Earnings360 Newsletter for 8/29/2024

Earnings360 Newsletter for 8/29/2024
NVIDIA, Royal Bank Of Canada, CrowdStrike & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
Nvidia's $550 Trillion Problem (ad)
Nvidia's $550 Trillion Problem
Do not buy another AI stock until you've seen the arithmetic below.

Nvidia is worth about $5.5 trillion. Alphabet about $4.1 trillion. Microsoft about $3.8 trillion. So what would it take to repeat Nvidia's run? A 100x gain from here puts Nvidia near $550 trillion. Nothing in history has ever been worth that. Big money in Nvidia has already been made. By the people who bought it years ago.

But that does not mean the AI boom is finished. It means the opportunity has moved underneath it... to the layer every AI company has to pay to use.
 
Watch The AI Gold Rush Briefing →tc pixel
Top Earnings News
Kohl’s Charts a Resilient Path in a Challenging Retail Landscape
Study: How Much Are Retirees Earning from Side Hustles in 2024?
The biggest untaxed pile of money in America is yourstc pixel 
CAVA Stock Surges on Q2 Beat: Is It the Next Chipotle?
PDD Shares Plunge: Why This Could Be a Hidden Gem for Investors
Don’t Let Peloton Take You For a Ride: What You Need to Know
Eli Lilly’s Path to the Next Trillion Market Capitalization
Zero losing trades in almost a month (2-hour trade window)tc pixel 
Intuit Stock Drops Sharply on Profit Concerns: Is It a Buy?
Advanced Auto Parts Stock May Be Cheap for a Reason
La-Z-Boy Stock Faces Headwinds, Remains a Hold
NVIDIA: Analysts Bullish Ahead of Earnings - Is It a Buy Now?

Thursday, August 29 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
ADSK Autodesk$263.35$1.9990$2.15$0.1510$1.48 billion$1.51 billion11.9%→
AEO American Eagle Outfitters$21.71$0.38$0.39$0.01$1.31 billion$1.29 billion7.5%→
AIRYY Air China$9.92 - ($0.18) - - $5.45 billion→
ATAT Atour Lifestyle$35.73$0.32$0.30($0.02)$244.72 million$247.28 million→
BACHY Bank of China$19.88 - $0.62 - - $21.67 billion→
BBY Best Buy$106.36$1.16$1.34$0.18$9.23 billion$9.29 billion-3.1%→
BF.A Brown Forman$31.25 - $0.41 - - $951 million→
BF.B Brown-Forman$30.36$0.46Report pending - - →
BF.B Brown-Forman$30.36$0.46$0.41($0.05)$990.82 million$951 million-8.4%→
BIRK Birkenstock$38.76$0.56$0.49($0.07)$628.70 million$564.76 million→
BURL Burlington Stores$256.81$0.95$1.20$0.25$2.42 billion$2.47 billion13.4%→
CIHKY China Merchants Bank$34.66 - $0.95 - - $11.84 billion→
CM Canadian Imperial Bank of Commerce$116.71$1.74$1.93$0.19$6.28 billion$6.60 billion12.9%→
CMAKY China Minsheng$3.94 - $0.17 - - $5.03 billion→
CPB Campbell's$22.86$0.62$0.63$0.01$2.30 billion$2.29 billion→
CPB Campbell's$22.86$0.62$0.63$0.01$2.31 billion$2.29 billion10.9%→
DELL Dell Technologies$346.50$1.49$1.89$0.40$24.14 billion$25.03 billion9.1%→
DG Dollar General$136.72$1.79$1.70($0.09)$10.37 billion$10.21 billion4.2%→
ESTC Elastic$90.17$0.2520$0.35$0.0980$344.67 million$347.42 million18.3%→
GAP GAP$22.23$0.39$0.54$0.15$3.61 billion$3.72 billion→
LULU lululemon athletica$112.53$2.93$3.15$0.22$2.41 billion$2.40 billion9.1%→
MDB MongoDB$327.37$0.49$0.70$0.21$465.03 million$478.11 million12.8%→
MLLUY Metallurgical Corp. of China$3.39 - ($0.03) - - $20.56 billion→
MOR MorphoSys$18.96($0.50)Reports after close - - →
MRVL Marvell Technology$154.60$0.30$0.30$0.00$1.25 billion$1.27 billion-5.1%→
NESR National Energy Services Reunited$19.55 - $0.29 - - $324.97 million→
OLLI Ollie's Bargain Outlet$94.81$0.78$0.78$0.00$561.60 million$578.38 million12.4%→
PLAB Photronics$28.92$0.56$0.51($0.05)$225 million$211 million-5.9%→
ULTA Ulta Beauty$665.13$5.47$5.30($0.17)$2.61 billion$2.55 billion.9%→
He liked the trade and still waited (ad)
He liked the trade and still waited
Matt found two setups that each scored five out of five in his Income Blueprint tool. Instead of paying up to get filled, he placed orders at his chosen prices and gave them a day or two.

His reasoning: paying more just to get into a trade changes the numbers that made it appealing in the first place. A recorded demonstration shows the decisions involved, including what he does when an order doesn't fill.

Income Blueprint is the options tool and training program Matt created. A free presentation explains how to get 30 days of free access, including options training. No credit card required.
 
Watch the free presentation and see the process behind an Income Blueprint setup.tc pixel

Wednesday, August 28 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AFRM Affirm$68.03($0.45)($0.14)$0.31$599.50 million$659.19 million→
ANF Abercrombie & Fitch$152.94$2.14$2.50$0.36$1.09 billion$1.13 billion→
APLD Applied Digital$16.72($0.23)($0.52)($0.29)$42.70 million$43.70 million→
APLD Applied Digital$16.72($0.23)($0.52)($0.29)$42.70 million$43.70 million→
BBWI Bath & Body Works$21.77$0.35$0.37$0.02$1.54 billion$1.53 billion→
BCMXY Bank of Communications$28.22 - $0.76 - - $9.03 billion→
BYDDF BYD$9.20 - $0.43 - - $24.33 billion→
BYDDY BYD$9.16 - $0.86 - - $24.33 billion→
BZ KANZHUN$16.85$0.12$0.13$0.01$264.38 million$263.75 million→
CHWY Chewy$23.01$0.03$0.05$0.02$2.86 billion$2.86 billion→
COO Cooper Companies$63.93$0.91$0.96$0.05$997.30 million$1.00 billion7.8%→
CRM Salesforce$214.62$2.36$2.56$0.20$9.22 billion$9.33 billion8.5%→
CRWD CrowdStrike$228.58$0.2425$0.26$0.0175$958.27 million$963.87 million31.7%→
DCI Donaldson$88.06$0.88$0.94$0.06$941.12 million$935.40 million→
EKTAY Elekta$6.02 - $0.04 - - $359.76 million→
FIVE Five Below$253.76$0.54$0.54$0.00$821.95 million$830.07 million→
GEF Greif$73.26$1.17$1.03($0.14)$1.43 billion$1.45 billion→
GEF.B Greif Bros.$106.19 - $1.03 - - $1.45 billion→
HPQ HP$28.33$0.86$0.83($0.03)$13.37 billion$13.52 billion2.4%→
KSS Kohl's$24.85$0.46$0.59$0.13$3.69 billion$3.53 billion-4.2%→
LI Li Auto$12.34 - $0.14 - - $4.36 billion→
NTAP NetApp$176.07$1.45$1.56$0.11$1.53 billion$1.54 billion7.6%→
NTIOF National Bank of Canada$154.78 - $1.96 - - $2.18 billion→
NTNX Nutanix$59.49($0.08)($0.06)$0.02$537.12 million$547.95 million→
NVDA NVIDIA$178.67$0.64$0.68$0.04$28.74 billion$30.04 billion122.4%→
OKTA Okta$177.57($0.08)$0.21$0.29$632.24 million$646 million→
P Everpure$102.74$0.10$0.20$0.10$756.59 million$763.77 million→
PAHC Phibro Animal Health$34.61$0.34$0.41$0.07$262.44 million$273.16 million→
RY Royal Bank Of Canada$204.01$2.15$2.38$0.23$10.40 billion$10.68 billion→
SJM J. M. Smucker$133.25$2.17$2.44$0.27$2.13 billion$2.13 billion17.7%→
VEEV Veeva Systems$306.50$1.04$1.07$0.03$667.21 million$676.18 million→
VSXY Victoria's Secret & Co.$113.59$0.38$0.40$0.02$1.41 billion$1.42 billion→

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