Ahead of the full-scale start of the US earnings season, this article outlines a strategy ahead of NVIDIA's earnings announcement, as well as key points to watch, based on the disclosed portfolio and holdings of this leading AI computing infrastructure stock.
As the US earnings season gets under way, attention is focused on NVIDIA (NVDA), and the investor's trading details and holdings have been disclosed. The investor is watching for optimal entry opportunities and additional buying opportunities before the earnings announcement.
As the heart of AI computing, NVIDIA is using its strong share of the data center GPU market and its CUDA ecosystem as competitive strengths. The company says it is important to assess demand trends accompanying the wider adoption of LLMs and enterprise AI applications.
Key indicators to watch during earnings season include whether data center revenue growth can maintain its momentum and whether high-double-digit to triple-digit growth can continue. The outlook is expected to be assessed primarily based on trends for the latest generation and the sustainability of demand.