Last fiscal quarter the same thing happened. They beat their numbers, guidance wasn't great and the price went down after-hours. Next day at the open the priced spiked higher.

I do agree, quite possibly a shake out. Overall, their numbers were great and the market is not going to crash.

I love NVDA…will continue to own it.

All imo.

Me with SOXL so far this week.

Listened to NVDA call. They didn't mention the over heating issue. They simply stated Blackwell demand is outpacing production, due to supply constraints. IF there is a more significant issue there, we will be the last to know.

Edit-
Sorry, I could be reading into this too much, but listen for yourself. Jensen was asked directly about the over heating issue, and instead of addressing it he mentioned the other cooling platforms Dell and others were building, and that lots of engineering goes into the chip. He was also asked about any specific components making up the supply constraints, Jensen just said it's the general volume ramp up across all chips, no specificity.

41.35 mark
https://www.youtube.com/live/u4Nt596Ozak

If you google the blackwell overheating, you will find countless articles with "experts" claiming the cooling issue was already resolved. Jensen could have said that.

I'm not short. Not trying to spook. But Blackwell was a historic product launch and such a big part of their forward guidance, and overall market. Not gonna lie, I went down this rabbit hole when Cramer downplayed the overheating issue and urged his viewers to hold, not trade, NVDA.

Big flow on the 20 Dec 24 175p for TSM today. Volume of 11,700 contracts. Not the end all be all, but thought it was worth noting.

Brian Earl Spilner said:

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Me with SOXL so far this week.

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Now we're talkin'.

NVDA