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ATVI/NVDA
ATVI - beat by one estimate of 1 cent? But the stock's flying,
it's all good. Shares up 3.5%
NVDA - eps $1.78 vx $1.17 expectation (some other calculation
has expectations at $1.32 - still blowout by either measure)- rev
up (by 34%), gross margins up, guidance up for Q1 - but need more
color). Pretty blowout quarter on everything. Data center
business expected to grow 105%. AH it's recouped more than
the 4+% it lost today. For once, I made a timely buy towards the
low of the day. CC needs to show data center and AI are large
growth opportunities/expectations to solidfy price gains.
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