Nvidia's Blackwell shipments will be 'fireworks' for stock: Analyst

Nvidia (NVDA) posted its sixth consecutive earnings beat on Wednesday after the market close, with the tech giant's second quarter results surpassing estimates on both revenue and profit. Despite topping estimates, Nvidia shares still declined following the quarterly report. To provide insight on this development, I/O Fund Lead Tech Analyst Beth Kindig joins Morning Brief. Kindig characterizes Nvidia's report as "great," noting that projections for the company continue to be revised upward, never downward. While Nvidia did mention delays with shipments of its Blackwell GPU, Kindig states this "is not a concern; if anything, it's extremely bullish." She explains that Nvidia is in the midst of a product cycle, and when the Blackwell GPU chips begin shipping, it will be "absolute, ultimate fireworks" for the company. "It's important to understand that there's a shipping cycle that occurs for this company. Some media outlets have blown that out of proportion," Kindig tells Yahoo Finance. She adds: "Early next year will be fireworks again for Nvidia, and we will be on track for that $10 trillion [valuation]."
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Heard someone say it's important to stick to stocks that are recession-proof, hence I'm looking at NVIDIA and other AI stocks, or are there recommendations? I'm 31 and I've got $150k ready money to invest for my future.

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So overvalued at 2.9 trillion but on track to 10 trillion ???? 😮

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It’s about future growth.

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[@josephanderson7237]

What are you taking about? They had great earnings.

[@user-bu4qf9ox5u]

What is the reporter at beginning of video talking about? Nvidia solidly BEAT analysts estimates. Glad guest pushed back. Title of this video, if based in fair reporting, should have been...Blackwell on schedule to add several trillion to Nvidia market cap in 2025!!!!... Smart money is buying every single dip and then...hold long-term.

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I like this girl..just bought NVDA but also have amd,tsla, and apple….i learned when buying stock..DONT BUY CRAP

[@MatthewMS.]

Revenues for Blackwell then Rubin GPUs in 2026 and 2027 fiscal are expected to do very well, but potentially could be absolutely ridiculous numbers. A new industry has been born and it’s very lucrative too. 🖤💚📈🇺🇸

[@JoelSalazarM]

This video aged very well

[@NJBJ007]

Not understood it is below expectation while at the same they say it beat the estimate. Is there difference between estimate vs expectation.

[@Ronnieleec]

listen to Beth and Jensen!

[@micheal6901]

Lol, I'll push back. Guest correct

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Agreed, people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

[@MatthewMS.]

Told ya so 😊

[@wonton120]

Well said

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We’ll said

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[@656harnish]

I'm beginning to think this is all hype and Nvidia has unrealistic expectations. Time to sell

[@DG-2323]

Feel free to sell lol, that's exactly what the hedge funds want and are orchestrating via bot-traded collusion. You do realize this company hasn't even sold a single unit of Blackwell right? Revenue during 2025 is going to be insane. The very powerful know that, and are simply trying to trigger a sell-off and buy in at a lower price before the next trek up the mountain. They prey on the fearful and patient-less.

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Nvidia to 30 trillion.......

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[@Marques127]

Theres no way she said on the way to 10 trillion and "overvalued until analyst revises" in the same video. What a waste of fucking 4 min this was .

[@Rhino5427]

This is why great minds make money. For those like me with a deep understanding, it makes incredible sense. Wall street guidance is way low for 2025 because it has not yet revised for blackwell's release. Once they revise for blackwell's release, the stock will look like a bargain. Just because you are too dense to understand this does not mean it's a waste of time.

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[@Coefficient974]

The chart is saying $95 next.

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If the bears/shorts win, more like $106. But a battle is being waged right now, not entirely bearish yet.

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