How The Compound’s view on $NVDA changed

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.

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.