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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (93909)	2/26/2025 8:32:37 PM
From: Elroy	Respond to of 95738

Come on, a 2.5% decline in gross margin points stinks. Whether the gross margins are 8% or 80% is not the issue, it's the directional change. Sales growth appears to still be out of this world healthy, and NVDA's PE valuation is not nuts for a company growing so rapidly. I don't think the gross margin decline is a big deal, but if gross margins went from 73.5% to a forecast of 75% next quarter, I think you'd get a sweet suite pop in the share price tomorrow.