1/ The strongest on the surface #英伟达 released its financial report, but it fell sharply after the market, because the financial report was a thunderbolt?

On the contrary, the financial report is actually very good, but it is a pity that it is called NVIDIA, 100 points is not enough, it needs 120 points, far exceeding expectations.

Revenue and EPS both exceeded expectations, and gross profit margin was in line with expectations, but lower than 78.9% in the first quarter, which also caused people to worry about the peak of profit margins.

2/ But the biggest impact is still the third quarter guidance

Based on the guidance range, #英伟达 expects a year-on-year growth of 75.8% to 82.9% in the third quarter, while the highest revenue expected by analysts means an increase of 109.2%. In other words, the revenue growth in the third quarter will slow to double digits for the first time in the last six quarters, and Wall Street's optimistic expectations will still maintain triple-digit growth.

To appease the market, Nvidia also announced a large-scale repurchase plan of US$50 billion

3/ However, under the influence of emotions, the market does not seem to react much to this repurchase plan.

In fact, Nvidia is still Nvidia, and the fundamentals are still the same fundamentals. It is too early to start shorting it.

It is just that in the short term, driven by emotions, it can be suppressed below 100 again, which is still a good time to pick up bargains.

4/ However, if Big Brother #英伟达 wants to go down first, the US stock market will also start to correct, and if the cryptocurrency circle is not doing well, do we have to follow it? This... is a headache.

After the sharp drop, the market entered a disorderly consolidation. In the short term, if it rebounds first, see if there is an opportunity to rebound and short; if it falls directly first, see if there is a price reaction to the support below.

In the long term, I still want to maintain a bullish bias, and I hope I will not be disappointed

😂