Elazar was launched in 2004 by Chaim Siegel and has served famous hedge fund clientele who demand a keen understanding of drivers of individual companies and financial markets. Chaim twice worked for renowned trader Steve Cohen of then-SAC Capital (now Point72). He was also a partner at JLF Asset Management which was funded by George Soros. Previously he was one of seven analysts on a $13B mutual fund at Morgan Stanley Asset Management. Elazar Advisors publishes its research into the Reuters/Refinitiv Institutional Platform and Factset where Elazar's earnings estimates are factored into the Street earnings numbers.  Elazar's research is used regularly by fundamental and algorithmic traders and investors at some of the largest mutual fund and hedge fund managers in the world. Chaim has been a 5-Star top ranked analyst in Tesla and other big cap tech companies. Try us with a  free trial here . All investments have many risks and can lose principal in the short and l

NVIDIA Reports Earnings Thursday: We're Bulled Up

NVIDIA reports Thursday after the close. As you'll see in our earnings model we have multiple catalysts that can drive earnings upside. We'd expect a positive reaction to earnings.

All Eyes On Gaming

NVIDIA's gaming line-item is the point of contention. Gaming makes up about 50% of NVIDIA's revenues so is their most important profit driver. Gaming is typically down seasonally from Q4. The last few years it was down in Q1 from Q4 9% - 24%.

Bears have been saying the "Gaming" line-item has been driven by crypto which is a risky and volatile business. Even though crypto probably did drive their gaming business we think any falloff in crypto mining demand could get met with gamer demand. Miners were hogging supply. So any crypto weakness can be offset by gamer demand finally getting filled.

If the Gaming revenue line-item is down low teens or less, crypto bears have no story and need to cover.

Datacenter Surprise

NVIDIA's darling business Datacenter has been on a strong sequential growth trajectory. April quarters have shown an acceleration the last few years.  If so, we think that would blow away Street estimates. Datacenter grew 23% last quarter sequentially. Anything higher would be blow out.


NVIDIA's chart broke an uptrend which can be worrisome. But as we pointed out with Facebook, a clean break above a key level would be very bullish. Facebook broke above that level on earnings and we think NVIDIA has the shot to do it too.

AMD And Intel

Both AMD and Intel reported strong earnings.  Intel reported an acceleration in their datacenter business. Both companies reports speak to a strong environment which NVIDIA leads.


We're all bulled up on NVIDIA and expect a strong reaction on earnings.  We also have over 50% stock price upside making us bullish for earnings and thereafter.


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