“Earnings, Cashflows and Stock Prices: The AI Storm blows through!”
Speaker exited NVDA via staged selling; accepts missing near-term upside for peace of mind.
Who are the biggest players in this game? Nvidia, clearly, is the biggest beneficiary.
The amount of net income will depend on the net profit margins of a company like Nvidia, which has incredibly high profit margins, as high as 50 or 60 percent.