TMFCochrane

Matthew Cochrane

TMFCochrane’s Activity

Fri Nov 16

NL

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TMFCochrane replied to the Saul's Investing Discussions board. 12:39 PM

Re: NVDA inventory

So last quarter when asked about inventory Jensen says "on the channel inventory side, we see inventory on the lower end of our stack".

And this quarter when asked about inventory Jensen says "we came into Q3 with excess
[more]

Thu Nov 15

NL

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TMFCochrane replied to the Saul's Investing Discussions board. 7:03 PM

Re: NVDA misses topline

I don't think they're missing topline estimates next Q by $700m because Crypto is lower than 3 months ago.

Najdorf, that's not the problem. though I have not yet listened to conference call, management was guiding for $0 [more]

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TMFCochrane replied to the Saul's Investing Discussions board. 7:00 PM

Re: 2019 Q3 Nvidia Results - Ouch!

I don't know how useful trailing PEG is when revenue is falling this sharply. Probably not at all is my guess.

I agree, Najdorf. It's just something I track. But the guidance here is key, not trailing anything.

Matt [more]

NL

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TMFCochrane replied to the Saul's Investing Discussions board. 5:39 PM

Re: NVDA misses topline

(For folks who do hold, such a severe pull back could represent an opportunity, unless the entire 'moat' etc etc of NVDA has been completely vaporized with this single quarter of very disappointing numbers. Am I [more]

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TMFCochrane replied to the Premium Commons boards. 5:19 PM

NL

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TMFCochrane posted to the Saul's Investing Discussions board. 5:14 PM

2019 Q3 Nvidia Results - Ouch!

There's really only one thing you have to know about the stock's price action over the next 90 days. From the press release:

“Our near-term results reflect excess channel inventory post the crypto-currency boom, which will be [more]

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TMFCochrane posted to the Premium Commons boards. 12:26 PM

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Wed Nov 14

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TMFCochrane posted to the Supernova boards. 10:08 PM

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TMFCochrane posted to the Supernova boards. 9:26 PM

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TMFCochrane replied to the Supernova boards. 9:07 PM

Mon Nov 12

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TMFCochrane posted to the Premium Commons boards. 6:17 PM

Sun Nov 11

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TMFCochrane posted to the Premium Commons boards. 9:58 AM

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TMFCochrane posted to the Premium Commons boards. 9:55 AM

Sat Nov 10

Caps Pick

TMFCochrane made a pick in CAPS. 12:32 AM

SS&C Technologies Holdings (SSNC) will Outperform the S&P 500

Caps Pick

TMFCochrane made a pick in CAPS. 12:28 AM

Celgene (CELG) will Outperform the S&P 500

Thu Nov 8

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TMFCochrane replied to the Premium Commons boards. 8:49 PM

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TMFCochrane posted to the Premium Commons boards. 12:16 PM

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TMFCochrane replied to the Premium Commons boards. 11:39 AM

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TMFCochrane replied to the Premium Commons boards. 11:21 AM

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