TMTB: NVDA ETSY RIVN DOCN First Takes

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 at $18-$20B vs street $17.2B
Q1 Revs $24B vs buyside at $23,5B

Nvidia forecasts Q1 adj gross margin 77% plus or minus 50bps

RESULTS: Q4
Revenue $22.10B vs. $6.05B y/y, EST $20.41B
Data center revenue $18.4B vs. $3.62B y/y, EST $17.21B
Gaming revenue $2.9B, +58% y/y, EST $2.72B
Professional Visualization revenue $463M vs. $226M y/y, EST $435.5M
Automotive revenue $281M, -4.4% y/y, EST $272.1M
ADJ gross margin 76.7% vs. 66.1% y/y, EST 75.4%
R&D expenses $2.47B, +26% y/y, EST $2.43B
ADJ operating expenses $2.21B, +25% y/y, EST $2.23B
ADJ operating income $14.75B vs. $2.22B y/y, EST $13.14B
Free cash flow $11.22B vs. $1.74B y/y, EST $10.82B

ETSY -5% look…