Ncredible Nvidia

Before and after the Earnings Release

This article previews Nvidia’s earnings release and will be updated during and after the earnings release. As usual, we will compare and contrast the Nvidia earnings with our supply chain glasses to identify changes and derive insights. Please return to this article, as it will be updated over the next week as we progress with our analysis.

After three insane quarters, Nvidia’s guidance suggests that this quarter will be calmer. I am not sure the stock market can handle growth rates like Nvidia is enjoying once more without going insane. The analysts’ consensus is slightly above Nvidia’s at $24.6B. Our survey shows that the industry expectations are somewhat more optimistic.

From humble beginnings as a graphics company adored by hardcore gamers only, Nvidia is now the undisputed industry champion and has made the industry famous far beyond us wafer nerds.

When people hear y…