This number reports on the 6th, and I've been touting this number since June 1 at 10.43.
Here's what you can expect when they report. They should expand margins above 33%, easily beating the $709 million estimates. I think they'll do in excess of $800 million the next quarter; a revenue number not in Wall Street's models.
Two weeks after I touted NVDA, they spoke positively about their margins at a conference, and I think those that have been holding this name can make some coin when they report.
Because that's where the street's concern is.
2 comments:
i've been holding since 10.85...do you think it's worth holding through the call into next qtr?
yes--I think it trades over 14 after earnings--and they've been cautious, but now they have been singing a different tune
so we should get raised guidance and a higher number
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