to no gain in EPS. Justifying my statement is issues with delivery and loss of revs from the Chinese market. Even if their new software is allowed to be shipped to China, it is at a significant discount. There will be a strong increase in revs and EPS when they start shipping the new Blackwell chips. But again there will be shortages and a number of customers will transition to AMD or another source to fill in the blanks. Currently and even for Blackwell the chips will be produced on the 4nm line at TSM and not the 2nm line since that is primarily devoted to Apple. I would be more interested in hearing from Jensen as to how they will be able to meet demand along with continued reduction in power requirements, and more on their software, hardware systems, and data centers. I doubt there will be another stock by back until he and other insiders are done selling their alloted stock. Could be annother 6 months to 2 years. They have a huge amount of shares now outstanding.