NVDA 全部观点

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.

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.

Now, does that change the fact that I think it's, you know, potentially bubbly? No. You know, and this is, I think, sometimes what people forget. Oh, by the way, Nvidia is testing the 227 line. Come on, baby. Breakthrough.

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.

When's the next Nvidia?

Nvidia, I am so mad at the world that right now nobody gets how cheap Nvidia is. And the total return on $10,000 with Nvidia, if you invested in it 10 years ago, would be $1,407,000 on a $10,000 investment with Nvidia.

Nvidia announces earnings tomorrow. They're going to crush earnings more than likely. But there's still a chance that the stock goes down 5 to 10% on those earnings, which should not happen.

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.

Go, Nvidia. Let's talk a little bit about Nvidia's earnings last night. 96.2 billion in revenue that was up 106% year-over-year. 89 billion was up 117 uh that's uh data center revenue.

So revenue from data centers, 89 billion, that was up 117% year-over-year. Operating income was 63.7 billion, up 124% on a year-over-year basis. That was a 66.2% operating margin.

That was up from 64% last quarter. Uh gross margin 75% 260 uh basis points year-over-year. Uh GAP Q3 guided to 74.9%. And EPS non-GAAP was $222 up 120% year-over-year.

people were on hold waiting to see what would Nvidia do?

when when Jensen said that, you know, 2028's going to be 70% you know, guidance raised when the street thought it was going to be 45% and that's what ignited the market after hours.

And we'll see what happens with you know, we'll see what happens with Nvidia. Nvidia is only back to where it was last Monday. You know, you had there are 12 upgrades this morning.

12. So, the question is, will Nvidia open up and will they sell it down in fatal morning or will it open up and give people an opportunity if they didn't buy it last night or they're not in options.

If you own Nvidia, you need to know that every single AI company on the entire planet depends on this one company. And right now, it's at a crossroads. The stock ran from 195 to 225, sold off back down to 210, and the earnings that just dropped could tell us which direction it's heading.

and at the same time you have Nvidia so when it comes to the AI market yes open and AI AI is definitely the big one but when it comes to the developers that are like building stuff uh that becomes more split and then you have anthropic being the one that's making a lot of revenue.

Those are the two kind of there everything is reliant on all all like all these GPUs all the things that they're um you know happening with the data centers and everything that's really reliant on those two companies but the hardware side of it is Nvidia.

Now on today's episode we have to talk about Nvidia's earnings. They to me are the greatest earnings I've seen since this AI cycle started and the stock is up roughly 4.7%.

Now if you guys did watch my pre-earnings video I did talk about certain things that I wish Nvidia would answer and either they listen to the call or I'm just a fortune seller but we got those answers and I think that's what made a huge huge difference.

Meanwhile, you have Nvidia coming out with earnings, and you know, as far as the beats, everybody knows they come in with the beats and beats and beats and people are like looking at the stock price and it's just like Nvidia longs were in depression.

Now the stock's up a few percent after hours, but at first, man, it's just like, "Oh my gosh, like can the stock ever go up?" Right? It's just a little frustrating cuz the numbers just come in, they're just great, great, great.

Welcome back to another Nvidia earnings for Q2 2026.

Nvidia's about to take over. I'm so excited to be here, ladies and gentlemen. Today, I'm representing Nvidia's digital twin, Jensen Wong.

this is going to most likely be the most important earnings that we've ever had for uh Nvidia.

Nvidia boom boom boom. Well, Michael Berry he's still shorting it so it shouldn't be up.

Yeah, NASDAQ heading down. If NASDAQ if Nvidia misses today, this will take a big poop. So again, be ready.

Well, Nvidia just reported earnings and wow, there are some skeletons in the closet, but they're also actually pretty dang good. I think markets are discounting the concern that in the future we're going to see revenues really start kind of second derivative going negative, right?

The growth rate going down. Uh and and I think that's why the stock is cheap.

It is time for Nvidia earnings.

And one of the straws that will eventually one day break the camel's back is GPU growth going negative for a company like Nvidia, which we don't think that time is anywhere close.

Uh if I had to guess, uh my guess, as every other person waiting for Nvidia earnings is there's no doubt Nvidia is going to beat, but it's 100% a gamble as to whether it's going to go up or down after earnings. Nobody freaking knows.

what is Nvidia going to report after the bell?

But remember, the last three days we've all been talking about PCE, Nvidia earnings, and of course the Kevin War speech on Friday from Jackson Hole, Wyoming.

With Nvidia earnings just around the corner, it looks like Nvidia just got a price target hike. And listen, if you own Nvidia shares, this could be one of the most impactful days coming up in a very, very long time.

And in fact, this overhead resistance has proved time and time again that it could be a really, really hard place for Nvidia to push through.

And I know you're going to get to Nvidia but that's trading at what 20 something times forward earnings.

Let's talk Oh, you want to do some Nvidia stuff? Why Why does Nvidia report so late? It's so anticlimatic.

I do think that if to not overthink a bare case, it's just our ability to be less surprised at good news. Just look at Nvidia as a classic example of this.