[TH] Nvidia Lowers Q4 Revenue Guidance, Stock Drops - Page 2 - Overclock.net - An Overclocking Community

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[TH] Nvidia Lowers Q4 Revenue Guidance, Stock Drops

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post #11 of 37 (permalink) Old 01-28-2019, 01:02 PM
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Though tech stocks took a hit today for various reasons, NVDA's performance wasn't surprising:

NVDA
Previous Close 01/25/19: 160.15
Open 01/28/19: 136.55
Close 01/28/19: 138.01 -22.14 (-13.82%)

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post #12 of 37 (permalink) Old 01-28-2019, 01:12 PM
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Why is this news or shocking? Any traded company that lowers quarterly revenue estimates will always have a stock price drop.

Right after Nvidia announced this, their stock did drop. AMD's stock dropped because of Nvidia's announcement as well, nearly 8% as of 4:00 PM EST.

Nvidia stock drops are circulating on several tech sites, but no news of AMD's stock drops. Nvidia stock did drop more than AMD. Almost no articles of AMD stock drop but a plethora of articles of Nvidia stock drop.

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post #13 of 37 (permalink) Old 01-28-2019, 01:23 PM - Thread Starter
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Quote: Originally Posted by D-S-J View Post
Why is this news or shocking? Any traded company that lowers quarterly revenue estimates will always have a stock price drop.

Right after Nvidia announced this, their stock did drop. AMD's stock dropped because of Nvidia's announcement as well, nearly 8% as of 4:00 PM EST.

Nvidia stock drops are circulating on several tech sites, but no news of AMD's stock drops. Nvidia stock did drop more than AMD. Almost no articles of AMD stock drop but a plethora of articles of Nvidia stock drop.

It's news because it's news from today: https://nvidianews.nvidia.com/news/n...scal-year-2019

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And who said any of it was shocking? As far as I can tell, and the thread is still short, absolutely nobody said that.

As to other shares falling, anybody is free to post, so if you want, you can do that. But as you admitted, AMD's shares fell after Nvidia announced their guidance. AMD didn't release any guidance today, so the focus is on Nvidia.

But there are news of AMD's stock drop: https://www.thestreet.com/investing/...lunge-14847505

Tomorrow, Tuesday, the 29th, AMD will report its fourth-quarter earnings, so tomorrow we will definitely have AMD news with more substance.


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post #14 of 37 (permalink) Old 01-28-2019, 01:24 PM
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Quote: Originally Posted by D-S-J View Post
Why is this news or shocking? Any traded company that lowers quarterly revenue estimates will always have a stock price drop.

Right after Nvidia announced this, their stock did drop. AMD's stock dropped because of Nvidia's announcement as well, nearly 8% as of 4:00 PM EST.

Nvidia stock drops are circulating on several tech sites, but no news of AMD's stock drops. Nvidia stock did drop more than AMD. Almost no articles of AMD stock drop but a plethora of articles of Nvidia stock drop.
Probably because nobody is surprised at the volatility of a two-front underdog with lower revenue and R&D expenditure than either of its single-focus rivals (though I suppose Intel has its sights set on competing in graphics soon).

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post #15 of 37 (permalink) Old 01-28-2019, 01:30 PM
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post #16 of 37 (permalink) Old 01-28-2019, 01:47 PM
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I bet they will post an insane profit figure anyway.

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post #17 of 37 (permalink) Old 01-28-2019, 02:13 PM
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Quote: Originally Posted by Imouto View Post
I bet they will post an insane profit figure anyway.
Insane profits will definitely be what they need to stop the hemorrhaging of their stock prices. Not just for Nvidia but other tech stocks as well. A lot of them have been taking a beating recently. Even though IMHO some stocks are overvalued.

Even good or healthy profits for these corporations won't satisfy shareholders, Wall Street, speculators in some cases. Resulting in an additional hit to the stock price after quarterly results.

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post #18 of 37 (permalink) Old 01-28-2019, 05:46 PM
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RTX clearly needed to launch a generation later, on 7nm or smaller so they could have enough RT cores to release a product that didn't have to cost over a grand just to get decent (not good, just decent) performance. Nvidia wanted to confuse the casual gamer into thinking ray tracing is an Nvidia feature rather than a Directx12 feature (I'm sure other API's will support it soon as well.) and in doing so they rushed out a really disappointing and overpriced product just to be first to market with ray tracing.


When Nvidia bought Ageia back in the day, it seemed like they were doing gamers a favor by keeping us from having to start worrying about buying graphics cards and physics cards. This shift to releasing astronomically high priced products feels like a 180 from the nvidia from back then. I wonder if the damage they've done to their reputation will really hurt them in the long run. Speaking for myself, I have never bought an AMD card for myself but at this point I would much rather support AMD than Nvidia.

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post #19 of 37 (permalink) Old 01-28-2019, 05:59 PM
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Would buy AMD GPU again, but is there any to buy? No. Still waiting for Navi at which point exploiters will make yet another coin to mine on 7nm GPUs to suck the supply dry and try profit from gullible people. The wait pretty much never ends.

As far as Nvidia goes... I think they did a very poor job with the whole RTX thing, the software support from titles they literally help develop should have been ready at launch. Amazing how random "dudes" make open source games with better showcase of the technology and playable performance than Nvidia and their AAA pawns.

They can't even get demos out after 900 series: https://www.nvidia.com/coolstuff/demos
None for 1000 series, none for 2000 series that has this "amazing new ray tracing". Costs too much money to make a nice demo, huh?
Maybe they expect the $1200 spending people to try this 400 series GPU ray tracing demo: https://www.nvidia.com/coolstuff/dem.../design-garage

Last edited by JackCY; 01-28-2019 at 06:05 PM.
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post #20 of 37 (permalink) Old 01-28-2019, 06:09 PM
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Quote: Originally Posted by UltraMega View Post
RTX clearly needed to launch a generation later, on 7nm or smaller so they could have enough RT cores to release a product that didn't have to cost over a grand just to get decent (not good, just decent) performance. Nvidia wanted to confuse the casual gamer into thinking ray tracing is an Nvidia feature rather than a Directx12 feature (I'm sure other API's will support it soon as well.) and in doing so they rushed out a really disappointing and overpriced product just to be first to market with ray tracing.


When Nvidia bought Ageia back in the day, it seemed like they were doing gamers a favor by keeping us from having to start worrying about buying graphics cards and physics cards. This shift to releasing astronomically high priced products feels like a 180 from the nvidia from back then. I wonder if the damage they've done to their reputation will really hurt them in the long run. Speaking for myself, I have never bought an AMD card for myself but at this point I would much rather support AMD than Nvidia.

Well, Nvidia gambled big with ray tray, and loss this round. AMD is expecting mainstream 7 nm cards later this year. I expect nvidia wont let them have all the fun though.

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