Rob’s Fundamental Stock Analysis

Rob’s Fundamental Stock Analysis

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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
How to Project NVDA Revenues

How to Project NVDA Revenues

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

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Rob's Educated Guesses
Aug 25, 2024
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Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
How to Project NVDA Revenues
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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:

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