Nvidia Earnings Outlook and Cyclical Risk Commentary

2 months ago

Nick

"Q3 was very good as expected. Q4 is expected to be even better. And, Jensen and CFO Collette Kress both reiterated that outlook for $500 billion in Blackwell and Rubin sales from the start of this year, concluding in fiscal 2027 next fiscal year. So it appears that this growth cycle will continue into next year. So we're not seeing any imminent risk. Of course there's going to be stock price volatility and that is going to create a lot of narrative around that stock price, trying to explain why it fell. And that's just silly – stock prices go up, they go down."

The speaker reviews Nvidia's Q3 earnings performance and emphasizes an optimistic outlook for Q4 and beyond, highlighting impressive revenue and earnings growth, while also acknowledging cyclical risks if the current growth phase were to end.

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