NVDA

Well, I've had the opportunity to digest Nvidia's recent results, press release, conference call with Wall Street analysts, income statement, cash flow statement, balance sheet , etc. I have updated the company's discounted cash flow assessment and revised my rating of it .

Remember, prior to this quarterly investor update, I upgraded Nvidia stock to my top buy. So I was very pleased to see the share price jump by about 10% after the company announced these results.

In an unexpected move characterized by transparency, Nvidia revealed additional details about the financial arrangements it is making with some of its partners and customers. I felt it was really important for investors to look into these details to better understand the situation, as it was one of the biggest risks that Nvidia stock investors pointed out, namely the risks of circular financing arrangements.

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.

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.

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