@KislayParashar1@DanielTNiles There is a possibility that they might expect to lose some market share or may be have found effecticies that may not need that additional 11% capex etc.
This is no surprise. My friend is fighting a case where a senior police official SP of police has occupied my friend's property for the last 4 and 1/2 years and on top of that threatening with supari
60 year old man Jumped to his Death from Shivajinagar Court Building Over 27-Year-Old Pending Case.
27 year old case! A civil dispute that too. Imagine that. The man must have been 33 years old when the case was filed.
Imagine the frustration. 27 years of Lawyers fees, wastage of time, not being able to do anything about the land till the dispute is resolved, putting your life on hold, just because corrupt judges need to be paid their salary!
No one will cry over Namdev Jadhav. Maybe Justice Gavai would have callously told him to ask his Lord Vithoba to settle the case.
Indian judiciary is an institution from hell. Truly!
https://t.co/MKzqKPZ78H via @Pune Times Mirror
@OpenAI 5 is pretty dumb. It keepS on asking should I do this should I do that. It appears that it was built to generate unnecessary tokens to increase consumption and customer bills eventually.
@CMOMaharashtra@nitingodbole Sir, what about this. It's been 4 plus years now and she is rewarded with promotions and in a key dept. https://t.co/Kot4KTzC0Q
Bottom Line on $NVDA. Shares are flat in after-hours.
➡️The near-term results were great but not extraordinary. The April revenue guidance came in a couple of percentage points below the whisper number, and the margin guidance was 150 basis points below expectations.
➡️We didn’t get a clear answer on how long Blackwell will be sold out. Jensen said demand is "extraordinary."
➡️ Things will likely improve in the back half of the year, though there is a risk that tariffs could disrupt the rebound.
➡️ The fate of the stock is well beyond the April guide. The company’s long-term opportunity regarding the scale of the AI buildout over the next 3–5 years remains unchanged. The central question is what growth looks like in CY26 and CY27. This year, they’re projected to grow around 55%, while the Street is expecting 23% growth next year and 11% in CY27. My sense is next year they'll grow faster than 23%.
My initial read on $NVDA is neutral to slightly negative, but the call will determine how it trades tomorrow.
➡️ The guidance for April was about $1B better than the Street's expectations, which were for a looking for a $2B raise. The gross margin guidance for April was 71%, while the Street was expecting 72%. Something is going on with the mix and the ramp-up of Blackwell that likely explains the miss. We’ll have to wait for the call to get details on margins.
➡️ Regarding my pressure point (what matters most) going into the report, I was disappointed that the CFO’s letter did not include commentary on how many quarters Blackwell is sold out. Last quarter, they stated that demand would exceed supply for “several” quarters in FY26. How they answer this will determine if the stock is up or down tomorrow.
➡️My guess is that the message on the call will be that the back half of the year looks better than the April quarter.