Martin Shkreli: «Nvidia Delivered One Hell Of A Quarter»

26 billion big number not big enough and then guidance where's guidance 28 billion pretty good pretty good so 26 and 28 this is just what they needed to stay flat in my opinion I don't think it's going to go up too much but this is kind of what what I say would have been expected so like very anticlimactic I would sell if it's it's going to go up a lot cuz I don't I don't think it will but um pretty much what what was expected I think they beat by a little bit and raised by a little bit which is kind of you know there might be I guess some people feeling relief but I I don't think that's going to last I would sell here at a [Applause] thousand definitely uh what Nvidia needed to do to keep uh keep the Doom away for sure they uh they delivered hell of a quarter congratulations Revenue growth of 2 62% pretty pretty amazing there 10 for one stock split yeah know this this should basically trade it won't move basically tomorrow so the right call was selling shareholder alert rigrodsky Law PA a is investigating Independent Bank Group Inc buy out selling uh selling B was the call here I think it'll stay at 950 tomorrow give or take 10 bucks maybe 20 bucks let's see here gross margin 78% that's a little better than expected so these h100s are 90% gross margin so as they take over the company it'll be more more and more margin non Gap 79% the 28 billion in Revenue um the guidance was pretty crucial and it you know came in pretty nice the uh consensus for next quarter was uh is 27 so 28 is not that great but they usually beat guidance by about two billion so that means they probably are thinking that'll come in at 30 uh the 28 is only a billion more than what the consensus was but it's still pretty good so let's see if they do 28 so let's see let's say they actually do 29 Revenue growth is still pretty pretty good yeah I think it might I might even go down on this news that the Q2 number isn't big enough gross margins are guidance kind of low actually interesting gaming is down uh quarterly still up year a year though it should be down quarterly right seasonal all right well pretty anticlimactic I'd say all the professionals are using the godell terminal now Bloomberg is we don't respect Bloomberg you want to be in the 21st century of Finance or do you want to be stuck in the 80s with suspenders and cigars we don't do that anymore fra Ros have left Wall Street amazing 260% Revenue growth when have you ever seen that unbelievable and they have more cash than they know what to do with I mean they are now 30 billion cash I think they're going to buy cor weave and just go vertically integrated but it's amazing they could basically buy a core weave every six months I don't know what else they could buy I mean I don't think they want to compete with their customers and buy an AI company like an AI software company this is when you like really have one stock that you care about you just put it up on your screen like this you buy a monitor and you get a godell subscription just to do that just put on the big screen you know I don't know they could buy Lambda 2 who knows it all depends on if they want to sell or not not cor seems like they would sell they could do chip manufacturing I I could see them do that I could see them byy Global foundaries or something like that yeah competition is probably the most over considered facet of business don't worry about competition competition is bullish is godell still actively being developed my man my man we just added options options are up and uh hopefully some some uh who knows some other countries are on Deck soon or bonds or something we're we're working on all of it so stay tuned are we still doing the founder promotion I don't think so right no no no go if you buy godell now all the price increases you're going to have to pay for sorry buddy you missed it godell is uh Kurt gell who's a mathematician who's Einstein's best friend I think we might change the name someday we'll see yep we did move the office we expanded y'all want a little tour y'all want a little tour yeah Google uh really screwed the TPU game up and I I think you're going to see Nvidia beat them there oh you like the name that's nice maybe we'll keep it yeah we did hire holy SE guy so that job listing is no longer um open but you could be the assistant to the holy SE guy that's a good name better than yeah I think Nvidia will maybe trade down a little bit grock is good no grock's decent it's old TP team from Google uh vake uh did not have a fraud company called axant uh I like v a lot um drug companies don't all work otherwise we'd all just buy biotech and get rich some of them work some of them don't ax event did not but some of the other ones did I think Google messed up TPU because they basically just don't know how to productize anymore like they used to I did look at the superc computer the uh Cheyenne it went for a lot it went for a lot more than I thought it would be yeah we wish we could get god.com but we've offered a lot of money for it it's not worked yeah price targets are it's hard companies are living breathing moving things like you can't just pick a number um and not reflect the fact that the company's constantly evolving and changing so you do have to keep that in mind cell doesn't really use AI right now but we we do have plans for that um we've made a like an llm assistant that analyzes stocks for you and then we also um have a uh text of speech that it uses I think the long run Nvidia is a buy but obviously the market expects big things and they've delivered big things right we're definitely adding Futures that's probably the EAS one of the easiest things we can add uh the ethereum ETF I mean it seems like it's consensus now I'm not surprised that they would do it once you let one in they'll all kind of come in godell is available to everyone it's still in a kind of beta stage but you can definitely try it and subscribe to it and so forth it's $20 a month for now that that's going to go up um I'm going to raise prices like it's der Prim no I'm kidding but you know Bloomberg's $2,000 a month um I think as we add Futures as we add options we just added options actually so I do think we should go up to like 30 30 bucks a month or something because the options fees you know um but you know I don't think we'll ever be as expensive as Bloomberg but if we ever get to there it one it will be optional where there are like add-ons that you can do and two they'll be worth it I think hopefully does t work over uh after hours yes there's that we to isue let's see is this uh go to click house cool yeah nvidia's coming back in that guidance isn't good enough yeah we're definitely going to add uh crypto you know there already is a little bit of crypto support but we're going to we're going to add quite a bit of crypto block explorers the whole kitten Kaboodle at some point even maybe supporting trading for crypto since Unis swap is going to jail might as well go with them oh you know click house all right rasio I see you Cuda lockin is a real thing for sure maybe our Boy George Hots will break it godell is still supposed to be a little Hush Hush so not trying to promote it just yet we're getting closer and closer to promoting it maybe later this year we have Futures crypto options all Global Equity stuff like that we're pretty close and we're hiring and raising money to uh to do that now this guy is saying go back to jail now look here's the problem you're starting to make me mad you said that a few times already we heard you nobody [ __ ] with you and now you're starting to make me angry don't turn me back to the old me that's that's it all right don't I'm trying to have fun here all right hey font what's up man Big Font we've been doing a lot with the web GPU web GPU is a lot of fun I'm actually writing an interesting little thing I I would like to launch an India yeah Indian markets are very interesting Real Time news lag significantly behind Bloomberg I don't think so I think you're off on that one the Nvidia release came out at the right time that's what we were kind of detesting that that's why we did this live stream 100 169 milliseconds from the uh exchange you can see the millisecond ping here 300 milliseconds so that's the trade happens in NASDAQ and trade gets reported to your screen and 200 milliseconds and we're working to get that even faster not that it makes that much of a difference but maybe we add apis and stuff like that one day so that people could take advantage of that latency for okay well I hope you enjoyed that um I'll stream a little bit more often I've been kind of quiet lately um can't believe I'm mogging Steve Wolfram right now 5x the uh viewers but yeah this is going to be one of the most anticlimactic Nvidia quarters like I think a lot of people are waiting for NVIDIA to [ __ ] the best and watch it go down like 30% and that'll be like the start of a Great Recession but not going to be this quarter Satan this is a good quarter and uh I thought the Q2 guidance was a little light so I don't expect the stock to stay up very much probably go down a little bit even probably get to like the 920 range is my guess but you know I'm just guessing like anybody else I don't have a special crystal ball and it comes the short-term price movements nobody's nobody's that good um but yeah I mean really great quarter obviously record Revenue next quarter is going to be even more record Revenue um I do think towards the end of the year they're going to have a little bit of a hard time finding customers who haven't already stocked up quite a bit on h100s and we're going to have to see AI applications really carry a lot of that weight obviously GPT 40 and GPT 5 are going to do some of that um and we're going to see something similar from some other companies there's a new French company that just raised 200 million uh some xdeep mine guys so a lot of that goes to compute um obviously the cloud guys are are buying this stuff still but even on Lambda you're starting to see h100 availability which is probably I mean it's a mix of them focusing on it but it's also a mix of them having more which is a little bit worrisome oh Big Apple block trade 206,000 shares at 200 bucks um so uh yeah pretty pretty dull uh we'll listen to the conference call but just go to nvidia.com and listen to Jensen starts in about 20 minutes don't think they're going to say anything too interesting on the call um you obviously have the H2 200s coming out and then Blackwell Blackwell I'm not sure is going to be that big of a catalyst to be honest