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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 23 May 2024 - - - #### The Nvidia $NVDA bull case explained to kids Source: Jesse Cohen @JesseCohenInv [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![The Nvidia $NVDA bull case explained to kids](https://blog.syzgroup.com/hubfs/11-May-23-2024-03-10-25-7564-PM.jpg) ![The Nvidia $NVDA bull case explained to kids](https://blog.syzgroup.com/hubfs/11-May-23-2024-03-10-25-7564-PM.jpg) 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. [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![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.](https://blog.syzgroup.com/hubfs/9-May-23-2024-03-07-37-9927-PM.jpg) ![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.](https://blog.syzgroup.com/hubfs/9-May-23-2024-03-07-37-9927-PM.jpg) 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 [#earnings|](https://blog.syzgroup.com/syz-the-moment/tag/earnings) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia's Net Income hit another record high at $14.88 billion in Q1.](https://blog.syzgroup.com/hubfs/8-May-23-2024-03-01-00-9946-PM.jpg) ![Nvidia's Net Income hit another record high at $14.88 billion in Q1.](https://blog.syzgroup.com/hubfs/8-May-23-2024-03-01-00-9946-PM.jpg) 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 [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Visualizing Nvidia's outsized growth and operating leverage by Quartr:](https://blog.syzgroup.com/hubfs/6-May-23-2024-02-52-38-3694-PM.jpg) ![Visualizing Nvidia's outsized growth and operating leverage by Quartr:](https://blog.syzgroup.com/hubfs/6-May-23-2024-02-52-38-3694-PM.jpg) 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 [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![A $2.4 TRILLION STOCK TOMORROW?](https://blog.syzgroup.com/hubfs/5-May-23-2024-02-49-28-5090-PM.jpg) ![A $2.4 TRILLION STOCK TOMORROW?](https://blog.syzgroup.com/hubfs/5-May-23-2024-02-49-28-5090-PM.jpg) 22 May 2024 - - - #### Is this sustainable? Nvidia results tonight might give us a clue... Source: Mac10 [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Is this sustainable? Nvidia results tonight might give us a clue...](https://blog.syzgroup.com/hubfs/14-May-22-2024-03-12-28-5925-PM.jpg) ![Is this sustainable? Nvidia results tonight might give us a clue...](https://blog.syzgroup.com/hubfs/14-May-22-2024-03-12-28-5925-PM.jpg) 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 $AAPL, after seeing its market cap rise by 200% over the last year alone. Will the brutal momentum continue? Source: Quartr [#earnings|](https://blog.syzgroup.com/syz-the-moment/tag/earnings) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![$NVDA publishes its Q1 FY 2025 report today.](https://blog.syzgroup.com/hubfs/9-May-22-2024-10-17-48-1411-AM.jpg) ![$NVDA publishes its Q1 FY 2025 report today.](https://blog.syzgroup.com/hubfs/9-May-22-2024-10-17-48-1411-AM.jpg) 22 May 2024 - - - #### All eyes are on Nvidia this week: Nvidia, $NVDA, earnings alone drove 42% and 37% of the S&P 500 year-over-year EPS growth in Q3 and Q4 2023. The company also accounted for 11% of the entire S&P 500's return over the last 12 months. In Q1 2024, Nvidia’s contribution to the S&P 500's EPS growth is estimated to reach ~40%. Nvidia's Q1 2024 EPS and revenue are projected to grow by 474% and 241%, respectively. Source: The Kobeissi Letter, BofA [#earnings|](https://blog.syzgroup.com/syz-the-moment/tag/earnings) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![All eyes are on Nvidia this week: Nvidia, $NVDA, earnings alone drove 42% and 37% of the S&P 500 year-over-year EPS growth in Q3 and Q4 2023.](https://blog.syzgroup.com/hubfs/2-May-22-2024-09-45-38-1886-AM.jpg) ![All eyes are on Nvidia this week: Nvidia, $NVDA, earnings alone drove 42% and 37% of the S&P 500 year-over-year EPS growth in Q3 and Q4 2023.](https://blog.syzgroup.com/hubfs/2-May-22-2024-09-45-38-1886-AM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/25) [24](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/24) [25](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/25) [26](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/26) [27](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/27) [28](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/28) [❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/27) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/34?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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