NVDA

"Nvidia, Apple, Mr. softy Microsoft, Amazing Zon, Google, McDougall, SpaceX, Broadcom, Meta, Tesla, Masla, Micron, and Walmart, right? Those 11 companies right there. Now, you have issues with almost every single one of those stocks, right? You say Nvidia, people are clearly scared about Nvidia. Their credit default swaps are are piling, you know, they're going insane. Like that's people are scared of Nvidia because they say so much circular financing. What happens when there's a pullback in cape"

"Look at this. Nvidia, you would think Nvidia is arguably the most solid great company in the stock market right now, right? Look at the revenue growth, look at the profitability, look at the profit growth, look at the margins, look at the income statement, look at the balance sheet, look at, you know, Jensen in the way he runs the company, right? And you would think there's no higher quality company than something like Nvidia, right? Nvidia 5-year credit default swaps are borderline blowing out."

"kind of like Nvidia's recent partnership with Grock."

"Nvidia, Cerabus, and AMD, all have very different answers."

"A single Nvidia H200 GPU has 141 GB of memory."

"That memory can move data at 21 pabytes per second, which is about 2600 times the memory bandwidth of Nvidia's Blackwell B200's."

"And we might get an answer on August 26th when Nvidia reports their earnings."

"Their current generation is the WSE3, and each side is about 8 in. That's around 30 times more area than Nvidia's Blackwell B200 chips."

"Jensen Hong's big idea is that a GPU makes good collateral because someone else will always want it. And Nvidia's software updates extend its useful lifespan over time."

"And Nvidia is betting that GPUs will turn into an asset class of their own because somebody will always want to rent them."

"Cerebras' chips have 4 trillion transistors. That's 19 times more than Nvidia's B200's."

"An Nvidia blog post published the next day said that Nvidia may cover up to 25% of the losses if the equipment ends up being worth less than a loan assumed."

"But we can't talk about the future of AI chips without talking about Nvidia."

"On August 10th, Nvidia announced deals with Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR to build financing platforms for over half a trillion dollars worth of AI infrastructure."

"Take a look at Nvidia and Taiwan Semiconductor, which control the most critical bottleneck in the modern tech world."

"Warren Buffett, Nvidia, Chris Hoan, Bill Ackman, Terry Smith, etc., etc."

"He did add an extra 4% to Nvidia and what's interesting is that not many of these funds and super investors actually own Nvidia or actually add to Nvidia in recent quarters."

"We have Nvidia here with 33% of Nvidia's entire strategic stake is in SpaceX number two position after Intel."

"Nvidia we have five buyers and 13 sellers all in all"

"Brad, number one position here is 19% Nvidia"

"that is roughly what Nvidia, the company at the center of this entire AI boom, that's what it was worth back in 2021."

"Then we have Micron, Rubric, Cash Position, Palanteer, Uber, Robin Hood, New Reddit, Axon, Netflix, and a couple of shares of Nvidia."

"It's it's usually a boring one. Although on Friday, as you know, Friday is always going to be spicy with BJ's reporting on Friday. You you naughty one. Anyways, on on Monday, nothing really interesting. On Tuesday before the open, it is a it is an interesting week with regards to consumer sentiment. So, we do have Home Depot. Clara could tell us a little bit with regards to the buy now pay later scene. We have BU Chinese company. Then on Wednesday, we do have Target. So, here again, you get a bi"

"It's definitely one I am bullish on long term. I believe just like with AMD, they're one of the winners. They're one of the ones that are on the bleeding edge in regards to chip technology and whatever the heck is next out there that we don't know is coming yet, right?"

"So cousins would be Nvidia and AMD. That's a cousin."

"More AI means more of these famous GPU chips, the ones that Nvidia is known for. And Nvidia's data center business just hit an astonishing $75 billion in a single quarter to prove that."

"Nvidia software has a giant head start that developers are locked into and AMD has to pull off a pile of hard transitions all at once."

"Even Nvidia is basically confirming it. It just built a brand new CPU it calls purpose-built for agentic AI and its own CEO says AI agents will become the single largest users of computing on Earth."

"First, Nvidia, the king, now building its own CPU called Vera to control its entire system from top to bottom."

"Stock number two, Nvidia, the bullcase. It owns the entire AI system top to bottom as we speak. the GPUs now its own CPU the networking the software nearly every developer is glued to that full stack control is an incredibly deep moat the question is how long can that moat last"

"the same day as Nvidia."

"But Nvidia just brought the biggest names in finance to the same table to completely flip that script."

"So big banks are lining up to hand Nvidia's customers $500 billion to build them."

"Third, Nvidia gets massive hardware orders without spending a dime of its own cash or taking on debt."

"It shifts the heavy financial lifting away from Nvidia and puts it onto the massive shoulders of global capital markets."

"Nvidia wins because the banks are giving its customers the cash to buy its chips."

"He's placed bearish bets against Nvidia, Micron Applied Materials, the big chip fund called SOCKS, SOXX."

"a company that's of course central to all of these companies, especially a Nebus and a corewave, is of course Nvidia. And Nvidia year to date is now up. But for a long period of time, Nvidia was flat year to date. And that's that's quite strange because some people think, oh, Nvidia can be replaced. Nvidia's time near the sun is over. But I don't think I don't think that's the correct way to think about it."

"Nvidia partners with Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR to establish AI compute infrastructure financing platforms to mobilize over $500 billion of third-party capital. New financing platforms turn Nvidia compute and full stack AI infrastructure into an investable asset class for global capital broadening access to AI factories, enabling longduration usage link revenue while supporting Nvidia's ecosystem growth across hardware sales and software adoption. Of cou"

"In my opinion, Nvidia can continue to crush it. No question about that."

"So cousins would be Nvidia and AMD. That's a cousin."

"after announcing a massive partnership with Nvidia. So, as I said, there is a lot that we have to cover in this video."

"And the most recent major piece of news that is causing the stock to continue going higher is that Nvidia announced a partnership with Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR to build financing platforms aimed at mobilizing more than $500 billion in third party capital for AI infrastructure."

"Nvidia 10xed in size because their chips dominate AI data centers."

"In under four years, Nvidia would grow from a $400 billion valuation to over $5 trillion because they designed the chips that power Chat GPT and every generative AI application that came after it."

"These things happen across the board with the best of the best companies out there. Amazon, Apple, Nvidia, Meta, Google, you name it."

"We also have Nvidia, Palantir, Tesla, the shorts there."

"Many retail investors think Nvidia has peaked. They tell themselves it's too big to keep growing, or that the $4 trillion market cap ceiling is unbreakable."

"But those come with more downside risk, and they don't have the balance sheet protection of Nvidia or Palantir."

"Now, the Nvidia bull case. They completely own the hardware infrastructure stack for global computing. Revenue hit $81.6 billion in a single quarter with near 75% gross margins."

"I'm comfortably sized in Nvidia after trimming earlier this year to lock in gains and right-size my allocation."

"Palantir and Nvidia aren't ordinary tech stocks. They're fortress investments."

"My verdict: Nvidia is priced like a monopoly because it acts like one. Waiting on the sidelines for a massive crash before buying often means missing the entire move."

"My goal is to own great companies for the long term. That's why I'm holding Palantir, and it's why I own Nvidia."

"Nvidia is my second largest position, but I trimmed Nvidia earlier this year to right-size the allocation."

"And the profit numbers are staggering. Nvidia delivered $58.3 billion in net income in a single quarter, with 74.9% gross margins."

"You're not betting that Nvidia and Apple keep carrying the entire market on their backs. You're buying the rest of America."

"couple of shares of Nvidia."

"Of course, we still have that back stop from Nvidia, but to me, what I want to see this quarter is yes, is margins stabilize."

"So if you put $1,000 into this fund, about $76 of it goes into Nvidia"

"We have Nvidia at 11.4% and that's the one that I chose. And then there's Micron sitting second at 5.6% and that's the one that chose me and it's still there even after I kept the memory fund small."

"Nvidia sits inside three of these five funds."

"Nvidia, like old news, but it's becoming sexy again. So, I'm taking it right. Didn't sell. So, I'm we're we're hoping that this is going to be the ride that is going to take us to the new highs."

"was it too late to get in in Nvidia's all-time highs in 2023?"

"Google contracted around 110,000 Nvidia GPUs from SpaceX in a 32-month agreement running from October 2026 through June 2029."

"Nvidia is one of my largest positions and I love the stock."

"When big tech drops 50 billion on AI capex, they're not just paying NVIDIA and TSMC. A massive 20 to 30% chunk of that cash has to flow straight to SanDisk to build out the high-speed data lakes."

"Everyone assumes you've got to choose between Nvidia, TSMC, and the rest of the market. That's lazy thinking. The reality is that SanDisk operates as an invisible toll booth sitting directly behind Nvidia and Taiwan Semiconductors."

"Nvidia and TSMC's massive success directly drives SanDisk growth."

"Every single time TSMC etches an advanced 3nanometer or two nanometer AI wafer and every single time Nvidia ships a Blackwell server rack, that customer is forced to buy massive data lakes of enterprise flash storage from SanDisk just to make those processors work."

"to buyback Nvidia chips"

"And don't forget, NVIDIA has a stake now in Nebius, IREN, and CoreWeave. So, are you still a fan in that all these names?"

"In 2027, Nvidia Alpha Mayo model integration is going to launch in LA, San Francisco, scaling to 28 cities globally by 2028."

"Uh obviously everybody talks about even Open AI and Anthropic and Nvidia and AMD blah blah blah,"

"I remember doing videos on AMD and people saying Nvidia is killing them and I was trying to tell them they can coexist the data center space is so large it's not a one winner or take all"

"If you compare it to Invidia, Invaria, which is an amazing company by the way, amazing CEO, it's Zullor. It's always going to be the leader. Very innovative. It's trading at 21 times earnings."

"But if you look at Nvidia, you're paying 21 times and you're getting pretty impressive growth of 88% this year. Next year, 43% and 2029 expects to be in the 25 30% range. This is not bad at all for paying 21 times earnings."

"So, I will likely trade at the same multiple that Invaria is trading at today, which is about 20 times earnings."

"If I had to pick a semiconductor stock between the two I would be buying Invidia any day."

"then we of course have to look at the comparison of an Nvidia right why buy an AMD today when you can buy an Nvidia AMD as we've seen for PE over 50 times and Nvidia closer to 21 times actually and this is what you're seeing right now with AMD is yes you are seeing growth this is revenue growth but look at the big difference look at Nvidia's growth look at Nvidia's dollar amount right so Nvidia can already produce huge yearover-year growth rates despite the dollar amount being so much bigger and"

"And Nvidia, for example, Nvidia is only up 12% year to date. I think a week or two ago, it was flat year to date. Nvidia, the company that is growing still what, 70%, 60% for the whole fiscal year, maybe maybe a little bit more. So it can happen good companies can stay flat for a long period of time just so the business can catch up to the valuation."

"And Nvidia, [203s] although an Nvidia you would say, was [205s] never this expensive. I agree. And it's [207s] even crazier there because they're still [209s] growing 60 70 80% or so on a much larger [213s] revenue base."

"I assume [837s] they were talking about Nvidia, maybe [839s] they're talking about Zeta Global as [841s] well. By the way, with regards to [843s] Nvidia, I'll show you a quick clip in a [845s] bit because in this world of model [848s] companies, LLMs, tokens, etc., Of [851s] course, Palanteer is positioning itself [853s] where openweight models, open source [855s] models is well is what they want."

"And that's [180s] the thing when looking at a Palanteer, [182s] it's the same thing that happened with [184s] an Nvidia. The numbers don't make any [186s] sense. The growth rates don't make any [188s] sense."

"Now, they did talk a [934s] little bit about Nvidia Neotron."

"Nvidia is up 3%."

"Similarly, Nvidia, great numbers. Okay, the stock hasn't done really great over the last year with ups and downs, now a little bit higher, but still an okay 15%."

"Revenues Nvidia those are recognized now costs 5 to 10 years down the road."

"The real gold mine in AI is those super powerful accelerator chips, and Nvidia flatout owns that market."

"Everyone knows Nvidia makes the fancy headline grabbing AI chips."

"You need to be again keeping your eye on Meta, Microsoft, and Nvidia out of those three."

"Right? The semiconductor names, AMD, and Intel, Nvidia, Micron, SanDisk, you name it."

"We have some Rocket Lab, Oscar, Meta, DLocal, Rubrik, Micron, Uber, Nu Holdings, Robinhood, Shift4, Axon, Reddit, Netflix, Palantir, cash position, and then some shares of Nvidia."

"I believe is Invidia. Invidia, I normally rank it at number four or number five. This time I have Invidia at number two because I believe it's looking very very attractive. Now, Invidia is still up about 6% on the year. The company is trading at about 20 times forward earnings."

"They do not design chips, they just manufacture them for everyone else, including Nvidia and Apple."

"ASML builds the incredible machines, yes, but TSM holds the keys to the actual physical output for Apple, Nvidia, AMD, and Broadcom."

"The market is chasing ASMLs, NVIDIAs and things like that."

"My name is Alex and that's exactly how I made so much money on great stocks like Nvidia, Micron, and TSMC over the last 10 years."

"On July 20th, Nvidia filed a disclosure with the SEC stating that they own over 22 million shares of Nebus, which works out to around 9.3% of the company."

"The contract runs through 2029 for access to Nvidia's GB300 Blackwell Ultra chips."

"If we look at the comments, somebody was sitting in Nintendo, others were buying Nvidia."

"Hey, what was the delusion like for Nvidia, you know, its first 10 years in the market?"

"if we have a slowdown, I think AMD and Nvidia will likely be much more affected than Qualcomm."

"Nvidia is up 1.5% right now."

"And here, Nvidia wins on both ends. On the robot itself, it sells Jetson Thor, a small onboard computer that lets the machine see, think, and react in real time."

"Nvidia, Google, Apple, Microsoft, Amazon, so on are basically the whole market."

"The engine maker there's of course Nvidia helps to fund its own customers new data centers. So that customer can then turn around and buy more engines from the engine maker Nvidia."

"startups 20 and 30 and 50% for something like Nvidia."

"China is going to be able to compete with Nvidia and ASML and TSMC and AMD"

"EUVs are used for the most advanced chips designed by Apple, Nvidia, and everybody else."

"This pullback is not only for the high-flying names and Nvidia no matter what you mean not high-flying names. Yeah of course Nvidia went up a lot over the last year or so last two years but Nvidia is also down since May. Since May Nvidia is down 16%"

"most of them are red surprisingly enough, Nvidia is green to flatish."

"I first bought Nvidia in 2016. Over 34,000% gain."

"Commodity, constant supply, you can get new supply with newer Vera Rubin, Nvidia chips, growing better, and then all these older guys simply make not enough profits."

"If it's a Lucid vehicle, if it's a Rivian vehicle, maybe it's a vehicle powered by Nvidia."

"There was that huge news that Nvidia is going to commit $250 billion or so to a OpenAI data center or something like that. Maybe that's why we're going to see a lot of the cheap names, semiconductors, AI, neo cloud names go up today, but we're starting the week here a little bit green. Could this be good for SoFi?"

"Uh, Nvidia's down 5% here today as well."

"Number two is Nvidia because she wants to be invested in the leader of AI."

"You have Microsoft, Mistral, Nvidia, Palanteer, Perplexity, Meta, Crowd Strike, Service Now, etc., etc."

"Exxon, Palanteer, Netflix, couple of shares of Nvidia, barely any cash, but there is cash coming over the next couple of days."

"What if I told you that the most [1s] powerful AI company on Earth isn't [4s] Nvidia or Tesla or Palanteer?"

"Open AAI and [408s] Anthropic build and run the models. [410s] Nvidia, AMD and Broadcom design the [412s] chips while TSMC, Intel, Samsung, SKHENX [416s] and Micron actually build them."

"Then you have here self-driving technology partners Avrite BU may mobility neuro Rivian Nvidia Pony AI zuks still way more we write wave fleet management companies right it's not like oh way might leave Uber in 2028 and so"

"Why we do have a Microsoft, an Nvidia, a Meta, a Google that is growing much faster than Apple?"

"For higher beta velocity, you look at names like Western Digital, Nvidia, Meta, or Taiwan Semiconductor."

"He has reportedly been betting against hot stocks like Palunteer, Nvidia and Micron and he's actually been doing very well with it."

"Remember with CPUs, AMD CPUs was quite important and is very important to them right now. This is why Nvidia also went into the CPU way because they know CPUs getting extremely important and that business is going to grow and grow and grow"

"I always sit there and say, "How can Nvidia 100x from here? They're already a $5 trillion company."

"Okay? see if Nvidia is a beneficiary of some of the rhetoric Google talked about today. Okay, you guys need to know the correlation between like one company versus another and the outlook that one company might give and what it might say over the about the overall state of a particular asset."

"Earlier this month, semi analysis reported that Nvidia's Kyber rack has been delayed by more than a year. Kyber is Nvidia's next generation server rack that holds compute trays vertically, kind of like books on a shelf in order to pack a whopping 576 GPUs into a single rack running at around 600 kW."

"While Nvidia commands the primary compute market with its dominant GPU platforms and deep software lockin through CUDA, Broadcom controls high-speed custom silicon and networking."

"Meta, Oscar Health, DLocal, Rubric, Robinhood, Micron, under $900, Uber, Nu, Palantir, Shift4, Axon, Netflix, Reddit, some cash left, and a couple of shares of Nvidia."

"Just because they, they wrote a blog and Nvidia is involved and et cetera. No, right now they have nothing to show on paper."

"the Sunumi stocks like Nvidia"

"Nvidia is now trading at a whopping P of 20 and the compan is growing 50% earnings per share."

"Let's look at Nvidia versus Intel. Both of these companies are the semiconductor trade, right? The AI chip story. And if you went by what's been in the headlines, Intel is the one that's ripped and it's catching up, a huge run on US government investing and bullish sentiment and so on. Nvidia actually lagged it for a stretch. So if you went by the price, you'd think Intel was the better business right now. But this test doesn't care about the price. It cares about the numbers underneath it. Nvid"

"So let's look at these 11 stocks, because most of these are not the names you'd guess. Yeah, you know a couple of these. Nvidia is in there."

"AMD was a trap last year. Now it's better than Nvidia and things like that."

"No matter who wins the high-beta chip design wars, whether it's Nvidia, AMD, or tech giants building custom silicon, they are all contractually forced to route their chips through this exact TSMC stacking pipeline."

"These are companies Microsoft, Meta, Nvidia, Amazon, Apple, Tesla, and Google, they carried this entire market."

"Let's see how I had Nvidia,"

"If you own Nvidia, this year has probably driven you a little crazy. The business is on fire and the stock has gone nowhere."

"Nvidia printed 74.9%. Go ahead, look it up. And that is exactly my point. A year ago, Micron's number was 39%. It did not go from 39% to 85% because Micron built something nobody can copy. It went there because memory prices roughly doubled."

"Nvidia, the most important company in the AI buildout, is up 12%. Just 12%."

"Because Nvidia has a rhythm. It goes flat, everybody gets bored, everybody leaves, then it explodes."

"The thing everybody calls Nvidia's concentration risk just got matched by a business the market barely knows exists."

"Nvidia is not competing with the AI buildout. Nvidia is the toll booth on it."

"Nvidia is selling exactly zero data center compute into China right now."

"The lazy read is Nvidia is losing. Competition caught up, the trade rotated, the king got old."

"The market already paid for this year. It priced this in last year and now it's arguing about what comes after. So the stock went sideways and the multiple got squeezed. Nvidia trades around 36 times trailing earnings."

"If you already own Nvidia, your job is not to be clever. It is to not get talked out of it by a boring chart."

"I pay attention. So here's my verdict. The one I have had all the way through this flat stretch. Nvidia is still king of the mountain. And I am more bullish now than at $236."

"Nvidia's is 63%. So, yes, they beat Nvidia on the scoreboard. Look at what you carried to get it."

"The real question was never whether Nvidia is a good company. We settled that. The real question is whether you will still be holding it the day it decides to move because the flat part is the admission price for the vertical part."

"It's just pointed at Nvidia and the chip names and and and and AI."

"best to bet on the people selling the shovels to all those robotic companies like Nvidia is doing with chips"

"if you compare it to an Nvidia, for 900s example."

"Not only that, of course, they're 277s buying an insane amount of Nvidia GPUs"

"So here's Nvidia. Say it puts 500 million into an AI startup. The startup then takes those $500 million and it buys AI chips with them from guess what? Nvidia. Yes. So the Nvidia gives a company 500 million and that company turns around and spends 500 million and gives it back to Nvidia. Nvidia then tells Wall Street, look at our sales. Demand's incredible. The stock goes up. Everyone celebrates. But the money just went around in a circle. Nvidia paid itself and called it revenue."

"The magnificent seven, Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, Tesla make up onethird of the stock market."

"Nvidia loses its biggest customers. Amazon, Google, and Microsoft lose their biggest source of AI revenue, which as we showed was largely each other."

"Nvidia, you know, the company that makes the chips that power AI, right? You probably know this one, right? Stocks gone to the moon, amazing business, and everyone's talking about how much money they're making. But Wall Street doesn't really want you to look at this too closely. Nvidia takes billions of dollars and invests it into AI startups."

"Six companies, Amazon, Meta, Nvidia, Oracle, Alphabet, and SpaceX have borrowed more money than ever in history"

"Amazon, Meta, Nvidia, Oracle, the biggest companies in the world have been borrowing hundreds of billions of dollars to fund the AI boom."

"So, real quick, if you're new here, let's [59s] talk about what Nvidia even is."

"Now, before we get into the [299s] bare cases, you need to hear what the [301s] man running Nvidia has actually been [303s] saying all year because Jensen Huang has [306s] not been quiet in 2026."

"So, let me show you the numbers here on what [959s] Stock Analyzer gave me for Nvidia's [961s] pricing."

"If you own Nvidia, this year has [2s] probably driven you a little crazy."

"Investors in those stocks have [23s] been making some serious cash while [26s] Nvidia shareholders just sit here and [28s] wait."

"And [85s] suddenly, Nvidia went from gamer [88s] favorite to the most important company [90s] in the entire AI boom."

"Now, here's what turned Nvidia [114s] into the most talked about company on [116s] the market."

"And Nvidia became one of the [151s] most valuable companies on the entire [152s] planet worth nearly $5 trillion."

"Every one [206s] of them needs chips. And guess who sells [209s] the best chips in the planet? You [211s] guessed it. Bold case number two. Nvidia [215s] keeps lapping the competition."

"Because they move [231s] so fast, competitors never really have a [234s] chance to quite catch up. And that lets [236s] Nvidia charge massive premium pricing, [239s] keeping profit margins above 75%, which [242s] means for every chip they sell."

"Bull case number three, it's hard to [259s] leave Nvidia. This is the big one. [262s] Nvidia isn't just a chip, it's the whole [264s] system."

"Even if [274s] Arrival builds a great chip, they still [277s] often need Nvidia's networking gear to [280s] wire all of those chips together in a [282s] data center. So Nvidia wins on both ends [284s] there."

"And Nvidia's [393s] whole story depends on them buying a lot [396s] more. Barecase number two. Nvidia's best [400s] customers are starting to build their [401s] own chips."

"But [410s] here's the problem. Those same customers [413s] are now quietly building their own [415s] chips. So they don't have to keep paying [417s] Nvidia's premium prices."

"Bare case number three, China and [438s] the government wild card. This is this [441s] one's out of Nvidia's control [442s] completely. The US government controls [444s] which chips Nvidia is allowed to sell to [446s] China and those rules keep on changing."

"So, let's take [484s] a look at Nvidia right now. What's the [486s] price of the business, guys?"

"So, I just made some of these [824s] very reasonable assumptions on Nvidia [826s] with our own stock analyzer. In a [828s] second, I'm going to show you what that [830s] number came back as."

"You pull up [872s] any stock you want, Nvidia or the next [874s] one that nobody's talking about yet."

"So, while everyone else is [926s] guessing on what Nvidia is worth, if you [928s] get access to the tools, the community [930s] and education, you will know how to do [932s] this yourself."

"Now, for [1088s] those of you out there who might also be [1090s] looking at this and thinking, you know [1092s] what, I I have Nvidia stock. So, these [1094s] are for people who have Nvidia stock and [1096s] you've made a killing and you think, you [1098s] know, maybe Michael Bur's right."

"So, what this means is let's [1124s] say Nvidia is at $27 a share. Let's say [1127s] you think it's worth 150."

"So guys, Nvidia is [1250s] incredible. It is not going away anytime [1252s] soon. It's got a great balance sheet and [1254s] a lot of potential in the future."

"It's one [1267s] that I think could be a bigger [1269s] opportunity in the market right now than [1270s] Nvidia."

"Then we do have Netflix, Palunteer, Reddit, couple of shares of Nvidia now."

"But, not more than the number one stock, and that stock is Nvidia. Great business, great all the way around, reasonable valuation too for Nvidia."

"Some of you guys own AMD, some of you own Nvidia, which I believe is extremely undervalued at today's price."

"because it worked directly with Nvidia on a new 800-volt power system built for the moment these dense AI racks push past what the old copper-heavy wiring can even handle."

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

"not the obvious AI names, you know, not Nvidia or something, but six stocks across three industries here."

"what most people miss is when you hear AI spending, you think Nvidia, you think chips, right?"

"According to reports, Burry has been betting against the hottest names, things like Nvidia, Applied Materials, Caterpillar, Tesla, and the entire chip index."

"And then I would also say that for the terminal growth rate, this is a company that has a moat. And when a company has a moat, which we've we've determined, they have pricing power. So I feel comfortable giving them a 3% terminal growth rate. Okay? And then the discount rate, I just like leaving at 10. I like doing that for for almost all the stocks I do. All right. So, just so people understand, we're we're we're putting in the revenue growth rate over the next three years at 17%. And you can a"

"Two stocks that everyone knows, Microsoft and Nvidia. So, we would love to know if people own that stock though, either one of those stocks."

"Alright, moving on to Nvidia."

"there's a potential Nvidia goes [1298s] $1,000 plus in the next 9 months."

"Even an Nvidia, right? An Nvidia is yes, it's worth $4.9 trillion, still up 24.3% over the past year, down 14%."

"I'd rather maybe put Nvidia in there than a Microsoft, but who knows? That might change. But to me, right now, if I did own it, I would probably be buying more at this point in time."

"AI Nvidias and things like that are booming."

"Now we move on to chips, starting with a name that everyone expects, and that's Nvidia."

"And if Amazon were selling its chips to third parties like Nvidia and AMD do, then they would have over $50 billion in annual revenue today, which is absolutely massive."

"APLD, Nvidia, AMD."

"Nvidia now uses all three major memory makers for their next generation GPUs with SKH Highix taking the largest share of Nvidia's HBM allocation."

"Corning's ticker symbol is GLW. And they lined up a separate deal with Meta Platforms worth up to $6 billion, a deal with Nvidia worth up to 3.2 billion, and a third multi-billion dollar supply agreement with Amazon."

"generational winners like Nvidia, Micron, and TSMC"

"Both Nvidia with their Gro 3 language processing units and now Broadcom with their custom chips for OpenAI are speeding up AI chip design so much that it's hard to imagine another competitor ever catching them."

"Earlier this year, Nvidia put $2 billion into Lumum, ticker symbol LI, and another2 billion in Coherent, ticker symbol CR."

"But what makes Qualcomm different from the rest of the stocks in this video is that they're not trying to compete with Nvidia's GPUs or Broadcom's custom accelerators."

"So when Broadcom, which is the company that designs custom chips for all of these hyperscalers, announced earnings and their AI chip guidance came in below expectations, the market dropped in dramatic fashion with both Nvidia and Broadcom falling by 10%."

"That's why Nvidia, Meta, and Amazon wrote big checks directly to these suppliers."

"So, I think both Nvidia and Broadcom are still great stocks to buy right now."

"Kind of like we saw with Nvidia from 2022 on. I mean just like every quarter and the that stock feels like it should be trading at a 300 PE but it's not."

"or Nvidia during that same exact time frame where they were so ridiculously undervalued, it was just silly and stupid. And then on top of that, you had unbelievable earnings for years afterwards into the future."

"IN was up 12% because during the weekend there were some reports and leaked documents that came out that entropic is looking for I believe over 1.4 four gigawatts of data center capacity in Australia. And so people started to say, "Oh, Australia might be IN might also be Sharon AI because that name suddenly popped up out of nowhere and and it's popping up every single day now whether it's from an Nvidia press release or that Leopold to do taking a huge stake in that company Sharon AI ticker symb"

"in line with Microsoft Nvidia of course depending on how you look at the growth"

"Of course Amazon, Microsoft, Google, all those things are growing. Nvidia, everything looks great there."

"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."

"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."

"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.""

"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."

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

"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?"

"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."

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

"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."

"it's even more profitable than Nvidia."

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

"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."

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

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

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

"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%"

"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?"

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

"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."

"Nvidia down"

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

"they're selling Nvidia"

"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"

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

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

"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."

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

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

"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."

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

"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."

"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."

"They make GPUs for Nvidia and for AMD."

"of course same thing for Nvidia."

"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."

"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?"

"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."

"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."

"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."

"Nvidia is not standing still."

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

"couple of shares of Nvidia here."

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

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

"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."

"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."

"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."

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

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

"Nvidia sitting at 8.68%"

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

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

"Nvidia, 6.67%"

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

"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."

"Apple and Nvidia"

"Nvidia has done well"

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

"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?"

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

"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."

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

"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."

"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. "

"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."

"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."

"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."

"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"

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

"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."

"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."

"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."

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

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

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

"Most people can get Nvidia"

"They watch Nvidia keep running."

"AI equals Nvidia"

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

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

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

"Nvidia, TSMC, Microvertive."

"I hold Nvidia."

"Nvidia is the engine"

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

"Nvidia is the king."

"Nvidia, Arista, Cisco."

"That's why I own Nvidia."

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

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

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

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

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

"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."

"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."

"Let's go look at Nvidia."

"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."

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

"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."

"Nvidia down 2.5%"

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

"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"

"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."

"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."

"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."

"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."

"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."

"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."

"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."

"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."

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

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

"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."

"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."

"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."

"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, 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."

"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."

"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."

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

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

"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"

"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"

"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."

"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."

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

"See how I had Nvidia,"

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

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

"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."

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

"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."

"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."

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

"Nvidia, which he holds a thesis on."

"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."

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

"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."

"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."

"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 "

"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."

"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 "

"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."

"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."

"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."

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

"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."

"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."

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

"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."

"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."

"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."

"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"

"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"

"Nobody wanted Nvidia."

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

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

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

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

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

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

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

"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."

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

"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"

"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"

"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."

"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."

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

"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."

"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."

"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."

"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 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."

"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."

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

"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."

"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 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."

"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."

"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."

"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 "

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

"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?"

"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 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."

"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."

"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?"

"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."

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

"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?"

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

"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 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 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?"

"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."

"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."

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

"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?"

"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."

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

"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."

"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"

"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."

"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."

"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 "

"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."