After Nvidia released its Q2 earnings, the stock fell by up to 5%. While the earnings themselves were still strong and even exceeded some expectations, the market seems to be more cautious about the future, raising the bar for performance. Does this reaction indicate that Nvidia’s growth is slowing down, or is it just a short-term market sentiment? In this situation, would you still choose to hold a large position in Nvidia, or consider adjusting your holdings to manage risk?
after Nvidia’s Q2 earnings, is growth slowing or just market overreaction?
byu/kristinlichty instocks
Posted by kristinlichty
10 Comments
Doesn’t sound you like you paid attention to the guidance or earnings call.
Q2 & Q3 Guidance includes $0 for H20
When China opens back up, Nvidia will go up
56% up year over year. Definitely not slowing down.
Buy $amd
This is the perfect time to buy an actual dip
If they’re start selling in China officially – that’s another $50B in revenue a year
The market is just “sell on news” since it wasn’t a big enough beat. Guidance is strong and doesn’t even include China. Any opportunity to sell to China will be a beat.
IMO it’s the demand for AI is slowing.
AI bubble is leaking.
It’s like 10% of SPY. How big you want it to get?
The stock is up 1.7% + this week man. Wtf
Pretty sure its buy the rumor and sell the news. So market know Nvdia will do well, so they all sold off to whoever want to buy the stock after the good news. Then the overall stock market probably will keep going down until the next earnings as institutions lock in profits and tax losses. Looking forward to the bull market from November at the moment.