Why is NVDA down today?

1. Revenue growth slows as dominance in pre-training turns to competition in inference.

2. Margins fall because of ⬆️

3. Multiples compress from sky-high levels to “normal”.

The stock could fall 80-90% depending on the change in growth and margins.

90% of beating the market is really just:

Buy great companies

Doing nothing for YEARS

Profit

It's harder than it looks, but the formula is simple.

2. $SoFi Technologies Inc.(SOFI)$

SoFi stock now only up 40% in the past 3 months. What a disaster.

Image

Results look great.

The reaction may be negative because it wasn’t a blowout. But long-term a 24% revenue growth rate is phenomenal and more people are CHOOSING to use the product than ever before.

Don’t loose sleep over minute details of a single quarter.

Image

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Tiger_CashBoostAccount
01-29 22:33
Tiger_CashBoostAccount
Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies."Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs.
Say..say..only.
01-28 19:56
Say..say..only.
Yes its definitely a good opportunity with this biased article clearly written to push price down. Sofi has always been extra conservative in its forecasts anyway, so dont miss out on this chance.
Tillmann
01-28 08:32
Tillmann
Is this a good buying opportunity ?

Leave a comment

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Revenue growth slows as dominance in pre-training turns to competition in inference. 2. Margins fall because of ⬆️ 3. Multiples compress from sky-high levels to “normal”. The stock could fall 80-90% depending on the change in growth and margins.90% of beating the market is really just:Buy great companiesDoing nothing for YEARSProfitIt's harder than it looks, but the formula is simple.2. <a data-mention-id=\"SOFI\" class=\"teditor-mention\" data-mention-name=\"SoFi Technologies Inc.\" href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> SoFi stock now only up 40% in the past 3 months. What a disaster.<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/a447cd875d223da2604b4fbd5dade482\" tg-width=\"478\" tg-height=\"680\">ImageResults look great. The reaction may be negative because it wasn’t a blowout. But long-term a 24% revenue growth rate is phenomenal and more people are CHOOSING to use the product than ever before. Don’t loose sleep over minute details of a single quarter.<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/dde3c14808716e34c091ce74e0371214\" tg-width=\"680\" tg-height=\"351\">Image2.</body></html>","htmlText":"<html><head></head><body>1. <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> Why is NVDA down today? 1. Revenue growth slows as dominance in pre-training turns to competition in inference. 2. Margins fall because of ⬆️ 3. Multiples compress from sky-high levels to “normal”. The stock could fall 80-90% depending on the change in growth and margins.90% of beating the market is really just:Buy great companiesDoing nothing for YEARSProfitIt's harder than it looks, but the formula is simple.2. <a data-mention-id=\"SOFI\" class=\"teditor-mention\" data-mention-name=\"SoFi Technologies Inc.\" href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> SoFi stock now only up 40% in the past 3 months. What a disaster.<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/a447cd875d223da2604b4fbd5dade482\" tg-width=\"478\" tg-height=\"680\">ImageResults look great. The reaction may be negative because it wasn’t a blowout. But long-term a 24% revenue growth rate is phenomenal and more people are CHOOSING to use the product than ever before. Don’t loose sleep over minute details of a single quarter.<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/dde3c14808716e34c091ce74e0371214\" tg-width=\"680\" tg-height=\"351\">Image2.</body></html>","text":"1. $NVIDIA(NVDA)$ Why is NVDA down today? 1. Revenue growth slows as dominance in pre-training turns to competition in inference. 2. Margins fall because of ⬆️ 3. Multiples compress from sky-high levels to “normal”. The stock could fall 80-90% depending on the change in growth and margins. 90% of beating the market is really just: Buy great companies Doing nothing for YEARS Profit It's harder than it looks, but the formula is simple. 2. $SoFi Technologies Inc.(SOFI)$ SoFi stock now only up 40% in the past 3 months. What a disaster. Image Results look great. The reaction may be negative because it wasn’t a blowout. But long-term a 24% revenue growth rate is phenomenal and more people are CHOOSING to use the product than ever before. Don’t loose sleep over minute details of a single quarter. 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Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs.\n <ul style=\"\"><li><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" class=\"\">How to open a CBA.</a>\n </li><li><a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" class=\"\">How to link your CDP account.</a>\n </li><li><a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" class=\"\">Other FAQs on CBA.</a>&nbsp;\n </li><li><a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" class=\"\">Cash Boost Account Website.</a>\n <img src=\"https://community-static.tradeup.com/news/9cacb64c02a7bc16143db1b24ccaf6e6\" tg-width=\"1080\" tg-height=\"1080\">\n </li></ul>","text":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs.\n <ul style=\"\"><li><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" class=\"\">How to open a CBA.</a>\n </li><li><a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" class=\"\">How to link your CDP account.</a>\n </li><li><a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" class=\"\">Other FAQs on CBA.</a>&nbsp;\n </li><li><a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" class=\"\">Cash Boost Account Website.</a>\n <img src=\"https://community-static.tradeup.com/news/9cacb64c02a7bc16143db1b24ccaf6e6\" tg-width=\"1080\" tg-height=\"1080\">\n </li></ul>","html":"Great job on your latest stock market success! Your commitment to research and analysis is evident in your results.Trade with Tiger Cash Boost Account and use contra trading toenhance your strategies.\"Welcome to open a CBAtoday and enjoy access to a trading limit of up to SGD 20,000with upcoming 0-commission, unlimited trading on SG, HKand US stocks. as well as ETFs.\n <ul style=\"\"><li><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" class=\"\">How to open a CBA.</a>\n </li><li><a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" class=\"\">How to link your CDP account.</a>\n </li><li><a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" class=\"\">Other FAQs on CBA.</a>&nbsp;\n </li><li><a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" class=\"\">Cash Boost Account Website.</a>\n <img src=\"https://community-static.tradeup.com/news/9cacb64c02a7bc16143db1b24ccaf6e6\" tg-width=\"1080\" tg-height=\"1080\">\n </li></ul>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":397477778182616,"commentId":"397477778182616","gmtCreate":1738065407863,"gmtModify":1738066217672,"authorId":4118108733122482,"author":{"id":4118108733122482,"idStr":"4118108733122482","authorId":4118108733122482,"name":"Say..say..only.","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397300297277504,"objectIdStr":"397300297277504","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Yes its definitely a good opportunity with this biased article clearly written to push price down. Sofi has always been extra conservative in its forecasts anyway, so dont miss out on this chance.","text":"Yes its definitely a good opportunity with this biased article clearly written to push price down. Sofi has always been extra conservative in its forecasts anyway, so dont miss out on this chance.","html":"Yes its definitely a good opportunity with this biased article clearly written to push price down. Sofi has always been extra conservative in its forecasts anyway, so dont miss out on this chance.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":397309561635216,"commentId":"397309561635216","gmtCreate":1738024338989,"gmtModify":1738024344032,"authorId":4200782157951512,"author":{"id":4200782157951512,"idStr":"4200782157951512","authorId":4200782157951512,"name":"Tillmann","avatar":"https://community-static.tradeup.com/news/a8586f8ab81cb500c2393c32a86dbc64","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":397300297277504,"objectIdStr":"397300297277504","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Is this a good buying opportunity ? ","text":"Is this a good buying opportunity ? ","html":"Is this a good buying opportunity ? 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