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Nvidia Q2 Earnings
Nvidia is poised to release its quarterly earnings report on Wednesday after the market closes, with expectations from Wall Street sky-high.
Investors are optimistic that the company’s financial results will demonstrate record-breaking revenue, largely driven by surging demand for artificial intelligence (AI) applications and ongoing data center expansion.
The GPU powerhouse is expected to report revenue and earnings to more than doubled in the fiscal second quarter of 2025 to $28.84 billion[1] and $14.95 billion, respectively.
Source: Visible Alpha
Nvidia AI Dominance
Nvidia’s strategic pivot from its gaming to data centers has resulted in its revenues skyrocketing.
The Big catalyst was AI, along with the boom of large language models (LLMs) like OpenAI’s ChatGPT, Twitter’s xAI, and many more that require Nvidia’s Chips to power large data centers, essentially creating AI Factories.
The data center’s quarterly revenue hit a record of $22.6 billion in Q1 FY 2025 and is projected to eclipse $30 billion by the fourth quarter.
Source: Nvidia Reports, S&P Global
The data center segment drives revenue growth through licensing deals and subscription-based models, which enhances operational efficiency and supports profit margin expansion as Nvidia broadens its clientele.
A testament to that is Nvidia’s gross profit margin expansion, which is expected to reach 75.5%, a significant increase from the 56.9% reported in Q1 2023.
Nvidia’s past and future
NVIDIA Stock is up over 3000% in the last 5 years, its competitor AMD is up a fraction of that, and Intel is down 54% over the same period.
The GPU leader stock started going meteoric after the AI wave started with the “AI” and “ChatGPT” search explosion in late 2022.
Source: TradingView & Google Trends | Data As of 26 August, 2024
Is Nvidia a buy?
The combination of elevated expectations and delay of the upcoming Blackwell AI GPUs due to design flaws means the upcoming earnings release will be critical for Nvidia shareholders.
The continued demand for more and more AI power across industries is expected to increase the demand for Nvidia’s GPUs.
With a P/E ratio 76[2], Nvidia’s stock is priced for significant future growth. This high P/E suggests investors expect strong earnings growth driven by Nvidia’s AI and data center advancements.
Investors can long Nvidia using our 2x NVIDIA, 3x NVIDIA.
Alternatively, traders can short Nvidia using our -1x NVIDIA, -3x NVIDIA.
Your capital is at risk if you invest. You could lose all your investment. Please see the full risk warning here.
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If you are not classified as an institutional investor, you will be categorised as a private/retail investor. At this time, we cannot send communications directly to private/retail investors. You are welcome to view the contents of this website.
If you are an ‘Institutional investor’, you affirm either that you are a Per Se Professional Client, or that you wish to be treated as an Eligible Counterparty Client, both as defined under the Markets in Financial Instruments Directive, or an equivalent in a jurisdiction outside the European Economic Area.
Risk Warnings
The value of an investment in ETPs may go down as well as up and past performance is not a reliable indicator of future performance. Trading in ETPs may not be suitable for all types of investor as they carry a high degree of risk. You may lose all of your initial investment. Only speculate with money you can afford to lose. Changes in exchange rates may also cause your investment to go up or down in value. Tax laws may be subject to change. Please ensure that you fully understand the risks involved. If in any doubt, please seek independent financial advice. Investors should refer to the section entitled “Risk Factors” in the relevant prospectus for further details of these and other risks associated with an investment in the securities offered by the Issuer.
This website is provided for your general information only and does not constitute investment advice or an offer to sell or the solicitation of an offer to buy any investment.
Nothing on this website is advice on the merits of any product or investment, nothing constitutes investment, legal, tax or any other advice nor is it to be relied on in making an investment decision. Prospective investors should obtain independent investment advice and inform themselves as to applicable legal requirements, exchange control regulations and taxes in their jurisdiction.
This website complies with the regulatory requirements of the United Kingdom. There may be laws in your country of nationality or residence or in the country from which you access this website which restrict the extent to which the website may be made available to you.
United States Visitors
The information provided on this site is not directed to any United States person or any person in the United States, any state thereof, or any of its territories or possessions.
Persons accessing this website in the European Economic Area
Access to this site is restricted to Non-U.S. Persons outside the United States within the meaning of Regulation S under the U.S. Securities Act of 1933, as amended (the “Securities Act”). Each person accessing this site, by so doing, acknowledges that: (1) it is not a U.S. person (within the meaning of Regulation S under the Securities Act) and is located outside the U.S. (within the meaning of Regulation S under the Securities Act); and (2) any securities described herein (A) have not been and will not be registered under the Securities Act or with any securities regulatory authority of any state or other jurisdiction and (B) may not be offered, sold, pledged or otherwise transferred except to persons outside the U.S. in accordance with Regulation S under the Securities Act pursuant to the terms of such securities. None of the funds on this website are registered under the United States Investment Advisers Act of 1940, as amended (the “Advisers Act”).
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Leverage Investment
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