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Wednesday, August 9, 2017

Last Gasp of Excitement

with this earnings season as NVIDIA and SNAP report tomorrow, Thursday, Aug 10th, after close...

First let's talk about Nvidia. Everybody's darling stock, hitting all the right themes: Cryptocurrency Mining, AI, Self Driving Cars, Cloud and  Gaming, can it sustain it's breakneck growth ? We'll also be looking to see commentary on products that they announced recently namely their GPU Cloud offering, DGX Volta and Volta V100. (To see what these are check out Knotifi below).

Moving on to Snap, everyone will be focusing on user, usage numbers especially growth. How is the Facebook's Instagram growth impacting them. I, for one, will be focusing more on getting clarity on their product strategy, roadmap. To win the longer term this is what they have to nail.

So enjoy your Thursday!




      This image is from Knotifian app to help you invest intelligently by keeping track of earnings& more.



• The contents of this blog are the personal opinions and investment choices of the writer. Please don't treat them as investment recommendations.
• I have a long position in NVIDIA & SNAP.

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