Nvidia has lost shock power to investors so far

This is today in today’s morning, the day you can do register To accept in the box inbox every morning:

I really hate to admit it.

However, the establishment of Nvidia (Nvda) Access earnings on Tuesday confused.

Given, I left the sale analytical concert 10 years ago and I do not recommend shares. However, it is difficult to delete old habits and trying to understand how a fund will react after 24 hours after the wires of a profit report.

For this NVIDIA sheet, I stained in the way the market can go – if the investors are concerned about selling on news.

NVIDIA’s total profit margins are squeezed, because Blackwell plugs entered the mixture. The street is not at a level of 70% levels in the second half of the year, the street is concerned about the restoration of the overall margin. Taking into account the headlines in the economy, I am not sure that NVIDIA gives such a confident lead. If there is anything, it can say that rough margin will be a ramp above 70% in the second half of the year – but the risks that allow investors. Scenario of almost losing.

In the second quarter, the management of sales and earnings may surprise the Optimized Street in order to reflect the prohibition of the leadership management to H20 plugs. Although analysts see this arrival – EPS reduced evaluation in the last 60 days, According to Yahoo Financial Information – They can assess the top line title.

“Shares positive catalyst (2026 visibility, general margin restoration, new Chinese product), in our opinion,” said BOOFA semiconductor analyst Vivek Arya in a note.

Read more: How does Nvidia make money?

The assessment of NVIDIA’s prospective prospect is also thought-provoking. On the one hand, the company looks relatively inexpensive, taking into account the long-term growth potential. Given the factors I mentioned above, the assessment may also be considered expensive.

The following are in a number of people in the shares of NVIDIA in the shares of the people I know in the trenches. I asked the trio of Nvidia’s views on the pe ratio.

Interested in saying more ideas? Pull me a line in X @Brianszizi Today to make all NVIDIA questions and earn this next week. I will do the best to answer all!

It should be noted that Yahoo will have a special coverage of the NVIDIA profit week, which began on Monday morning. So be sure to check the Analytical Dose of NVIDIA Live in Yahoo Finance, decentlyor Digital text form.