NVIDIA Will Never Be The Same After This

[@JosephCarlsonShow]

Try out the Patreon here: www.patreon.com/josephcarlson Patreon includes: - Over 100 exclusive videos, and new ones every week. - Full access to Qualtrim.com, the stock analysis website I built from the ground up - Transparent portfolio updates, with every buy and sell I do, as well as monthly one-pager updates. - Access to the Joseph Carlson Show private discord community, with 6,000 members The patreon comes with a free trial. You take no risk by signing up.

[@supercruchynoodle]

NVDA still has potential to rally. Not dead yet!

[@Lopes__17]

what´s your opinion about smci, would like to hear that!

[@solonepeon5805]

Nice job on your portfolio. My Portfolio is mostly on crypto & few on stocks. Peak profit with Doge $360k & Shib $264k but didn't sell & just holding until I see over $1mln. If it wasn't for the wars, pandemic & fed increases our portfolio would have been huge. Anyway good luck with everything.

[@solonepeon5805]

​@@supercruchynoodleFor real. Nintendo is still working with them & Switch is still killing it & news of Switch 2 will help Nvidia out down the road.

[@austinbar]

Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

[@rogerwheelers4322]

This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.

[@joshbarney114]

When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.

[@FabioOdelega876]

I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

[@joshbarney114]

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Marisa Michelle Litwinsky’’ for about two years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@FabioOdelega876]

Excellent share, just inputted Marisa Michelle Litwinsky on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.

[@Ants_of_the_sky282]

NVDA is down cause he aint wearing his leather jacket. 😂

[@ktran991]

He didn’t wear the jacket because he didn’t like the numbers.

[@theresamorgavi9196]

he has been selling his own nvda stock in millions

[@Mantos777]

@@theresamorgavi9196 Wow millions? He is worth 112 billion dollars my friend.

[@theresamorgavi9196]

@@Mantos777 fair

[@auboisdaline]

AI stocks are poised to dominate in 2024. I favor NVIDIA due to their strong position for long-term growth and their support of other AI companies. A friend of mine made over 200% with NVIDIA, and I’m open to considering other recommendations as well.

[@phuc2583]

If you're not familiar with market investing tactics, you should get advice from a financial counselor.

[@RebelMusic666]

That's why I work with one. My $520K portfolio is well-prepared for all market conditions, having grown 85% since early last year. My advisor and I are planning for this year too. In my opinion, financial advisors are among the most important professionals, just like doctors.

[@EthanVibes-w5f]

I could really use the expertise of an advisor like that.

[@RebelMusic666]

Her name is Bonita Jeanette Rodriguez. Just look her up, and you'll find the details to set up an appointment.

[@EthanVibes-w5f]

Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.

[@michaelswami]

It’s one quarter, it’s one day. It is completely irrelevant in the long run.

[@dodiloi]

Unless you re a trader 🫠🫠🫠

[@Viewer13128]

@@dodiloi Even if you're a trader using leverage, isn't the interest rate for borrowing money is around 8.5% annually? Shouldn't you still be able to hold the stock if NVDA can get 10% or more annual return as long as you don't get margin called?

[@senrimer]

The current valuation of Nvidia is absolutely about Q to Q. Its insane, unpredicable and high precentage changes. Q to Q doesnt matter if company growths 5-15 precent, not with jumps like this.

[@barrysilvertone2896]

read zero to one by peter thiel & rethink your investment

[@yeetboi268]

@@senrimer QoQ is superior compared to YoY. If your company isn't growing QoQ, you're wasting your money

[@tonysilke]

I recently sold some of my Nvidia stocks to secure profits, but I'm retaining a portion for the long term, its growth potential is robust. I'm also considering diversifying my $400K stock portfolio, but I'm uncertain about managing risks in my next move.

[@Nernst96]

When diversifying, spread investments across sectors and assets to lower risks. Research and consult a financial advisor for aligned decisions.

[@PatrickLloyd-]

Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.

[@PhilipDunk]

Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

[@PatrickLloyd-]

'Sharon Ann Meny ' is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.

[@PhilipDunk]

I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

[@ryandannenhauer]

Someone going from a Billionaire on paper to losing nearly all of his wealth is also a reason why unrealized gains shouldn’t be taxed. At the end of the day money isn’t real until it’s in your bank account

[@BigSources]

He wasn't taxed for it... Wtf are you talking about, you can't get taxed for stocks you own.

[@CODSOURCE2012]

@@BigSources he's talking about what kamala would implement

[@REPR100]

We need to protect our billionaires, they shouldn’t pay any taxes, give them more write offs

[@wesguild7804]

@@REPR100if they can do it to billionaires they can do it to you

[@wesguild7804]

Vote accordingly

[@newjdm]

So Nvidia went from parabolic growth to high quality compounder?

[@JosephCarlsonShow]

That’s basically what I’m arguing. It’s turned a major corner. Investors should no longer reasonably expect huge upside. Instead they can expect moderate market beating performance if Nvidia continues like it has.

[@newjdm]

@@JosephCarlsonShow Thanks, that sounds good

[@mr8610]

​@@JosephCarlsonShow we knew the day of insane gains were coming to an end, but I'm interested to see how much traction their new products offerings get, as well as once Blackwell is in full swing. I think the initial full launch Blackwell quarter will be the most telling of their growth capabilities as it's the first upgrade to their initial chip offerings.

[@lionheart93]

@@JosephCarlsonShownah this is going to 100x in the next 10 years again

[@elderdragon5657]

@@JosephCarlsonShow you mean no more SURRRRRGE!

[@Resmith18S]

I'm an amateur with a portfolio of 180k and I've got some real estate holdings too, but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Are these good stock suggestions?

[@LeepinLeopard]

With $70k, I'd suggest a mix of index funds and a few individual stocks. Diversify and watch out to not get burnt out. Good luck!

[@wealthychronicle-i1u]

DYI never ever shows you where the market is going. That's why you DCA in quality stocks on dips and invest for the long term. Most importantly consider financial advisory for informed buying and selling decisions.

[@Petroguest-i4g]

Opting for an inves-tment advisr is currently the optimal approach for navigating the stock market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2023

[@2024Red-j5t]

pls how can I reach this expert, I need someone to help me manage my portfolio

[@Petroguest-i4g]

Melissa Elise Robinson is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

[@santafrancesca1069]

Bought Nvidia 4 years ago. Never selling it, never.

[@samueldanby]

Then you never get the money man

[@theegress3131]

@@samueldanbysolid response

[@StarLight-lt2tm]

lol gonna die holding nvidia, why not take profit and use it to enjoy life. If you had it 4 years that was the best 4 years of owning a stock you will ever have, enjoy it

[@Arathreas]

@@samueldanby Ay it's the same copium coming from the never sell bitcoin guys. They don't understand that you only realize gains when you actually sell, or if you receive dividends. Too attached to one stock.

[@brandonjensen5292]

Foolish statement

[@Helen_white1]

I have $170K in NVIDIA right now. I only got into stocks to try and make anything to help afford some medical infusion treatment that I need. I know it’s a risky game especially for someone like me who isn’t focusing hard on the market. I just don't want to make any wrong move. Do I hold or sell and buy back? Genuinely asking for any advice.

[@DhanaPayar]

You don't sound like a very conservative investor like me. Lol.....Hold on. you're in for a long run..

[@Kin-28-8]

Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions..

[@Lewistonwilliams-f5i]

You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.

[@Michaelparker12]

This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

[@Lewistonwilliams-f5i]

’Jessica Lee Horst’’ is the licensed advisor I use. Just research the name online. You'd find necessary details to work with and set up an appointment.

[@AbcDino843]

This is not the first time Nvidia didn't go up crazy after the earnings. Three earnings ago it also went down in the following session. I think people are just more jumpy as the time goes on because everyone expects the bubble to burst but they don't know when.

[@links-gut-versifftergrunme1809]

On the one hand I understand the point of "growth won't be perpetual". That is perfectly fine. But on the other hand: What else than NVIDIA do you want to buy if you want to invest into the hardware designer for AI? Possibly one of the most important technological invention since the transistor. The growth rate might decrease but on the other hand: Who will be there at the end of the growth to compete with NVIDIA? Looking at the relative numbers NVIDIA "slows down", looking on the absolute numbers the question is if there will be any place for anybody else? Moreover, Chips and computer hardware are no eternal products. Server farms require maintanance and replacements. Every unit sold today will be chewed down by bigger data centers in a matter of a few years. So aside from new product releases NVIDIA will have a steady income by replacement production. On another hand people like to compare the AI field to the dot-com bubble while the dot-com bubble was full of smaller competitors with some big players standing out. Now? You got a handfull of almost-monopolies and specialists in regards to different hardware requirements. As for now, 9% drop for earnings (with pre- and market accounting) in those times and at a generally bad day for the tech sector don't seem to bad and a rather neutral day for the stock. However they could have been more positive with those numbers. But only time will tell.

[@AbcDino843]

I don't even count the aftermarket movements really; they are often negated in the next session. I wouldn't be surprised if Nvidia recovers most of it by Friday.

[@REPR100]

AI has been around for decades, it’s just the current Wall Street fad

[@AbcDino843]

@@REPR100 Sure, except decades ago it was science fiction, and it is becoming reality now.

[@rokker333]

Googles Tensor is the silicon for Apple AI. Just saying. And other competitors will catch up. Nvidia was at the right spot at the right time. Now they have cash like crazy and need to utilize it. Nvidia is a good company but to say this is only and forever based on current GPU technology for AI is wrong. And do not forget, after first saturation of data centers the market will need to see AI spread further in the value chain -- means application and paid businesses. And what will then be the next cycle is to be seen. P.S.I agree, Nvidia is more like IBM in the 1960s like Cisco in the 1990s.

[@lightweightbaby99]

I think you are underestimating the importance and significant impact of smaller language models which can run on CPU‘s instead of GPUs, so in actual products that drive profits like for example your phone there will be small 3-7b parameter models running inference on the phone. Same for applications in production: You do not need to have a separate GPU based server to host your own language models indicating the actual trajectory of models that are actually profitable being run on smaller chips

[@TiggerEm]

Joseph, you were reading Zuck’s letter and you *added* a very important word he never used: ‘free’. You then say it another two or three times. I think it’s very illuminating to see what Zuck *did* write: “we're about promoting speech and helping people connect in a safe and secure way.”

[@theresas.3109]

Yes, intelligence is defined by one's ability to make finer distinctions. 👍

[@wanderingfido]

Nvidia's problem is Amazon, Facebook, google and Microsoft. They can't get enough paid subscribers for AI services. So server room expansions are in indefinite hiatus.

[@steffenr.8329]

Don't understand why people completely overlook this fact as if "AI" is guaranted to be the second coming of the internet in terms of economic growth. Ask yourself this question. How many consumer oriented useful AI services do you know of besides ChatGPT which people use on a daily basis? It's been almost 3 years now since these megacaps have started to invest into AI and have hardly anything to show for. When do you expect them to create value in this realm? Remember Meta which thought the Metaverse would be the next big thing and invested billions into it for a number of years until they realized there isn't much money to make? Who says the same thing can't happen to AI? Again, it's been 3 years since the AI grace started and I'm still waiting for those revolutionary products...

[@Novaximus]

Nvidia was getting 4% gains per day. 5% drop on positive earnings tells me traders are just trying to short the stock hoping to buy a dip. I know bubbles pop but if you look at Amazon and Microsoft who also have had huge explosions of growth these companies didn't just pop and go away. They are industry leaders at what they do with a huge market control. Over the years they just keep dominating despite being expensive. Nvdia just needs to keep relevant and keep muscling out any competition while they're big enough to do it. As long as AI is in the headlines this company will probably keep generating a 10% + return most years. The time to sell isn't until people start saying, "ooh yeah. Nividia. Geez. Haven't thought about that company in a while. What have they been up to?"

[@cryocive]

Half of the comments in the bezingas hosted earnings call were people screaming that you should sell, while also sitting through the whole earnings call😭 you’re right. Nobody’s wasting their time to try and tell me I’m going to blow all of my money for 45 minutes straight on a positive earnings call.

[@jakisunknow2830]

Just imagine selling good company bc of "username12369" saying ho Ho 85$ after earnings. Unless u are a gambler NVIDIA is still a buy for me. It's most likely to hit 200 per share in next 2 years so yeah I'm not selling not.

[@kingconstructo]

I still remember my 30 day bans from Facebook from my posts, someone needs held accountable for the censorship

[@KrustyKlown]

Did the government censor you?? (hint: NO)

[@Familycheezee]

WRONG. Let me correct you on NVDA. Listen up and listen well. Decelerating growth during a slowing economy is absolutely normal. Interest rates are at its all time high for an extended period of time. When interest rates cut and there’s increased spending again, strong, resilient cash cows like NVDA will accelerate growth again. Think ahead and rationalize beyond surface data.

[@marekoskarek6337]

you are right, people dont see incoming recession. Companies cut spendings, this will hit everyone and every market. Datacenters wont need as much stuff because it is not the best time to invest like a couple of years ago.

[@jimbojimbo6873]

You can’t seriously tell me the Peloton CEO didn’t sell some of his stock and have a financial advisor. That is absolutely insane.

[@thederpyrock5247]

50b buyback plus beat by 3b = let’s just go down

[@BryanPerez-wx3de]

Crazy right

[@keyurpatel9505]

@@BryanPerez-wx3deapparently it’s not a big enough of a beat…manipulation!!!

[@JosephCarlsonShow]

If they repurchased all $50 billion of stock today that’s a reduction in 1.5% of the shares outstanding.

[@EduardoGarcia-bb1ec]

😂

[@LuKiSCraft]

Too much priced in too fast. But It's okay, the fundamentals are amazing. I shaved 15% of my position in the 130's but am holding the rest. If Blackwell demand is as strong as Jensen makes it seem, I think it will be at all time highs in 2025. You should look into AMD if you want more upside potential in the same market (albeit arguably with more risk)

[@Defy_Convention]

Nvidia is red because it went from a 1 trillion to 3 trillion valuation in a year. Hard to keep rising quickly when valuation starts to get massive.

[@jonschlottig9584]

It's valuation has actually gone down since the beginning of the year because they've grown so fast - but yeah, most of it's gains are behind it. I think it gets to $150 by the end of the year - maybe $200 by 1/1/2026

[@benjaminkell3726]

@@jonschlottig9584its up 153% year to date

[@chrischris9157]

Never selling Nvidia

[@WanderingExistence]

How will you make money without selling though?

[@greathingsaregold]

@@WanderingExistence you can borrow against it

[@mr8610]

@@WanderingExistence I don't want to make money, I want to create generational wealth.

[@JD..........]

​@@mr8610coooool

[@sitarang07]

Generational wealth is the term big money has got the retail investors hooked on to keep them poor!

[@Susanhartman.]

Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA last year.

[@Grace.milburn]

Been beating myself up a bit that I sold my 53 shares of NVDA at $303 each back in May 2023. Now thinking of liquidating a few other investments to rebuy but afraid to do so. I also currently have 500k in savings making me next to nothing.

[@mikegarvey17]

I bought NVIDIA around September 2022 because my financial advisor recommended it to me. She said the company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year.

[@ThomasChai05]

@@mikegarvey17I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

[@ThomasChai05]

@@mikegarvey17That's quite impressive! Can you share more information about your financial advisor?

[@mikegarvey17]

My CFA ’Izella Annette Anderson’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

[@afcaton1]

Yeah, you get no points for backtracking after the fact. Facebook welched when it was needed the most, and the damage is done. 🙄

[@musa7606]

I will give points for what is done going forward...

[@hectoralejandro9883]

People assuming AI will kill Salesforce fail to to realize that Salesforce is in fact integrating AI.

[@RajDeelish]

Stupid take on NVDA. Apple has been decelerating for years now, but the stock still goes up. Why? Because it's a cash cow.

[@Kosciejas]

Didn’t he say that it will basically slow down the growth but not stop growing?

[@Aleskt]

​@@Kosciejas "Hey guys, a company can't keep doubling their revenues every quarter, that's not sustainable" How is that not a stupid take? Does anyone on the planet actually think a company can keep doubling forever? His stupid take is that decelerating revenue is the reason the stock plummeted after earnings, that's not the case. Revenue growth has been decelerating for 4 quarters now. Everyone was already aware that momentum was slowing, yet most people were still very bullish on the stock rallying after earnings. Price went down because of options gamblers and market makers holding the price down until short calls expire. Price will be where it should be (higher) in a few days/weeks. Permabears will jump at any opportunity to say that the 'bubble' is popping.

[@FunkarDetta1]

@@AlesktIts called critical thinking. He has another perspective than you, respect that. You should be thankful for other perspectives and allways challange a case, instead of acting like a tribesman fighting an imaginary enemy.

[@philip29917]

@@FunkarDetta1 This guy doesn't know what critical thinking means, he's a reddit wallstreetbets guy that gets annoyed when things doesn't go as he planned and can't comprehend that he was wrong in his delusional conspiracy theories

[@JosephCarlsonShow]

I never say the stock won’t go up. I say it’s unlike to continue producing the superlative returns it has in the past.

[@ricksiu2840]

I don't think NVDA being down afterhours says a whole lot of how the stock will perform tomorrow. Many times, the stock algorithms of heavy money are set during the normal trading hours.

[@brianwhitehawker1756]

I agree that many 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

[@Jadechurch-ql3do]

I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.

[@yeslahykcim]

True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.

[@lucaswilliams9992]

Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.

[@yeslahykcim]

Lucinda Margaret Crist is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

[@codeblue11]

Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

[@kenkessler301]

NVDA will probably be far more steady after this probably increasing by 15-30% per year with some exceptions from new product launches

[@WanderingExistence]

I mean obviously, why would people expect 112%yoy constantly? I'm thinking 37% for 2yrs and 25% for 3yr... 3.5x the net income in 5yrs.

[@seniorkevin]

​@@WanderingExistenceyou can think all you want. Net income of 3.5 x in 5 years is a lot and they are already that big.

[@SPYSpreads]

Reminds me of tesla when it ran too fast … expect it to slow down and dump back to 50$ a share. Lock in profit don’t marry the stock 😂

[@musa7606]

"Potential use in money laundering, drug trafficking... " So because it could potentially be used for that... Let's arrest the owner. Makes sense. Also, your car could be potentially used "in money laundering, drug trafficking... " So let's arrest the owner. Makes sense.

[@ahmetsunelcan7779]

Costco: Trailing P/E 55.06 Forward P/E 50.25 PEG Ratio (5yr expected) 5.53 You hired this company when it was around this pricing and was not cheap by any means. If this feeling is cheap, NVDA is free.

[@MrEasterrabbit]

NVIDIA is still a strong value asset. Maybe not strong growth driven, but it has a strong market leader position.

[@rajendrarusmana8792]

It will increase buybacks and then once they are comfortable with the floating stock they will increase dividends. Thats when smart people will have their money machine

[@riversandrds]

So the rule now seems to be: sell on the good news, buy on the bad news ie. McDonalds, etc.?

[@couldntfindafreename]

That's been always the rule.

[@riversandrds]

@@couldntfindafreename Sometimes stock cheerleaders or negative Nellies have their influence on a stock's performance, and the rules seem bent for awhile, which can be frustrating and perplexing for the average investor.

[@johns6311]

8% for stock based compensation is absurd. WAY too high.

[@Roger-il8iw]

I have made bank on crowdstrike the past few years. Up over 8 grand on just that stock.

[@jonschlottig9584]

I wish I would've had the stones to go all in on Sept 20 puts when it was at $380 $1K would've become $50K real quick. Refocusing

[@philliproderick5983]

I’ve avoided Salesforce the past three years for one reason and one reason only-he allows his employees to “work” from home. His stock performance is indicative of lack of production that occurs when people are doing laundry, babysitting kids, and running errands.

[@DreamWalker886]

your analysis of NVDIA is much more balanced than other youtubers

[@nathanvanwie643]

The peloton CEO story is a pretty obvious example of why taxing unrealized gains is dumb. Imagine he got taxed 25% then it went down the drain, he paid 25% tax at ATH then never actually made a profit on it.

[@justgeneric2876]

The aim of the law is likely to create liquidity, force sales and have more held in pensions

[@Lazy_berry]

Looks like a his problem, should have sold earlier

[@rokker333]

He is the CEO of the company he built-up. It is a different story and motivation. And it is also about ownership.

[@Lazy_berry]

@@rokker333 we already pay taxes on real-estate every year, not on sale only

[@glennshoemake4200]

Poor guy he should setup a gofundme page. 😊

[@Meangenehimself]

Salesforce over Nvidia? that’s that good crack

[@miri9600]

High quality info from various sectors. Thanks Joseph.

[@angeladeem2988]

The setback with NVIDIA’S Blackwell line gave the market pause, and many of the speculators abandoned the stock. But, NVIDIA fundamentals, especially the high demand for their products, are rock solid. I don't mind having to hold it for a while, but I'd also like to appreciate short-term opportunities to make additions to my $500K portfolio, to boost performance. Here for ideas...

[@annaj.osorio]

I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.

[@ClaudiaSchreiber-b1p]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

[@ClaudiaSchreiber-b1p]

Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

[@angeladeem2988]

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

[@geekvsmachine]

NVDA will be fine once Blackwell starts shipping in volume. The demand will be off the charts because it’s 4x more efficient to run inference in the data center.

[@dannyfong6350]

you're a smart guy, keep up the good work

[@atfc2592]

Honestly, I believe 1 quarter or even a few quarters of "regular" growth are not sufficient to affirm a stock like NVDA will start to decelerate. AI can be very disruptive, there might be major innovations in something like algorithms and new applications to justify another wave of huge consumer demand. I dont know about short term but the simple fact AI already has shown it will change how science is made is enough for me to hold the leaders in the segment for a long time.

[@tordsgaming2740]

Y'all nuts if you haven't taken profits yet, at least skim something off the top so you can buy back lower. It is up 1,200% since the pivot low of 22. The only thing keeping this train going is the AI hype, $26.3bn is all data center revenue.

[@rxshred]

Whatever man, NVIDIA is the most important stock this year.

[@AnDClare]

Nothing goes up forever! Even Jensen sold millions and millions of shares in the last 2 mos. Take profit when you can, DCA, Buy the dip on good companies. Crazy when people say never sell Nvdia. Sell the heck out of it when you have sizable profits, even its CEO sells like there’s no tomorrow 😅

[@paulgilliland2992]

Who needs a 55million dollar Hamptons home . You can’t feel anything for the peleton guy

[@e_Moses]

You didn't shed a tear for the poor billionaire who lost everything and still lives a better a life than 99% of the world's population?

[@musa7606]

"You can’t feel anything for the Peloton guy" You don't have to feel for the Peloton guy to learn from his lesson. He probably should have cashed out at least 10% at its peak. The NVDA CEO cashed out. Lock in your gains. He probably should have diversified as well. Owning all one stock is not a good thing.

[@Dagdroom]

Will there be a segment on SMCI if more delecate details surrounding their alleged accounting fraud get out? I have nostalgic feelings towards your commentary on Nikola.

[@treyclay9786]

Carlson continues to hold Apple but he says Nvidia is on its way out?

[@goon5544]

Nvda is priced in for the growth and has a full valuation. 39 prices to sales is extreme. I not going to definitely say it's going to slow down any time soon, but at this valuation it's too hard to justify buying for me.

[@Mantos777]

A high P/S ratio is completely normal for companies with high margins, just as a low P/S ratio is typical for companies with lower margins. Nvidia's exceptionally high margins are the reason behind its elevated P/S ratio.

[@goon5544]

@@Mantos777 yea nice margins, but if you cant buy the company in whole in 40 years without any expenses thats expensive. Risk goes up as price goes up, your not getting away from that fact.

[@Mantos777]

@@goon5544 You cant value a comapny only based on p/e you need to take into account the growth. Think about how useless it would have been to look at nvidias p/e a year ago and people still did it.

[@Mantos777]

@@goon5544 What about DG and Intel they both had and have a low p/e and p/s? E.g. DG is down 45 % the last year.

[@huunguyen5280]

once data centres builds how much more NVDA chips needed, apple used google chips, amazon, microsoft develop their own ai chips, so is face book an apple, margin for NVDa will be compressed, even revenues

[@gmo709]

Down I guess because investors still feel it is a bit overvalued? And yes the beat earnings stretch is smaller than in past. Thx for the vid.

[@adamtash2891]

market manipulation to punish retail

[@tyranix9785]

IDK. I gotta agree with another youtuber: Looks like some BIG players just pushed that NVDA stock down today like 10+ points and I think it was to protect their call wall. I think they got scared by the buyers and the Buyback. ... I wonder if they are going to do that again tomorrow.

[@SideRocketeer0]

Do you think Joseph Carlson automatically reinvests his vici dividends at like this price or just collect them and wait for a dip

[@coderider3022]

Nvidia had its super growth . It’s only same or less from now. Competitors will copy and make cheaper.

[@vaneh6982]

NVDA s revenue growth has topped, eachtime smaller last few quarters..thats why algos are selling it, its revenue growth has topped..u wont see that yearly high we had for another year and a half at least..that was the top

[@zebbie09]

I’d take Nvidia over Salesforce or MSFT….tho I do have a small position in MSFT.

[@JBoy340a]

Nvidia shares have had many of these cycles. I have never treated it as a long term buy and hold like Appl or Msft.

[@Wtfever..................]

PLTR has been doing the exact same thing for year's the only difference is the owner of the company dosen't care if you buy their stock... At the end of the day the market can stay stupid longer than we can stay liquid 🙃

[@mikev9578]

Long on Nvidia, having it as my 3rd largest holding. Happy with earnings and happy to add more to it once it drops under 105-100 again

[@doublecrunch]

Love your content and the way you explain difficult concepts simply. I’d love to have you do another video about companies you’re looking at but haven’t yet bought.

[@tbaloni]

It happened once before and it happened again the market moves in cycles. Tesla then NVIDIA the cycle repeats itself

[@Edward-np4ih]

With all due respect, your view is wrong and unfounded: can you imagine if NVDA missed earnings, what the whole equity market would do tomorrow? NVDA solid Q2 earnings at least stabilize the market without meltdown. No other stock has that kind of impact. Hold on to NVDA. It is healthy to have minor correction or sideway for some time before it resumes its upward trend.

[@bluekarma4]

Company is suffering from its own success. As long as Jensen is on board as CEO this company is 🚀

[@AnthonyWilliams923]

Ummmmm He is the reason it blew up....what are you talking about?

[@AnDClare]

Are you serious? How did Jensen blow up the mega Nvidia … please do share.

[@obijuan3004]

Nice speech on nVidia but I think you’re about 4 quarters early. The delay in the release of the Blackwell chip caused some people to sell, then the paper hands quickly followed. However, when Blackwell is released at scale nVidia will be back in demand. Nvidia has no real competition yet.

[@WanderingExistence]

💚 Nvidia💚 It will be the first 5T company E: massive big tech capex spend

[@jrizzo3579]

I think it's safe to say no company on earth can sustain the growth and compounding NVDA had over the last 5 years. However it's best of breed ....traders are in and out, investors love this company. I'll hold my shares :)

[@Fitness45233]

Joe you’re usually pretty fair on stocks but not on Nvidia. It’s cool that you didn’t get in and you don’t care if the stock tanks. But let’s have a little fairness here. Nvidia beat. Period end of story lol. Great earnings

[@musa7606]

"Nvidia beat" Beat what?

[@Fitness45233]

@@musa7606 estimates dork

[@SandeepKumar-nk2ru]

yes your CRM will be in green but it needs to go in deep red before if goes into super green

[@KateHenderson-l1j]

Wow, looks very impressive. Thanks for sharing🎇

[@social_trading187]

And mark benioff pumping on CNBC with cramer is no red flag? Last time he did this the stock crashed 25%

[@couldntfindafreename]

Yeah, Cramer is the de-facto contra-indicator.

[@monykhiev7347]

why would you buy back shares at all time high? SHould be buying when its undervalued

[@christiangreek9388]

If they think it’s undervalued..

[@SirGenesis206]

They’re not buying anything over $100-$105. They’re in no rush.

[@michelbruns]

Not buying back here would suggest they think its going down, not a good look either

[@Kuanyin3]

You sing praises about it yet you won’t buy

[@Stephanie-js9ls]

France fighting criminality 😂 What a joke. They are more interested into censuring people for political opinion.

[@ruddertrim5289]

Disagree with your short sided assumptions on Nvidia. I think you're looking for ways to rationalize your portfolio not having it, believing it is your portfolio vs Nvidia, rather than objectively looking at the company's value. The company does not have to cagr at 100% over the next 5-10 years. Comparing it to 5-10% growth is also extremely unrealistic. Blackwell will re-ignite growth and their moat is not going away. Also for being such a FCF guy interesting you didn't mention that piece.

[@firemipspy1198]

So why do we care so much when a company beats or misses expectations? We are comparing actual numbers with analyst guesses of the numbers. Analysts don't get all the accurate information to even make a super close guess. So why is it so important? If a company is making billions of dollars is that not an amazing wonderful thing?

[@chakravarr]

This is incorrect on nvda. In recent times, it typically trades sideways or down on earnings. This company is astonishingly profitable. Margins are unbelievable. Ignoring price, valuation etc. it is safe to say this is one of the most impressive companies in the world.

[@couldntfindafreename]

So the probability something going wrong is higher than ever before. Lock in some profits now.

[@chakravarr]

@@couldntfindafreenameif you want to cut the roses.

[@gabiyasery347]

joe, could you please cover cava or sweetgreen?

[@baristhealienated]

Zuckerberg is all "democracy", and "freedom of speech" when he talks to American audiences, but when the Turkish government shut down Instagram, Meta just caved in after a week.

[@meiliu-y5q]

Good to know you have saleforce

[@Hahahahawow]

I bought 500k worth of nvda n will Hold it for 10years

[@martinkaos4102]

Yes, NVDA is quite volatile and takes significant dips and rises but people need to understand that our world is moving towards AI. And NVDA has a massive part to play in it. So when we think about it in the long-run then it would be wise to invest into this company

[@pablocastro2210]

Nvda is more than 150% YTD. I’m not worry for a red day… big buybacks are coming and maybe a super dividend? 🎉🎉🎉🎉

[@RobWilliams007]

Yes, Joseph, but a 15% growth of $3 Trillion is still a big number even say of 30% of a $100 Billion company.

[@TheAffirmationSpot]

I appreciate you and what you do. I absolutely agree that day you describe will come for Nvidia. That moment is not yet. I think we could go to 2027 before we see NVDA reaching the stage you're talking about. Still huge catalysts. Personally, I think they were looking for a reason to cool it off yesterday. That will be short term.

[@Jayvazquez15]

I’m probably one of the very few that have never bought NVDA😅 great gains in the last few years

[@E-XODIA]

If this is the end of the amazing story , I already would end with 549% rate of return since I jumped into this company NVDA not just beating but destroying the market !!! I can just sell halve of the profit with the advantage of not paying taxes on my 401k Roth account diversifying into safe company like Costco , Microsoft, Google etc and continue the beautiful journey of investing and building wealth 😊

[@martinhebert1774]

Great observation on nvda

[@petroseleutheriadis4808]

NVIDIA releases new products every two years, which are faster and consume less energy. This leads to everyone wanting their new products. This, combined with artificial intelligence, makes them the most important company in the world for at least the next five years. Additionally, with inflation running high, it’s not unlikely that the top 7 companies could reach a market capitalization of 5 trillion dollars.

[@chrisle2597]

Lol its because ppl had 300BN in option expiry this week that was rolled over. Cant wait to pick up some more shares for cheap. Maybe some LT calls with strikes around 100-110ish. Definitely if it drops below 100. Salesforce is interesting... gotta do some more research.

[@couldntfindafreename]

Problem with the stock market is that you always need a time machine to earn any money on it, unless you want to keep the capital locked up for 50 years...

[@kjashzhvyktsul]

But that was expected, those estimates were set by wallstreet. Decelerated growth should have been priced in by this moment. Market reaction is irrational.

[@wilhelmdekock2637]

The CFA program hammers on and on about the risks of holding all your assets in the same company or entity from where you derive your primary income. It's a massive risk that no professional should be taking. Basic fundamentals of diversification.

[@SirGenesis206]

NVDA beat and said everything a company should say. Demand is far outpacing supply, investment isn’t slowing, share buyback is ridiculous, and AI is still important. Staying in. CRWD… Mass exodus was overblown. Largest post outage sales were from existing customers. Still the best in class. Double beat. Logical lowered forward guidance. Sounds good to me. But I’m most impressed with CRM and AgentForce. Like ready to open a position impressed. AI at its best should remove the user from the 90-95% of the task. If I still have to prompt the whole thing, then it hasn’t served its true purpose. AgentForce, like ServiceNow in some ways, is truly an AI solution. Not as crazy as PLTR but the right kind of focus.

[@AC-jk8wq]

I like your thoughts Sir G! Jensen said everything he could… nothing more. No hopium for the weak. He doesn’t do hopium. 😃

[@clyde402]

MU please👍👍

[@dyingpentas]

Diamond hand👌

[@csfundamental1977]

for salesforce, the chart CAN GO up and up till infinity, but not for NVIDIA 😉