I suppose you follow the market and are aware of stocks price action. Nvidia has been quite an interesting company to watch recently, from all perspectives. On the one side, it struggled fundamentally throughout last year and the beginning of this one since the semi industry entered a down cycle. However, it reported results last Wednesday and guided for 11bn in revenue for the next quarter, implying a 52% sequential growth and way above they record revenue of 8.2bn in Q2 of 2022.
Really enjoyed this article!
You don’t know till ya know
The point on PE ratio’s just built on earning estimates really hit home - how to better use this number?
great summary! this year has been a series of rotating narratives, and this feels like another one of them.