TMTB: NVDA ADSK First takes; EOD Recap

NVDA (-2%) revs slightly better than buyside bogeys coming in at $18.1B vs. bogey of $17.5B-$18B for the q and right at $20B bogey +/- 2% for the Jan guide.  DC revs also beat at $14.5B vs bogey of $14.1B….Gross margin guide was above at 75% vs street at 72.4% and buyside at 73%.  So far, roughly what was expected w a nice GM beat but don’t think this quarter is enough to get anyone to change their minds – they continue to execute very well but it won’t alleviate bear’s fears over sustainability of growth (not sure if mgmt. can say much to alleviate those fears). We’ll listen to the call for any info around that and more info on China.