$NVIDIA(NVDA)$ Here we go, Tig-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Here we go, Tigers !

The $NVIDIA (NVDA.US)$ Q4 earnings we've all been waiting for is finally here! This time, the big question isn't just about the numbers, but the story itself.

Is NVDA an unstoppable giant with a wide moat? Or has the hype gone too far, and it's time for a reality check?

This isn't just another earnings report. This is a battle of narratives. Stop guessing, it's time to show your hand. Pick your team, show off your Alpha, and let's see who really gets the future of AI.

The Two Teams: Pick Your Side!

Forget just being bullish or bearish. The real debate is deeper.

CoolTeam Moat: The Unstoppables

You're on this team if you believe:

– NVDA's lead in hardware, software (the CUDA ecosystem is unbeatable!), and its entire ecosystem is just too dominant to challenge.

– The demand from Hyperscalers like Amazon, Microsoft, Google, and Meta is real, and it's just getting started.

– This isn't a cycle; it's a revolution. NVDA is building the infrastructure for the next decade of AI.

What to watch in the earnings: Data Center growth, gross margins (check out that pricing power!), and the new progress on Blackwell.

ByeTeam Peak: The Realists

You're on this team if you believe:

– It's a great company, but the price is just insane. All the good news has already been priced in.

– The CapEx cycle is real. That kind of spending from clients has to slow down sooner or later.

– Competitors are catching up, and gravity always wins. What goes up must come down (or at least take a breather).

What to watch in the earnings: The all-important Guidance, any signs of a peak in profit margins, and what management says about the CapEx outlook.

How to Play & Win: The 3-Level Challenge

We've got three ways to play, from a quick vote to a hardcore strategy breakdown. There's something for everyone. Show us what you've got!

Nvidia Beats But CapEx Rises: Dip-Buying Chance?

Nvidia delivered record Q4 revenue, with data center sales accelerating 75% YoY and networking up over 260%. Gross margin topped 75%, the highest in 18 months, driven by Blackwell ramp. Q1 revenue guidance implies nearly 77% YoY growth, exceeding even bullish buy-side estimates. However, gaming revenue missed expectations, down 13% QoQ on channel inventory. Management flagged supply constraints as a near-term headwind. Shares swung from +4% after hours to negative.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Pick your team, show off your Alpha, and let's see who really gets the future of AI.</p>\n<p>The Two Teams: Pick Your Side!</p>\n<p>Forget just being bullish or bearish. The real debate is deeper.</p>\n<p>CoolTeam Moat: The Unstoppables</p>\n<p>You're on this team if you believe:</p>\n<p>– NVDA's lead in hardware, software (the CUDA ecosystem is unbeatable!), and its entire ecosystem is just too dominant to challenge.</p>\n<p>– The demand from Hyperscalers like Amazon, Microsoft, Google, and Meta is real, and it's just getting started.</p>\n<p>– This isn't a cycle; it's a revolution. NVDA is building the infrastructure for the next decade of AI.</p>\n<p>What to watch in the earnings: Data Center growth, gross margins (check out that pricing power!), and the new progress on Blackwell.</p>\n<p>ByeTeam Peak: The Realists</p>\n<p>You're on this team if you believe:</p>\n<p>– It's a great company, but the price is just insane. All the good news has already been priced in.</p>\n<p>– The CapEx cycle is real. That kind of spending from clients has to slow down sooner or later.</p>\n<p>– Competitors are catching up, and gravity always wins. What goes up must come down (or at least take a breather).</p>\n<p>What to watch in the earnings: The all-important Guidance, any signs of a peak in profit margins, and what management says about the CapEx outlook.</p>\n<p>How to Play &amp; Win: The 3-Level Challenge</p>\n<p>We've got three ways to play, from a quick vote to a hardcore strategy breakdown. There's something for everyone. Show us what you've got!</p>\n<p></p>\n<p><br></p><img src=\"https://community-static.tradeup.com/news/ffd523cf2904fab83558faffd30c501c\" tg-width=\"1179\" tg-height=\"2556\"><img src=\"https://community-static.tradeup.com/news/2ffd3912bf7be5ea2e9c5bc5998c91e9\" tg-width=\"1009\" tg-height=\"489\"></body></html>","text":"$NVIDIA(NVDA)$ Here we go, Tigers ! 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