Nvda will release its Q1 report today. What do you boys expect
What is the actual hurdle rate for Jensen to make the stock go up in the morning?
Wall Street is expecting roughly $79 Billion in revenue (only about a casual 79% YoY growth, no big deal). But after the last three quarters, I have severe post-traumatic earnings disorder. Nvidia could literally announce they’ve successfully built a conscious Skynet that runs exclusively on Blackwell chips, and the market will still find a reason to tank it 4% because forward guidance on the Rubin architecture didn't account for a solar flare.