Source item
Open original source ↗The $NVDA call just wrapped. Stock is up 4%. I think it will be up 5-10% over the next week.
The takeaways:
1. Jensen was over the top near and long term bullish.
2. Guided Jan to 65% revenue growth up from 62% in July.
3. Suggest revenue next year should be up at least 54%, above the Street at 41%.
4. Margins next year will maintain current levels, which is a win.