- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Winter Olympics
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: NVDA earnings are out
Posted on 2/26/26 at 1:06 pm to UltimaParadox
Posted on 2/26/26 at 1:06 pm to UltimaParadox
quote:
Nvda victim of it's own success. Too big to truly move the needle and the downside risk in the future is becoming higher than the upside.
I wholeheartedly disagree with this personally, but I’ll concede that many people think this way.
Those same people buy WMT because it’s “safe” and pay 43x forward earnings instead of 23x for Nvidia. Just incredible.
3
Posted on 2/26/26 at 2:05 pm to slackster
Yep. I think NVDA will be $215 or more within 2 weeks time.
Posted on 2/26/26 at 3:28 pm to bayoubengals88
quote:Retail investors set record buying NVDA CNBC
Retail investors rushed into Nvidia
on Thursday following the chipmaker’s latest earnings report, according to VandaTrack.
Mom-and-pop traders recorded their highest levels of net buying in the stock during the first 80 minutes of a trading day going back to at least 2012, according to analyst Viraj Patel. Retail is not behind the selling that led to a lackluster reaction to the blockbuster results, Patel said.
There’s a caveat: Patel said there’s strong selling in addition to buying in the chipmaker. That can help explain the stock’s rocky action in morning trading, he added.
"Flows have been two-way,” Patel wrote in a Thursday note. “Total retail turnover in [Nvidia] has been pretty epic too at the start of the session.”
Thursday’s action comes on the heels of the AI darling’s earnings, which beat analyst expectations and came with strong guidance. Nvidia also reported 75% revenue growth in its core data center business, which helped drive the company’s overall sales up 73%.
Despite trading modestly higher before the bell, shares were lower by more than 4% in midday trading.
Posted on 2/26/26 at 6:13 pm to slackster
NVDA has been radically undervalued as long as I can remember. There is an unwillingness from the public to fully value a company that performs like they do because everyone assumes there’s a catch. Their income statements are outlandish.
Posted on 2/26/26 at 7:50 pm to slackster
quote:
I wholeheartedly disagree with this personally, but I’ll concede that many people think this way.
Those same people buy WMT because it’s “safe” and pay 43x forward earnings instead of 23x for Nvidia. Just incredible.
Seems to be following the biotech playbook.
Hype phase is all the gains. Once the money pours in and the earnings become massive nobody cares. They are asking when the next blockbuster is going to come. Today's growth is relevant only the future product
Posted on 2/26/26 at 8:14 pm to beaverfever
quote:
There is an unwillingness from the public to fully value a company that performs like they do because everyone assumes there’s a catch.
I think “the catch” is that it’s the largest company in the world who’s share price would prefer to identify as a young startup growth stock.
Posted on 2/26/26 at 8:38 pm to lsuconnman
quote:Its PEG ratio is more in line with a REIT.
price would prefer to identify as a young startup growth stock.
Posted on 2/28/26 at 9:37 pm to beaverfever
Anyone think the run for NVDA is over with? It hasn’t really run up like it did the last 2-3 years.
Posted on 3/1/26 at 2:30 am to Double Oh
quote:No
Anyone think the run for NVDA is over with?
The market doesn't care about your short-term beliefs
Posted on 3/2/26 at 9:34 am to Double Oh
quote:
Anyone think the run for NVDA is over with? It hasn’t really run up like it did the last 2-3 years.
Depends on what you mean by run. I am long. Actually, considering buying more if it drops anymore. At this market cap, one would not predict the growth that got it to the size, but there is reasonable chance to believe it outpaces the s&p500 from here.
Posted on 3/2/26 at 10:38 am to KWL85
quote:
Depends on what you mean by run. I am long. Actually, considering buying more if it drops anymore. At this market cap, one would not predict the growth that got it to the size, but there is reasonable chance to believe it outpaces the s&p500 from here.
I guess i meant is it a long term play?
Like how long you thinking? 2 years? 5 years?
Page 2 of 2
Popular
Back to top
Follow TigerDroppings for LSU Football News