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

Nvida, Intel Big Misses, AMD? Micron?

Nvidia (NASDAQ:NVDA) had a big big miss today. Intel's (NASDAQ:INTC) guide down last week was also huge but we wrote, "not conservative enough."

Both Nvidia and Intel called out datacenter slowing. As we know that's huge for tech. Datacenter and hyperscalers had been a key driver for much of the food chain in tech. That can't be ignored.

We had called out to subscribers that there was risk for Nvidia and Intel earnings.

As for AMD...

AMD (NASDAQ:AMD) reports after the close Tuesday. I don't expect them to have such a big whiff though because they are in ramp up mode. Still, Rome doesn't really ramp until the 2nd half so anything's possible in the meantime.

Our estimates for AMD are smack inline with the Street. The Street has been moving down to us. The risk reward either way is not clear for AMD.

Putting it all together, Apple (NASDAQ:AAPL), Intel and now Nvidia are huge tech movers. They are huge memory buyers. Everybody's been looking for a bottom in memory but the major customers are telling you otherwise. (We had also called out earnings risk for Apple to subscribers and publicly ahead of their guide down.)

Be careful out there.

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All investments have many risks and can lose principal in the short and long term. The information provided is for information purposes only and can be wrong. By reading this you agree, understand and accept that you take upon yourself all responsibility for all of your investment decisions and to do your own work and hold Elazar Advisors, LLC, and their related parties harmless. We have no holdings in the stocks mentioned unless otherwise noted.

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