TMTB: NVDA ETSY RIVN DOCN First Takes

Feb 21, 2024

∙ Paid

NVDA +7%: Revs look in line with bogeys and better GM guide

Would say this is good enough - solid # especially given stock sell off the past couple days. Now it’s up to Jensen to Jensen everyone up on the call (CY25 and B100 commentary impt). QQQs popping along with it.

Q4 Total Revs $22.1B vs buyside at $22.5B vs. street $20.4B
Q4 DC $18.4B vs. buyside a…

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