NVIDIA Earnings -- Have We Hit Peak VALUATION? Time to SELL?

[@samuelmandel4537]

Your ability to understand the information you consume and portray that information over simply, is unmatched!

[@Jesse615]

I think your pragmatic and thorough analysis is probably a very good gauge of what the NVDA picture could be in the next 2-3 years. But I noticed something similar happen with AAPL 15 years ago, prior to the launch of the iPhone: analysts were basing thesis of future growth on demand for their computers and the very popular iPod, but they did not (actually simply could not -- no fault to them) factor the iPhone into their projections. I think there is a strong possibility we're seeing the same thing with NVDA and AI. Future growth is based on the current demand picture based on data centers and LLM. But it's highly likely that entirely new and unforeseen demand will be created -- it's a very bullish projection based on nothing but historical antecedent, I know, but still, probably something to consider. Just my two cents!

[@EarthwithTom]

Thanks Brain for another great video. Can you do a video along the lines of biggest surprises or best earnings results ? Maybe summarising the earnings season and biggest winners e.g SE

[@Martin-qm2lg]

Optionality, innovation and top management makes me believe Nvidia of 10 years from now with still be the leader and creator of new business products and markets and it makes a good bet today.

[@marcelficoul3618]

If blackwell fails because there is a technical problem like temperature, it's over ...

[@WheresTheLambSAAAAAAAUCE]

@@marcelficoul3618They almost have never let a product completely fail. If it has issues - they fix it, these are normal things that happen in such intricate projects. Every big company have had issues every now and then with product launches, so this is nothing new. I’m hoping there is some freakout selling so we can buy more stock at a discount. Their moat is still strong, and their product is second to none. And I say this as someone who couldn’t care less about Nvidia.

[@matrixist]

The same was true with AMZN in 2000, but they still fell by 90%. This will likely happen with nvda.

[@Martin-qm2lg]

@ and if you bought and held $AMZN in 2000 to today, you would be very rich and happy!

[@mikedearden777]

​@@matrixistNvidia has the earnings and the future earnings. In 2000 tech stocks were overvalued with no earnings just hype. Nvidia have earnings and future earnings in the bag. Price fell after amazing results. Yesterday Nvidia went from 146 to 141 in pre Market then up to 148 then as Market opened it touched 152 then dropped down to 142. Closing around 146 so very volatile. But it will head up to 160 short term. In a years time it will be 200-314

[@farisjunaid8138]

Could you do an update on snow earnings love your vids❄️

[@jrjames5148]

Still room to grow until we see real competition. I mean those numbers are mind blowing 🤯

[@KornM10]

Brian, could you prepare a post-earnings video for SNOW? Thank you.

[@jaeyoungchoi6790]

where's your sea limited video?!?!?

[@phemartin]

Please do Microsoft next time!

[@abbasr.7422]

I think brand name will get more important for valuation

[@matrixist]

Yes. Top is for almost everything.

[@tonimontana5153]

Thanks for the good video!

[@MrKrinito]

Top Video! Would love to see a Sea ltd video after the good earnings.

[@Flygal5]

Great video. Thanks for speaking more slowly. I am watching to see what other companies DO with AI. Will we see margins improve at companies implementing AI? Look at the customers raving about operational results after using Palantir. If that grows and spreads NVDA will continue to have demand outstripping supply. Don’t predict, watch. Hard to miss the at Meta and effectiveness of ad spend post AI. If they can survive the political environment they could have a huge impact. Watch and believe the numbers.

[@leemurphy4250]

Great video😊

[@ekprojects4005]

No brainer sell Nvidia and buy SMCI to make at the 2X

[@moechatly6075]

Thanks Brian. No snowflake video?

[@randomguy-te1il]

Please redo $CART

[@augustoliver2779]

I’d say Toyota or Nike offers more reward to risk at the moment.

[@estikidjr.7783]

Nvidia going back to 80

[@michaelmiddleton3311]

🤣