Home Creators Posts Import Register Favorites Logout
haven't archived this post yet. have a subscription? use the importer!

Content

NVIDIA JUST REPORTED EARNINGS

*NVIDIA Q2 REVENUE $46.7 B, EST. $46.05B ( BEAT ✅)

*NVIDIA Q2 ADJ EPS $1.05 , EST. $1.01 ( BEAT ✅ )

Also doing $60BN Stock Buybkack

Nvidia, $NVDA, announces that ZERO H20 Chip sales were made to China-based customers in Q2 2025.

Nvidia's China business came to a screeching HALT last quarter.

Tariffs and export restrictions are real.

Files

Previews only

Comments

Chris L.

And you told before that idiotic Trump's trade war has made no difference. Which of course sounded astoundingly obstinate and biassed!

Pickled Egg

Stock buybacks tend to increase share prices by reducing the supply of outstanding shares and boosting earnings per share (EPS), making the stock more attractive to investors. Companies also buy back shares when they believe their stock is undervalued, signaling confidence in the company's future to the market. This is a dip to buy friends, China wants those chips either in open market or Singapore black market, look for the signal in the noise, oh buy they way the didn’t fall below, or meet expectations, they “beat” them.

Cmoney$$

True but apple buy back stock for decades with no innovation just to help keep the stock afloat as well. This scenario seems far different tho

Quantum Alpha

BREAKING: Nvidia, $NVDA, says: Any government demand for a revenue share might result in legal action.

KiwiTurtle

They could buy Bitcoin with their reserves and really go to the Moon!

Crypto Explorer

Maybe Nvidia had a ton of cash ear marked for R&D on their next chip for China. Then they realized they shouldn’t spend it because they can’t be sure the U.S. or China will let them sell it, so they pivoted to buybacks to use some cash. It must really suck wanting to push the envelope on tech but instead politics (both sides) makes you have to waste BILLIONS researching/making/designing products that are inferior. Think about that. You have to design to make less good things that are far below your capability not for a price point, but arbitrary restrictions. It’s literally holding us back 8+yrs of tech development that China couldn’t have ASML’s top machines since 2017 for instance. Now that company too has to waste billions making inferior tech to sell to China due to bans under Trump and Biden.

Hollie Bop tv

space x should send the tesla bots to the moon its full of rare earth metals , before the chinese take it first

JobberWokker

FIrst time in a long time I can remember put skew in NVDA. Short term top?

RunnerRN

Just saw “Ani” xAI first AI interactive character for Grok. To say it’s disturbing is an understatement. Neurologists are sounding the alarm as 8 yr old boys become addicted to pornography. Just wow Elon.

George A

Meanwhile Michael Stealer has been dicking common. This isn’t the same stock James fell in love with. Grossly underperforming recently. Don’t fall in love. Reexamination is needed!

Chris

James, you’ve mentioned before that buybacks are never any good. So what does that mean for NVDA?

SmelltheMOONS

I would be very, very surprised if this were not already happening in some capacity. Not saying we already have Optimus bots up there, but I can’t imagine we are not harvesting those minerals in one way or another. Just thinking like intelligence would, we are not openly broadcasting that info. Most arms race are happening quietly. Similar to nationstates, stacking bitcoin quietly.

SmelltheMOONS

I feel like there’s a way to work around that. They can sell them to other countries that will turn around and sell them to China.