Trader J's Inner Circle Message Board

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Strategies & Market Trends : Trader J's Inner Circle

NVDA 199.04

+5.7%

Nov 10 3:59 PM EST

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Sonali

From: Trader J	5/8/2024 5:52:09 PM
	1 Recommendation Read Replies (2) of 56532

ARM: Solid results but disappointing the market which was obviously expecting greater guidance. Guidance still looks really solid to me though the valuation will still be extended. Forward looking valuation still around 60, but not terrible when considering growth. Q4 revenue grew 47%. Solid growth across all metrics from what I can see but given this mercurial AI market right now, the AH action is not unexpected and that's why I did not add another leg just yet. Revenue guidance was given at $3.8B - $4.1B but expectations were for $3.99B. Strange what is being sold off this quarter but it is what it is. I'll be adding to the position after the dust settles from this report. finance.yahoo.com

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