you know you're special when you get an earnings preview from CSI !
@chipstockinvestor5 ай бұрын
We feel special you want to watch! Thanks!
@jeffrose56225 ай бұрын
In conclusion, NVIDIA is the clear leader in AI and will be so for at least a decade. Buy and hold NVIDIA and become wealthy.
@TheRightBet5 ай бұрын
AI data centers will be mushroomed up for the next 5 years. By the end of the first 5 years, they have to replace all their today's most advanced chips. Due to the law of physics and limitation, ML and AI accuracy can be easily archive up to 85%, however, for the next additional 1% improvement, with the current compute, we need to double the model parameters (each time) so this also requires double up the compute to just improve 1% on top of the 85%. Blackwell will be main stream, then the next GPU, each time the new GPU must able to do more for less...
@badarip5 ай бұрын
Decade is a long shot.. there is some competition for inference already.. competition for training is just starting.. so .. next couple of years will tell us how much market share NVDA will concede to competition
@brettk93165 ай бұрын
Yeppers
@charlesmougin8845 ай бұрын
Are individuals still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
@anjuladudhoria64475 ай бұрын
I just checked her up on google, she’s verified and licensed broker.
@geordiehawkins73725 ай бұрын
Great preview, can't wait for the earnings report on Wednesday
@matt.stevick5 ай бұрын
Yes Nvidia will continue to grow, come on stop 🛑 being silly. 💚🖤
@jcd38695 ай бұрын
Wave 1 had to slow in 25' and analysts have that modeled anyways. Wave 2 is enterprise(driven by Dell/HPE) and this should pick up the slack. So I agree it def can still grow. I just find that most don't know that 100% of the biz so far is only to top 10 hyperscalers. Half of $SMCI biz is to $META alone! $Dell is the key as JH said today.
@jcd38695 ай бұрын
BTW I am in $SOXL since 9 w/8k shares so I want ALL semi companies to thrive esp NVDA and AMD as they are the top 2 holdings ;) That aint silly in any manner bruh. 🤍
@charlesmougin8845 ай бұрын
Are individuals still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
@anjuladudhoria64475 ай бұрын
I just checked her up on google, she’s verified and licensed broker.
@jcd38695 ай бұрын
Goldman FC the big4 spend was 48% 24'/23' and 25' will be 20% growth over 24'. That is half the growth in 24'. FYI
@charlesmougin8845 ай бұрын
Are individuals still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
@anjuladudhoria64475 ай бұрын
I just checked her up on google, she’s verified and licensed broker.
@zebbie096 ай бұрын
I feel a little more confident going into this report bc a lot of its biggest customers have put even more chips on the table.
@NarineB6 ай бұрын
Thank you guys! ❤
@eversunnyguy5 ай бұрын
I think NVDA will go up modestly ...the earnings will be blockbuster but the stock already went up a lot.
@charlesmougin8845 ай бұрын
Are individuals still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
@anjuladudhoria64475 ай бұрын
I just checked her up on google, she’s verified and licensed broker.
@FATALK1LLCAMZ5 ай бұрын
@erikasickenberger5511 give what a try? This Anna, whatever person is a scam.
@Javalipapere5 ай бұрын
I was surprised to find that 40 percent of Nvidia revenue is derived from Data Centers
@charlesmougin8845 ай бұрын
Are individuals still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
@anjuladudhoria64475 ай бұрын
I just checked her up on google, she’s verified and licensed broker.
@Lakesido5 ай бұрын
Thank you for all these info.
@robertwilliam95586 ай бұрын
Stock Split announcement on 5/22/24?
@robertwilliam95585 ай бұрын
@@matt.stevick They bring more retail investors to the market. 5-1 split let's go.
@jcd38695 ай бұрын
@@robertwilliam9558 I think they hold the split for a less amazing qtr like AAPL did. But who knows! Wld be nice.
@gavinmellon93135 ай бұрын
Keep it as it is. Nvidia can continue to attract a better class of investor.
@Javalipapere5 ай бұрын
You’re perceptive. I think they’ll increase their stock buybacks and increase the paltry dividend. I wish they would just pay off all their debt instead of share buybacks with a price so high
@anjuladudhoria64475 ай бұрын
I just checked her up on google, she’s verified and licensed broker.😊
@raywelch69546 ай бұрын
Thanks for the info.
@FATALK1LLCAMZ5 ай бұрын
Does anyone think a stock split this earnings? I am hoping 🙏
@charlesmougin8845 ай бұрын
Are individuals still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
@anjuladudhoria64475 ай бұрын
I just checked her up on google, she’s verified and licensed broker.
@FATALK1LLCAMZ5 ай бұрын
@charlesmougin884 sounds like a scam. I'm talking about Nvidia, and you're mentioning a broker that doesn't matter to me.
@peterpayne22196 ай бұрын
First post! Haha, I've always wanted to do that.
@ashleygarden69066 ай бұрын
Congrats 🎉🥳
@chipstockinvestor5 ай бұрын
Congrats, you were fast!
@владши-о8з6 ай бұрын
Thanks you!💯
@azulsimmons10405 ай бұрын
NVDA worth 2 trillion. It needs 80 percent growth with margin maintenance to maintain that as it's already baked in, though I imagine people will run it even higher.
@charlesmougin8845 ай бұрын
Are individuals still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
@anjuladudhoria64475 ай бұрын
I just checked her up on google, she’s verified and licensed broker.
@wilmarkjohnatty49246 ай бұрын
Sorry, but a whole lot of 'nothing new' in this video.
@jcd38695 ай бұрын
I think what they are saying is the only chink in the armor will be gross margins. I suspect this doesn't degrade much until AMD, Intel, self made chips start to take their normal share. Some think it is here now but I think it is a mid to late 25' issue. Hyperscalers and top customers don't like to sole source as no negotiation and held hostage getting their supply. So even if AMD is inferior they will be bought to a decent degree anyways.