- Nvidia fell 6% on Tuesday, January 7th, 2025, after Jensen Huang’s seemingly optimistic CES speech, which seemed to focus on coming products for the GPU giant.
- Maybe the bigger worry is the 347 million shares traded on NVDA today, versus the 218 million average daily volume, for a 59% increase in volume to the downside.
- For both EPS and revenue estimates, as we moved through fiscal ’25 (calendar ’24 essentially), the upside revisions to EPS and revenue estimates got progressively smaller.
Nvidia (NASDAQ:NVDA) fell 6% on Tuesday, January 7th, 2025, after Jensen Huang’s seemingly optimistic CES speech, which seemed to focus on coming products for the GPU giant. Maybe the bigger worry is the 347 million shares traded. Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 – 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.
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