**Nvidia Quarterly Earnings Preview: What to Expect**
Are you ready for Nvidia’s quarterly earnings report? With expectations running high and the stock market reacting, it’s essential to know what to anticipate. Joseph Moore, a Morgan Stanley semiconductor analyst, is here to give you a preview of what to expect and how the results may impact the stock.
**High Expectations and Stock Movement**
– Nvidia’s stock fell nearly 4.5% recently, the worst drop in months.
– The market cap shed $78 billion, the largest daily loss in Nvidia’s history
– Analysts are anticipating strong results due to high demand and investments in AI.
**Valuing Nvidia and Future Growth**
– Valuing Nvidia is challenging given the high expectations for AI progress.
– Nvidia has seen significant growth, with earnings expected to surpass $5 per share.
– Future growth depends on the durability of the current strength in AI investments.
**Predicting Three-Year Growth**
– Forecasting a plateau in 2025, with core data center growth leveling out.
– While predicting future growth is challenging, Nvidia’s strong position in AI remains.
– Competition exists, but Nvidia’s position in multi-cloud ecosystems gives it an edge.
**The Transformative Power of AI**
– A.I. has the potential to be transformative across various industries.
– Nvidia’s dominance in AI and semiconductors positions it well for future growth.
– The value of A.I. may shift from semiconductors to services in the future.
**Hot Take: Nvidia’s Future in A.I.**
As you look ahead to Nvidia’s earnings report, consider the company’s strong position in the AI market, the challenges of valuing innovative technology, and the potential for transformative growth in the coming years. Nvidia’s success in AI and semiconductor technology makes it a key player in shaping the future of technology. Stay tuned for the latest updates on Nvidia’s quarterly results and how they may impact the stock market.
Source: Youtube
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