Nvidia's earnings should be good; strong demand for its new Vera Rubin chip, which is 30x more efficient and 35x cheaper per token, supports a bull thesis.

Nvidia down

We have Nvidia tomorrow. I call that the granddaddy of AI. They make the chips that power the whole space. And expectations are about two bucks a share. Market cap is very high.

Revenue, $92 billion. Expect to beat, they normally beat. If they don't beat, that could tank the AI market. And all the chip companies, et cetera, so be careful.

granddaddy of AI. They make the chips that power the whole space. And expectations are about two bucks a share. Market cap is very high. Revenue, $92 billion. Expect to beat, they normally beat.

If they don't beat, that could tank the AI market. And all the chip companies, et cetera, so be careful.

And all the chip companies, et cetera, so be careful. back to Nvidia cuz they're reporting tomorrow. They have a new chip called the Vera Rubin and it delivers over 30 X more output than their predecessor.

And AI agents, remember the AI agents will be 95% of all compute going to 99% and they will be running on these machines. Now, there's also we know there's bottlenecks, there's electricity bottlenecks, there's transformer bottlenecks, there's bottlenecks.

There was chip bottlenecks, but the big one is kind of power. A lot of people feared they wouldn't have enough power to run all these chips. But if these things get 30 X more work done, more AI agent support per megawatt, that's up to 35 times cheaper to push tokens out.

So, these things will be in crazy hot demand because you can actually save a ton of electricity and increase output a lot that you can charge us for those tokens. So, I believe the Nvidia earnings should be good tomorrow.

I also heard another little bird told me that 30 to 40% of all the Vera Rubins have been purchased by one guy. Guess what his name is. Elon Musk across SpaceX and Tesla. They are going to snap them all up.

So, don't fear about a slow down in AI. I don't see that happening just yet.

And AI agents, remember the AI agents will be 95% of all compute going to 99% and they will be running on these machines.

Now, there's also we know there's bottlenecks, there's electricity bottlenecks, there's transformer bottlenecks, there's bottlenecks. There was chip bottlenecks, but the big one is kind of power.

A lot of people feared they wouldn't have enough power to run all these chips. But if these things get 30 X more work done, more AI agent support per megawatt, that's up to 35 times cheaper to push tokens out.

So, these things will be in crazy hot demand because you can actually save a ton of electricity and increase output a lot that you can charge us for those tokens.

So, I believe the Nvidia [clears throat] earnings should be good tomorrow. I also heard another little bird told me that 30 to 40% of all the Vera Rubins have been purchased by one guy.

Guess what his name is. Elon Musk across SpaceX and Tesla. They are going to snap them all up. So, don't fear about a slow down in AI. I don't see that happening just yet.