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> put it simply, this earnings release is as good as it will get for a while They literally guided more growth for the next quarter and Nvidia is notorious for

• IAmGraydon 2y ago
  They can say whatever they want, but the market clearly isn’t buying it.
  • ckastner 2y ago
    No, that only thing clear is that the market expected better results. Not achieving those results does not imply that results are going downhill from now, as you suggest. Slowing growth and cooling margins are reasonable explanations for the stock being down even in light of continued growth. If the market believed that demand had indeed peaked this quarter as you suggest, the stock would absolutely crater. But nobody reasonable believes that. All the data from outside Nvidia (eg: Capex from hyperscalers) also points to continued growth.