NVIDIA (NVDA) Call Prep
NVIDIA reports on May 20th. For call prep we gathered our notes, company reported numbers, the most recent transcript and ran our mosaic (aka “scuttlebutt”) command in Kilby. The generated output is an html file, but Substack does not handle html well, so I pasted images of the different sections below. The first few images serve as a review of the most recent data while slides 4, 5 and 6 cover what to watch for on the call. This is a good launching point for the call.
