Nvidia is the talk of the market once again after reporting earnings after the market

closed on Wednesday.

Motley Fool Money starts now.

Welcome to Motley Full Money. I'm Travis O. I'm joined by John Kwas and Dan Kaplinger.

And we have to start today with Nvidia. The company reported earnings after the market closed on Wednesday.

The results were fine. We don't need to go through all of the numbers. But I think the big thing was the data center was a little bit weaker than expected.

This is kind of the opposite of what we've heard, basically since the chat GPT moment.

So, Dan, when you look at Nvidia's results and where those expectations are and where results are actually coming in, what are you seeing?

So the numbers that I looked at most closely, you're seeing slower sequential growth in

revenue.

But when you look a little bit beneath that, I think that you're still seeing a lot of

the favorable trends that Nvidia has shown in past quarters.

This quarter, we saw a more normal cost of goods number that helped boost the profitability line. And guidance going forward

looks like we're going to return to a faster, re-accelerated growth trajectory going forward.

And that would be bringing things like Blackwell in the ramping that up. So I think that

that was kind of the big story with their, with their guidance. and a lot of the conference call was about that RAM. Exactly.

John, what are we seeing from a supply demand standpoint? Because it seems like that is

ultimately where Nvidia's pricing power lies. And that's how they get to the massive margins that

they have, which are really leading the semiconductor industry

at that.

Yeah, Travis.

I think it's apparent that there continues to be an imbalance in supply and demand when it comes

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