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Nvidia Blows Away Estimates
The high drama around Nvidia's Q4 report was amplified on Wednesday afternoon in the US by an agoniz
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Pour one out for the gamers, homebrew pc builders, and computer nerds. At least they got rich if they invested in what they know!
The numbers are staggering. 75% margin! But I do wonder what the long term societal impact of needing to rent processing power is going to have.
Good summary!
Nvidia to the market’s rescue yet again!
They’ve got to get water and power and that will take another trip to the debt markets. NVDA did just fine, pretty great actually, but it’s being priced as part of a much larger and more expensive package…one that the bond markets have to swallow whole because excess cash flows are not going to get the job done. That’s the rub.