Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

24 May 2024

Nvidia is bigger than entire German stock market, the entire Australian market or the entire Korean market.

Canada and Saudi are within reach. Source: Bloomberg

23 May 2024

The Nvidia $NVDA bull case explained to kids

Source: Jesse Cohen @JesseCohenInv

23 May 2024

Nvidia stock, $NVDA, surged toward $1,000/share ($2.5 trillion market cap) in after-hours trading after reporting earnings and 10:1 stock split.

The company posted record quarterly revenue of $26 billion on EPS of $6.12, both above expectations. Here are the details: • Revenue +18% Q/Q to $26.0B ($1.5B beat). This marks a 260% jump in year-over-year revenue for the 3rd largest company in the world. • Gross margin 78% (+2pp Q/Q). • Operating margin 65% (+3pp Q/Q). • Net Income hit another record high at $14.88 billion in Q1. That's a 628% increase over last year's Net Income of $2.04 billion • Non-GAAP EPS $6.12 ($0.54 beat). • Dividend raised by 150%. Q2 FY25 guidance: • Revenue ~$28.0B ($1.2B beat). By some estimates, Nvidia controls a whopping 95% of the AI chip market right now. The rise of AI has added trillions in market cap over the last 2 years. Nvidia has made itself the leader of the AI revolution.

23 May 2024

Nvidia's Net Income hit another record high at $14.88 billion in Q1.

That's a 628% increase over last year's Net Income of $2.04 billion. $NVDA Source: Charlie Bilello

23 May 2024

Visualizing Nvidia's outsized growth and operating leverage by Quartr:

$NVDA Q1 2025 Revenue +262% *Data Center +427% *Gaming +18% *Professional Vis. +45% *Automotive +11% EBIT +690% *marg. 65% (30) EPS +629% Source: Quartr

23 May 2024

A $2.4 TRILLION STOCK TOMORROW?

BREAKING: Nvidia stock, $NVDA, surges toward $1,000/share after reporting earnings and 10:1 stock split. The company posted record quarterly revenue of $26 billion on EPS of $6.12, both above expectations. This marks a 260% jump in year-over-year revenue for the 3rd largest company in the world. $NVDA is set to open tomorrow with a record market cap above $2.4 TRILLION. Nvidia continues to crush expectations. Source: The Kobeissi Letter

22 May 2024

Is this sustainable? Nvidia results tonight might give us a clue...

Source: Mac10

22 May 2024

$NVDA publishes its Q1 FY 2025 report today.

The company is now the third-largest in the world, trailing only $MSFT and $AAPL, after seeing its market cap rise by 200% over the last year alone. Will the brutal momentum continue? Source: Quartr

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks