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NVDA | Unpacking NVIDIA’s Q3 FY25Building the Matrix, One GPU at a Time This week, NVIDIA unveiled its October quarter results, capturing global attention as analysts closely monitored the stock's movements. While Wall Street often emphasizes short-term performance, a broader perspective highlights NVIDIA's remarkable rise. Over two years, its stock value has multiplied tenfold, outpacing tech giants like Alphabet and Amazon in profitability and edging closer to Microsoft and Apple in net income—a meteoric ascent for the history books. The AI Inflection Point NVIDIA's transformation began in November 2022 when OpenAI launched ChatGPT, described by CEO Jensen Huang as AI's "iPhone moment." Fast-forward two years, and NVIDIA's latest Blackwell GPU architecture is scaling up production, meeting surging demand. As Huang explained, "The age of AI is in full steam," driven by foundational model training and inference advancements. Two major trends underpin this shift: -Platform evolution:Transitioning from traditional coding to machine learning. -Emergence of AI factories:New industries powered by generative AI applications. AI native startups are booming, and successful inference services are proliferating. If AI's trajectory mirrors the mobile revolution, this is akin to 2009 a pivotal moment with much more innovation ahead. Q3 FY25 Highlights NVIDIA's fiscal year ends in January, and the recently concluded October quarter (Q3 FY25) demonstrated strong momentum: - Revenue: $35.1 billion (+17% quarter-over-quarter), exceeding expectations by $2 billion. - Segment growth:** - Data Center: +17% QoQ ($30.8 billion). - Gaming: +14% QoQ ($3.3 billion). - Automotive: +30% QoQ ($0.4 billion). - Margins: Gross margin at 75%, operating margin at 62%. - Cash flow: Operating cash flow of $17.6 billion; free cash flow of $16.8 billion. - Q4 FY25 Guidance: Anticipates +7% revenue growth ($37.5 billion). Key Drivers and Insights -Data Center Dominance:Contributing 88% of overall revenue, driven by Hopper GPUs and the anticipated Blackwell production ramp. -Gaming Growth:Propelled by GeForce RTX GPU demand and back-to-school sales. -Automotive Innovation:Growth fueled by AI-powered autonomous driving solutions. -Margins:Slight compression due to Blackwell production ramp, with recovery expected as production scales. Looking ahead, demand for NVIDIA's Hopper and Blackwell GPUs outpaces supply, likely remaining constrained into FY26. However, challenges loom, including intensifying competition from AMD and custom AI chips. The AI Scaling Debate Skeptics argue AI scalability may be approaching its limits, but Huang is optimistic, citing advancements in reinforcement learning and inference-time scaling. He emphasized that AI's growth is driven by empirical laws, suggesting scalability could be extended through methods like post-training and test-time scaling. CEO and CFO Perspectives - Huang likens modern data centers to "AI factories," producing intelligence like power plants generate electricity. - The shift to "physical AI" unlocks applications in industrial and robotics sectors, powered by NVIDIA's Omniverse. - Blackwell GPUs are delivering significant cost reductions and accelerating AI workloads. Investment Outlook Despite valuation concerns, NVIDIA's profitability is tangible. However, the company's reliance on sustained GPU demand and a concentrated customer base presents risks. Meanwhile, competition from AMD is intensifying. Final Thoughts If ChatGPT was AI's "iPhone moment," the transformation is just beginning. Like the app economy in 2009, the AI-first revolution is poised to unlock entirely new markets and reshape industries. NVIDIA's leadership positions it at the forefront of this multi-trillion-dollar opportunity.
NASDAQ:NVDA
by moonypto
GBPUSD Short and Longs (News) Scenario 1: Both PMIs Better than Forecast Actual Manufacturing PMI: 49.5 (Better than 48.8 forecast) Actual Services PMI: 56.0 (Better than 55.2 forecast) EUR/USD: Down - If both sectors perform better than expected, this might signal a stronger US economy, potentially leading to a stronger Dollar. GBP/USD: Down - Similar to EUR/USD, a stronger US economic outlook could weaken GBP against USD. USD/JPY: Up - Improved US PMI data might strengthen USD against JPY, especially if this leads to expectations of a tighter Fed policy. Scenario 2: Both PMIs Worse than Forecast Actual Manufacturing PMI: 48.0 (Worse than 48.8 forecast) Actual Services PMI: 54.0 (Worse than 55.2 forecast) EUR/USD: Up - If both sectors disappoint, this could indicate economic weakness in the US, leading to a weaker USD. GBP/USD: Up - Weaker US data might make GBP relatively stronger, especially if UK economic indicators are not as disappointing. USD/JPY: Down - A disappointing PMI might lead investors to question the US economic recovery, potentially weakening USD against JPY. The Fib is just an example if we was to see a sell off it may come into play. If we not seeing a sell off the Fib will be non existent.
by PipsandTicks1
2
GOLD Will Fall! Sell! Please, check our technical outlook for GOLD. Time Frame: 9h Current Trend: Bearish Sentiment: Overbought (based on 7-period RSI) Forecast: Bearish The market is on a crucial zone of supply 2,699.516. The above-mentioned technicals clearly indicate the dominance of sellers on the market. I recommend shorting the instrument, aiming at 2,653.450 level. P.S Overbought describes a period of time where there has been a significant and consistent upward move in price over a period of time without much pullback. Like and subscribe and comment my ideas if you enjoy them!
OANDA:XAUUSDShort
by SignalProvider
1
What is next for SOL?Hello everyone, CRYPTOCAP:SOL has been one of the best-performing altcoins up to today. According to the chart, what can we expect for CRYPTOCAP:SOL in the coming weeks? Firstly, CRYPTOCAP:SOL is forming two patterns: a double bottom and a descending triangle, with a potential target hitting the previous all-time high (ATH) at $260. After breaking the ATH, you can hold your CRYPTOCAP:SOL until $457-$521, which could become the new ATH this bull market. However, in a bull market, it's unpredictable, so if CRYPTOCAP:SOL trades successfully above $521, it could potentially make a historical run towards $3800-$4366. CRYPTOCAP:SOL is one of the altcoins that you should definitely keep in your wallet. The resistances on the way after the ATH are: $328 $393 $457 $521 as a final target Feel free to ask about anything. Have a nice day.
Long
by TANcrypt0
3
Is #NEARUSDT Poised for a Breakout or Breakdown?Yello, Paradisers!Is #NEARUSDT on the verge of a major bullish breakout, or are we staring at the potential for a steep decline? Let’s examine the critical levels and what they mean for the market. 💎#NEARUSDT recently broke out of its descending channel resistance, sparking optimism about a potential bullish continuation. However, the rally has now stalled at the crucial $6.343 resistance level, a barrier that could determine the next major move. If this level is decisively broken, it would signal a significant trend reversal, paving the way for higher price targets and a renewed wave of market confidence. This shift would mark a pivotal change in market structure, drawing more attention to the asset. 💎On the other hand, the risks of a pullback remain. If #NEARPROTOCOL fails to break above $6.343, it is likely to retrace toward the critical $5.085 support level, which aligns with a previous significant low. This zone acts as a safety net for buyers. Losing this support could lead to a further decline, with the next key area resting at the $4.252 demand zone the last stronghold for bulls in the current structure. 💎Should the price close below $4.252 on the daily chart, the bullish outlook would be entirely invalidated. Such a move would confirm a bearish reversal, likely driving the market toward forming new lower lows as sentiment weakens further. Strive for consistency, not quick profits, Paradisers. The key to long-term success lies in disciplined trading and patience. Stay focused on high-probability setups and avoid emotional decisions. The market rewards those who trade smart, stay disciplined, and master the art of patience. Stay focused, patient, and disciplined, Paradisers🥂 MyCryptoParadise iFeel the success🌴
Long
by MyCryptoParadise_Simon
BCH.usd eyes on $480: Major resistance break could run for a bitBCH usually makes its moves midway through Alt runs. Currently testing a major level with dual fib resistance. Break could run for a while, or reject for end of pump. $ 475.27-480.75 is the key level of interest. Rejected once already but bulls are back again. Break this time should run, tight SL just below. . Previous Analysis that caught the top EXACTLY (of course) :) ================================================================== .
CRYPTO:BCHUSD
by EuroMotif
2
Crypto recap | Wen $ 100K BTC ? Crypto Weekly: ETFs, Meme Coins, and RFK’s Bitcoin Obsession We’ve had a wild week in crypto, so let’s dive into what’s happened so far 1. Bitcoin Reaches Record $99,000 , Should We Sell Our Kidneys Now? Bitcoin momentarily climbed to an all time high of $99,000. Its current value stands at $98,400, reflecting a 1.5% increase over the past 24 hours and YES over 500% since our first call 2. SEC Chair Gary Gensler to Resign in January 2025 The US Securities and Exchange Commission has announced that its Chairman, Gary Gensler, will step down on January 20, 2025. 3. Former Chinese Official Yao Qian Dismissed Over Crypto Bribery Allegations Yao Qian, exDirector at the China Securities Regulatory Commission, has been expelled from the Communist Party and removed from office for serious misconduct, including abuse of power and crypto-related bribery. Once a key figure in China’s CBDC development, Yao is now under investigation by the Shanwei City Procuratorate for alleged violations, with his assets confiscated. 4. Bitcoin ETF Options Prepare for Launch The SEC approved trading options for the iShares Bitcoin Trust in September 2024. Following a recent advisory from the CFTC, the Options Clearing Corporation (OCC) is set to facilitate these options, which will debut on November 19, 2024. 5. Trump Administration Eyes Crypto Policy Role The Trump team is exploring the creation of a White House role dedicated to cryptocurrency policy. President-elect Trump is also scheduled to meet Coinbase CEO Brian Armstrong to discuss potential appointments. Discussions may include Armstrong’s support for SEC Commissioner Hester Peirce as SEC Chair. 6. Robert F. Kennedy Jr. Goes “All-In” on Bitcoin Robert F. Kennedy Jr. revealed that most of his wealth is now in Bitcoin, declaring his strong commitment to the cryptocurrency. He has previously referred to Bitcoin as a “freedom currency” and a hedge against inflation. 7. Binance CEO Predicts Nations Will Compete for Bitcoin Reserves Binance CEO CZ praised Michael Saylor's advocacy for Bitcoin and predicted that countries would soon race to acquire Bitcoin as a strategic reserve asset. 8. Polish Presidential Candidate Promises Bitcoin Reserves Sławomir Mentzen, a Polish presidential hopeful, has pledged to establish national Bitcoin reserves if elected. Mentzen, an early Bitcoin investor, disclosed holding approximately $1.2 million worth of Bitcoin. 9. MicroStrategy Acquires Additional 51,780 BTC MicroStrategy now owns 331,200 BTC, acquired at an average cost of $49,874 per Bitcoin. Its recent purchase of 51,780 BTC totaled $4.6 billion, averaging $88,627 per Bitcoin. 10. Meme Tokens Dominate Crypto Market Buzz The meme token "Quant," created during a livestream, sparked controversy after a pump-and-dump scheme. Other meme coins, such as ANON and FLOKI, also gained traction, with Ethereum co-founder Vitalik Buterin purchasing ANON. Meanwhile, DWF Labs launched a $20 million fund for meme projects, and exchanges like Coinbase and Binance actively listed meme tokens. Fundraising Highlights - Rise: Secured $6.3M in Series A funding. - Deblock: Raised $16.8M in seed funding. - Shinami: Completed a $5.645M seed round. - Valantis Labs: Gained $7.5M in funding. - OpenLayer: Secured $5M in seed funding. - Barter: Raised $3M for DeFi liquidity solutions. - Noble: Completed a $15M Series A funding. - Bitfinity Network: Secured $12M for Bitcoin Layer 2 development. - Alluvial: Raised $4.3M for its Liquid Collective platform. Dont miss this crypto cycle, opportunities like these don’t come around often!
Long
by moonypto