Nvidia reported tonight and it looks like their growth is still going strong.

Data center GPU’s nearly tripled.

“The AI revolution is moving fast and continuing to accelerate,” said Jensen Huang, founder and chief executive officer of NVIDIA. "NVIDIA’s GPU deep learning platform is the instrument of choice for researchers, internet giants and startups as they invent the future.

“Our Datacenter GPU computing business nearly tripled from last year, as more of the world’s computer scientists engage deep learning. One industry after another is awakening to the power of GPU deep learning and AI, the most important technology force of our time,” he said.

Up over 13% in after hours trading.




what I learned from earning season is dog still dog. Look at AMD and NVDA comparison.

Hi Qwsong,

what I learned from earning season is dog still dog. Look at AMD and NVDA comparison.

Amd grew Revenues at 18% and gross margins are 34%. They are not making any earnings.

Nvda grew revenues 48% their gross margins are at 58% and they grew non-Gaap earnings 85%.

Qwsong I am not sure what you are trying to say.


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I will not speak for Qwsong but my interpretation is that a stock that is a “dog” (AMD) is always a “dog” no matter the positive press and drama and blustering for or by AMD.

Saw this same thing take place w AMD and Intel for decades. Always a weak second source is AMD.

I don’t think he was calling NVDA a dog.

Btw I love dogs, but the term in context does not besmirch the species.

REV 1.94B 49.2% YOY increase

EPS $0.85 84.7% YOY increase

Margins up a little as well. (59.6 vs 58.6)

As stated up thread, chips to data centers tripled. This will be the growth driver for them, I imagine for awhile.

Guidance for next quarter in line with this one.

Stock up 14% in after hours trading.

Even after run-up over the last 9-12 months, I think this company still offers good value and has potential to be a market beater for several years.

Anyone not in, may want to take a look.


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I used to own NVDA. Did very well. Sold out in March.

Today I decided to buy back in. I bought a medium size position.



exactly what I mean. sorry for confusion.

I agree Tinker, Amd has always been a company chasing all the leaders.


No need to apologize Qwsong. Respectful debate is always good for everyone investing. Thanks for the clarification.


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As another lesson other than “dog” stocks like AMD, is the press. Twilio had very positive press. One article actually even had the headline that “Bulls should have much to cheer for with Twilio earnings.”

On the other hand, NVDA press has been almost exclusively negative. The negative was that the gaming market was going to hit the wall, that AMD and Intel would become greater competition, and that server sales would slow and hit a summer lull.

All of these things may still happen of course.

But the headline, “just short NVDA, and Short it Now” {paraphrased but accurate} was nearly 100% of the press.

Twilio fell 30%, NVDA…

Thus the reason why 95% of news means nothing other than to help interpret the real facts going on, and the real facts are never the facts specified by the financial press. But the financial press can give off a lot of clues, often contrary. But they are all so persuasive.

Another article on NVDA today, “NVDA Excels Until Someone Invents a New Chip” {again paraphrased}. I started reading the article, and it talks about Google’s TCU chip. The author has no idea that the TCU chip does not do training for AI systems. That there are no real alternatives at this time that do training. Not to say that something new may not pop up, but at present, to train an AI system, NVDA has built up an entire ecosystem around this. It will take quite a lot to upend the use of the GPU in this training function.

This does not even mention what happens on the edge of the network, or in autonomous driving…

Now, a more knowledgeable source, or a source that can actually mention an actual technology that is in the field, now that would be something, but not the case here. But still, anxiety creating for those who do not know better. All good for creating that Wall of Worry I guess.