NVDA 全部观点

We're going to talk a little bit about Nvidia's earnings this morning.

A lot of this is solely due to Nvidia last night. Really, really good earnings.

Go, Nvidia. Let's talk a little bit about Nvidia's earnings last night. 96.2 billion in revenue that was up 106% year-over-year. 89 billion was up 117 uh that's uh data center revenue.

So revenue from data centers, 89 billion, that was up 117% year-over-year. Operating income was 63.7 billion, up 124% on a year-over-year basis. That was a 66.2% operating margin.

That was up from 64% last quarter. Uh gross margin 75% 260 uh basis points year-over-year. Uh GAP Q3 guided to 74.9%. And EPS non-GAAP was $222 up 120% year-over-year.

people were on hold waiting to see what would Nvidia do?

when when Jensen said that, you know, 2028's going to be 70% you know, guidance raised when the street thought it was going to be 45% and that's what ignited the market after hours.

And we'll see what happens with you know, we'll see what happens with Nvidia. Nvidia is only back to where it was last Monday. You know, you had there are 12 upgrades this morning.

12. So, the question is, will Nvidia open up and will they sell it down in fatal morning or will it open up and give people an opportunity if they didn't buy it last night or they're not in options.

If you own Nvidia, you need to know that every single AI company on the entire planet depends on this one company. And right now, it's at a crossroads. The stock ran from 195 to 225, sold off back down to 210, and the earnings that just dropped could tell us which direction it's heading.

and at the same time you have Nvidia so when it comes to the AI market yes open and AI AI is definitely the big one but when it comes to the developers that are like building stuff uh that becomes more split and then you have anthropic being the one that's making a lot of revenue.

Those are the two kind of there everything is reliant on all all like all these GPUs all the things that they're um you know happening with the data centers and everything that's really reliant on those two companies but the hardware side of it is Nvidia.

Now on today's episode we have to talk about Nvidia's earnings. They to me are the greatest earnings I've seen since this AI cycle started and the stock is up roughly 4.7%.

Now if you guys did watch my pre-earnings video I did talk about certain things that I wish Nvidia would answer and either they listen to the call or I'm just a fortune seller but we got those answers and I think that's what made a huge huge difference.

Meanwhile, you have Nvidia coming out with earnings, and you know, as far as the beats, everybody knows they come in with the beats and beats and beats and people are like looking at the stock price and it's just like Nvidia longs were in depression.

Now the stock's up a few percent after hours, but at first, man, it's just like, "Oh my gosh, like can the stock ever go up?" Right? It's just a little frustrating cuz the numbers just come in, they're just great, great, great.

Welcome back to another Nvidia earnings for Q2 2026.

Nvidia's about to take over. I'm so excited to be here, ladies and gentlemen. Today, I'm representing Nvidia's digital twin, Jensen Wong.

this is going to most likely be the most important earnings that we've ever had for uh Nvidia.

Nvidia boom boom boom. Well, Michael Berry he's still shorting it so it shouldn't be up.

Yeah, NASDAQ heading down. If NASDAQ if Nvidia misses today, this will take a big poop. So again, be ready.

Well, Nvidia just reported earnings and wow, there are some skeletons in the closet, but they're also actually pretty dang good. I think markets are discounting the concern that in the future we're going to see revenues really start kind of second derivative going negative, right?

The growth rate going down. Uh and and I think that's why the stock is cheap.

It is time for Nvidia earnings.

And one of the straws that will eventually one day break the camel's back is GPU growth going negative for a company like Nvidia, which we don't think that time is anywhere close.

Uh if I had to guess, uh my guess, as every other person waiting for Nvidia earnings is there's no doubt Nvidia is going to beat, but it's 100% a gamble as to whether it's going to go up or down after earnings. Nobody freaking knows.

what is Nvidia going to report after the bell?

But remember, the last three days we've all been talking about PCE, Nvidia earnings, and of course the Kevin War speech on Friday from Jackson Hole, Wyoming.

With Nvidia earnings just around the corner, it looks like Nvidia just got a price target hike. And listen, if you own Nvidia shares, this could be one of the most impactful days coming up in a very, very long time.

And in fact, this overhead resistance has proved time and time again that it could be a really, really hard place for Nvidia to push through.

And I know you're going to get to Nvidia but that's trading at what 20 something times forward earnings.

Let's talk Oh, you want to do some Nvidia stuff? Why Why does Nvidia report so late? It's so anticlimatic.

I do think that if to not overthink a bare case, it's just our ability to be less surprised at good news. Just look at Nvidia as a classic example of this.

Nvidia is going to be reporting earnings. So, we're going to look at that chart at the end of the show today, but we do have a lot of charts to get through.

Watch that in case Nvidia reports good earnings. Specifically, this is the near-term level but there's one just beyond that that we see here, $568.95. Clearing both of those by the close on Thursday since Nvidia's reporting after hours Wednesday, that would be a big sign near-term that we could be moving higher on the charts.

And the goal now is, hey, we just got to buckle up and enjoy the ride between now and Nvidia and Jackson Hole. I've said it before, I think it's a buy the dip opportunity before these things.

I don't think they're going to be that big of a catalyst. I think we'll get through this week and then we'll kind of be like, "All right, what are we wearing for Halloween?" Because apparently we're not going shopping at Target anyway.

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.

It shows the complicated web of financial transactions between Nvidia, OpenAI, and numerous cloud service providers. Everybody knows about the circular financing arrangements. It's done out in the open and is widely reported on by the mainstream media.

Yet investors don't seem to care. This has led to a surreal situation where the AI bubble has inflated to a grotesque size even as the red flags pile up.

That is like a total redefinition of total addressable market since that's basically 100% of the entire GDP of the United States in 2025, which sounds bullish maybe for Nvidia. Nvidia expectations for earnings.

Nvidia earnings are tomorrow. Uh they are as usual after the bell. We do expect Nvidia to beat. Historically, they always end up beating. Adjusted EPS expectations $29. Nvidia beats seven out of eight of the last times.

Uh EPS is expected on the gap basis at $2.15. Nvidia beats eight out of eight times on this. Revenue is expected at 92.29 billion with a beat eight out of eight of the last times.

This week, the largest company in the world, Nvidia, ticker symbol NVDA, reports earnings, making it one of the biggest events of the earnings season. It could end up shifting the entire market this week and in the months to come.

With Nvidia being the largest company in the world, it makes up a large percentage of the major indexes, even if you don't own the individual stock. As an example, it's 7.23% 23% of the S&P 500, the largest holding, and it's 12.5% of the NASDAQ 100, the largest holding.

It comes down to one company, one company that will impact entire sectors, and that company happens to be Nvidia. This Wednesday, Nvidia will report earnings after the bell, and I know many of you already understand that Nvidia is the largest company, but does everyone understand just how important of a report this could be?