3 Reasons I Bought Nvidia Before Earnings


  • Nvidia’s earnings report is expected to beat expectations, and the company is expected to raise guidance, potentially leading to a big rise in stock price.
  • The demand for Nvidia’s chips is insatiable, with the company expected to consume half of TSMC’s advanced chip packaging capacity.
  • TSMC is increasing capacity 5X between 2023 and 2025, potentially allowing NVDA to deliver 80% higher sales in 2025 than currently expected.
  • Big tech giants are directly profiting from AI, driving the demand for Nvidia’s products and contributing to its potential growth. Management expects to be supply constrained into 2026.
  • The company’s historical 7% beat and raise track record could potentially double for the next two years, creating a strong tailwind for market-beating returns that are 100% justified by fundamentals.
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3 Reasons I Bought Nvidia Before Earnings

I just bought more NVIDIA (NASDAQ:NVDA) (NEOE:NVDA:CA) going into earnings. It’s already my biggest holding, accounting for 8.3% of my family fund and 6% of my net worth.

Here are three reasons I’m

Quarter EPS Beat
Q4 2024 11.40%
Q3 2024 18.73%
Q2 2024 29.36%
Q1 2024 18.80%
Q4 2023 9.46%
Q3 2023 -17.32%
Q2 2023 -1.49%
Q1 2023 4.86%
Q4 2022 7.96%
Q3 2022 5.81%
Q2 2022 2.27%
Q1 2022 11.43%
Q4 2021 10.36%
Q3 2021 14.20%
Q2 2021 10.67%
Q1 2021 6.87%
Average 8.96%
Median 9.91%

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.


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