Dan Ives LEAVES Palantir SPEECHLESS With Nvidia’s EPIC Earnings Triumph!

ladies and gentlemen gather around imagine for a moment you're in the midst of a bustling stock market every ticker bursting with energy and over the speakers an electrifying announcement cuts through the noise it's Nvidia day and the market is buzzing in anticipation we won't give away all the spoilers yet but let's just say Nvidia is preparing to report its second quarter earnings and the stakes couldn't be higher the tech Titan has experienced a meteoric rise this year much like a rocket waiting for a final countdown but will the excitement extend beyond the headlines or will we see a Twist in the tail alongside Nvidia paler 2 has grabbed the spotlight and there's more than meets the eye with this data analytics Juggernaut stick around this is a roller coaster you don't want to miss hello everyone and welcome back to invest ocracy a lot lot writing on this report you have a new note out uh let's just start with this I'm just looking at the estimates these are the estimates Revenue growth of 112% eps growth of 120 um just astronomical it's like a head shaking your head and you're one of the biggest fans of this company can this company meet these expectations can it even exceed them is just meeting them good enough for investors well meeting them is not good enough but I believe this is going be a drop the mic moment for The Godfather of AI Jensen Nvidia because all of our checks are showing this is accelerating and I think the street like you said every quarter prove it prove it this revolution is just starting but it all starts with Nvidia in my opinion it is the most important earnings not just of the Year potentially in many years because of what this represents in terms of tech so I've been asking a lot of people this is it the earnings that matter or the guidance because the expectations are lofty let's say they they meet or beat when it comes to revenue and EPS but the guidance isn't what people expecting what does that do to the stock what do you think it does to the market it's all about the guidance but but all I we just got back from Asia all of our checks are showing is still underestimating this acceleration because right now the only game in town is Jensen and really if you look what Nvidia is doing especially from chips coming forward this Enterprise demand is just starting in my opinion of course pal Jackson Hole is so important hug obviously but the but the market what it's going to do for the rest of the year and I could argue even in 2025 it starts with this Nvidia earnings and I expect get the popcorn ready it's going to be a you said this every quarter day but this this is going to be a showstopper showing where the revolution's going and I think the Skeptics continue to get proven wrong so Nvidia has been all about the fuss this week the company's second quarter Revenue expectations catapulted by an astounding $170 million within just the last 48 hours now standing at 8.84 billion to put that into perspective $170 million could buy you a Picasso painting maybe not as valuable as nvidia's cuttingedge gpus but you get the idea but whisper numbers those unofficial predictions swirling in the alleys of trading floors hint at even higher benchmarks possibly making it an even tougher audience for NVIDIA to please with analysts from wed Bush Raymond James and KeyBank all singing praises why the concern well Nvidia is no stranger to creating Buzz think of it as the Elvis Presley of tech dos it's got rhythm it's got moves yet reality sometimes has a hard time keeping up with the hype over 95% of analysts tracked by visible Alpha have a buy rating for the stock and projecting a price target of $44.80 a good 12% above Friday's closing price of $19.37 that's not chump change imagine a friend who keeps hyping up their new improved homemade pizza at some point you wonder can it really be that good wedbush analysts have coined nvidia's potential earnings report as another drop the mic performance oh the pressure massive Enterprise demand for AI and increased spending by heavyweights like Amazon and Google contribute to this optimism yet there is a reported delay on nvidia's upcoming Blackwell AI chip that has some sideline analysts raising an eyebrow despite the big promises some caution is advised now Invidia may have briefly worn the crown as the world's most valuable company back in June boasting a whopping valuation nearing 3.2 trillion the man who takes the spotlight during all this CEO Jensen hang he's the ring master of this Grand circus worth a cool $13 billion as he gears up to reveal the company's numbers amidst a whirlwind of AI Euphoria and skepticism investors are left pondering if the reality will indeed match the hype will hang be able to quell the anxieties around AI or will he add another twist to this dramatic Saga only time will tell but before we go through it if you want to keep up with nvidia's latest updates and keep up with the stock market's latest news you can follow our Twitter account we post multiple times daily about the biggest changes and Catalyst in the market so click the follow button if you don't want to miss the newest Market updates now back to today's video where we switch gears to another player in this stock market drama I want to get back to your note um according to your research for every dollar spent on Nvidia chips it kind of flows through to the rest of the tech sector to $8 to $10 um what does that mean for some of these other stocks that's the most important thing cuz remember it's not just about Invidia it's about the multiplier it's about the revolution the trillion dollars of capex for every dollar spent on an Nvidia chip there's an 8 to 10 multiplier across the rest of the tech that's why it's so important in terms of what Nvidia says for this bull market to continue so you're saying it's a broad Tailwind it's not just in it's a rising tide that's going to lift all bats it's not just even in software because software seems to be under pressure uh or at least it was when it comes to this AI craze and it seems like a lot of the money that was going to software has gone to chips but even next week you'll hear from Benny off and sales for what are they focused on AI look at mcder service now in other words it's just starting now the software wave is a second third derivative that's why I think we're sitting here a year from now NASDAQ 20,000 and it continues because now the rest of this party it is only 9900 p.m. in the AI party that goes that we believe it goes to 4:00 a.m. to 4: not to Sunrise but it stops at 4 4 a.m. now paler Technologies this isn't just another tech company it's a conundrum wrapped in an enigma draped in complex algorithms this year paler stock has soared like a tech unicorn leaping over rainbows a Northland Securities analyst had a word of caution recently hold your horses before diving into paler stock despite its impressive run waiting for the stock to cool might be judicious think of it as resisting that mouthwatering coffee cake fresh out of the oven you wouldn't want to burn your tongue now would you this stock has Charmed the market yet like every tail with an unexpected twist there's more lurking beneath the surface while paler stock has cooled off slightly this year with a 0.44% dip the company's long-term growth prospects remain strong analysts note that paler is a leader in leveraging artificial intelligence for data analysis a field poised for major expansion though some Wall Street analysts advise waiting for an ideal entry point before investing paler has already built an impressive track record that speaks to its potential much like Nvidia paler is spearheading innovations that will shape the future and let's not forget Nvidia just posted a truly astounding $26 billion Revenue quarter enough to acquire every Starbucks on Earth this remarkable achievement demonstrates nvidia's established momentum rather than fixating on short-term stock fluctuations the big picture reveals palen's vital role in the AI Revolution with transformative Technologies still in the early phases paler has only begun to tap into a vast Market patients now could pay off handsomely down the road but that's not all of it so let's keep rolling more on Nvidia is Patrick Morehead founder and CEO of more insights and strategy and uh you know Patrick it looked a couple weeks ago like maybe expectations will be beaten down the stock was you know off 20% we've had this huge rally back toward the highs since then what do you think the embedded expectations are for NVIDIA right here I think the expectations at a minimum are they're going to meet expectations but I I see that you know this train that can't be stopped I think they're going to do better than anybody can expect it because there's a lot of things people don't understand about Nvidia right this is more less about just fulfilling demand and don't get me wrong the demand from the hyperscalers are huge but there are new types of opportunities that people don't fully realize in that first of all Nvidia isn't just selling chips it's selling multiple chips it's selling entire systems and add on top of that software and even into a larger Enterprise Market I don't think these are being factored in at this point imagine that for a second Nvidia owning your morning latte demand for its gpus hasn't just been strong it's been voracious driven mainly by the big Tech behemoths chasing the Holy Grail of ultra powerful AI models it's like showing up to a potluck with an investment salad it looks healthy but people would prefer the Hardy lasagna investors heard pitchy loud and clear when he stated the risk of underinvestigated but And subscribe to the channel this goes a long way in helping us grow that said back to the video and we do know a fair amount obviously after the earnings reports from some of those big uh platforms that their capex budgets remain pretty high I guess there's still this going to be this Reserve though uh of of doubt about whether that's sustainable at a multi-year uh look ahead because you know there is a sense out there that there's an urgent buildout happening right now and we're not quite sure uh how long it lasts yeah on a multi-year basis you're absolutely right there has to be Downstream benefits efficiencies and Effectiveness gains that we'll see through software companies but most importantly software companies to Enterprises and on the consumer side we're going to have to see uplifts uh let's say on Advertising Revenue Services Revenue uh from those markers if those don't start hitting I think in the next 12 to 18 months investors are going to call to a have a cool off on capex expenditures but I believe we are all clear for at least 12 months maybe 18 months that's unless barring something economically very negative happens that's uh outside of nvidia's control now that's a spicy meatball folks and let's not miss the elephant in the room nvidia's current standing in the stock market the stock is up a staggering 168% this year it's like the golden retriever of stock picks loyal dependable and constantly wagging its tail but does this Gallop match reality or are we all just following the hype-driven chase as we evaluate paler alongside it's clear both stocks sit on intriguing precipices while palen's analytical prowess offers a hopeful Vista of what's possible nvidia's cuttingedge Tech anchors Us in the profitable present it's a tectonic sports book Clash future potential versus current profitability both are vying for the Investor's hard-earned dollar and the spectacle is truly gripping so whether you're Enchanted by nvidia's rapid Ascent or intrigued by palente potential the stock market narrative this year has been nothing short of dramatic with Nvidia you're looking at a stalwart in AI Hardware with proven track records and an exciting future the current projection indicates it can rise well beyond the $44.80 analyst Target providing a promising ground for investment the recent earnings anticipation has certainly driven home nvidia's relevance and demand in today's Tech heavy landscape paler on the other hand feels like a thrilling Underdog capable of profound impacts albeit with cautionary advice from analysts to wait for a dip so what do you think fellow Market Enthusiast ready to dive head first into nvidia's promising future or waiting patiently for palen's next move and finally if you would like to know what companies like Nvidia have been up to these past few days go ahead and click on the next video on your screen see you there