NVDA 全部观点

Nvidia announced this morning that it is acquiring "Hugging Face" for more than $12.9 billion. CEO Jensen Huang posted a blog post announcing the deal, saying: "Together we will expand the Haggingface platform, strengthen its infrastructure, and broaden access to AI for developers and enterprises worldwide." It is Nvidia's second-largest acquisition in history after paying around $20 billion for assets from chipmaker Grok last year. This is important for Nvidia and expands its reach beyond chips and computing systems. We are seeing little change at Nvidia right now as a reaction, but the stock rose yesterday after a Bloomberg report that this is coming.

In an unexpected move characterized by transparency, Nvidia revealed additional details about the financial arrangements it is making with some of its partners and customers. I felt it was really important for investors to look into these details to better understand the situation, as it was one of the biggest risks that Nvidia stock investors pointed out, namely the risks of circular financing arrangements.

You know, Nvidia is a case in point. You know, Nvidia is very easy to be knocked out of rhythm. You know, if uh if you were trading Nvidia like I was and you had it on because it uh had a post earnings gap that looked pretty good, right? Remember this gap here? Well, I got knocked out at 221, but guess what? Just that that that uh trade kind of changed, right? Then you had a little red dog reversal where went below the low of that day, gave you a little bit of a move and then could have knocked you out of rhythm again.

I'll form an exclusive partnership with Nvidia, who, you know, see me as a generator of endless demand for chips, so they'll give me a better deal than they give competitors to fit into these things.

Nvidia's CEO, Jensen Huang, is extremely intelligent. He is also a very realistic person. He is a long-standing supporter of his favorite client, Elon Musk, who also possesses great business acumen.

You will not see him publicly criticize the companies that buy chips from him, but, on the other hand, you will see him publicly praise certain company leaders, for example, when he publicly stated, without needing to, that Elon Musk and the xAI team are able to run AI computing faster than anyone else. In fact, no one else can do it as quickly as they do.

Nvidia is the largest semiconductor company.

It's not like Nvidia will lose $ 50 billion a year when the semiconductor market collapses 3 years from now.

Much like semiconductor stocks. You look at them and think, "They look pretty cheap." Look at Nvidia, look at the memory chips, they look pretty cheap , right?

Look at Nvidia, look at the memory chips, they look pretty cheap, right? And you don't even realize that you are setting a trap for yourself.

I'll explain how Dell is benefiting from the broader AI data center buildout, and how they basically have a tight partnership now with Nvidia. And as long as Nvidia keeps growing, so will Dell.

So, today I'm going to tell the story of how Dell became a growth stock in 2026, and how by some metrics, it might be cheaper than Nvidia.

The other important thing to know about with Dell is that they have much lower margins compared to a company like Nvidia. Nvidia has 72% gross margins and 50% net margins.

Nvidia up 3.7% today,

Nvidia's stock is likely to rise today because of this nearly completed $14 billion acquisition of Higginface . It's an acquisition deal worth approximately $12.9 billion, plus about $1 billion to retain employees.

Many believe that all of this may be related to what Sam just said about Nvidia's acquisition of "Higginface" and the "Neo" cloud issue. Well, first we have to remember that Nvidia has 15-year lease commitments for some data centers or some computing capabilities that it is trying to offload to third parties.

Uh look at this though. AMD now trying to p sorry Nvidia trying to push into uh the 220s. Really I think Dell is this signal that hey the hardware rally it ain't over yet baby. It ain't over until it's over. My hope uh is that we get our hardware 2.0 0 rally once we're done with a whole set of earnings and you can get Nvidia actually finally sustain some new highs, you get new highs across hardware.

There's Nvidia's still pushing though. Those Dell numbers, man. Look at that. Nvidia is having the opposite impact.

The next top stock I'm going to recommend and rank up is Nvidia, which I calculated a fair value of $342. The current market price is $220. Given that difference, I calculated an upside of 56% for Nvidia over the next 12 to 18 months.

The company's recently reported quarterly financial results exceeded expectations by several billion dollars and the management team for the first time ever forecasted its annual growth rate for the upcoming fiscal year and the number was explosive at 70%.

Nvidia said, "Quote, we're not just selling the best chips, we're selling a full stack AI factory platform offering superior economics for customers and capturing a bigger share of the data center total addressable market." And from my observation of the company's results, these statements appear to be true.

So, let's take a closer look at everything the management team said in its most recent investor conference call with Wall Street analysts and what it means for Nvidia stock investors.

talking about why does everyone hate Nvidia? I didn't I wasn't aware that that was a thing.

Speaking of Nvidia, uh, no, Nvidia looks actually much healthier. One of the charts that we spoke about last week that Ed Zitron just steamrololled over was Nvidia's earnings, net income over the last 12 months compared to Amazon, uh, compared to Apple. And I said, "Holy [ __ ] this is remarkable." And he go, "No, it's not. No, it's not. It's not real. It's all the markups." "No, it's not. It's not the markups." We looked at operating earnings. It's the exact same chart. Operating earnings for Nvidia, what the business is actually generating.

Now, on today's episode, I want to take a closer look at Nvidia, especially because two big reports came out came out about Nvidia. First, they're investing in the new semiconductor company. Why are they doing that? The second thing has to do with the massive data center for Anthropic and a lot of questioning of why Nvidia is involved so much.

The first thing with Nvidia is there was a media tech investment that came out yesterday. Nvidia has also invested 3.5 billion in convertible bonds issued by MediaTek.

Um long call options in my opinion on something like an Nvidia on something like uh Google the the return if they double let's say or they triple the return is staggeringly larger than the return on just holding the stock.

none of this is going to matter if my Tesla, SpaceX, Google, and Nvidia stock go up, right? You know that if if they stay if they stay even, it doesn't really matter. But if they go up, it all gets crazy.

I think they were using Nvidia GPUs all the way all the way back then.

Listen, I think the primary reason why everyone is talking about Nvidia stock today is because the company's share price is up almost 10% after they reported quarterly financial results. And that's a big deal for a company that already had a roughly $5 trillion market capitalization. Roughly $500 billion of shareholder wealth was added the day after the company reported these results.

And so, investors have been curious, why would these companies continue to purchase Nvidia chips at premium prices when they can invest more in their proprietary chips? Well, Nvidia's CFO, Colette Kress, did a great job explaining Nvidia's competitive advantages.

Um, let's turn our attention to Nvidia. Now, Nvidia, what's interesting here is remember it had good earnings. The stock had a great run and then this day on Friday was not what the bulls wanted to see. Essentially, it gave back a majority of those gains. Today, it's trading up fractionally.

Nvidia reported 96 billion dollars in sales, which was more than double from the same quarter last year. The management team thought they were going to deliver closer to 90 billion dollars in sales. They exceeded those expectations by roughly 5 to 6 billion.

So, for those that don't know, because Nvidia makes the best AI chips in the world and the US controls what Nvidia is allowed to sell to China, we've seen restrictions come into place banning the export of the most powerful chips to China.

Trump approved limited H200 sales to China in December. That started in small amounts in February. There was a catch. The US is imposing a 25% tariff on these chips destined for China. So, it's also worth noting Nvidia's newest chips, which is Blackwell and the upcoming Rubina architecture, they're still completely off-limits to China.

I know I've been pretty quiet ever since Nvidia reported earnings. So Nvidia reported earnings on Wednesday.

Nvidia's one of those companies that I believe is going to completely lead the AI story as we continue to see it.

So, keep holding to the stocks that I believe can benefit. So, Nvidia, unfortunately in the past few days is up only 1%. We saw kind of that excitement on the stock hitting almost $230 and then down about 5% on Friday.