Nvidia Earnings Preview: 239% is the Revenue Growth Peak (for now)

Nvidia is expected to report revenue growth of 239.4% for revenue of $20.54 billion for fiscal Q4 ending in January. These estimates have been steadily rising since the H100-related historic quarter last May. Last spring, the January quarter was expected to report 40% growth, and by November, the January quarter estimates were at 195%. I want to paint a picture for why Nvidia’s price action has been so strong – these revised estimates create ample room in the valuation.

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