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VisualMod t1_j9nb7wm wrote

User Report
Total Submissions 3 First Seen In WSB 3 weeks ago
Total Comments 7 Previous Best DD
Account Age 3 weeks [^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.) [^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.)
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VisualMod t1_j9nb8g2 wrote

Weighted average shares used in diluted net income per share computation 2,477 2,499 2,545 2,507 2,535 GAAP net cash provided by operating activities $2249 $392 $3033 $5641 $9108 Purchases related to property and equipment and intangible assets (509) (530) (273) (1833) (-976) Principal payments on property and equipment and intangible assets (-4) (-18)-21-58-83 Free cash flow$1736 -156 2739 3750 8049 -37% -53%

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getgoingfast t1_j9nbh6d wrote

Oh but it's up was 8% AH. That's what matters...

210

itsnotthatbad21 t1_j9nd11m wrote

Yep it just keeps going up in a delusional straight path upwards. Can’t help but feel shafted having puts

65

RockmanMike t1_j9ndt7w wrote

Same thing with Tesla. Took a week for it to correct a little bit so I bought puts expiring next week in the hopes there's a selloff this week and next.

Not to mention Cathy offloaded a boatload, but apparently stonks only go up when large hodlings get sold.

18

SateliteDicPic t1_j9nfdre wrote

The CEO said AI like 10 times so I’m sure it will go straight to 230 tomorrow. Who cares about silly things like revenues shrinking, FCF decreasing when they delivered big time on buzz words! These equity valuations just keep getting more regarded.

166

hishazelglance t1_j9nfmrb wrote

I was strongly considering getting long dated puts today because of how much they’ve run up for seemingly little reason. Glad I didn’t.

33

shyrambo t1_j9nhjf7 wrote

But but .. they got the shiny new Operating system for AI.

2

leeghandiz4me t1_j9nihlt wrote

What, so they’ve been spending it on buybacks?

3

Sevusal14 t1_j9niqnb wrote

Give it few weeks. It will be back to $170

18

Dajoey120 t1_j9nkjk9 wrote

I’ll watch how this goes tomorrow morning but might have to buy some 3-4 month puts tomorrow. Markets irrational at this point for nvidia.

4

Highzenbrrg t1_j9nnomx wrote

It's gonna drop so hard. Fcf = net op. profit - investments.. investment is not good with high interest rates. I'm also assuming they aren't really investing.

0

omgitsalobster82 t1_j9nnq11 wrote

Earnings are temporary. AI is forever. Wutang Wutang. - Jensen Huang

58

FancyGonzo t1_j9no0oq wrote

Computers are NOT the future!!! Why aren’t my 2 week puts printing reeeeeee

21

KeenStudent t1_j9novka wrote

is this what is taught in finance classes?

FuDAmenTal AnALYsIS

7

Darth_Cartsalot t1_j9nr97z wrote

Nvidia gets what they fucking deserve. Give me a card that melts will ya?!?@?!

0

i_bid_thee_adieu t1_j9ntq6c wrote

LET'S FUCKING GOOOOO

🚀🚀🚀🚀🚀🧑‍🚀🌜🌝🌝🌝🌝📈

10

plompkin t1_j9nvu2a wrote

Huh, so having your flagship product rotting on shelves at a 20 year price high while making nebulous promises about shit like AI is bad for your business???

38

thuglyfeyo t1_j9nz0o8 wrote

I see big pp number and I see smol pp number and I connect I am big investor

2

Due-Employee9272 t1_j9o063i wrote

Probably priced in already considering they beat on analyst expectations. Plus AI being the new shiny thing that the media shove in our faces, they can use this to rally investors until that bursts.

1

plompkin t1_j9o0u7v wrote

Replying to That-Whereas3367 (#1,935,736)

You should be comparing to the 80 series, or 90 series after the lineup changed to RTX cards. Those are the chips developed first and that the rest of the line is built from, while cards like the Titan are enthusiast grade products.

7

Dry_Dare_5741 t1_j9o1m0x wrote

Yah but it’s up after earnings and will continue to run. They are massively in AI and are the best chip stock.

1

Diamondhands4dagainz t1_j9o3wzl wrote

AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI

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ElevationAV t1_j9o4195 wrote

Jokes on you thinking fundamentals matter at all 🙃

3

crackcodyscrack t1_j9o688p wrote

You guys forget Jensen Hwang calling up Satya and his boy Brad Smith the night before earnings call every single time to announce a new partnership with practically zero follow through. Uh oh, M$ and NVDAI partnering up, uh oh, pump a bit more. Feels like his scheme is borderline criminal. Isn't there something about investor misleading, NKLA style?

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peykari t1_j9o9pgn wrote

it will go down today anyway.

1

Rim_World t1_j9odsgh wrote

You shut your mouth!

AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI AI!!!!!

0

Sweet-Ad2579 t1_j9odyor wrote

Analysts upgrade their price targets. lols. Please hold their bags. Wait for a couple days perhaps and then puts. Unless it's just puts at open. Did you listen to the earnings call? They didn't even mention what they do. Just AI AI AI. Don't mention the video cards that are not selling!

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nitoupdx t1_j9oiut9 wrote

They slapped on so much ai lipstick on that pig

3

317862314 t1_j9oji4r wrote

I remember when you couldn't buy GPUs due to crypto mining.
I would think crypto mining going away would be priced in?

0

idkeverynameistaken9 t1_j9om790 wrote

I sold most of my shares into the rally this year, and now after the AH rally I’m going to sell the last remaining four. I’m happy if Nvidia does well but the evaluation seems to be based solely on AI generated cocaine

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agilmore1080 t1_j9ong3l wrote

Doesn't matter. They're selling AI chips now. LOL

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Crimson_Situ t1_j9ooeb5 wrote

They sell graphic cards at a freaking high price. I'm glad to see this report.

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Aj_bary t1_j9ooirj wrote

With the crash of crypto and the only retail customers they still sell to are ones who can afford a $700 plus gpu this isn’t surprising.

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SwedishFish123 t1_j9ooko4 wrote

Wonder if they’ve sold to lease their facilities yet

1

drmrcurious t1_j9ooucs wrote

why does it go from right to left? Stupid accountants

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Henny_Bogan t1_j9opbfs wrote

Yeah but they said "AI" in their call so a 100 P/E is reasonable

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anon_cp t1_j9opf12 wrote

Well… what’s their investment looking like?

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backruptcyfomo t1_j9osd93 wrote

It is all price in bro. R3tards... I mean retail are buying in so it will only go up

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sleepyguy007 t1_j9ov6ed wrote

Replying to Skeeter_206 (#1,939,668)

I'm pretty sure I he other chip makers can do something and catch up. Building a blob of silicon to process's random commands isn't something Intel and AMD can't do. Also as a software engineer don't believe this matters for like 30 years.

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That-Whereas3367 t1_j9oxq21 wrote

Replying to plompkin (#1,935,804)

The GTX 980 was equivalent to ~$720 The same as a RTX 4070.

The Titan was the equivalent of the 4080 16GB. They are the same price inflation adjusted.

GPUs don't cost more. People just ignore inflation.

0

That-Whereas3367 t1_j9p0yt2 wrote

Replying to [deleted] (#1,936,804)

The major cloud providers have huge excess capacity of GPUs sitting idle.

The GPU upgrade cycle is ~10 years (The 2012 Kepler series has recently been deprecated) .

TPUs give an order of magnitude better price performance than GPUs for AI.

Anybody expecting a rush of purchases is deluded.

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Quality_Ass_Rep t1_j9p1eiv wrote

Replying to [deleted] (#1,937,642)

And how powerful or valuable of a GPU does one need to drive that tech vs a stronger CPU?

AI will drive a high tide for many tech stocks, but once it's obvious that these companies benefit little from AI, then they will crash.

Let's see what they can do, but that P/E ratio is absurd... it's like Tesla and Airbnb combined lmao

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greenvillebk t1_j9pgy69 wrote

Replying to sleepyguy007 (#1,939,704)

I don’t want to make you a generalization, but this is classic software engineer underestimating how hard it is to create physical things. Including the cutting edge of manufacturing technology. I would love for you to actually look up the manufacturing process of computer chips and compare that to whatever product management plan you may be following.

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MarjunC t1_j9pgzy0 wrote

Holding nvidia bag since $33

AI bitches AI!

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michael_faraway t1_j9puaz9 wrote

Yeah, learned a long time ago that I can be right about the earnings call and very wrong about the market reaction.

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hermeticstudy t1_j9pvgcp wrote

Cyclical semi downturn in 2022 plus working capital drag from higher purchase commitment payments to TSMC et al. What’s the surprise?

2

CoolFirefighter930 t1_j9q1zl2 wrote

What the hell has happened to WSB. When this happened a couple of years ago eveone was like shooting 🚀 🚀 🚀 to the moon and now its like yall are just like the opposite.

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Level-Revolution8408 t1_j9r8il9 wrote

Market is like high school, where even crappy people can be popular. Fundamentals and future performance be damned!

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Abject-Kiwi7338 t1_j9rapig wrote

free cashflow is shit for many years already. Just playing a possible exponentiell future growth and momentum. Remember TSLA it had a P/E of 700 img

0

vwxyzabcdef t1_j9rettd wrote

Weak data center sales into Jan were just “a timing issue”. Yeah, let’s see about that.

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Psyclist80 t1_j9rr4k5 wrote

AMD about pass them in revenue... Gonna be interesting in 3-5 years!

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cheeeezeburgers t1_j9rux7p wrote

This is what happens when you double your prices because crypto and crypto goes down.

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cheeeezeburgers t1_j9rvari wrote

Replying to sleepyguy007 (#1,939,704)

Well if the last 5 years is any indication, this is infact something Intel can't do. Also, considering that most software engineers can't do what they do and hardware is 10X harder. I think you might be overestimating your skills here a bit.

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assclown356 t1_j9rw4c9 wrote

Tell us you have puts without telling us you have puts.

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amach9 t1_j9s05lz wrote

So I should sell my 50 shares tomorrow and use the money to buys puts expiring in 2-3 weeks?

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Beelzabubba t1_j9s1t7r wrote

Replying to Sweet-Ad2579 (#1,955,026)

I appreciate your optimism but my $205 strike expires tomorrow and I paid $6 for them.

I lost this round but I’ll get it back when I coattail ride the eventual fall. At this point, it’s going to be a spite trade.

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trojanmana t1_ja24b02 wrote

who the fek is gonna buy their shit in this economy. enterprise sales prob down. pc down.

1