NVDA 全部观点

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.

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.

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.

Nvidia's blowout numbers guiding double the revenue that analysts expected, 70% revenue growth and just off the chart sales and earnings growth. And he's talking a 20-year pipeline.

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.

Nvidia also revised upwards their outlook for how much revenue they expect next year. And for the first time, they highlighted a revenue growth target for the fiscal year ahead.

This is something that Nvidia's management team hadn't done before. So, I'm happy to see Nvidia's stock investors reacting positively to the news. Nvidia's stock is up almost 10% on the day after they reported these announcements.

For the first time in a long time, Nvidia's stock price reacting positively to the company reporting good numbers, which they've been doing for a few years now.

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.

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.

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.

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

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.

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.

Nvidia had a flat year, fiscal 23 course,

So, we have to start with Nvidia. I feel like they're they're proving everything that you've said to be not correct. But they just said for the first time ever we're actually going to give a full year's worth of guidance.

Um they were going quarter by quarter. They actually gave guidance through 2028, fiscal 2028, which is not calendar 28, but um it's February February 2027 off in the woods. So they're saying like we're going to grow revenue by about 70%.

We've got the sales locked in for GPUs and uh Vera CPUs and etc etc.

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.

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.

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.