NVDA

"Nvidia"

"Nvidia has definitely slowed down massively that you can get Nvidia shares less today than what you paid, you know, last year for Nvidia. Nvidia was over 200 last year. Today you can get it for about what 191 or so."

"Nvidia wouldn't be inventing custom [613s] financing channels to protect [614s] third-party clouds. Now, you might say, [616s] "Oh, but maybe that's Nvidia feeling the [619s] pressure from all of the rest.""

"We also have to look at this [343s] announcement by Nvidia. NVIDIA unlocks [345s] AI compute at scale inviting partners to [347s] power the AI infrastructure buildout."

"So, the new Nvidia [462s] DSX model, Nvidia transitions from a [465s] transactional hardware seller model to [467s] an active infrastructure facilitator,"

"They're now hyping a group called Mangoes. Meta, Anthropic, Nvidia, Google, OpenAI, and SpaceX. We did a whole video on it recently."

"But [762s] companies like Micron, companies like [764s] Nvidia have already benefited massively."

"I'm talking Micron, I'm talking AMD, I'm [745s] talking Broadcom, I'm talking Nvidia, [747s] all these companies that have been the [748s] ones going beast mode."

"One, we got huge change for Meta Stock [121s] and we're going to talk about what that [122s] means for AMD, for Micron, for Nvidia [126s] moving forward, as well as other big [127s] tech companies that they might be [129s] potentially competing with."

"So now the question is how [588s] much over orderering has been done? [590s] That's really the only question at this [592s] point in time. Now, the other issue you [594s] get into and the scary thing for Nvidia [596s] and so if you're wondering why is Nvidia [597s] stock just continued to be stuck in the [599s] mud, right?"

"Nvidia [567s] Nvidia has been the the company at the [569s] forefront of this whole run, right?"

"He invested in Nvidia when it was a few dollars per share."

"This is why stocks like Ouster is up 167% year to date. And I told you guys about Ouster at $20 per share. It's been doing really, really well."

"In this case, my bet would be Nvidia. Nvidia, guys, is trading at 19 times earnings."

"If Nvidia is the engine"

"Micron is trading at roughly 9 to 14 times forward earnings. Let me put that into perspective. Nvidia as comparison trades at 19 to 22 times forward earnings"

"So, let me give you a quick background on this company. Micron was founded in 1978. And I love this detail. They started in the basement of a dentist office in Boise, Idaho. Four guys with a dream of building memory chips. That is a 100% true story. They spent the next few decades making DRAM and flash memory. Basically, these are the chips that store and move data inside computers and phones. For most of its life, this is what Wall Street called a cyclical stock. That means when memory chips pr"

"Waymo. Waymo is actually exiting some of their partners partnerships with Uber in Phoenix in particular. Nvidia, May Mobility, Mobileye."

"These rewards include shares of market leaders like Nvidia, Tesla, and Microsoft too."

"That number is over 20 for both Nvidia and Broadcom, even though both companies are still growing fast."

"The NVIDIA H100 is the chip that trained most of the AI models that we use today."

"it's even more profitable than Nvidia."

"That number is 22 a.5 for Nvidia and 31 a.5 for Broadcom."

"I've been covering Micron for years now, and it's my second best performing stock of all time, only behind Nvidia."

"High bandwidth memory isn't just another component on Nvidia's newest Blackwell chips."

"That's not just higher than Nvidia's"

"For years, Wall Street analysts focused on the GPU, the chip that does the number crunching and turned Nvidia into the most valuable company on the planet."

"allowed me to buy Nebus"

"And the best part is that you're going to be mentored by leaders from Microsoft, Google, Amazon, and Nvidia. What you learn in 2 days is probably going to change your next 2 years. Sign up now before they sell out. The link is down in the description. You can scan the QR and join the WhatsApp community before seats close. Now, I realize the next company is completely obvious as Nvidia. And of course, you all know them as the company powering every AI data center on Earth."

"Because Wall Street is looking for the next shiny object, Nvidia is no longer the darling. It's kind of become boring."

"And we discussed Nvidia. All else equal, it's fairly priced if the environment continues as is. If the hyperscalers keep spending, etc., etc. But, if those things change, if there is a cycle reversion in the semis, if there is cycle reversion in AI, the whole stock market goes down 50-60% because everything is now peaking in AI. And you can see here Nvidia 7%"

"But AMD and Nvidia are going to have to go up on price."

"if you're paying a lot more for memory then you're not going to be able to get as many AMD chips or Nvidia chips or whoever as you wanted to get if the memory price is a holdup right like just imagine the memory price keeps going higher and keeps going higher people can only people only have so much money to spend and big corporations only have so much money to spend and so if you're just having to spend more and more on memory as less you can afford for just the chips, right?"

"And yes, some people are buying it. Michael Bur is apparently bullish on it and all that sort of stuff. Well, guess what? He was bearish on Nvidia. Nobody is right all the time."

"Companies like Microsoft and Nvidia. These businesses are profitable."

"The valuations of companies like Nvidia and Microsoft and Micron right now imply that the AI cycle is peaking"

"Nvidia down"

"they're selling Nvidia"

"They're looking at companies like Microsoft and Nvidia and Micron. These companies were real businesses, real revenue, real cash flow."

"Then the intrinsic value of Nvidia is 275 which is lower than the current stock price."

"The top of the list there is Nvidia. Let's look at the current estimation of Nvidia's intrinsic value."

"Then Nvidia is extremely cheap discount of 50% likely leading to a 17% 18% yearly return."

"Will this be there forever or not? Will it be for the next two years and then stagnate? Because that changes the picture completely. And this is perhaps the key chart. This is semiconductor revenue sales growth and you can see that it is clearly cyclical."

"It's why Corning is the named anchor supplier to Meta, Amazon, Google, Microsoft, OpenAI, and Nvidia all at the same time."

"In my opinion, this is still the single most important question in the stock market today because Wall Street analysts keep thinking that Nvidia's growth will slow down and the AI revolution will slow down with it."

"Nvidia itself has a 5-year, $3.4 billion cloud contract to run their own internal workloads on Iron's infrastructure."

"Just Nvidia, Apple, and Microsoft make up more than 40% of the fund by weight with other great companies like Broadcom, Micron, AMD, and Lamb Research also in the top 10."

"So, Nvidia partnered with Verdive, ticker symbol VRT, to redesign the entire power architecture from the ground up."

"Surprising no one, the top stock on my list is Nvidia since they're at the very center of the entire AI revolution."

"Whether the market shifts towards Nvidia's GPUs, Google's TPUs, or custom chips made by Broadcom, I win because I hold all three."

"If you invested that money in Nvidia when Chat GPT came out just over 3 years ago, you'd already have over a hundred grand."

"They make GPUs for Nvidia and for AMD."

"of course same thing for Nvidia."

"I do think that a lot of these companies, the AMDs, the Nvidas, the Googles, everyone, they don't like the fact that Micron now has super high margins, right?"

"I guess it still makes a lot of sense to pick up names like Amazon, like Nvidia, like Google, like Microsoft, like Meta, and the list goes on and on and on."

"Everyone is watching AI. Nvidia"

"This is a company trading above 50 times forward sales, growing slower than Nvidia."

"Oracle, Nvidia puts and NASDAQ 100 puts. If I remember correctly, Tesla just doing its thing to the moon. Palanteer going down a little bit but still going strong. Nvidia still going stronger and I think that these shorts are just if the whole market bursts Bur will make here will lose also on his longs but that perhaps will a little bit compensate and he will have the cash to buy more of the longs."

"My biggest allocations are in Microsoft, Google, you know, the boring stuff, the the Nvidia and the AMDs."

"Nvidia back in October of last year. October of last year was $22. Today the stock is $21."

"These rewards include shares of [576s] market leaders like Nvidia, Tesla, and [578s] Microsoft 2."

"Ouster came up with colored lidar. The industry is going crazy and they're getting a lot of orders from a lot of important partners such as Google, May Mobility, Nvidia, Serve Robotics, and there are so many partners for Volvo, even for their commercial trucks, the automated commercial trucks."

"Now when I first talked about the stock, I compared it to Nvidia because if you look at the massive trends that we have in terms of AI, a lot of people and a lot of companies are trying to come up with AI models and they're putting in all this capX and all this work, but the company that's making the most amount of money is Nvidia because Nvidia is selling the shovels in the gold rush."

"Nvidia is not standing still."

"Nvidia. Every single one of them went through these"

"couple of shares of Nvidia here."

"Nvidia can be an incredibly frustrating stock to hold because it constantly goes through long stretches of boring consolidation or prolonged pullbacks before suddenly exploding higher."

"Let's look at this with complete clinical clarity because Nvidia happens to be one of the largest holdings in my entire portfolio."

"If you own Nvidia in your portfolio right now, you know the exact feeling I'm talking about."

"We started this analysis with one fundamental question, is Nvidia cheap? And we found a definitive mathematical answer. Yes, as long as the underlying infrastructure engine delivers on its visibility pipeline."

"So, here's the final verdict on Nvidia. The asset is fundamentally cheap on the trailing operational math, but that framework is only valid if you believe the global infrastructure build-out has a multi-year runway that can outrun these structural headwinds."

"This article came out yesterday on June 18th and it says that Amazon is exploring selling its AI chips to challenge Nvidia."

"In SMH, Nvidia gets dialed in all the way up to a massive 15.23% waiting."

"You are probably looking at these top 10 lists and thinking that I own Nvidia and Samsung four different times."

"Nvidia sitting at 8.68%"

"Nvidia, 6.67%"

"Nvidia leads the pack at 7.6% 6% followed by Apple at 6.7%"

"The top holdings are locked in with Nvidia 7.4%"

"Nvidia climbs yet to another all-time high as Jensen Wong joins Trump in China."

"And so who's in focus next? We have Nvidia. Okay. On May 20th, post market."

"I called Nvidia a bubble and then I went to check Nvidia's performance."

"Nvidia's profit margin is going higher and higher. They want to own the AI stack, the foundation, the models that they can later scale indefinitely over time."

"Companies like Nvidia that make power processors that AI runs on. That was the first wave and it made many investors extremely wealthy."

"I do have a couple of shares of Nvidia."

"Apple and Nvidia"

"And I do think that Nvidia has put his hands in multiple buckets where you know what in the new AI world it will win no matter what."

"Nvidia has done well"

"Nvidia, Nvidia is back around $25 per share. Yes, it's a $5 trillion company."

"But Nvidia, a company of this size that's expected to grow close to 80% this fiscal year, then another 40% next fiscal year, and then another 21.5% in fiscal 29. Is is it is it expensive?"

"Nasdaq 100 or Nvidia? >> Nvidia."

"Nvidia or Palantir? >> Both."

"for instance, Nvidia climbs yet to another all-time high as Jensen Huang joins Trump in China. These type of things are windows into all of a sudden, you might see a pop in a stock, okay?"

"And so, who's in focus next? We have Nvidia, okay? On May 20th, post-market. So, after the market closed, you want to be looking for this particular company to report, okay? Revenue is up over 79%. Net income is up over 125%. These are strong factors into what will be another positive earnings report."

"or even buy a Meta or a Google or an Amazon or a Microsoft or an Nvidia, which are all trading in my opinion at very attractive valuations."

"Reddit, Axon, couple of shares of Nvidia and that one share of Palanteer."

"And same goes for number one, and that stock is Nvidia. And hey, I can't argue. Nvidia has been just crushing it. They continue to destroy it. Obviously, Jensen has been, you know, possibly the best CEO and the best, you know, five-year run we've seen from a CEO in regards to performance in a long, long time. I hesitate to say ever cuz of course you can always go back through history and find significant things there. So, I don't want to be kind of prisoner of the moment there, but hey, Nvidia. "

"But looking at a lot of the semiconductors, I see Invidia, and I see AVGO as the best value two of of the semiconductors, but the cheapest one by far is Invidia. It's not even close."

"Now, the next one is Invidia. Invidia to me is very very interesting. The stock is still up 8 and 1/2% year to date."

"they also pointed to the technology sector, Apple, Nvidia, Broadcom. Inside tech, the gap between the best stocks and the worst stocks is the widest it's been since February of 2000."

"That's when you're going to find Amazon, Alphabet, Nvidia, Microsoft, all for much more reasonable valuations."

"In fact, some of the biggest companies in the world today were around in 1999, in 2000. Amazon, Google, Nvidia, Microsoft. All of these companies were around and went through this crash. But, there's a trough of disillusionment when that happens. When the dot-com bubble burst, a bunch of companies went bankrupt. But, even the survivors dropped 80, 90% and more. And then eventually, you get to the slope of enlightenment. That's when there's a slow and steady growth of a business and then a platea"

"If you bought Nvidia stock a year ago, you're up 40% today."

"Let's start with Nvidia since it's the single largest position in the NASDAQ 100 at about 13% of the entire index by weight."

"me find stocks like Nvidia, TSMC, and Micron years before the rest of the market."

"Nvidia is the largest holding in the NASDAQ 100 by far, representing almost 13% of the entire index by itself."

"When most people think of AI chips, they think of GPUs made by Nvidia."

"And Google doesn't just use Nvidia's chips to run their AI."

"Just because it's already a trillion dollar company doesn't mean it can't get bigger, just like Google and just like Nvidia."

"Cororeweave Nebuse, there's also a reason why Nvidia invested in these businesses, works quite closely with these businesses."

"Nvidia's Infiniband and Spectrum X. Arista's data center switching Cisco's infrastructure."

"I hold Nvidia."

"Nvidia, AMD, Broadcom, the horsepower layer."

"They watch Nvidia keep running."

"The crowd that stops at Nvidia is playing a narrower game."

"Nvidia is the king."

"Nvidia, TSMC, Microvertive."

"Nvidia, AMD, and Broadcom all sit there."

"The next time someone tells you AI is just an Nvidia story, you'll hear that differently now."

"But if Nvidia is the only name you understand, you don't understand AI."

"That's why I own Nvidia."

"Nvidia is the engine"

"AI equals Nvidia"

"Most people can get Nvidia"

"Nvidia, Arista, Cisco."

"A few years ago, Nvidia was a [202s] respected chip company, but nothing like [205s] the giant it is today."

"They don't make the [64s] famous AI chips like Nvidia does."

"Nvidia [80s] makes the workers, the powerful brains [82s] that do the thinking."

"since Nvidia invested $2 billion into [9s] the company. Then Jensen Huang, the CEO [12s] of Nvidia, the most powerful man in [14s] tech, some would say, stood on stage and [17s] called Marvel the next trillion company."

"Let's go look at Nvidia."

"It has the backing of [223s] Nvidia itself and the market it serves [226s] is growing extremely fast."

"when a giant company like Amazon [121s] or Google wants to build its own special [123s] AI chip, instead of buying Nvidia's, [126s] they need to hire Marvel to design it."

"they're tired of paying enormous prices [276s] for Nvidia's chips."

"First, Nvidia, the most [138s] valuable company on Earth, as I said [139s] earlier, put $2 billion directly into [142s] Marvel early this year."

"I'll give you a good example. Even Nvidia back last year, right? I mean, you know, Nvidia stock hasn't really moved despite the numbers getting better and better."

"I know plenty are of course in Nebus in Core Reef in Iron in AMD in Nvidia"

"Nvidia down 2.5%"

"What if I told you that Nvidia should be worth $24 trillion?"

"And in that case, that type of math would make Nvidia worth $24 trillion."

"You own businesses, Nvidia, Apple, Microsoft, Amazon, great businesses. The only problem is that you are paying the highest price in history for owning the market."

"For instance, Nvidia climbs yet to another all-time high as Jensen Wong joins Trump in China. These type of things are windows into all of a sudden you might see a pop in a stock."

"Nvidia was green"

"I have a lot of money invested in Nvidia, which is exactly why I care about this and why I'm digging through these filings."

"Nvidia puts a massive chunk of cash into a specialized AI cloud provider like Coreweave. Coreweave then turns right around and buys hundreds of millions of dollars worth of Nvidia hardware using that exact same money."

"On one hand, it is incredibly easy to see that circular financing is pretty much Nvidia and these other giants funding their own purchases."

"major companies like Nvidia, Microsoft, Oracle, Amazon, and AMD are actively pumping up their revenues using circular financing."

"In their most recent quarter, Nvidia poured a staggering $18.6 billion into private companies and infrastructure funds."

"And you need to know that Nvidia is absolutely not the only one running this play."

"Look at Nvidia stock. Nvidia stock's a perfect example. Let me pull up Nvidia stock here. Nvidia Today's trading 208 from what I remember. Wasn't it back in like November? Nvidia was like 200 plus. like wasn't wasn't around Halloween around Halloween last year was Nvidia not trading right around 200 plus and guess what it is barely over 200 so and that's the that's the AI play right like there's no one that's more synonymous with AI than Nvidia and yet Nvidia is trading at basically the same pri"

"I'm going to use a 40 multiple, 40 PE, which would be twice the multiple of Nvidia. Nvidia is growing revenues 40, 50%. It trades at 21 PE."

"That's using Nvidia Drive Hyperion."

"Birkshshire is more certain, less risky than Nvidia. But I have a bit of Nvidia and a lot of Birkshshire to adjust for that."

"Those companies Copart, Qualcomm, Nvidia, McDonald's, Quest Diagnostics, Netflix, UPS, Ferrari, Starbucks, Google, O'Reilly Auto, Lowe's, Sherwin-Williams, Home Depot, and Amazon."

"That makes SpaceX four times more expensive than Nvidia, which is the biggest company in the world by market cap. Even though SpaceX is growing half as fast and from a much smaller revenue base."

"access to all 220,000 Nvidia GPUs from Xi's Colossus 1 data center in Memphis, which represents about 40% of SpaceX's near-term AI revenue."

"Couple of shares of Nvidia and that one share of Palanteer."

"every bit of [246s] that overlap is chip and big tech names [248s] like Nvidia, Micron, and Broadcom."

"Nvidia alone has locked up somewhere between 60 and 70% of that capacity. Their newest chips are effectively sold out for quarters, and they're already reserving space for the generation after that, which hasn't even launched yet."

"The biggest names in AI and tech just reported some of the best numbers in their entire history. Nvidia is printing record data center revenue."

"And right now, new users can get up to $1,000 in Nvidia stock and up to 8.1% APY on qualifying cash."

"Over a trillion dollars in value, gone in a few hours. Nvidia, Broadcom, the whole party, up in smoke."

"Michael Bur, the investor who predicted the 2008 market crash, housing crash, was the foundation of the movie The Big Short. He just published a detailed breakdown calling a major Nvidia deal fake. His exact word was fugazi."

"Even Nvidia, which Nvidia hasn't even been, you know, a big upside stock really in the past, we can call 9 months or so. You know, I remember about 9 months ago or so, Nvidia was, you know, what, nine months ago, 8 months ago, Nvidia was like around 200. Right now, it's 207. So, it's right around the same, right? But even that one's down five plus percent here today."

"manufacture externally modulated lasers or EMLs and ultra high power pump lasers that integrate into the optical transceivers running between racks of NVIDIA and AMD chips."

"customers stop negotiating and they start just locking in capacity at the premium prices, which is exactly what Nvidia did with a $2 billion equity investment and a multi-year purchase commitment in March 2026."

"Nvidia, AMD, Microsoft, Google, and Meta. They all use Astera silicon. And of course, Astera holds a board seat on open uink standard with the hyperscalers built specifically so they could avoid being trapped by Nvidia's standards."

"Nvidia, Apple, Microsoft, Amazon, the whole AI engine driving this market."

"The top holdings read like the all-star team of technology. Nvidia, Apple, Google, Microsoft, Amazon, Meta, Micron, Broadcom, AMD, and Tesla."

"Microsoft had of course a big announcement along with Nvidia and ARM, right? They're coming out with the new era of PCs, the AI PCs that will be released later this year powered by Nvidia."

"We want to talk Tesla. We want to talk Apple. We want to talk Microsoft. We want to talk Google. We want to talk Meta. We want to talk Amazon. We want to talk Nvidia. We want to talk AMD. I'll show you every stock."

"the almighty Nvidia, you won't be able to find somebody to buy that stock."

"AI related stocks, Micron, AMD, Nvidia, Marvel, uh Google, these sorts of stocks, SanDisk, run them all, right? They're they're in paradise right now. Nothing you can do to get these stocks down. They are just having the time of their life."

"Buy the real stock like Nvidia, right? Nvidia has made hardly anything since then. Micron's probably up a,000%."

"Either the AI stocks, the MUs and the AMDs and the Nvidas and the Marvels and the Googles and all these stocks, they're going to go over to that other island and it's going to be a war zone and it's going to get ugly."

"There are others. We have Nvidia. This is already now much much higher with higher growth rates."

"So which is the better investment Nvidia well Nvidia of course because it's going to go up to Mars next month next year if this is not a bubble that's the risk and reward if Nvidia is in a bubble chip margins in three years could be zero company could not be profitable and then you see absolute destruction"

"Invested two years in Birkshshire up only 14% not impressed. Is it now the time to give up on value investing to go all in into AI and which is the better investment? Birkshshire or Nvidia? And it's hard to argue. Nvidia is up 60% over the last year"

"You're buying them because maybe company X is in demand, has a contract with Nvidia and so you think that company Y might also get a contract with Nvidia"

"Open an account, put in 500 bucks, and you'll get $20 in Nvidia stock plus a free month of Weeble Premium."

"Nvidia announced that same $2 billion deal structure here"

"Nvidia up 638%"

"if you understand the the leaders in the space somebody like a Jensen who leads Nvidia right he's a huge believer in Service Now specifically"

"Nvidia didn't 20x or so over the past 3 years."

"I mean, I can explain to you why Intel is down, why AMD was down a little bit more beforehand because, well, as you can see, Nvidia is up 6.2%. ARM is up quite nicely today as well."

"My point is not that Nvidia will outright lose any of these markets. My point is that their competition can now directly compare themselves to Nvidia in Nvidia's weaker markets whenever it suits them."

"Same thing with Invaria."

"We've seen it with Nvidia and AMD"

"For reference, Nvidia's are currently worth over $5 trillion."

"I also think that this is why Nvidia stock isn't rallying as much as the rest of the market even after ridiculously good results."

"Nvidia"

"For instance, Nvidia climbs yet to another all-time high as Jensen Wong joins Trump in China."

"Okay, Samsung, Nvidia, you guys already know what time it is there."

"And so who's in focus next? We have Nvidia. Okay. On May 20th, post market. So after the market close, you want to be looking for this particular company to report. Okay. Revenue was up over 79%, net income is up over 125%. These are strong factors into what will be another positive earnings report."

"See how I had Nvidia,"

"Nvidia is acting almost like a toll booth on that spending."

"This company's revenue growth has been nothing short of astounding. Over the last three years, revenue has grown at a 100% compound annual growth rate, 253 billion in the last 12 months."

"I think it's very clear today that Nvidia has a very wide moat and it is in part due to CUDA's extreme switching costs amongst those 5.9 million developers."

"I would think that Nvidia is actually fairly valued today based on the numbers that I see."

"This company's revenue has actually become highly predictable as the demand for AI chips has just taken off. The company clearly has pricing power as margins have exploded. The company is far more recession proof than it used to be, at least during this AI buildout cycle. And the company's competitive position is absolutely dominant."

"I think it's very clear that Nvidia is in phase four, the capital return phase, because revenue is still growing. It's profitable and earnings are rising and the company's actively buying back stock and dividends."

"I think this is about as good as it gets. To me, it's a five out of five."

"Is Nvidia's stock a buy, hold, or a sell?"

"So if you believe that the AI gravy train is going to continue for at least a couple more years I would have no problem adding the stock to my buy list."

"Now, Nvidia designs chips, networking gear, and software that powers the world's largest AI systems."

"Nvidia, which he holds a thesis on."

"Nvidia does not compete on price. They compete on being the best and their numbers prove it."

"For AMD, we have negative 15% returns, positive 12.35% returns, and a negative return for the middle one. Nvidia wins all the way around. So, even though AMD has a bigger growth potential based on my assumptions, Nvidia is the better buy. But I'm not buying this. There's no gun to my head saying you have to pick one of these."

"If you had to pick one stock right now, AMD or Nvidia, which one would you choose? Nvidia has given investors a 1546% return over the past 5 years. AMD has given investors 121% return in just the last 3 months."

"So on top of that, Nvidia has already lost access to China due to US export restrictions. Jensen Huang himself estimated that's roughly a $50 billion market that they can no longer fully serve. And if restrictions tighten further, that number number gets far worse."

"Now, the bullcase in Nvidia. If AMD's bullcase is about catching up, Nvidia's bullcase is about pulling further ahead. Their new Blackwell chip platform alone is expected to generate roughly half a trillion dollars in revenue between 2025 and 2026. Half a trillion from one product cycle. And right behind Blackwell is a platform called Reuben. Nvidia is not standing still."

"And Jensen Huang, Nvidia CEO, is describing the current demand environment as astronomical. He is biased. But the biggest AI companies in the world are not just buying chips. They're planning deployments measured in gigawatts of power. That's an almost incomprehensible scale of commitment to Nvidia's hardware. But here's what makes the Nvidia bullcase truly unique. They're not just a chip company anymore. They are moving into robotics, a market that's growing at 72% per year and could exceed 30 "

"Nvidia controls 90% of the AI data center market. When the biggest AI companies in the world need chips to train their most powerful models, they are reaching for NVIDIA."

"But Nvidia is also expanding beyond chips into robotics and physical AI making them less of a chip company and more of a complete AI infrastructure company."

"Let's pull up Nvidia now. Nvidia $5.76 trillion market cap essentially. Actually, not essentially, no debt, basically $5.74 trillion enterprise value. They generated a hundred billion in free cash flow."

"So the bare case on Nvidia. Here's the thing about Nvidia that keeps bears up at night. The concentration of a handful of massive customers. Microsoft, Meta, Amazon, Google. That is an extraordinary amount of dependence on very small number of relationships. If any of those companies slow down their AI spending, even temporarily, Nvidia feels it immediately and everywhere."

"Nvidia's annual revenue is 216 billion. AMD's is 37 billion. For Nvidia to double, it needs to add $216 billion in new sales."

"And here is the uncomfortable question the Bears are asking. Has AI actually generated enough real revenue yet to justify the hundreds of billions being spent on chips? Because right now the spending is happening at a pace that assumes AI will be one of the most profitable technologies in human history. If that timeline takes longer than expected, if companies decide to pause and digest what they've already bought, demand for Nvidia chips could slow sharply and a stock price perfection does not "

"And this [1126s] screenshot really just shows you what [1128s] the theme of the market has been for the [1131s] past month or so now. I want to say it's [1133s] been like this for quite some time. And [1135s] in the screenshot, we can see that the [1136s] semiconductor industry, except for [1139s] Nvidia, has been going up substantially."

"Every pound sitting in Mastercard was a [1315s] pound not compounding in Nvidia, ABGO, [1318s] or CAT."

"When Jensen builds something into the Nvidia platform, the supply chain is going to quickly follow."

"When Jensen builds something into the Nvidia platform, the supply chain is going to quickly follow. It happened with CUDA. It happened with Infiniband. Now it's happening with photonics. Of Nvidia's $215 billion in fiscal 2026 revenue, 197 billion came from data center alone."

"they have to buy immediately 7% of Nvidia"

"When Jensen builds something into the Nvidia platform, the supply chain is going to quickly follow."

"So, if we're making the argument that Nvidia and Micron and AMD are making these great chips and they're going to start kind of like div, what about this kind of stuff?"

"For instance, Nvidia climbs yet to another all-time high as Jensen Wong joins Trump in China."

"And so who's in focus next? We have Nvidia. Okay. On May 20th, post market. So after the market close, you want to be looking for this particular company to report. Okay. Revenue was up over 79%, net income is up over 125%. These are strong factors into what will be another positive earnings report."

"I mention this because a lot of people [462s] that probably own Nvidia. I know a lot [465s] of people own Nvidia, not just year [466s] today."

"With Nvidia being up just 14%. [420s] Look at look at how much Nvidia is [422s] trading these other names and barely [425s] barely catching up with the cues for [428s] this year."

"Nvidia Nvidia [131s] couldn't even catch a break today. [132s] Nvidia was still down. 22%. So Nvidia,"

"So I think the setup is really good but I still believe it's a speculative investment. So if I had to buy it, it would not be more than one or two% of the portfolio and and see what happens. It's just really speculative. It's unprofitable and they have a lot of debt. But that's my opinion on corewave."

"It's not AMD, it's Nvidia. They're stuck with Nvidia forever. and and Nvaria wants them to want to see them succeed because if they succeed, they're going to be buying more and more of those GPUs every six or seven or eight years or for however long they're depreciating them or how the growth profile looks like. But I mean, they going to have to invest in the company. So, I see this as a setup where it's like a leveraged bet on compute. It's very very risky but you have Invaria's backing with 11"

"kind of like how people were comparing AMD to Nvidia up like 10 or 11 months ago and people love again choosing one player like they believe that if one player is winning the other one can't really win and and they can't coexist even though the demand in compute is absolutely crazy and I think Nibbius could exist core could exist a lot of those companies could exist with looking at the H200 rental prices with $640 per GPU hour it's been crazy even the old H100 hundreds is sitting at $2.60. So, t"

"Nobody wanted Nvidia."

"And right now, new users can get up to $1,000 in Nvidia stock and up to 8.1% APY on qualifying cash."

"I hold a massive core position in Nvidia and I actively trim it to stay bulletproof in volatile markets."

"Nvidia is not just building better chips anymore. They are buying the entire board."

"Nvidia is running the exact same playbook for the artificial intelligence era."

"Nvidia is quietly deploying over $45 billion of its own cash into a very specific shopping spree."

"Nvidia is using its historic cache pile to make sure its hardware is the only hardware that functions smoothly inside these massive data centers."

"We get to sit back and watch Nvidia do all the heavy lifting to secure the physical infrastructure of the future."

"Nvidia is taking its profits and buying stakes in eight critical companies to lock down the future."

"This is exactly why I hold Nvidia as a core position and honestly I love what they are doing right now."

"Nvidia has just told you exactly who is worthy of $45 billion of their own money."

"Right now AMD is beating Nvidia. Then there's going to be years when Nvidia is outpacing AMD. My best bet is for you to have both."

"But back to the stocks, man. The next one we got is Nvidia. Okay, roll with your winners. This is more or less about rolling with your winners. I told you guys we were going to hit $230. The mission has been accomplished, guys. We got this at $97 last year. I told you it was going to go to 130. Okay, from 130 we took it to 170. Okay, from 170 I said we would hit 230. And boy did it seem like it take forever. But here's a quick lesson. Did you see how I gave you that target and I think it went to"

"Okay? Always pay attention to what's going on in the news as these headlines has the ability to move markets and change sentiment. Okay? After I check out the headlines, I love coming over to earnings to see who's on deck. Okay, guys, you have to understand that in addition to technical analysis, fundamentals also drives the market. Okay? And so, who's in focus next? We have Nvidia. Okay? On May 20th, post market, so after the market close, you want to be looking for this particular company to r"

"Let's look at Nvidia and Google Alphabet. Nvidia $5.2 trillion, Google $4.6 trillion."

"Well net income $159 billion for Nvidia over the last 12 months or a Google which is a bit higher than that right now $160 billion in net income."

"Robin Hood, new Netflix, Shift for couple of shares of Nvidia and then Palanteer. I did add one share of Nvidia, one for the road before they reported their quarterly figures."

"you know when Nvidia is trading at 19 times earnings I think it's still a good riskreward"

"For example, Invidia maybe is more attractive to them or AMD or something that's betting on AI."

"He's bet against [334s] Palunteer and Nvidia, two of the [337s] darlings of the stock market in recent [338s] years."

"No different than Nvidia ran to 200 plus way sooner than probably people anticipated. They thought, oh, you know, Nvidia might be 200 a few years from now. It made that run early."

"If all a sudden Chinese business we're talking is on the table, guess what? That's going to push up pricing even more because now you're gonna have Chinese customers competing for the same chips that American companies are competing for, which means margins are going to end up going up for these companies. You think they're just going to charge the same price? No. If demand's even up to a higher level, that also means good news for even can mean good news for companies like Micron as well and Sa"

"Third, Nvidia. Not just Nvidia, but what does this mean for semiconductors moving forward? What does this mean for AMD moving forward? What does this mean for Nvidia moving forward based upon the numbers and everything going on there?"

"Okay, Nvidia, hilarious. Like everybody's always expected Nvidia to make this massive move like oh my gosh, Nvidia is going to be crazy and then it's uh down 1%."

"She was talking about training has been the big thing right off the go. Huge for Nvidia. Their business has ballooned. That's why Nvidia is a $5 trillion plus dollar market cap, right?"

"I I think the the better question here, Sam, is like, do you think Jensen's going to talk about all these bottlenecks?"

"Uh, continued acceleration of growth, which I don't think we're not going to see. Uh, I don't think we're not anyways, you know what I mean? I I do think we're going to get that eight handle on there. Um definitely think there's going to be a re acceleration and uh I do think that we're going to get continued acceleration into next quarter."

"I mean, I've looked at the implied move. It says 7%. So, it would bring us back to, I think, alltime highs or close to it. So, I guess we go up. That's my my move. Jose, what are you thinking? You know, I wanted is up 35% from the lows. So, we did have a pop theoretically from March. I I wanted to be bearish just because the market tends to do the opposite of what I think, especially during your streams, but I can't do that to Nvidia."

"Yeah, I I think it'll pump. Um you you know uh we just recently saw these 230 prices even 240 in the after hours uh during the China news events. Um but a lot of that growth can be seen in US markets if we do hit triple digits in guidance. And so we don't necessarily need China in order to continue to pump numbers higher. So I think that we could pump back to those numbers that we saw recently."

"Uh this was very much the same conversation that Jensen had with Daresh in terms of China doesn't even need the best chips."

"a full house tonight. Jose, Tanner, Sam, Neil, and myself. This is going to be a big one. We've got a lot to discuss, a lot to analyze. We say every Nvidia quarter is the most important one, but this time it really is the most important one."

"There is constant information that we have that capex is going up, demand is insatiable and obviously all the suppliers in in in regards to Nvidia supply chain are having record earnings."

"Basically now feeling good. Feeling good. Um, got seven shares of Nvidia. So, quite confident that we're going to have a very very good quarter. No, but I mean it's it's important, but it's I I have a feeling it's less important than a year and a half ago."

"all signs, I mean, lean towards a solid beat by Nvidia. I do think they're going to talk about CPUs a bit more this quarter."

"So, that is probably going to be an important one given Vera is the CPU and Reuben is the GPU. Uh, Tanner, we'll get back to you now. What are you expecting going into the print?"

"Okay, we'll go to you, Neil. How are you feeling going into the print?"

"I don't think I I I I highly doubt highly doubt there's going to be anything that changes my long-term thesis out of today's earnings report."

"Nvidia has dominated training but now TPU for the first time ever is stepping into training. Um so uh in inference as well obviously they have Grock but there's a lot of competition now really starting to to step up tranium TPUs we have Cerebrus now there's a lot of companies that um you know people are wondering can Nvidia continue to grow at this rate with all these additional competitors and if they put up guidance that is even remotely signaling that we're about to put up 100% growth I just "

"I mean, that LPU that they uh that they got with the Quac acquisition. Uh, I I think that alone is going to be a gamecher and super super hope hopefully we hear a little bit more about it, right?"

"The the Nvidia killer? Is Tranium the Nvidia killer? Is Cerebras the um Nvidia killer? But I it's just this market has gotten so big that even if you play in certain niches, you can still be a big winner. Um, but I think Nvidia is going to continue to be like the top dog for the whole pie."

"Um, but uh, yeah, no real insight for Nvidia, I would say. Just more token demand overall, which is going to, you know, be a beneficiary for Nvidia."

"I think that um I it's incredible whenever people talk about Nvidia and I I know a couple people have posted about their deceleration in growth and now they've started to reacelerate again. If they can continue to bring that back to triple digits again, I think that justifies a lot of uh you know the conversations about can we have a $5.7 trillion company? Can we have a $6 trillion company?"

"Uh, I'm super excited. I I want them to get $80 billion in uh revenue and then I want to see if they could possibly do it for next quarter."

"Tanner, so you're at the Google you're at the Google event right now. Uh any insight on Nvidia based on seeing these quadrillions of tokens that Google is generating?"

"Like look at anything that has to do with CPUs is running into this print excessively. Even when we had the pullback, these have dramatically held themselves up and continued to accelerate. So even Marll has done very nicely in the last week. Uh it's practically near an all-time high today. It made a new two-week high today. Um ARM is probably going to have I believe it's going to have its highest closing high uh if it does stay around here toward the end of the day. Like I think that's the mark"

"I I'm 100% bullish. I believe a pump. I think this is a quarter where you have surprises, right? You you have the potential for surprises."

"I agree with everything you guys have had to say. I think they're going to crush the earnings. My my kind of core takeaway or like at least preview before we get into Nvidia is um I think everyone knows they're going to crush like every earnings we've had for every semiconductor stock has signaled that it all comes back to Nvidia."

"Uh, I'm feeling really good, man. I hope we see an eight handle on revenue. I want to see uh 55% net income margins. I think that would be really interesting."

"I guess the question is, does everyone think it's going to dump again following the trend, which is why we pump? Or is everyone so bowled up because all the SMH is up, you know, 50% this year, Nvidia's up 18%, so Nvidia needs to match that and go even higher, and then the expectation ends up leading to a dumping like it does every time."

"Nvidia right there.3% up uh after hours I had this amazing conversation uh yesterday regarding who is going to lead in AI over the next few years not well not just next few years but you know over the next decade I uh China or the United States and and what is the real bottleneck?"

"So, um it it does create for US tech companies to continue to find ways out of this hurdles and um overall still bullish, but I I don't think it's going to impact at least the semiconductor industry in any of our investments anytime soon."

"Uh I'm feeling pretty pretty good. Um and hello to everybody watching. Super excited for today's earnings. Um yeah, I mean we've had a really amazing rally the past month or two on the semiconductor industry."

"Basically, what I was saying, I'm going into this. Tanner, you have an echo. You got to fix that. Mute me."

"Nvidia up a little bit right here after the bell as we are still waiting."

"Nvidia will report its quarterly figures. The market will move. Whether it will move on the downside or the upside remains to be seen. I am pretty certain that Nvidia will report a good quarter beats across the board."

"If you go and have a look at the Nvidia DCF, which is available to all of you for free, there's a link to the Google Drive for Nvidia and all the rest as well for free."

"All right, so let's have a look at Nvidia $5.4 4 trillion in a market cap, 45.3 times trailing PE, 23.4 times forward PE. Super high margin business, of course. Still high growth company despite its size."

"If we can maybe learn a little bit more about the numbers, especially behind Grock, standalone CPUs, etc., etc., in the next earnings call. I think that could push the stock much much higher."

"Cerebrris can run MetaLama 4 Maverick [597s] model at 2500 tokens per second, which [600s] is roughly 2.4 four times faster than [602s] the Nvidia B200."

"The actual compute die [440s] inside an Nvidia Blackwell B200 is [443s] roughly 740 mm, which is about the size [447s] of a postage stamp."

"Palanteer went on to be one [234s] of the best performing stocks of the [236s] last 5 years and this channel's second [238s] biggest winner only after Nvidia."

"Cerebras can [1126s] run reasoning models 2.4 times faster [1128s] than Nvidia."

"Let's move on to number one, and that stock is Nvidia. And I still think there's a lot more legs to run on this particular run. There's a lot of demand there. Who knows what Jensen's going to pull out of the hat next. Nobody freaking seems to know. Um, I just know this is a great business. They're right there. Obviously, they're one of the big winners of the AI arms race so far. They're going to continue to be that, at least for the next few years."

"It's built strictly [193s] for investors who prefer clean numbers [195s] over speculative media headlines. Let's [197s] shift back to the main script to lay out [199s] our systematic stabilization plan. Now [201s] that we've covered advanced compute, [203s] network routing switches, enterprise [204s] storage, and the main software [206s] distribution modes, we have to tie it [208s] all together into a practical game plan. [210s] The goal of a disciplined investor is [212s] never to collect an en"

"new users can get up to [165s] $1,000 in Nvidia stock"

"guaranteed prediction on exactly how the [36s] market is going to react to Nvidia's [38s] next earnings report"

"For example, my individual investments in stocks like AMD, Nvidia, Google, and Microsoft over a decade ago have had three to 10 to sometimes a hundred times better returns than the total market index fund."

"the next big thing in [979s] terms of moving the stock price is this [982s] Nvidia. Nvidia is coming out with [985s] earnings this week."

"To give you some reference [1264s] on this, Nvidia, which has the most insane [1271s] margins ever and they have there's [1273s] nowhere else you can go to get chips of [1276s] Nvidia's caliber, right? AMD is pretty [1278s] darn close now at this point in time, [1279s] but there's still there's nowhere else [1280s] you can go."

"Okay, next one up here, [1108s] Micron. So Micron's an interesting one. [1110s] Uh, different dynamic than AMD and [1112s] Nvidia, right?"

"Okay. Nvidia, by the way, [1073s] Wednesday after the bell."

"Even Nvidia is not at 60% plus net [1300s] margins."

"But a Nvidia's got to roll. So, Nvidia's [1005s] got to come in with much better numbers [1007s] commentary than anybody anticipated."

"Whether we [250s] go back to Nvidia from a couple years [251s] ago, whether we go to AMD recently and [253s] Micron recently and SanDisk and some of [255s] the memory chip plays, right? People are [257s] like, uh, I don't know."

"Further, there are fake earnings, circular earnings, Nvidia giving money that it gets back. It all pushes revenues higher. There is no competition on pricing because you can't argue with the person that's giving you the money."

"huge trim of Nvidia stake, [269s] 93.5%"

"Nvidia [325s] reduction of 93.5% but still 1.59%"

"Then we have Nvidia"

"Now this doesn't [4s] mean Nvidia is dead in the water by any [6s] means."

"techmo is heavily backstopped by strategic capital commitments from sector anchors like Nvidia I mean the Nvidia uh equity investment and preferred stock is definitely a massive vote of confidence from a company that knows that knows what it's talking about."

"Lmentum deeply certified its enterprise cloud base by completing a massive private placement of two billion of preferred stock with Nvidia. That sounds like a big deal. Highlighting its role as a critical partner in AI hardware infrastructure. So Nvidia did a private placement worth $2 billion in preferred stock. So Nvidia is now a decentsized shareholder of Lmentum."

"In March, Lmentum deeply certified its [74s] enterprise cloud base by completing a [77s] massive private placement of two billion [79s] of preferred stock with Nvidia."

"I am not sure if [3s] you can click on that and pull it up. If [5s] it's too much, I totally get it. But he [8s] he brought up a really interesting point [11s] recently talking about the speed of [13s] competition entering the AI value chain. [16s] Um because what his point is is that [19s] like right now momentum is where Nvidia [22s] was three years ago."

"I mean the [99s] Nvidia uh equity investment and [1202s] preferred stock is definitely a massive [1204s] vote of confidence from a company that [1207s] knows that knows what it's talking"

"Well, you know, people can vote. So, vote to let us know what you think of the moat. Red, there's no moat. Yellow, it's narrow. Green, it's widening. But while people are voting, Brian, I put a link to a a tweet that our friend Travis Hoyam put out recently. I'm not sure if you can click on that and pull it up. If it's too much, I totally get it. But he he brought up a really interesting point recently talking about the speed of competition entering the AI value chain. Um because what his point "

"Another one is Nvidia. Now, we got to take a moment to celebrate as a family, okay? Coach been pounding the table that this was going to hit 230."

"If I had, in my case, if I had Nvidia since $98 on the most recent trip and it's now hitting $230, which was a number we called out when it was at 98,"

"We have Nvidia. Okay. On May 20th, post market. So after the market close, you want to be looking for this particular company to report."

"Nvidia climbs yet to another all-time high as Jensen Wong"

"But but yeah Nvidia is going to be the one where look I think it's going to be an amazing report for a long while Nvidia stock did not do much right 7 months in a row I think it was trading around 175 $180 or so more recently we have gone up to 225 right now."

"New Shift 4, couple of shares of Nvidia"

"Moving on to Nvidia. And as you can see, Nvidia since August, right, it stayed around the same area. It went up, it went down, but it stayed around the same area up until March. And March, it actually went lower for that short period of time. And then at the end of March, as you can see, and Nvidia, such a huge name, is up 42%. 42% year to date, it's up 19.2%. This is a 5 close to 5.5 trillion company, trading PE 46 times, forward PE 24.4 times."

"Next week, as you can see, this is the big big name, right, that everybody's looking out for. Nvidia Wednesday after the market closes. Other than that, we have Home Depot Tuesday before the market opens. Verifa Tuesday after the market closes. Then on Wednesday before the open analog devices targets lows and that's about it. Wednesday is of course Nvidia day. So it's Nvidia. Yes there is into it. Yes there is ELF but everybody is going to look at Nvidia."

"since most of my portfolio already reported other than Rubric and Micron and of course a couple of shares of Nvidia for this week, what am I doing?"

"You guys know Nvidia is one of my largest personal positions, and it's been a massive win for the portfolio."

"They see the news about Nvidia shipping H200 chips to China, and they think it's a green light to buy everything in sight."

"SK Hynix is the one that actually provides the fuel for Nvidia's most advanced systems."

"Now quickly [661s] touching on Nvidia's an excellent [663s] quarter."

"because we have [139s] to take all those NVIDIA components, new [142s] GPUs, new networking, new power, build [145s] that into a system, and then share that [147s] design with all of our ecosystem, so [149s] they can build systems for all of our [151s] customers."

"mission back then [79s] is still the mission today, which is to [81s] take the best technology that NVIDIA [83s] has,"

"I'm joined by Charlie Boyle, vice [13s] president of DGX systems at NVIDIA and [15s] frequent guest of the channel."

"So this is a very standard form [351s] factor that you know every not only [353s] every OEM system but every cloud the [356s] eight-way Nvidia GPU server is up until [359s] the Blackwell generation the gold [361s] standard that everyone had."

"So, like when NVIDIA releases a [1036s] TensorRT LLM update that makes it twice [1039s] as fast as inference."

"they're not going to buy STX from [534s] Nvidia. They're going to buy that STX [536s] design from the storage partners they're [538s] already working with today. Nvidia's [540s] innovating on the STX platform to help [543s] all of our storage partners to bring [546s] better speed, better efficiency, better [547s] token economics to that entire pod with [550s] the STX design."

"A huge thank you to Charlie [1142s] for walking us through Nvidia's DGX [1144s] systems, their role in the AI [1146s] revolution, and the huge gains from [1148s] Blackwell to Rubin. 35 to 50x [1151s] performance in a single generation [1153s] redefines what's possible across [1155s] training, inference, and opens the doors [1158s] for entirely new kinds of AI workloads. [1161s] And to me, that's a future worth [1163s] investing in. Thank you to the Nvidia [1165s] team for flying us out to Califo"

"The biggest stock in the stock market is Nvidia. Do you know what their revenue is supposed to go up this year? And don't be surprised if they beat these numbers, 54%."

"Amazon down, Google down ever so slightly, but Taiwan, Semi, Nvidia, uh Cerebrris, all of these are up a ton."

"That being said, we also have Nvidia in the uh stock market today headed to a close right now over $235 a share. So, this will be extremely exciting to see if it can close out at new highs, but uh did eventually hit 23654, which is an all-time high, bringing the company up to $5.7 trillion of market cap. This is quite exciting."

"a big competitor for uh chips against AMD and um AMD and Nvidia once again."

"Um, So, yeah, they they have uh they have Nvidia products shipping or or available for purchase on uh things. People have found the confirmation for that already."

"Uh well there was um H100s and H200s are selling in China now."

"You could have found like SMCI racks with Nvidia's products in it for like I don't know how much was Yeah. these types of websites."

"Coherent, the veteran in optical networking that's partnered with Nvidia on a $2 billion manufacturing investment to bridge the gap in high-speed manufacturing."

"Nvidia is the kingmaker, but the real money is moving into the infrastructure,"

"They aren't in the same league as Nvidia or Taiwan Semiconductors."

"Iron, a company Nvidia just issued the right to invest $2.1 billion into as they pivot from mining to high-performance computing."

"Matter of fact, I need you to make sure you don't overstay your welcome cuz they might try to sell that stock off on earnings next week."

"Uh somebody says, "Let's have an Nvidia deal.""

"Nvidia is up also 2% probably because Jensen's going to China or something."

"No. the convertible nodes and the investment from Nvidia."

"They're still using them, but they're so expensive that they want to to to create an alternative."

"Even Nvidia, seven months. Seven months, Nvidia was around $170, $180 per share."

"The only one that was green is Nvidia."

"You still have here Nvidia that was green a little bit, Apple green a little bit."

"bought more of Nvidia after a 68% crash in 2022"

"And right now, new users can get up to $1,000 in Nvidia stock and up to 8.1% APY on qualifying cash."

"I know a lot of you are going to ask where Nvidia or TSMC are, but I've covered those guys extensively in my last few videos and you should definitely check those out."

"We had Nvidia again hit 222 for the high of day making new all-time Listen. Listen. 230 is the destination."

"MU, AMD, Intel, Nvidia, Tesla, any of the any any of them kind of plays, okay?"

"I'mma circle back to Intel in a second, cuz y'all know we got to talk about Nvidia. Okay, I saw it get to 222 today, and coach has been pounding the table that we are going to 230, okay?"

"the momentum is in Nvidia, the momentum is in Micron"

"For example, all the momentum is in AMD. All the momentum is in Nvidia. All the momentum is in Tesla, okay?"

"Nvidia is the biggest big dog of them all with well over a $5 trillion market cap."

"Nvidia, AMD, Micron, TSM, those stocks are holding the whole show up right now, right?"

"Cuz if you're going to sell your AMD, your Nvidia, your TSM, your Micron, whatever, right?"

"Nvidia's eating its lunch."

"And then Nvidia came along and started having 50% net income margins."

"That's one CPU for every four GPUs, or around 54% better performance than Nvidia's Vera."

"My name is Alex and I spent 8 [17s] years as an electrical engineer and AI [19s] researcher at MIT, which helped me find [21s] stocks like Nvidia, Micron, Verdive, and [24s] Cororeweave long before the rest of the [26s] market."

"That's the real cost of competing in Nvidia's market."

"They sold [612s] blueprints to Nvidia and AMD, Apple, and [616s] Qualcomm, and they collected royalties [618s] while everyone else fought the actual [620s] chip war."

"They have all of that talent, they have all of that knowledge, they have all of those connections, close connections to Nvidia from a long, long time ago and now they're working on this next huge thing."

"Couple of shares of Nvidia and that one share of Palanteer."

"Intel is dead. by AMD, by [512s] Nvidia."

"Everyone's [468s] like, "Ah, you're an idiot. Buy Nvidia." [470s] Nobody cared about hard drives."

"Nvidia has [361s] actually been the lagard of most of the [363s] semiconductor companies year to date."

"I did this with Nvidia."

"account. I can't afford to secure 100 [556s] shares of Nvidia."

"You're looking at high-quality names [181s] like Nvidia, ARM, and WDC."

"You buy a great [4s] stock like Nvidia or Apple and you just [6s] sit there."

"Then regarding that Nvidia uh deal, it's a big win for Nvidia or not a big win."

"Well, what was released was an Nvidia sort of partnership."

"You can get up to a $1,000 worth [915s] of a free Nvidia stock just by opening [917s] an account there."

"You're going to [123s] get up to a $1,000 of Nvidia stock."

"Nvidia finally is catching a bit up 2.5% and even Qualcomm is up 6%."

"I own Micron. I own AMD. I own Nvidia. I own Qual Reef."

"we had group members who bought Nvidia in the low teens."

"We had AMD, Google, and Nvidia, okay? Nvidia is the last one really It really did its thing already, but it's the last remaining one. We hit our target at 170."

"That's three plays for you guys, AMD, Google, and Nvidia. If you don't have nothing else, do me a favor and make sure you at least have the quality good companies that is outperforming this year, okay?"

"Nvidia, guys, our price target is 230, okay? So if you late to the party, you still got a little bit of more room to go, you know what I'm saying, before we hit the target, but my thing for you guys is when it's in the 1 70s, 160s, you got to be buying. That's why I say buy the dips for me, okay?"

"But when it hit 170, I said it should go to 230. It's been taking forever to get there, but we at 207. We $23 away from the target."

"If everybody has piled into AMD and took that off, Nvidia is next. Lateral to Intel already being next and now, okay?"

"Nvidia's about 8% from all-time [332s] highs"

"Net income margins still only in [1214s] the low 30s even in that projections [1216s] there, right? Which is actually low [1217s] compared to Nvidia. Nvidia's been having [1219s] like 50% net income margins."

"Moomoo has a phenomenal promotion right now where you can get up to a thousand dollars of Nvidia stock if you start a portfolio with them."

"Like I said, some phenomenal promotions right now to $1,000 worth of Nvidia stock and 8.1% API on the cash that's sitting in your account through that promotional period."

"They have a partnership with Nvidia that delivers a turnkey AI operating system, hardware, plus the full software stack on top."

"The Nvidia partnership extends the moat into hardware."

"Nvidia-like beats. Yes. Basically, from like 2 years ago. Yeah."

"Nvidia would not surprise me at all if all of a sudden it gets momentum behind it like it seems like everybody else. All the other chip makers are all getting momentum right now. No doubt my money could turn around and pick back up again."

"The Mag 7 really have had to play catch-up this year and I think we've seen that in the last month. Everything came back with a pretty good amount of strength, but we've seen the separation with Nvidia, with Google, Alphabet leading the way."

"I'm not really focused on whether they're going to compete in the chip market. I think both of them will continue to dominate. And if the AI promise and the AI boom is what we all expected to believe, at least the bulls expected to believe, both of those companies will do just fine."

"Alphabet is probably going to eclipse Nvidia at some point in the next couple months is is my expectation. They're within 6% right now of Nvidia's market cap. And my expectation is that they will win the race to 5 trillion, the market cap 5 trillion."

"And Regetti supports Nvidia. Nvidia has a an open platform for connecting AI supercomputers with quantum computers."

"You zoomed out on Nvidia and if you look for our first actually when was our first breakout indicator here in 2013."

"They've got like better than Nvidia margins and obviously they're making tiny quantities."

"new users can get up to $1,000 in Nvidia stock"

"I got rich off Palantir and Nvidia"

"Nvidia is another one. Remember coach been telling you all along this is going to hit 230. Now, it's going to go higher, but I'm big on giving you guys a realistic target to shoot for, so once our number is hit, you can make a decision to take profit, continue with it, or exit the play all together, okay?"

"They'll give you $30 of Nvidia stock."

"That's where you can get access to this up to $1,000 worth of Nvidia stock just for starting an account and funding it on Moomoo."

"TPUs, but they've also got Nvidia chips."

"Every Nvidia GPU, every Apple processor, and almost everything in between."

"If ASML makes the ovens, then TSMC controls the kitchen. And the highest margin company they'll keep cooking for is Nvidia. That's why Nvidia is also on my list."

"which helped me find stocks like Nvidia, TSMC, and Micron years before the rest of the market."

"The exact kind of memory that Nvidia needs to ship their next generation of AI chips."

"I've been investing in stocks like Nvidia since 2016 and this massive gap between what's actually happening and what the market is pricing in is shaping up to be the biggest buying opportunity I've seen in years as long as you prepare and protect yourself first."

"Nvidia sits at the center of all AI compute spending. Every hyperscaler on the planet needs their chips to train and run these models. The demand story has not broken down."

"Here's a real example from my own portfolio, Nvidia. My regulars know Nvidia is one of my largest holdings. That stock went basically nowhere for about 6 months, flat, grinding, frustrating if you're watching it every day. But I held it because the thesis never broke. The demand for their chips never slowed. The hyperscalers never scotched spending. And then in roughly the last month, Nvidia shot up nearly 30%. That is what getting paid to wait actually looks like."

"Nvidia pulled back"

"You have to own either Nvidia or you have to own AMD or you have to own Micron."

"If you want to know who's getting all that money, I'll tell you who's getting all that money. Nvidia, AMD, Micron, those sorts of companies are benefiting massively from all this."

"I'm much more confident in Nvidia, AMD, Micron, those sorts of stocks, right?"

"if they were selling their chips to third parties like what AMD and Nvidia do, then they would actually have a $50 billion chips business right now."

"From strongest to weakest, Nvidia leads at 55.6%."

"Scoreboard, Nvidia 12,"

"Nvidia wins round five,"

"Nvidia 18,"

"The ranking, Nvidia at 74.9%"

"The order is Nvidia at 69.5%, and they lead by a wide margin."

"For those of you wondering why Nvidia is one of my largest holdings, now you know."

"Scoreboard: Nvidia 15,"

"The final verdict: Nvidia wins the Mag 7 face-off with 18 points, and it wasn't just a clean sweep."

"Nvidia takes round one"

"Scoreboard, Nvidia six,"

"Microsoft earned five points, a disciplined, high-margin cash machine that loses this fight only because Nvidia happens to be in it."

"Nvidia takes first,"

"If you're holding Tesla or Amazon as part of a Mag 7 thesis, and assuming they're roughly interchangeable with Nvidia or Microsoft, the numbers say otherwise."

"Nvidia is first at 44.8%."

"Nvidia, the AI chip king and the single most important hardware company in the world right now."

"From cleanest to most leveraged, Nvidia at 7.3%,"

"Nvidia is the Mag 7 champion."

"Nvidia's up 680%."

"when [71s] I was at Nvidia GTC 2025, I saw Jensen [74s] change his tune."

"And that's before Nvidia [472s] started building infrastructure to [474s] support it, which will obviously [476s] increase adoption."

"If [6s] you invested that money in Nvidia when [8s] Chat GPT started the AI era just three [11s] years ago, you'd already have over a [13s] hundred grand."

"It's already plugged [819s] directly into Nvidia's NVQ link and [822s] CUDA-Q stack for hybrid workloads."

"In the 10 [119s] years that I've been investing in [121s] Nvidia, I've never seen Jensen change [123s] his stance on any technology so fast,"

"As [525s] an investor, this made one thing crystal [527s] clear for me. Nvidia doesn't think [529s] quantum computers are going to replace [532s] GPUs, or else they obviously wouldn't [534s] build systems to support them."

"kind of like how [143s] Nvidia's black GPUs get two compute dies [146s] to act like a single chip."

"If you believe [1150s] that the future of quantum computing [1152s] isn't overtaking CPUs and GPUs, but [1155s] working alongside them, then Rigetti is [1157s] the company connected to Nvidia's stack [1159s] with NVQ link and CUDA-Q."

"So, in just 1 week, [172s] Nvidia released software to control [174s] quantum computers along with GPUs"

"IonQ is the closest thing to being the [611s] Nvidia of quantum computing, if their [614s] approach ends up being the right way to [616s] go."

"At the start [361s] of this video, I pointed out that Apple [363s] and Nvidia made investors rich by being [366s] the cornerstone companies of the mobile [368s] and AI computing eras."

"On April 14th at the Semaphore [1040s] World Economic Summit, D-Wave's CEO said [1043s] that Nvidia should be shaking in their [1045s] boots when it comes to quantum."

"So, if you can [1173s] stomach some execution risk and [1174s] volatility in exchange for a shot at [1176s] owning Nvidia's quantum future, Rigetti [1179s] may be the stock for you."

"on Nvidia"

"Joining us now is Noah Kagan, the [134s] founder and co-CEO of VanEck Asset [136s] Management. Noah, I so appreciate you [138s] joining us today. I wanted to start with [139s] the monopoly Nvidia has been holding [141s] because we've discussed for a long time [143s] them losing that chokehold for years, [144s] but we get to see that play out. You do [146s] say that custom infra and silicon could [148s] break that dominance. Tell us a bit more [150s] about that."

"Okay, so we'll stop the video right [243s] there. In regards to Nvidia, what [246s] Nvidia's managed to do is stay ahead of [247s] the curve, to continue to have something [249s] that nobody else has. [251s] Um you sure he was talking about [252s] generalization, but that's not where [254s] Nvidia's been making the huge bulk of [256s] their money has been in those We'll just [257s] call them super chips, for example, [259s] here. They've been able to stay ahead of [260s] that, and every time we "

"Yeah, so I think this is an interesting [152s] scenario in which and I'll I'll give a [153s] kitchen analogy if if that helps. So [155s] think of Nvidia as like a Swiss Army [157s] knife, right? So their chips are really [158s] good for a lot of things, but when you [160s] want to get hyper specific, which is [161s] where, you know, these inference models [163s] are helpful, you want the the knife that [165s] can cut a thousand onions in a row. You [167s] don't want a knife that gets dull on [16"

"And Nvidia's software platform integrates with 75% of the world's quantum processors, and their venture arm backed Quantinuum, Q-Era, and PsiQuantum in rounds totaling over $1.8 billion."

"Anyone can say quantum stocks are very exciting in April 2026 when Nvidia is making announcements and everything is exploding."

"You look at a company like Nvidia, very heavy GPU."

"the S&P 500, Nvidia still leading 7.6% but this was a nice interview. Listen to it. Will Nvidia's mode persist?"

"But Nvidia is 7% of the market, and Nvidia is the engine of those investments, which means we could have 40% chances of big losses, lower profits, amortizations, lower weights of these businesses in the markets, SpaceX return on capital, all going down."

"senior director of AI and HPC infrastructure at Nvidia and frequent guest of the channel. Also joining us is Stuart Pittz, who came from Grock and is now a senior manager of accelerated computing products at Nvidia."

"For me, Nvidia is still the most obvious and the best way to invest in that compute."

"Mythos was given to companies like AWS, Apple, Broadcom, Cisco, and CrowdStrike, Google, Microsoft, Nvidia, and Palo Alto Networks."

"Vertiv is the company Nvidia named as their preferred infrastructure provider for AI factories globally early this year."

"Everyone is chasing Nvidia, and I understand why. But in every one of those moments, the real money was never in the obvious play."

"Nvidia, Broadcom, Apple, these companies armed with Mythos will define the next era of digital security, while everyone else is effectively defending against tomorrow's attacks with yesterday's tools."

"Apple, Nvidia, AMD, Qualcomm, Meditech."

"for companies like Apple and Nvidia switching away is nearly impossible due to the specialized process technology"

"So So when Nvidia is is is figuring out how to do this, they're doing this with Taiwan Semi in mind."

"For companies like Apple and Nvidia, switching away is nearly impossible due to the specialized process technology."

"So so when Nvidia is is is figuring out how to do this they're doing this with Taiwan Semi in mind."

"Just a week or two ago, Nvidia announced a $2 billion investment and a product partnership to plug Marvell's custom accelerators directly into Nvidia's new NVLink Fusion Fabric, essentially naming them the only company on the planet with the optical interconnect expertise to break the copper wire bottleneck inside the world's biggest AI clusters."

"Their HBM 4 memory sits inside Nvidia's new Vera Rubin platform."

"But, you know what? If you'd put $10,000 into Nvidia in March of 2020, when the entire world was shut down with COVID, that money would be worth roughly $270,000 today."

"Going with the big dog, I'm going to put $30 into Nvidia."

"Moving to our next pick, which is the most obvious pick, is Nvidia, where they sit at the very center of every AI dollar that's being spent on the planet."

"This is the asymmetric pick. It's kind of the smallest name on the list and it's the highest volatility and the biggest potential multiple if the Nvidia partnership plays out the way that I think it will."

"Analysts have Nvidia forecasted with a 56.5% upside over the next 12 months."

"Nvidia stock dropped because Deep Seek car one showed that using a mixture of smaller expert models that only activate when they're needed could drastically reduce compute costs."

"On March 11th, Nvidia announced that they'll invest $2 billion into Nebius as part of a larger long-term partnership to deploy more than 5 GW of Nvidia systems by 2030."

"And speaking of great investments, Nvidia also invested $2 billion into Marvell Technology, ticker symbol MRVL, on March 31st."

"745s] It'd be like if Nvidia and Taiwan semi [747s] were together. Right."

"988s] from AMD and Nvidia, as well as the rise [991s] of custom ARM-based chips from Apple and [995s] Amazon."

"419s] those AI chips the same way that Nvidia [423s] and Broadcom and AMD are."

"950s] Um Nvidia has the same dynamic if memory [952s] serves."

"1347s] by AMD's performance, Nvidia's [1350s] dominance."

"1436s] squeezed by Nvidia and TSMC and their [1440s] valuation multiple of PE of 32."

"1637s] Maybe Maybe Nvidia, but they they they [1639s] they got social there."

"those AI chips the same way that Nvidia [425s] and Broadcom and AMD are."

"They're getting squeezed by Nvidia and TSMC and [1441s] their valuation multiple of PE of 32."

"fabs for Nvidia and AMD, Apple and Google, Tesla"

"All of the GPUs and CPUs for companies like Nvidia, AMD, and Qualcomm are made by TSMC"

"These two companies are major suppliers of high bandwidth memory for Nvidia's Hopper, Blackwell, and Rubin GPUs. Samsung also supplies some of the HBM chips for AMD's Instinct MI350s and over half of the HBM that goes into Google's TPUs through Broadcom. So, if the war drags on, companies like Nvidia, AMD, and Google could start seeing supply chain issues for their memory chips."

"for Nvidia's Blackwell and Rubin GPUs"

"Companies like Amazon and Google went public very early in their growth cycle, but today they're waiting an average of 10 years or longer to go public. That means investors like us can miss out on most of the returns from the next Amazon, the next Google, the next Nvidia."

"how this Iran war directly impacts Nvidia, AMD, and every other AI company on Earth"

"Today, you're joining me for something really special. A realworld unedited 1-hour drive through downtown Los Angeles in a Mercedes equipped with Nvidia's L2++ autonomous driving platform."

"For investors, I hope this footage helps you assess how far Nvidia's automotive platform has really come and how it compares to others in the autonomous mobility market."

"Nvidia stepped in with a $150 million deposit and brokered a deal for Meta to absorb that exact capacity."