NVDA is fundamentally healthy; its high net income reflects real operating earnings rather than asset markups, and it trades at a reasonable 17x forward P/E.
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talking about why does everyone hate Nvidia? I didn't I wasn't aware that that was a thing.
Speaking of Nvidia, uh, no, Nvidia looks actually much healthier. One of the charts that we spoke about last week that Ed Zitron just steamrololled over was Nvidia's earnings, net income over the last 12 months compared to Amazon, uh, compared to Apple.
And I said, "Holy [ __ ] this is remarkable." And he go, "No, it's not. No, it's not. It's not real. It's all the markups." "No, it's not. It's not the markups." We looked at operating earnings.
It's the exact same chart. Operating earnings for Nvidia, what the business is actually generating.
not this stake in Anthropic that they marked up because the the value is higher. Real business earnings. Um, it's just a remarkable story.
Nvidia is trading at 17 times forward earnings.
do you know that they just announced after the close a deal with uh a deal with Nvidia, like an they launched something with Jensen? They Jensen's got um an LLM called Neotron and they used it to build to build cyber security first LLMs with CrowdStrike that came out at 4:15 today.
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