NVIDIA (NVDA) Q3 2025 Earnings

prayers. please beat , otherwise this and 60% of my holdings effed.

not just a beat - they need a blowout earnings for a positive movement. Really hoping it’s going to be positive.

I’m thinking beat and good china guidance. what others you into? I’m in a lot of tech too

Sincerely, the outlook is appaling. U.S federal government’s stake acquisition from Intel might prelude, had voting power being provided, both intel clientele refurbishment, plus a cycle to be perpetuated across American tech companies.

Lip Bu is great but Intel is in quite the mess. intels fails hurt the semi sector, but they’ve been asleep at the wheel for over a decade. Pat admitted they wouldn’t even be able to make the cutting edge chips if they got foundry working. I doubt nvda was depending on them

Intel’s mishaps comes at the cost of their shareholders, not the sector. Nvidia, Texas Instrument, AMD, or any company alike situated abroad, will keep their course. The government encroachment, conversely, including the 15% of tax on revenues housing China sales, can affect the sector at large; not despising the American taxpayer are indirectly propping by 10% a languished firm all the while diminishing the total of their individual satisfactions.

I dig, but I also think nvda will have no problem passing that 15% onto their downstream customers. Wallstreet has yet to really slap their wrist on capex ai spend lol

Beat, but earnings from Data Centers slowed, causing capitulation on short/mid term growth.

People are too in the weeds on this company, for obvious reasons. They have so many revenue sources and directions to take the company they can keep growing so long as the leaders keep their edge.

🚀