NVDA earnings underestimated by up to 20%; PT $300 with upside from physical AI cycle.

What this means is that companies like Nvidia, AMD, Microsoft, Alphabet , and Amazon, and we've talked about names like Palantir and cybersecurity companies . I mean, this is now a golden age in terms of technology, and also for the first time in 30 years the United States is ahead of China in the field of technology.

These are the names I think people should write down. Nvidia, Microsoft, Palantir, Apple, CrowdStrike.

Well, firstly I think Nvidia investors are underestimating earnings by as much as 20%. I mean, this is a stock we've set a price target of $300 for , but you could argue it could go much higher than that because the physical AI and the next real part of the cycle haven't even started yet.

We have also received news that Apollo and other banks are now helping SpaceX finance the purchase of Nvidia chips. What do you think of SpaceX? Where are we headed, and what do you think about these companies now turning to entities outside the technology sector to obtain funding to purchase chips?

Yes, because there is a real rapprochement happening right now. I mean, if you look at what SpaceX is doing, it's building itself up to become the next big cloud service provider .

Therefore, I am impressed with their strategy regarding Nvidia chips in terms of actual expansion over the coming years.

I know you have some old names that we know there too, like IBM and Dell for example, as well as some newer names that people follow from SK Hynix to Nvidia, and maybe some names that people don't know as much.

I saw a snowflake there. Um, Meta, we have a lot of high-performance computing companies and "Big Seven " names, Apple, Meta and Alphabet are all there, and Nvidia.