NVDA 全部观点

I know I've been pretty quiet ever since Nvidia reported earnings. So Nvidia reported earnings on Wednesday.

Nvidia's one of those companies that I believe is going to completely lead the AI story as we continue to see it.

So, keep holding to the stocks that I believe can benefit. So, Nvidia, unfortunately in the past few days is up only 1%. We saw kind of that excitement on the stock hitting almost $230 and then down about 5% on Friday.

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.

the big news on Wednesday, Nvidia came out with their numbers and despite posting very strong results, the stock did pull back.

Nvidia just came out with an announcement that shocked the market. >> Nvidia crushed earnings expectations on sales that rose more than 70%. >> You know, Nvidia is going to give us their report today and the earnings are going to blow out again.

>> But I think there's another side of the Nvidia story, a much darker side that Jensen doesn't want you to know about. And it's a side of the story that you definitely won't hear about in the mainstream media.

And I think this reality could bring the share price crashing down.

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

today we'll have another test here on 227 for Nvidia. Pretty critical line. Uh we did lose it in the post market. We lo, you know, it was is a little aggressive yesterday. you know, yeah, maybe had some trading enthusiasm, but we've got a few.

We had at least two big rejections yesterday on 227 actually during the trading day.

Nvidia's unbelievable quarterly earnings report Nvidia reported earnings early after the bell and the stock is up 10% as we're recording this episode. So fiscal Q2 revenue came in at 96.2 billion, up nearly 106% year-over-year, which blew past Wall Street's expectations of $92 billion.

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.

Nvidia had blowout earnings and it's blowing up. Also, uh Nvidia reignites the AI rally as investors are eyeing Jackson Hole and the Fed.

Joe, there's no possible way that Nvidia is one of these stocks that uh can ever be taken down in the bubble, right? I mean, just take a look at Nvidia. Let me take off my notes here.

>> Nvidia is the future of all profits, as far as I know, Chris, there's nothing that will stop it.

Nvidia stock just reported earnings and it's up over 8% on the day. Arguably, it was the most impressive quarter in the history of the stock market. Quarterly revenue is up 106% year over year.

They guided to $108 billion of revenue next quarter and guided to 70% revenue growth in the upcoming fiscal year.

Nvidia briefly lost uh that breakout over 227. It's now recovered. Uh it is back over 227. It looks like we're setting up for a closing over $227, which is great.

Turns out uh or at least it appears that Michael Bur has closed his hedge uh on uh Nvidia following this incredible surge.

Guys, what an amazing day and follow through we just experienced with Nvidia. Nvidia hasn't done this in quite a while as far as usually it's a sell the news type of event with their earnings, but they did actually post fantastic earnings and claim to have over a $2 trillion backlog now.

Today is going to be very interesting because we're going to get to see how the market reacts to the delicious beat and raise that we got out of Nvidia, which is not horribly surprising given the massive sucketing of money that was raised.

Obviously, there are some real questions in terms of Nvidia's ability to um utilize their balance sheet to generate extra revenues. But hey, you know what? It's fine. It's happening.

And uh the question of sustainability probably won't be answered by Nvidia.

Now, does that change the fact that I think it's, you know, potentially bubbly? No. You know, and this is, I think, sometimes what people forget. Oh, by the way, Nvidia is testing the 227 line. Come on, baby. Breakthrough.

So number one, we have Nvidia earnings out yesterday after the bell. The stock initially sold off on earnings until guidance was given. When guidance came out, holy cow, the stock reversed a 5% or so drop to surge up now currently up around 7%.

We'll take a look at that chart as always and dive into those numbers.

When's the next Nvidia?

Nvidia, I am so mad at the world that right now nobody gets how cheap Nvidia is. And the total return on $10,000 with Nvidia, if you invested in it 10 years ago, would be $1,407,000 on a $10,000 investment with Nvidia.

Nvidia announces earnings tomorrow. They're going to crush earnings more than likely. But there's still a chance that the stock goes down 5 to 10% on those earnings, which should not happen.

Is it a coincidence that when Google and SpaceX announced they raised $ 160 billion, more than that, it's like 186, right? But over $160 billion that all of a sudden Nvidia announces five minutes into well the earnings call started you know a little bit after two.

But is it a coincidence that they announced an increase of their projected growth for next year from 48% growth to 70% growth coincidentally equaling a $160 billion increase in backlog.

we know the earnings for Nvidia is out. How is that going to play into moving today?

And Nvidia, Tesla, and Palanteer are the usual top holdings.

Nvidia closed yesterday 2066 down 1.59%. in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.

Nvidia beat and guided higher. Why retail loves it. You guys can see what's going on. They beat and guide it higher. That's the big thing. When they guide higher, it gives the stock a chance to run.