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NVIDIA $NVDA HAS GROWN REVENUE FROM $2B TO $215.9B IN 21 YEARS A 10,643% total increase. Compounding at 24.9% per year. And on Wednesday after the close, they're expected to add another chapter to the story. Here's what Wall Street is pricing in: - Q1 revenue estimate: $78.5B, up nearly 80% year-over-year - Adjusted EPS estimate: $1.75, more than double last year - Options markets are pricing in a 7% move by Friday 12 of 13 analysts rate Nvidia $NVDA a buy. Average price target $274 implies over 20% upside from Friday's close. TD Cowen just raised theirs to $275. Bank of America moved to $320. Per management, the Blackwell and Rubin order pipeline now exceeds $1 trillion. Earnings drop after the close Wednesday, May 20.

NVIDIA $NVDA HAS GROWN REVENUE FROM $2B TO $215.9B IN 21 YEARS A 10,643% total increase. Compounding at 24.9% per year. And on Wednesday after the close, they're expected to add another chapter to the story. Here's what Wall Street is pricing in: - Q1 revenue estimate: $78.5B, up nearly 80% year-over-year - Adjusted EPS estimate: $1.75, more than double last year - Options markets are pricing in a 7% move by Friday 12 of 13 analysts rate Nvidia $NVDA a buy. Average price target $274 implies over 20% upside from Friday's close. TD Cowen just raised theirs to $275. Bank of America moved to $320. Per management, the Blackwell and Rubin order pipeline now exceeds $1 trillion. Earnings drop after the close Wednesday, May 20.

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WOW - just found this leaked clip from an internal meeting at Tesla about the newest product feature 👀

WOW - just found this leaked clip from an internal meeting at Tesla about the newest product feature 👀

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CHRIS CAMILLO HAS A MASSIVE LONG TERM POSITION IN AMAZON $AMZN STOCK THAT IS NOT CHANGING But on top of that he runs a highly leveraged options position that fluctuates wildly week to week. Chris Camillo's logic: Amazon will always revert back to where it belongs. When he sees Amazon getting punished for reasons that are immaterial to the core thesis, whether that is CapEx concerns, debt issuance, the SpaceX narrative pulling attention away from AI infrastructure names, sector rotation, or index rebalancing, he takes a more levered position. "I'm not trading it as aggressively on a weekly basis. I'm trading it probably more aggressively levered on a monthly basis knowing that if I get wiped out I'm prepared and have more leverage to reinvest deeper in the following month." "Maybe I get blown out on the first one. Possible I get blown out on the second. And then the hope there is that we get more access to real information on the earnings itself and that you can make it back up there." "Sometimes even getting blown out a couple times on these cycles works to your advantage if you have either enough cash or enough capability to dive deeper into leverage to re-up and play it again at a much lower price." "This is a risky game. It's a game that I play with dollars that I can afford to play it with. This is not like my kids' college education that I'm rolling the dice with." "You don't generate outsized returns without taking outsized risk."

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