How to Project NVDA Revenues

NVDA is 8.24% of QQQ and 6.72% of SPY....A BIG Wednesday/Thursday Test Ahead

Ladies and Gentleman, we are about to reveal our Nvidia projections (vs Street expectations) for this quarter and next, along with a January quarter outlook BASED on Taiwan Semiconductor, the sole supplier of wafers to the said company. Taiwan Semiconductor has grown its HPC (high performance computing) revenues as a percentage of total from 44% in the 1st quarter of 2023 to over 52% in the 2nd quarter of 2024! In fact, total HPC revenues have grown 56% over that same period! And, last month July 2024 TSM reported sequential revenue growth of 23.5% from the June 2024 month! Therefore, we can conclude decisively, without hesitation, that Nvidia will report (Wed 8/28) July 2024 revenues and earnings as follows: