Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Bottom-Up

<ul><li>Nvidia reported earnings, and as expected, they beat earnings. Did you think that Jensen would fail us now?</li><li>On a more serious note, the guide was a bit light regarding buy-side bogeys, but there is almost nothing to complain about this result.</li><li>Below is the StreetAccount summary, and you can see it’s a clean beat by every metric.</li></ul>

Nvidia reported earnings, and as expected, they beat earnings. Did you think that Jensen would fail us now?On a more serious note, the guide was a bit light regarding buy-side bogeys, but there is almost nothing to complain about this result.Below is the StreetAccount summary, and you can see it’s a clean beat by every metric.

Nvidiaの収益概要：ネットワーク分野に焦点

NVIDIA Corp

Nvidiaの収益概要：ネットワーク分野に焦点