nVidia Trading forecasts and signals

Chipmakers Advanced Micro Devices Inc and Nvidia said U.S. officials have ordered them to stop exporting their top chips to China.AMD said new licensing requirements prevent it from shipping its MI250 chips to China, but believes the new requirements do not affect its MI100 chips. The issuer does not believe the new rules will have a significant impact on its business.As Nvidia notes, the ban could hurt the ability of Chinese firms to perform advanced tasks, such as image recognition, and hinder its business, whose sales this quarter the company estimates at $400 million. At issue are the A100 and H100 chips, designed to accelerate machine learning tasks, and interfere with the completion of the H100, the flagship chip that Nvidia announced this year.On the NASDAQ premarket on September 1, Advanced Micro Devices shares are down 3.65% in the moment, to $81.77 per share, while Nvidia is losing 5.53% ...

Graphics chip developer Nvidia Corp predicts a sharp drop in revenue in the current quarter amid the weakness of the gaming industry.The company said it expects third-quarter revenue of $5.9 billion, down 17% from last year, but said the decline would be partially offset by growth in data centers and the automotive business.Revenue in the second quarter was $6.7 billion, well below Nvidia's May forecast of $8.1 billion. The gaming division reported revenue of $2.04 billion, down 33% from last year. Data center revenue totaled $3.81 billion, which is 61% more than last year.The gaming industry is showing signs of weakness as consumers abandon discretionary purchases, such as video game equipment, amid high inflation. Chip manufacturers are also facing disruptions in supply chains.Nvidia shares on NASDAQ at the auction on August 24 rose by 0.24% to $ 172.22 per paper, and on the premarket on August 25 at the moment they fall by 3.08% to ...

The developer of graphics processors and systems Nvidia Corp warned of a reduction in revenue for the 2nd quarter by 19% compared to the previous period due to low activity in the gaming segment. The preliminary revenue of the company's gaming division, which includes sales of high-end graphics cards for desktops and laptops, decreased by 44% compared to the previous quarter and amounted to $2.04 billion.Earlier, chipmakers Intel Corp, Qualcomm and Sony Group also predicted weak sales in the 2nd quarter due to problems with demand for personal computers and phones.The gaming industry, considered largely recession-proof, is starting to weaken as consumers have begun to weigh purchases of high-value items such as game consoles. Last month, Xbox manufacturer Microsoft reported a decline in revenue from games, and PlayStation manufacturer Sony cut its forecast.Chipmakers are also experiencing supply difficulties ahead of key holidays due to geopolitical conflict and restrictions related to COVID-19 in Chinese manufacturing centers in recent months.Nvidia shares on August 8 fell by 6.3% to $177.93 per ...

The market the day beforeThe trading session on May 25 on American stock exchanges closed in the green zone. The S&P 500 rose 0.95% to 3,979 points, the Nasdaq added 1.51%, the Dow Jones - 0.6%. All sectors included in the broad market index ended the day in positive territory. The cyclical consumer goods sector (+2.78%) and energy companies (+1.96%) became the leaders of growth.Company newsPotential buyers of Kohl's (KSS: +11.89%) are ready to submit applications for the purchase of the retailer within the next two weeks, although, according to Reuters, the offer price decreased by 10-15%, taking into account the correction of quotations and the weak quarterly report of the company.Nvidia (NVDA: +5.08%) reported better than consensus, showing record revenue. However, management presented a restrained guidance, noting the slowdown in growth in the gaming segment and the negative impact of macroeconomic factors. In this regard, the company plans to slow down the expansion of the staff and reduce costs.Deere & Co. (DE: +1.76%) raised its quarterly dividend by 8% to $1.13 per share, which provides a forward yield of 1.33%.We expectThe minutes of the Fed's May meeting did not bring any surprises to investors. The FOMC confirmed its intention to continue raising the discount rate by 50 bps at several upcoming meetings as part of containing inflation. The general market consensus puts the rate in the range of 2.5–2.75% at the end of this year. Representatives of the regulator's management agreed to accelerate the transition to a neutral rate level, although some of them noted the prospect of easing price pressure. Investors' expectations of inflation for the next five years, which are embedded in TIPS bond yields, fell to 2.87% in April after peaking at 3.59% in March. The Fed is focused on a strong labor market and inflation risks remaining high, but expects real GDP growth in the current quarter, taking into account sustained consumer spending and business investment. Following the results of the June meeting, the regulator will present an updated economic forecast. It also follows from the Fed's "Minutes" that the balance sheet reduction plan remains unchanged. At the same time, some FOMC members are considering the possibility of direct sales of mortgage bonds and emphasize the need to analyze the impact of QT, taking into account the liquidity of the government bond market.Trading on May 26 on the exchanges of Southeast Asia ended in different directions. Japan's Nikkei adjusted by 0.27%, Hong Kong's Hang Seng also dropped by 0.27%, and China's CSI 300 added 0.25%. EuroStoxx 50 added 0.38% from the opening of the session.The price of Brent futures rose to $111 per barrel. Gold is trading at $1,844 per troy ounce.In our opinion, the S&P 500 will hold the upcoming session in the range of 3950-4000 points.MacrostatisticsThe index of unfinished sales in the real estate market for April will be published today (consensus: a decrease of 2.0% mom after -1.2% in March).Sentiment IndexThe sentiment index rose one point to 34.Technical pictureThe S&P 500 managed to bounce up, despite the fact that the RSI indicator is held near the oversold zone, and the MACD indicates the possibility of a short-term trend change in favor of the bulls. The nearest resistance level for the broad market index is 4100 points. Morning futures do not lay down the active dynamics of quotations.ReportsCostco (COST) will report for the third quarter of the current fiscal year. The forecast assumes the retailer's EPS at $3.04 (+10.5% YoY) with revenue growth of 13% YoY, to $51.5 billion. Costco's business model provides for the payment of membership fees by its customers, due to which they get the opportunity to buy goods at low prices. In this regard, unlike traditional retailers, sales volumes are not a key indicator for the company. It is quite possible that due to high inflation, some products from the Costco range will become more expensive, but the company has leverage to transfer the increase in the cost of products to consumers. The most important indicator for Costco investors is the dynamics of the base of its club members. The trading network needs both to retain existing members and to accept new members to the club. According to consensus, the customer base for the reporting quarter will expand by 6% YoY, to 64,200, with an increase in revenue from their contributions by 7% yoy, to $969 ...

The developer of graphics processors and systems Nvidia Corp reported record revenue in the 1st fiscal quarter with a 15% decrease in net profit to $1.62 billion, or $0.64 per share, compared with $1.91 billion, or $0.76 per share, for the 1st quarter of the previous fiscal year. Nvidia's quarterly revenue rose 46% to $8.29 billion from $5.66 billion.Nevertheless, Nvidia's revenue forecast for the 2nd quarter did not meet market expectations: the reduction of operations in Russia and knockdowns in China will cost the company about $500 million in lost revenue.Nvidia shares on the Nasdaq premarket on May 26 fall by 5.73% to $160.02 per ...

NVIDIA (NVDA) has delivered strong quarterly results that exceeded analysts' forecasts. The issuer's revenue increased by 53% YoY to $7.64 billion, 3% exceeding market-wide expectations. Adjusted diluted EPS increased by 69% YoY to $1.32, beating analysts' consensus by 7.3%. Adjusted operating margin increased by 6.3 percentage points on the background of a 1.5 percentage point increase in gross margin and a positive effect of operating leverage.The main driver of the company's sales increase was the data center segment, which increased revenue by 11% QoQ and 71.5% YoY, which significantly exceeded preliminary market estimates. Such strong dynamics is mainly due to the increased demand for graphics processors based on the NVIDIA Ampere architecture. The gaming segment also demonstrated strong revenue dynamics (+37% YoY) due to the continued high growth rates of demand for games.Sales of the automotive segment, on the contrary, decreased by 14% YoY. The company noted that deliveries of the Orion-based product platform have just begun, so management expects revenue growth in the first quarter of 2022 and more confident dynamics of this direction in July-December 2022 and 2023. The company also announced a partnership with Jaguar Land Rover to jointly develop software-controlled vehicles. Starting in 2025, all new Jaguar and Land Rover cars will be equipped with new generation automated driving systems, as well as AI-enabled software and services created on the NVIDIA DRIVE platform.According to management's forecast, sales will grow by 43% in the next quarter. It is expected that the main driver of growth will continue to be demand from data centers. The gaming segment will also show strong performance. According to the forecasts of NVIDIA's CFO, gross margin will remain at the current level, and the growth rate of operating expenses in 2022 will be comparable to last year.We evaluate the company's report positively. Sales in key segments remain robust due to demand from high-performance cloud computing providers. In our opinion, this trend may continue in the coming years against the background of widespread demand for artificial intelligence systems. At the same time, it should be noted that the company's current estimates are above five-year averages.Our target price for NVIDIA paper on the horizon of 12 months is ...

DoorDashThe year 2021 was financially excellent for DoorDash. Even though the economy in the world and in America has begun to recover, and people have gone to work, they prefer to eat in restaurants rather than sitting at home in prison. Let's talk about the company in a little more detail to understand what this growth is related to.On the way with the pandemicThe food delivery service DoorDash has greatly benefited during the pandemic. Due to a series of difficult lockdowns, people were forced to order many goods and products at home. Moreover, it is the simplest, ordinary and average citizens who have many relatives and friends to tell how efficiently, quickly and conveniently the delivery company works.Another growth catalyst is the restaurants themselves. The latter simply could not lose their customers even in lockdown conditions, and delivered their favorite dishes to their homes again using DoorDash services.A no less significant step into the future was the multifaceted cooperation with a huge number of enterprises from different fields of activity. That is, not only with restaurants and other public catering as a result, the company worked, it began to deliver a variety of goods, ranging from groceries, ending with food for pets and many others.The demand for the services of the service grew at a tremendous rate. Since 2018, the company's revenue of $291 million has reached $2.9 billion in 2020. By the report for the 4th quarter of 2021, this indicator promises to be even higher.However, it was not possible to do without losses. On the 3rd quarter of 2021, the company received them in exchange for $313 million, which is significantly higher than in the same period of 2020.Payment for comfortIn the last few years, DoorDash has really amazed others with its growth rate. In the period 2018-2019, the company has already shown outstanding results, and in 2020 it tripled those that were. In addition, the momentum remained strong in 2021.Thus, according to the reports of the 3rd quarter of 2021, the company's revenue reached 3.6 billion dollars, and this is 89% higher than in 2020. The growth is really impressive, and considering the newly opened doors of the restaurant business, it remains really serious.The basis of this growth is the level of comfort that the company offers to its customers. The latter are absolutely sure that the quality, speed and diversity of services offered by DoorDash is worth the money spent.In this case, the main goal of the enterprise is not only to continue what has been started, but also to demonstrate further growth. The latter fails a bit today. Regardless of the fact that there has been a noticeable increase in the last 5 quarters, the profit is still holding at 2 to 3%.Several risks of the enterpriseFor Q3 2020, the company reported revenue growth of as much as 268%. This is the peak moment for this parameter. If you look closely, the following quarters do not show such a noticeable jump. In Q3 2021, this figure was only 45%.To stimulate its own income, the company has discovered a new service sector - the delivery of goods no longer from catering outlets. By the end of September, the company had already signed about half a million contracts with distributors around the world.At the same time, the service offers today not only food delivery, but also groceries, everyday goods and much more. If a simple person pays only for delivery services, then DoorDash takes a percentage of the cost of the customer's order from the customer companies. By adding new categories to the price list, the company can easily increase the total cost of the order.For the 3rd quarter of 2021, the gross value of orders increased by 44% and amounted to $10.4 billion. The company has plans to achieve a gross cost of services of $10.7 billion.The fate of assetsAccording to forecasts, DoorDash should report $1.28 million with a loss per share of $0.27. If analysts' forecasts coincide with reality, then the growth on the asset will correspond to 32.1% and 89.88%, respectively. This is if we compare the period of 2020.Regardless of the fact that the business shows fairly stable results and the total market volume is estimated at $4.1 trillion, assets have recently been under pressure from sellers. The drawdown on them has already reached 48%. This caused the price-to-sales ratio to be within 7.5 - a step away from historical lows.The issuer's ability to introduce new ways of interacting with customers, establishing partnerships with companies, all this can be an excellent impetus to the restoration of asset positions. However, the low price of securities and the real prospects for financial growth of the company itself are an interesting option for those who want to invest in a profitable and efficient enterprise.NvidiaBy the end of the fall of 2021, Nvidia's assets showed a historical maximum, stopping at around $346 per unit. The paper just didn't have the strength to move higher. An obstacle to this was the statement of the American regulator on the increase in interest rates for the period 2022. This put pressure on the papers. Since that moment, the assets have been in the hands of sellers, and today it is not necessary to wait for their return to the highs. Are there any prospects for investment? Let's talk about this further.Circles of HistoryInvestors who closely monitor the state of affairs in major global concerns are aware of the fact that in 2018, the Fed raised interest rates 4 times in a row, and against this background, demand for GPUs fell sharply due to the oversupply of this product on the market. As a result, product prices flew down, and Nvidia assets went into a long correction.If at that time the main incentive for the fall in the value of the company's shares was the global decline in the cost of manufactured goods, today it is the political and economic vicissitudes of the state.Regarding the demand for microchips and video cards, there is only one thing to say now – it is very high. The reason is the lack of the required quantity of this product on the market. This fact is encouraging for most investors. In addition, the latter will very soon realize that the Fed's policy does not have too strong an impact on the manufacturing concern, and they will again be interested in its assets. If you want some details, then investors who believed in the company 4 years ago are now calculating quite impressive profits.Cyclicity is the normFor anyone who understands economics, Nvidia's risks and profitability are almost on the same level. Let's talk about them in more detail.The company is considered one of the world's largest suppliers of the most powerful graphics processors. The growth of IT enterprises, technologies and the segment as a whole is cyclical, and each rise is followed by a drawdown.Only in the last 3 quarters of 2020, revenue from data centers increased by half. Accordingly, this had a positive impact on Nvidia's financial efficiency. However, already in 2021, the company announced a decrease in this indicator by 31% compared to the previous one.But such financial swings should not frighten investors, stopping them from buying assets. Nvidia is a fairly powerful and well-diversified business, and the weak reporting of one of the segments is usually quickly overlapped by the profitability of the other. A very noticeable decline in work efficiency is usually observed if the general situation in the market is unstable.About the Nvidia MetaverseAs the next hype, the metaverse took shape in 2021. The pioneer is Mark Zuckerberg, who announced its creation publicly. Large tech giants could not leave such an attack without attention, and they actively joined in this process. In this regard, Nvidia could not stay on the sidelines either.By the end of autumn 2021, the company announced the launch of the first platform for working in a new environment called "Omniverse". Many enterprises believe that this system is adaptive to work in different spheres of human activity. For example, Lockheed Martin is already testing it as a visualizer platform designed for training in fighting forest fires. Other enterprises use to create virtual clones of real buildings and objects.Nvidia-Arm: the collapse of hopes or a bright future?Today it is already known for certain that the deal on the purchase of Nvidia by Arm has been terminated. The reasons for this decision were violations identified by the regulator. The company began preparing for this purchase back in September 2020. At that time, the company's market value was at the level of $40 billion. Today it has already reached $80 billion.This purchase initially raised doubts among investors and experts about its feasibility. Arm company specializes in designing chips based on its own architecture. These elements are applicable to all mobile devices running on any databases. The company has never made privileges in this regard, producing products for Android and iOS.If the purchase had occurred, this parity would have been violated immediately. Why? Because Nvidia would have technologies in its possession, on which the goods of manufacturers in many countries directly depend. To conclude the deal, the company needed the support of many antimonopoly agencies, including the countries of the USA, Great Britain and China. It is for the reason mentioned above that the company did not receive this permission.The termination of the agreement brought more benefits to everyone, including the company itself. First of all, the question arises about the company's ability to recoup the $80 billion invested. It is much easier and more efficient to direct these funds to the development of your own business, for example, those segments that bring consistently high profits. After the breakdown of the agreement, Arm is going to enter the stock exchange by 2023, becoming public.And, what's next?If you are making a decision about the acquisition of assets of an enterprise, then you need to know that today the shares are growing in price due to the high demand for video cards and the high need for accelerators for data centers. These catalysts are pushing stocks up.Thus, the company's revenue in the 3rd quarter of 2021 increased to $7.1 billion, and this is 50% more than in the same period of 2020. The company's adjusted profit increased by 60%, and year-on-year reached $1.17 per 1 asset.According to forecasts, in Q4 the issuer should show revenue of $74 billion, which is 48% higher than last year. Gaming centers and data centers will be in consistently high demand for a long time, and it is from them that the company will receive up to 90% of revenue.Nvidia is not going to give up leading positions in its own production segment in the near future, and its share in the GPU market should approach the position of $54 billion by 2025. One has only to remember that in 2020 this figure was at the position of $23.6 billion. It turns out that over the five-year period it will grow by 83%.Taking into account analysts' forecasts, by 2027 the GPU market will reach a scale of $20 billion, and will add 42% annually.It's worth noting that Nvidia is relentlessly testing new territories. For example, take the same metaverse, or even more promising developments of self-driving cars. By the way, in case of successful completion of both cases, this will bring the company $10 and $8 billion, respectively, in the next decade.Undoubtedly, the issuer's powerful positions in the market and the development of new ideas make the company's position more stable than ever. The high demand for assets will bring new funds to invest in their own projects, which will very quickly return the shares to the vertical direction. Despite the high cost, the company's securities are trustworthy.Past weeks' reportsAbbVieAlready at the beginning of this month, AbbVie reported for the 2021 reporting year, plus for the last quarter. The total revenue of the company amounted to $14.89 billion, falling short of the forecast of $14.97 billion. The net profit of the pharmaceutical company increased to $4.04 billion, and the company earned $3.31 per asset.The company's management reported that the adjusted profit for the period of the end of 2022 should be in the range of $14 to $14.2 per paper, experts show the figure of $13.99. The company's powerful report pushed its shares to the ascent. After testing the $140 level, they quickly moved to the $142 mark and now everyone is waiting for a position of $165.Ford Motor CompanyThe report of the legendary auto giant did not please investors much. Low financial indicators were the result of a shortage of microchips on the world market. Earnings per share were only $0.26 with a forecast of $0.45, while sales almost coincided. So the report indicated a figure of $35.3 billion, and the forecast – $0.2 billion more.The company still managed to turn losses into profit, and reach the figure of $12.3 billion, having fulfilled the production plan. According to management estimates, in the new financial year the company is going to receive from 11.5 to 12.5 billion dollars of adjusted profit, exceeding by almost 25% the indicator of 20221. Free cash flow should remain at the level of 5.5 to 6.5 billion dollars.Before the release of the report, the market was stable, so we recommend buying stocks. Today, sellers are pressing on the market, who have driven assets to a position of $18. The potential of the enterprise is quite large, and very soon the shares will go in the opposite direction. However, before the breakdown of the level of $22, it is not recommended to buy.PfizerNow Pfizer has also reported for the final quarter of 2021. High financial reporting indicators did not keep the company's shares at a height, and now the price is being pressed by sellers. The reason? It's just that the issuer did not show high revenue forecasts for next year. Adjusted profit per paper was $1.08, and according to experts' expectations, this figure was equal to $0.87. Unadjusted – $3.39 billion, that is 4 times more.The company's revenue amounted to $23.8 billion with a forecast of $24.12 billion. Over the year, this figure increased by 95%, which in monetary terms amounted to 81.2 billion dollars. The indicator for the year on the asset reached $4.42.The company has made an excellent forecast for 2022, and has already failed to meet expectations. Fears of failure are reinforced by another factor - the approaching end of the pandemic. This will worsen the concern's prospects, even with the expectation that sales of medicines not related to coronavirus will be at the level of at least $46 ...

The market the day beforeOn January 25, the main American stock indexes finished trading in the red zone. The S&P 500 dropped 1.22% to 4,356 points, the Dow Jones lost 0.19%, the Nasdaq showed a stronger drop, falling 2.28%. Almost all sectors included in the S&P 500 closed in the red. The exception was the issuers of the energy industry (+3.96%) against the background of the continuing rise in oil prices and financial sector companies (+0.47%). Technology companies (-2.34%) and telecoms (-2.23%) looked worse than the market.Company newsGeneral Motors (GM: -1.41%) will spend $6.6 billion to build a new electric vehicle manufacturing plant in Michigan.Bloomberg believes that NVIDIA (NVDA: -4.48%) may refuse to acquire the Arm chip developer.Revenue of International Business Machines (IBM: +5.65%) for the fourth quarter amounted to $16.7 billion, showing an increase of 8.6% YoY.ExpectationsThe consumer confidence index published yesterday in January was 113.8 points, exceeding the consensus at 110.5, but slightly short of the December figure of 115.2 points. Despite the negative sentiment associated with the possible dynamics of stocks, some strategists and journalists continue to put forward separate "bullish" theses in their publications. For example, Jefferies experts noted that in each of the last seven cycles of Fed rate hikes, the S&P 500 index showed positive dynamics within 12 months after the start of the next tightening of the PREP. Bloomberg emphasizes that the stock market has grown by 9% YoY during 12 cycles of monetary policy tightening since the 1950s, and in 11 of them there was a positive return on equity securities.The yield of two-year treasuries increased by 6 bps, to 1.02%. The same indicator for "ten-year-olds" rose by 3 bps, to 1.78%, and the yield of 30-year securities rose to 2.12%. Concerns about inflation continue to be fueled by an increase in oil prices. But the main reason for the sell-off is probably still related to fears of a faster rate hike. It is possible that after the meeting of the Federal Open Market Committee (FOMC), the regulator will announce its intention to start raising them in March.Trading on the sites of Southeast Asia ended on January 25 in different directions. China's CSI 300 rose by 0.72%, Japan's Nikkei 225 fell by 0.44%, Hong Kong's Hang Seng showed no significant dynamics, adding 0.01%. EuroStoxx 50 has been growing by 1.09% since the opening of the session.Brent crude futures are quoted at $88.20 per barrel. Gold is trading at $1852.7 per troy ounce.In our opinion, the S&P 500 will hold the upcoming session in the range of 4310-4360 points.MacrostatisticsToday, data on sales of new housing on the US market for December 2021 will be released (forecast: 760 thousand against 744 thousand in November).Technical pictureThe S&P 500 remains below the 200-day moving average. The RSI is in the oversold zone, below 30 points, which indicates a strong bearish trend. The MACD indicator indicates the continuation of the correction development, without showing signs of a reversal. The nearest support is located at the level of 4,300 ...

NVIDIA (NVDA) has again presented very strong quarterly results that exceeded market expectations. Thus, the issuer's revenue grew by 50% YoY, by 4.1% beating consensus expectations and by 6% exceeding the initial forecast of management. Adjusted diluted EPS increased by 60% YoY, which was 5.4% higher than market forecasts.The gaming segment added 42% YoY (+5% QoQ), reaching $3.2 billion. Sales were supported by the continued high demand for RTX-series solutions against the background of the trend to replace users with video cards of the last generation. This is due to the fact that the number of games supporting innovative ray tracing capabilities, as well as AI image processing, has grown to 200. According to management observations, only about 25% of studios use RTX, which reflects further potential for growth. The company's management once again stressed that it does not have information about what share of the GPU is accounted for by cryptocurrency miners. Sales of specialized mining solutions accounted for $105 million, that is, a decrease of 60% compared to the previous quarter (in April-June, sales also did not justify the optimistic estimates of management).Following the results of July-September, the GeForce Now game streaming library was replenished with new games from EA. NVIDIA management also announced a new tariff plan, which assumes improved performance of the RTX 3080 for $ 100 for six months (this is twice the current cost). It is also worth noting that the number of users has doubled over the past year, amounting to 14 million. The professional visualization segment continues to show strong dynamics: revenues increased by 144% YoY (+11% QoQ), to $0.58 billion. The CEO noted the high interest in the new Omniverse Enterprise product. The automotive segment, on the contrary, showed weak results: revenue increased by only 8% YoY (against double-digit sales growth at competitor Qualcomm) amid disruptions in supply chains. However, the CEO pointed to the conclusion of new contracts with a number of manufacturers.One of the important drivers of sales growth was the results of the server segment: revenue in this area increased by 55% YoY (against a 35% increase in April-June, which included a positive effect from Mellanox), which was a pleasant surprise. The CEO noted a strong demand for network cards and accelerators based on the Ampere architecture, and the needs of cloud providers have doubled.Adjusted operating margin increased by 5.5 p.p. against the background of an increase in gross margin by 1.5 p.p. (due to an increase in the share of the RTX family of GPUs in the sales structure) and the positive effect of operating leverage.According to the management's forecast, sales in the next quarter will grow by 48%, gross margin is expected at 65.3%, operating margin - about 38%.We assess NVIDIA's report as very strong: demand for the issuer's key products remains steady, the company is aggressively developing its presence in new niches, including game streaming, visualization solutions, environments for creating digital doubles, and so on. We are revising growth forecasts in the GPU segment for DC against the background of strong results in the last quarter, and also improving estimates of the expansion of the streaming direction due to the introduction of a new tariff ...