NVIDIA’s Earnings: Will It Shatter Records?

● Nvidia: Another Record, When ATH?

Nvidia Earnings Announcement and Stock Price Trend Analysis

Market Reaction Immediately After Earnings Announcement

Nvidia’s stock price rose 3.6% during the day immediately after announcing its earnings today.
Then, it recorded a 1.5% increase after the earnings announcement, but has now turned to a flat trend.
The market seems to have mixed opinions about Nvidia’s performance.
This trend implies that investors are contemplating between future growth potential and short-term risks.

Analysis of Key Figures for Sales and Operating Profit

Nvidia’s sales exceeded consensus estimates by approximately 3%, and EPS (earnings per share) also surpassed expectations by about 6%.
In particular, it supported a monopoly system by recording more than 95% of sales in the AI and data center business.
Data center sales recorded an explosive growth rate of 400% in the first quarter of last year, but recently the pace has slowed somewhat.

Key Growth Factors and Short-Term Concerns

Nvidia is expected to grow steadily in the long term as data center demand surges with the AI boom.
However, the slowdown in sales growth and operating margins is a short-term concern for investors.
In fact, the possibility of a gradual decline in margins from 78% in the first quarter of last year to the 70% range has been mentioned, and tariff issues and manufacturing complexity are also expected to act as variables in the future.

Nvidia’s Technological Innovation and Future Vision

Jensen Huang emphasized the importance of AI and emphasized the importance of building a software ecosystem beyond simply manufacturing chips.
He emphasized the need for chain-of-thought, or chain-like thinking expansion, in the field of AI inference, and emphasized that advanced computing power is essential.
In addition, Nvidia’s technology will play a key role in various fields such as autonomous driving and robotics.
As a result, Nvidia has the potential for medium- to long-term growth through AI and data center investment in the future, even with short-term margin declines.

Competitive Structure and Investment Strategy

Recently, as stock prices related to m7 have adjusted and various stocks have emerged, market conditions have unfolded where it is difficult to rely on a single stock.
The valuation analysis of other major companies such as Tesla as well as Nvidia is a hot topic among investors.
Investors need to build a comprehensive portfolio focusing on the best SEO keywords: AI, data center, performance, investment, and growth.

Nvidia Performance Analysis and Key Implications Summary

< Summary >
Nvidia’s earnings announced today exceeded expectations for sales and EPS, but stock price volatility and margin decline remain a short-term concern.
While showing strong growth in the data center and AI sectors, slowing sales growth and margin pressure require investor caution.
Jensen Huang emphasized the importance of the software ecosystem and AI reasoning, and predicted that Nvidia will lead the future with comprehensive technological innovation.
The recent adjustment in stock prices related to m7 and the rise of various stocks reaffirm the need to diversify investment strategies.
Key words such as Nvidia, performance, AI, data center, and investment are the center of this performance analysis.
< Summary >

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● Tesla FSD China Breakthrough, Juniper Model Y Ships

Today’s Global Economic Outlook – Tesla, NVIDIA, Elon Musk, Autonomous Driving, and China/Korea Market Trends

Tesla’s Stock Price Decline and Market Reaction

Tesla’s stock price has recently fallen sharply.
It fell by 26.78% in one month, a reverse from the 31.9% increase over six months, and a 27.99% decrease since January 1, 2025.
Challenges include poor European sales, unmet expectations for FSD (Full Self-Driving software), criticism from the media and government, and death threats against Elon Musk.

NVIDIA’s AI Chip Performance and the Future of the Autonomous Driving Market

NVIDIA exceeded expectations in its Q4 earnings announced on February 26, 2025.
Attention is focused on the large-scale launch of next-generation AI Blackwell chips and the demand driven by AI post-training.
Investors are highly interested in NVIDIA’s performance as an indicator of AI demand, with expectations for a rise in AI-based tech stocks in 2025.

Elon Musk and DOE (Department of Energy) Support, etc. – Political and Economic Issues

Since engaging in politics, Elon Musk has not only seen stock price fluctuations but has also actively pursued large-scale restructuring related to the U.S. government.
He has stepped in to improve the federal government system in response to the U.S.’s $2 trillion deficit and excessive defense spending.
Aiming to cut 15% of the approximately $7 trillion budget, he is supporting the DOE department, with a goal of saving $4 billion daily.
This is emphasized as an inevitable choice to prevent a U.S. economic collapse.
Furthermore, the DOE has announced a concentrated support plan for four months, causing significant repercussions across politics and economics.

Tesla’s FSD and Autonomous Driving Data Competition in China

In China, Tesla’s FSD function is being introduced through live broadcasts, etc.
News includes the first delivery of Tesla’s Model Y Juniper and the delivery of the new Model Y, with channel-specific events also in progress.
Tesla is successfully conducting autonomous driving simulation training using publicly available Chinese road video data and real driving data.
Unlike competitors that use LiDAR and other sensors in conjunction with Chinese government regulations, Tesla’s strength lies in its vast real-world data.

Korean Autonomous Driving Market and Future Prospects

South Korea is expected to facilitate the collection of autonomous driving data due to its urbanized environment and orderly traffic system.
With Tesla vehicles already on the road, additional data accumulation is possible, and economic benefits exist because data export regulations are less strict than in China.
However, safety tests such as approval from the Ministry of Land, Infrastructure and Transport could act as variables.
The possibility of introducing a supervised version of FSD domestically by mid-2026 can be anticipated.

Summary

Tesla is experiencing difficulties such as a drop in stock price, poor European sales, and unmet expectations for FSD.
NVIDIA is gaining attention in the AI and autonomous driving sectors due to its next-generation AI chips and strong Q4 performance.
Elon Musk has stepped in to support the DOE to address the U.S.’s $2 trillion deficit and improve the government system, demonstrating the impact of political involvement on the economy.
In China, Tesla’s FSD function is undergoing real-time testing, with competitiveness based on real driving data and simulation.
South Korea is advantageous for collecting autonomous driving data due to its urban environment and relatively relaxed regulations, with expectations for the introduction of a supervised version of FSD in the near future.
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● Nvidia’s Record Earnings – New High Soon?

NVIDIA Earnings Analysis: Key Takeaways on Stock Performance, AI Investments, Semiconductor Outlook, and More

1. Market Reaction Immediately After Earnings Release

Notable that revenue and EPS exceeded consensus estimates by 3% and 6%, respectively.
Stock price rose 3.6% leading up to the announcement but briefly turned flat after the release.
Investors are split, with some positively assessing the earnings themselves, while others believe the price has not fully reflected them.
In terms of the global economic outlook, this announcement is expected to significantly impact stock performance alongside the AI investment boom.

2. Key Figures and Earnings Analysis

The earnings release confirmed that revenue is increasing at a rapid pace.
Particularly, revenue related to AI and data centers accounts for over 90% of total revenue, highlighting NVIDIA's monopoly in the GPU market.
While the current growth rate has slowed compared to the first quarter of the past, it still records tremendous growth.
Net income forecasts and data center revenue both showed positive figures, but margins suggest a potential gradual decline from 78% last year to the mid-70% range.
These details are crucial issues in earnings analysis and stock performance, especially in AI investment and the semiconductor sector.

3. Future Outlook and Technical Insights

Jensen Huang emphasized the role of AI technology and the establishment of a software ecosystem.
A key point is the forecast that computing demand for AI inference processes will surge in the data center and cloud markets.
NVIDIA technology is also expected to play a pivotal role in robotics and autonomous driving.
Long-term, earnings are expected to develop stably, with high expectations, especially regarding AI investment.
Next-generation architecture and technological innovation indicators mentioned in the conference call are important reference materials when considering the global economic outlook.

4. Stock Price and Investor Perspectives

NVIDIA's stock price has fluctuated recently due to external variables like DeepSeek, but it demonstrated solidity with this earnings report.
The stock price has been moving sideways at levels seen in July of last year, receiving steady investor attention.
Although concerns about margin declines exist, the growth potential in data centers and AI is expected to positively impact stock performance.
Various investment scenarios within the market, as illustrated through comparisons with Tesla, are also noteworthy.
These details, along with core economic keywords such as earnings analysis, AI investment, and semiconductors, will greatly assist in formulating investment strategies.

Summary

NVIDIA's released earnings were positive, with both revenue and EPS exceeding consensus estimates.
Growth is centered on AI and data centers, with the majority of total revenue generated from these sectors, solidifying its monopoly in the GPU market.
However, concerns about declining margins and slowing growth rates could negatively affect the stock price.
Jensen Huang's strategy for technological innovation and building a software ecosystem raises expectations for long-term stable growth.
All of these details encompass key issues related to the global economic outlook, AI investment, semiconductors, earnings analysis, and stock performance.

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NVIDIA Earnings Summary
Stock Performance Outlook

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