Feb. 28 at 3:54 PM
$NVDA $META $AMZN $MSFT
See GS CEO comments on these and googl (no position on googl). Also see MS update on NVDA… the Readers Digest aerial? The “inventory buildup” concern? lol They have memory lined up for the next 6 Qs while many wannabe 2nd tier names are unable to source what they need.
Revs and EPS BEAT high end of Street estimates and guidance by a bunch and were ATHs. Then they guide up another
$10B (they no doubt will beat again), to 15% rev growth(
$78B) for the current Q and sustained “mid 70s” margin during transition ramp to Rubin, and share revs will ramp every Q this year.
Easy to see they think rev growth of AT LEAST
$100B to
$320B this year. Otp, longtimers here will recall that in mid 2024 my shared PT was AT LEAST
$200B for FY 2026 and optimistic on
$220B… that was incl China of
$10B/Q though, which is now none! They just did
$216B for FY 2026.
Growing some 10x mkt and trading at fwd P/E of 15x w/mkt P/E 3 turns higher? Such price dislocation don’t last ime.
