Gene Munster
@munster_gene
Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀
参加 July 2019
145 フォロー中 102.8K ファン
$NVDA down slightly on gross margin guide of 74% in Oct. Street was at 75.0%.
Big picture, the AI growth story is intact. Now have to wait for the call.
Besides the margin guide, the numbers looked great. They reported revenue growth of 106% yy, compared to 107% in April (adjusting for China sunset a year ago). The reported growth in July is similar growth rates as April in face of law of large numbers is a win.Street was looking for 95% yy growth in July.
Guide was a similar upside that they showed last quarter. Guided up 3%. Last quarter guided the out quarter up 4.3%. That's also a win.
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