Home Creators Posts Import Register Favorites Logout
haven't archived this post yet. have a subscription? use the importer!

Content

NVDA EARNINGS: The self-proclaimed “engine of AI” is more than just another tech giant. It’s key to President Donald Trump’s $500 billion Stargate project aimed at leading the world in artificial intelligence.

It’s also a touchstone for the state of US-China relations.

So when Nvidia releases its corporate results later today, it’s of as much interest to the political as the financial world.

If they miss it could ding all AI stocks - personally I would not mind a short term ding to get some more TSLA under $350...

Stock above $182 - we got it in April at $88 - expectations $1.01

PS we know Elon is buying all he can get his hands on

Files

Previews only

Comments

Saul Llama

I personally think this is going to be a very good number

Fdx

Sell off tonight, rally tomorrow

DrSophie

Interesting that Elon Musk is buying as much as possible

Invested

What is up with the three legs, Tesla, MSTR ?

metabolics

my expectation: should pop. now that there is a clear roadmap (sell to china and give is 15%) this clears legal and financial visibility (both sides). so i expexr all tje large chinese hyperscalers kicking in with orders.

Bitizen-Coin

@James ima long time sub sinceriely grateful to you and your teams analysis thru the years would love to see a “retire in NVIDIA” vid forthcoming

Brypto

China halted buying of the chips unless companies can state why they’re using nvdia over Chinese chips. The expectations going forward matter and this may impact it.

Sean Delaney

The biggest company in the world will not likely many X from here. “Don’t chance, replace”.

Bitman

Not related and hoping this time may get on your radar ..Any chance, James, you’ll consider a deeper dive in what’s going on with MsTR? Just saying it’s BTC’s price and NaV premium isn’t offering much hope now days.. There is more to this and I’m sure a large % of your community would appreciate it.. lord knows I would 🙏 It appears the shine has worn off MSTR and just holding to hold doesn’t make sense.. for you or us? Thx for all you and your team do! 🙏❤️

Running4TheCROWN

Hi, “PS we know Elon is buying all he can get his hands on”?? The stock or Chips H100 was it?