NVDA 全部观点

Nvidia he's talking about um SpaceX he's talking about open AI and Anthropic that all of these companies are going to have their own compute they're all going to have their own model they're all going to have you know Nvidia's working on open source models

Well, Blackwell 200 is like, I don't know, 2024 chip, and Blackwell 300 is like a 2025 chip. And, you know, Vera Rubin is already shipping in low volume.

the big news on Wednesday, Nvidia came out with their numbers and despite posting very strong results, the stock did pull back.

Nvidia just came out with an announcement that shocked the market. >> Nvidia crushed earnings expectations on sales that rose more than 70%. >> You know, Nvidia is going to give us their report today and the earnings are going to blow out again.

>> But I think there's another side of the Nvidia story, a much darker side that Jensen doesn't want you to know about. And it's a side of the story that you definitely won't hear about in the mainstream media. And I think this reality could bring the share price crashing down.

I'm going to reveal exactly what's going on and I'm going to give you my personal prediction for the share price of Nvidia in one simple fast step.

Let's jump into the charts and mainly take a look at first off Nvidia. No doubt about it, had earnings this week and is definitely a big market mover. It is the biggest stock in the stock market with the highest market cap and look at this decline that is coming a day after this rip-roaring rally and push higher in the markets, guys.

You can see here we closed the day here Wednesday, August 26th down underneath this declining trend line. Then we reported earnings on Nvidia and look at the pop that occurred. We got as high as $220 or pardon me, $230 and $0.47.

week, Nvidia reported their Q2 earnings and for the very first time, the company guided for revenue a full year in advance.

You don't need to waste any more brain cells worried about Nvidia,

AWS and Nvidia striking a strategic partnership for $2 million 2 million additional GPUs. It's going to cost way more than $2 million. 2 million Nvidia GPUs is billions of dollars. This is on top of the 1 million GPUs that Amazon agreed to buy starting in 2026.

I currently hold positions in companies like Rocket Lab, Tesla, a very small position in SpaceX right now just because I didn't have a lot of free capital to put into SpaceX. But I love that company. I'm very excited about that and I'm going to be working on growing that allocation but also Nvidia Palunteer um some micro strategies

the top three public market CEOs in my mind in that space are going to be Elon Jensen and Alex Karp. at this point in time, I feel like Elon's companies and Alex Karp's company are both more fairly valued than Nvidia.

today we'll have another test here on 227 for Nvidia. Pretty critical line. Uh we did lose it in the post market. We lo, you know, it was is a little aggressive yesterday. you know, yeah, maybe had some trading enthusiasm, but we've got a few. We had at least two big rejections yesterday on 227 actually during the trading day.

But um Marll should recover if Nvidia really holds a balance here.

Nvidia's unbelievable quarterly earnings report Nvidia reported earnings early after the bell and the stock is up 10% as we're recording this episode. So fiscal Q2 revenue came in at 96.2 billion, up nearly 106% year-over-year, which blew past Wall Street's expectations of $92 billion.

Adjusted earnings per share was $2.22, beating Wall Street's estimates by 13 per share. Now, data center revenue, the whole ballgame at this point, hit $89 billion against expectations of $85 billion, increasing 117% year-over-year.

Nvidia had a flat year, fiscal 23 course,

Nvidia had blowout earnings and it's blowing up. Also, uh Nvidia reignites the AI rally as investors are eyeing Jackson Hole and the Fed.

Joe, there's no possible way that Nvidia is one of these stocks that uh can ever be taken down in the bubble, right? I mean, just take a look at Nvidia. Let me take off my notes here. >> Nvidia is the future of all profits, as far as I know, Chris, there's nothing that will stop it.

>> Oh, wait, wait. An order block can stop it. Hold on a second here. Wait just one cotton picking second. Do you see what I see? >> I do see that. Yeah. Look at the tail above that.

Nvidia stock just reported earnings and it's up over 8% on the day. Arguably, it was the most impressive quarter in the history of the stock market. Quarterly revenue is up 106% year over year. They guided to $108 billion of revenue next quarter and guided to 70% revenue growth in the upcoming fiscal year.

The Nvidia CEO said that demand is actually much higher than that and they are supply constrained. And with this rapid growth, Nvidia is actually trading at the same P/E multiple as value stocks like Coca-Cola.

Nvidia briefly lost uh that breakout over 227. It's now recovered. Uh it is back over 227. It looks like we're setting up for a closing over $227, which is great.

Turns out uh or at least it appears that Michael Bur has closed his hedge uh on uh Nvidia following this incredible surge.

Guys, what an amazing day and follow through we just experienced with Nvidia. Nvidia hasn't done this in quite a while as far as usually it's a sell the news type of event with their earnings, but they did actually post fantastic earnings and claim to have over a $2 trillion backlog now.

So, you know what the only thing holding Nvidia back is? Apparently themselves because they've got a lot of orders on the books waiting to get fulfilled and they don't have enough chips to sell. So, Nvidia's marching up.

Today is going to be very interesting because we're going to get to see how the market reacts to the delicious beat and raise that we got out of Nvidia, which is not horribly surprising given the massive sucketing of money that was raised.

Obviously, there are some real questions in terms of Nvidia's ability to um utilize their balance sheet to generate extra revenues. But hey, you know what? It's fine. It's happening. And uh the question of sustainability probably won't be answered by Nvidia.

So number one, we have Nvidia earnings out yesterday after the bell. The stock initially sold off on earnings until guidance was given. When guidance came out, holy cow, the stock reversed a 5% or so drop to surge up now currently up around 7%. We'll take a look at that chart as always and dive into those numbers.

If we flip over to Nvidia, revenue up 106% year-over-year at 96.2 billion EPS, $222, beating by 14. Data center uh revenue up 117%.

Is it a coincidence that when Google and SpaceX announced they raised $ 160 billion, more than that, it's like 186, right? But over $160 billion that all of a sudden Nvidia announces five minutes into well the earnings call started you know a little bit after two. But is it a coincidence that they announced an increase of their projected growth for next year from 48% growth to 70% growth coincidentally equaling a $160 billion increase in backlog.

we know the earnings for Nvidia is out. How is that going to play into moving today?

And Nvidia, Tesla, and Palanteer are the usual top holdings.

Nvidia closed yesterday 2066 down 1.59%. in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.

Nvidia beat and guided higher. Why retail loves it. You guys can see what's going on. They beat and guide it higher. That's the big thing. When they guide higher, it gives the stock a chance to run.

We're going to talk a little bit about Nvidia's earnings this morning.

A lot of this is solely due to Nvidia last night. Really, really good earnings.