All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.

Created at 70.**.243.51 2,001 4 0

All eyes are on Nvidia – next week is a crucial Nvidia earnings announcement.


Current NVIDIA Position: Even with +/- 10% volatility, it's within an ascending triangle (bullish), so it's not a problem.

Currently, it's just before a golden cross (20-day and 50-day moving averages crossing), but if it breaks below this channel, the upward momentum will be broken and the trend will reverse. In that case, NVIDIA's decline could drag down the semiconductor sector and impact the Nasdaq. Avoid buying more and wait out the storm.

Summary of my thoughts:
1. Don't get excited about +/- 10% after earnings (it's still within the channel, following the trend).
2. The market is too harsh on NVIDIA... like scolding a 4.3 GPA student for not getting a 4.5. They were unfairly criticized for last earnings' 75% gross margin – what business achieves a 75% margin? Despite this incredible performance, the market uses forward PE ratios as a benchmark, showing overly strict standards. ㅠㅠ
3. Avoid blindly buying the dip if it crashes. This would suggest poor earnings, and a rebound the next day is highly unlikely.
I'm tired of the sideways trading since the second half of last year. I hope for a quantum leap in price.🙏🏻 Right now, the Nasdaq formed a double top and dropped, so it won't be easy for NVIDIA to break its previous high. But I want to believe NVIDIA is different. 😉
I'd like to hear other shareholders' plans too!

Tags NVIDIA Facebook X
Comments 4
102.**.188.48 (edited)
I don't directly invest in NVDA, but I believe NVDA GPUs will continue to be in high demand in the market. The relatively low cost of developing China's AI DeepSeek caused a significant downturn in many semiconductor, electrical equipment, and data center stocks. I see this as an opportunity and have heavily invested in Comfort Systems USA (FIX), a data center and chip manufacturing plant construction company.

https://investors.comfortsystemsusa.com/static-files/bf0b49e7-48fe-4042-812b-0bcf73bcbcd2 />
https://investors.comfortsystemsusa.com/static-files/0ab8e1d5-0ef3-4ba2-bfad-912d1ca70811 />
NVDA's success is directly tied to the success of my investment in FIX. Let's go Jensen!
145.**.121.185
Here's a translation of the Korean text:

"Earnings are likely to be good.
However, I'm not sure about the direction of the stock price.
Earnings are likely to be incredibly good.
I can't buy it here because they're out of video cards right now."
70.**.243.51
I believe valuation should be forward-looking, focusing on expected future earnings rather than trailing figures, because it reflects a company's potential. Looking at yesterday's closing prices, Apple's PE ratio is 33.44 versus Nvidia's 31.45. Tech investors often consider the PEG ratio (Price/Earnings to Growth ratio, typically over 5 years) as well, and using this metric, Nvidia appears cheaper than Apple. Apple's PEG ratio is 2.27 compared to Nvidia's 0.96. Therefore, considering growth, Nvidia could be considered undervalued relative to Apple.
24.**.50.116
I just hold their hand and watch over them. That's what I've done for the past eight years, and they're my most reliable child.
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