Best NVDA Price to Buy. Earnings, Forecast Analysis & a Stock to Short | Nvidia Inc | Martin Shkreli

Nvidia NVDA earnings first thought they call it Taiwan semiconductor it's a beautiful company that's where nvidia's capex goes it's terrific nvidia's out is out 8% Revenue 26.3 guidance 322 that's not enough Market's not going to like it revenue of 30.0 that's a Miss to me that's not enough of a beat it's going to be down 10% I could be wrong but yeah it's not a good number 30 is 30 is maybe barely enough but the next quarter consensus is 317 I'd say' be down 5% 30 is a good number I mean it's not what I thought it would be which was 31 people expected that beat 32 and a half is not good next quarter's consensus was 317 it's just not that exciting for for such a hypergrowth stock probably alleviates maybe some of the concerns people have clear growth is moderating and that number is like they usually beat their guidance by 2 billion so if they're trying to say okay next quarter is 32 and A2 is really going to be 34 A2 I don't think it's enough Valuation Street was at 287 so they didn't even beat like the high-end estimates yeah i' I'd sell it but now we have to sort of look at valuation and decide okay well they are growing I mean earnings are increasing right like it's not like and we have to listen to the call obviously but I don't think it I don't think it should be down 10% I think five is five is probably right so it's getting a little oversold here probably I mean these are great great numbers right like I think the guidance could have been better but remember they give conservative guidance so I I'd actually probably be buying it at the moment when it was down one or 2% it was maybe a decent short but down here down 8% yeah I maybe nibble at it quick nibble if you get it down 10% that's a gift like these are these are decent numbers they didn't miss they missed you know they missed the crazy number they didn't miss and the guidance didn't miss either because you'd actually argue the guidance is pretty good because if you look at the uh the guidance 32 and A2 they've been two billion better every time and two billion batter is pretty strong so yeah good decent overreaction here down 9% I think you can definitely uh nibble on it here all right guys this isn't funny okay down 10% I'm not playing with y'all stop all right that's better pick it back up want to see double digit down here right me my homies we don't like that okay now it's getting more normal un like the Maestro here conducting this stuff now leave it around here okay leave it around here for like a couple hours let me listen to the conference call it's a good quarter wasn't that good doesn't deserve to be [💎] It could be a short if.. up does it call it four or uh 430 or five yall getting a little carried away here if it gets up to like -2% negative 1% I think it could be a short yeah I think neg five is right the right number I think that's it's a little disappointing it's kind of the super growth stock so kind of can't do these disappointing things so oh man look at my valuation talk about efficient markets man I just picked some numbers out of I'm like all right this is what I think will happen Nvidia let me pick some numbers what do you know current stock price come on man why the market so ficient maybe it's because there's thousands of us staring at Blackwell samples it we got to go find go focus on some other stock model says 111 is the fair value for video all right he said Hopper demand remains strong and the anticipation for Blackwell is incredible Nvidia achieved record revenues as global data centers are in Full Throttle to Moniz their entire Computing stack with accelerated Computing generative AI black well is shipping samples I need a sample you net income and uh cash flow are the same thing you guys need to go to finance school maybe get an MBA in companies that are capital light it's the same thing right Nvidia doesn't use Capital don't many Capital Equipment yeah maybe don't get an MBA if you can't understand Capital efficiency don't even bother Spectrum X ethernet that is kind of like the sleeper Nvidia doesn't really do KX no it's all at a company called Taiwan semi they call it Taiwan semiconductor folks all right they call it Taiwan semi they call it Taiwan semiconductor it's a beautiful company that's when as capex goes goes it's terrific terrific of course free cash and income are not exactly the same you think I didn't go to business school they they approximate each other as time goes to Infinity where do you think capex gets depreciated and for a company with no capex it doesn't proper demand remains strong and the anticipation for Blackwell is incredible said Jensen hang founder and CEO of nyia Nvidia achieved record revenues as global data Nvidia achieved record revenues as global data centers are in Full Throttle to modernize the entire Computing and generative a the problem with Elizabeth Holmes is the the AI doesn't really understand if it's a man or a woman so it switches back and forth it's not perfect yeah we're about to release a big upgrade to our TTS system so stay tuned we're hard at work on our new TTS system it's going to be very competitive with our arrival which shall not be named but has a number in their name Hey Joe what do you think of Joe Biden comments on the Nvidia's quarter release nvidia's quarterly results let's see what Joe Biden thinks I think nvidia's quarterly results are pretty impressive they're really making strides in the tech industry but you know what they say you can't judge a book by its cover or in this case accompanied by its quarterly earnings there's always more to the story got a Greta Thunberg also comments lol what do you think of nvidia's earnings results I'm not gr thunberg but I can tell you that I don't have access to realtime Market data or the ability to analyze earnings results however I can say that Nvidia is a leading technology company in the field of Graphics processing units Gus and artificial intelligence uh I their earnings results can impact the technology industry and the stock market it's important for investors to stay informed about company performance and market trends shut up I'm sorry to hear that I'll continue to follow the guidelines you're as quarterly earning as you ask Alex Jones gives his 2 cents I'm no fan of big corporations like them but I don't see any deep State Shenanigans here just numbers and profits my friend nothing to see but then again who knows maybe they're hiding something all right that was uh the Nvidia H2 earnings call um I like the stock down here [💎] Final thoughts on NVDA Q2 um obviously my initial reaction was correct um Street was going to like those numbers the immediate reaction though is different from the U long-term reaction so I think Nvidia is on track to um kind of capitalize off a couple important things that are happening the first is what some people call AGI um that's obviously a little bit controversial like it's not clear what AGI even is [💎] The future of AGI um but I think it's important because this Advanced AI capability maybe that call it that instead of AGI um I don't know why this protected view um is it pretty important like first time ever that machines can actually reason and Invidia basically captures all of that value so that's a really big deal the next thing is that Nvidia benefits from robotics um which basically every robot needs an Invidia GPU on board because of the Tarn um real time requirement there and the third thing is very similar except the robot instead of robot it's a car so you've got this like insane opportunity for NVIDIA where if any of those really uh come through um which I think it's possible all three come through you get this insane kind of growth I do First 10 trillion dollar company think Nidia will be the first1 trillion company [Music] um you know you just still have to realize it's a three trillion market cap right now and that that could happen over 10 years right I think Jensen if he can triple the stock over 10 years he'd be very happy um you have to ask yourself if that makes you very happy this is not a small cap stock um there's nothing that says it has to go up this year next next year and most people know all this stuff there's no surprise there so it's not like you can um you're going to make instant money anytime soon we could have a recession stock could be get cut in half very easily um there could be a production delay there's a million things that could happen so it's very very risky um so keep that in mind but I do want to give you guys another kind of stock pick which is cassava so I researched cassava [💎] Secret bonus: Easy christmas puts Cassava Sciences SAVA the other day and I think it's a short um some of you guys may not short stocks on the regular but I think cassava is basically a zero I think by the end of the year instead of $26 it's going to be at $2 um that's kind of crazy now the problem is a lot of the rest of Wall Street knows this it's not a surprise um I don't know why the stocks rallied by the way but I don't even think that's important um The Christmas puts probably pay but it's not totally sure so I'm going to try to get the exact timing down but I actually just like shorting the common the borrow rate is only 60% which isn't too crazy and yeah so this is sort of like a drug that doesn't really have a mechanism of action it's clinical data is really bad they just arrested the guy who invented the drug which is pretty bad sign um I'm reading the chat for what it's worth so cassava Sava free money just short it you you'll make money um yeah the December puts pay 2x it's not that great but um you know it'll pay um this is my new system called godell it's still very early it's in beta stages and the price is very low as result but we're basically trying to make something a lot better than Bloomberg and you know it'll it'll take a while to get there but if you join godell now you lock in the current price which is $40 a month for life and we are going to compete with Bloomberg we are going to have everything they have and we're going to have more stuff that they don't have um and so $2,000 plus product for $40 um if you join now uh we're not quite at Bloomberg levels but we are adding uh lots of international markets this month we're hopefully adding bonds JOIN GODEL NOW LOCK IN LOW SUBSCRIBTION FOR LIFE by the end of the year lots of cool stuff already on the platform and if you join the platform and you ask me to look at a stock and I have time I'll look at the stock for you so I've done that for a few users and I think they've enjoy that so it's yeah $40 a month uh it's real time all markets um but again time and sales um live NASDAQ sip so direct from NASDAQ not from like some third party um real news from news wires not ads uh lots of cool components and of course we design new components so if you have ideas for new technology and new new product we we we can make it so anyway that's the product the news is real time uh straight from Moody's and other news providers I love you guys I think a videoid is a buy at 116 117 I think it's overdone that's just a trade idea I think you'll get back to 125 um at some point maybe a 20 125 if [💎] When to buy NVDA you're lucky but you can probably buy it here for a couple dollar bounce um this is a little overdone should probably only be down 5% if that's too close for comfort for you I understand trading is not for everyone uh it's very hard it's like a 50/50 um but that's my idea for for the trade in the long run I do think Nidia will hit 200 or 300 but that's a long long run anyway love you guys talk to you later bye