That is some great news indeed. Even though I don't expect that order to be included in this quarter revenue, I think it will be reflected on the guidance for next quarter. And we know that market relies more on expectations than the actual results. With strong guidance the stock price will go up fpe ration of 45 which will land us at price target of 185-200!
I have watched a RUclips channel that analyzed Nvidia very deeply. As a result I put $1.3M in Nvidia (85% in NVDA and 15% in NVDL) early this year and now it grew to $3.85M. Your intrinsic value is the same as that reported by Kevin Paffrath in mid last year. I totally agree with this price level. Keep up your good work!
Thanks for the information and your constant efforts, you are the best analyst and you are honest always. I bought your book and it is really good, thanks for sharing your knowledge 👍
@ I am hoping that might ease selling on the news. So so many are expecting the price to drop after this earnings release. I am trying to stay positive
@@JosephSergio-i9lWhy would there be mass selling. Blackwell is in production to my knowledge. They are sold out for the next year. TSMC has not reported any manufacturing delays. NVDA still has the best product along with dominating the market in this sector. If I’m wrong about anything or can enlighten me in anyway please do so.
@ don’t get me wrong I am 100% all in - I just have seen how they slam this stock around - even if it beats but doesn’t beat enough. I believe in the business long term but short term sometimes the way the stock trades has nothing to do with fundamentals. I hope I am wrong this time.
My current largest holding (due to the rapid uptick the last couple of years). Seems there is no certain direction for the stock. Brutal drop not long ago. I'm holding, but no amount of analysis can predict short term market movements because the sentiments of greed/fear are et extreme levels for NVIDEA. Unless it overdelivers - by a large margin, NVIDEA will drop hard next week.
I own 100 at $110 cost price. I’m going to wait until it drops earnings week, or I’ll just keep it at owning 100 shares. It’s getting really risky for me now 😅
@@PopCultureAnticSSYou have probably never been wealthy in your life or perhaps already passed that stage with hundreds of millions like my brother. People once become wealthy, they have a desire to share their pride but they are afraid to share with people around them in real life. They release it online. I have 85,500 shares.
Thank you for sharing. What growth rates did you use for 5 years & 10 years in calculating the intrinsic value? (GS=??，GT=??) 6 billion (one time, instead of annual or recurring) out of 120 millions is not too little, but also not a lot. But the bright spot is that xAI is serious about competing with OpenAI, Google, and Anthropic. So there will be more to come in future until whoever falls out of the competition. So this is good news for both NVDA and AMD (as NVDA will have no capacity to satisfy the millions of non mega-cap customers who can only turn to AMD). AMd has fallen since earning report. May be i will add some. Do you have its intrinsic value? OpenAI is turning to AVgo for customed chips, but i am not sure if AVgo can compete with Amd or how the legal battle with arM will turn out. NVDA says Softbank was the first to have access to Blackwell. And for Softbank to build a 5G AI network infrastructure in Japan using NVDA chips, I can imagine the spending is huge. I wonder how much revenue from Softbank is?
@@jtmac9084 interesting though. If earnings, NVDA hits say 160 and the best quarter of Feb. is ahead; double to say $320 will take until 2030??? I mean, thats great, but wouldn't think it would take five years to double from February.
Yeah im pretty sure when Nvidia's Blackwell and AMD MI300x were announced, Meta, Amazon, Msft, and Google were buying them in 7 figure quantities collectively / quarter. I don't think 100k from Tesla would be too much of a catalyst.
No doubt nvidia is going to beat earning, but the stock will crash live previous earning. It will be a Wall Street manipulation to scoop up the stock again at $110-115 price to reap the benefits a month later.
200 for Nvidia and 200k for Parkev
That is some great news indeed. Even though I don't expect that order to be included in this quarter revenue, I think it will be reflected on the guidance for next quarter. And we know that market relies more on expectations than the actual results. With strong guidance the stock price will go up fpe ration of 45 which will land us at price target of 185-200!
SMCI was up after hours over 16 %
Thanks Professor for another awesome video about a stock I own.
❤😂🎉
that's just temporary, SMCI is done.
@SuperReyand
I think SMCI at a great price will be a perfect purchase for Nvidia to majorly expand their business ?
I own a little over 100 shares of Nvidia... My goal for next year is to get to 250
Thank you Parker. Good Analysis as Always.
In extension, it is great for TSMC as well (for any holder of TSMC stock) since TSMC manufactures all Nvidias chips
Yes, true
Great video Parkev.
5 Billion + 5 Billion + 5 Billion.
Keep it coming.
15 b
Nice math skills!@@jamalkaddouri6453
I have watched a RUclips channel that analyzed Nvidia very deeply. As a result I put $1.3M in Nvidia (85% in NVDA and 15% in NVDL) early this year and now it grew to $3.85M. Your intrinsic value is the same as that reported by Kevin Paffrath in mid last year. I totally agree with this price level. Keep up your good work!
Check out NVDU
Thanks for the information and your constant efforts, you are the best analyst and you are honest always. I bought your book and it is really good, thanks for sharing your knowledge 👍
Thanks, Parkev. 💯🚀
My pleasure!
Thanks ,great news sir. I have 85@85
All the best
Also Palantir and MicroStrategy are two great stocks to own
Thank you professor. Do you recommend to buy the stock before earnings?
Yes. Watch previous video
Half before and half after the earnings. Check his previous video, he talked about that
~$160 after Q3 earning then market correction starts the following weeks
What about other company like MU which provides the memory that is needed to go with the GPU?
I have dozens of videos on MU stock on the channel expressing my thoughts, if you're interested.
I own 300 shares I’m holding
I own 80
I want to buy 350 shares this coming Monday. $141.98 as of now. Should I pull the trigger this coming Monday?
@ nah lol course AI is inevitable and Nvidia will be providing chips for the AI boom
1000
@@dinhthanhyennguyen3189 No one knows but ur own stomach
Can you please the DCF analysis excel/spreadsheet....? You valuation analysis is great !
What we all think NVIDIA will go up on 20th nov or go down ??
And then q4 earnings it will sky rocket
thank you boss
You're welcome!
Thank you Professor, appreciate the video since I own a lot of NVDA
Glad to help!
@@parkevtatevosiancfa9544 Also softbank of Japan bought nvda chips to build Japan’s sovereign AI, I thought that was big news also
My rocket lab exploded think of selling 10% to buy Nvidia
@@FixForeGamers that’s what I do invest in small caps mane a profit and throw it to nvidia
Are you expecting an increase in share buyback or dividend?
Yes, on both.
@ I am hoping that might ease selling on the news. So so many are expecting the price to drop after this earnings release. I am trying to stay positive
@@JosephSergio-i9lWhy would there be mass selling. Blackwell is in production to my knowledge. They are sold out for the next year. TSMC has not reported any manufacturing delays. NVDA still has the best product along with dominating the market in this sector.
If I’m wrong about anything or can enlighten me in anyway please do so.
@ don’t get me wrong I am 100% all in - I just have seen how they slam this stock around - even if it beats but doesn’t beat enough. I believe in the business long term but short term sometimes the way the stock trades has nothing to do with fundamentals. I hope I am wrong this time.
My current largest holding (due to the rapid uptick the last couple of years). Seems there is no certain direction for the stock. Brutal drop not long ago. I'm holding, but no amount of analysis can predict short term market movements because the sentiments of greed/fear are et extreme levels for NVIDEA. Unless it overdelivers - by a large margin, NVIDEA will drop hard next week.
I own 100 at $110 cost price. I’m going to wait until it drops earnings week, or I’ll just keep it at owning 100 shares. It’s getting really risky for me now 😅
isn't it great that we have great news but the stock doesnt go up? doesn't this give buying chance????
Great channel, great news, looking forward to see what is going to happen. Parkev , is this company worth of full analysis, Deckers Outdoor?
After buy back 50 billion what would be the price
I can only cry as AMD investor 😢😢😢
I own 20 shares.
Of wat 😂
I only got 27 of nvda.. Its fine tho I got no pressure cuz I'm 11 lol ☠️☠️☠️
@@youtubeuser8482😂😂
@@ScoreGameEdits cap how can u be 11 and own shares
@@Pltr03 its in my dads name cuz its illegal to own shares if I'm a kid so when I turn 18 he's gonna give the account to me cuz il be allowed to
I own 3000 shares.
Your greedy
@@covenant1231how is that greedy he believes in nvda and good for him if it goes well
@@covenant1231lol I know never know why everyone always wants to bring up there shares like whose got the bigger balls when it comes to stock.
@@PopCultureAnticSSYou have probably never been wealthy in your life or perhaps already passed that stage with hundreds of millions like my brother. People once become wealthy, they have a desire to share their pride but they are afraid to share with people around them in real life. They release it online. I have 85,500 shares.
@@PopCultureAnticSSI own 85,506.51 shares. Make your own money and worry about it.
What do you think of Tempus Ai?
Thank you for sharing.
What growth rates did you use for 5 years & 10 years in calculating the intrinsic value? (GS=??，GT=??)
6 billion (one time, instead of annual or recurring) out of 120 millions is not too little, but also not a lot. But the bright spot is that xAI is serious about competing with OpenAI, Google, and Anthropic. So there will be more to come in future until whoever falls out of the competition. So this is good news for both NVDA and AMD (as NVDA will have no capacity to satisfy the millions of non mega-cap customers who can only turn to AMD). AMd has fallen since earning report. May be i will add some. Do you have its intrinsic value?
OpenAI is turning to AVgo for customed chips, but i am not sure if AVgo can compete with Amd or how the legal battle with arM will turn out.
NVDA says Softbank was the first to have access to Blackwell. And for Softbank to build a 5G AI network infrastructure in Japan using NVDA chips, I can imagine the spending is huge. I wonder how much revenue from Softbank is?
my dad owns 27 shares
Can you please do the marathon digital
By what time are you expecting NVDA to hit $314?
In 2030🤐🤐🤐
At 1:37pm
@ 😀
@@jtmac9084 fair enough. I won't be around for it (cancer), but my wife/kids/grandkids will do well, and thats what counts to me.
@@jtmac9084 interesting though. If earnings, NVDA hits say 160 and the best quarter of Feb. is ahead; double to say $320 will take until 2030??? I mean, thats great, but wouldn't think it would take five years to double from February.
Great news
Thanks, could you do a review on ASML please
Good company a Dutch company I am Dutch 😊
By chips do you mean H100? I thought Elon already installed 100,000 H100s for grok?
Nice video professor 😊
Thank you! 😃
Hi Parkev, thanks for another great video. Would you be able to cover Confluent Inc? Ticker symbol CFLT. Many thanks in advance
Noted
100000 chips is not much. Msft buys 300k chips every quarter
Yeah im pretty sure when Nvidia's Blackwell and AMD MI300x were announced, Meta, Amazon, Msft, and Google were buying them in 7 figure quantities collectively / quarter. I don't think 100k from Tesla would be too much of a catalyst.
300 k per quarter is a lot😮😮😮
No doubt nvidia is going to beat earning, but the stock will crash live previous earning. It will be a Wall Street manipulation to scoop up the stock again at $110-115 price to reap the benefits a month later.
have you looked into Palladyne AI Corp?
Thanks for the video
40k/45k per chip
I thought they were like 10-20 bucks ☠️☠️
nvidia coming big!
1,666.91 shares I'm holding 😎
85,506.51 shares to be precise here.
I own these nutzzz
LMFAO
Can we get your thoughts on Disney please 🙏🏻
Published one on Disney stock in the last day or two.
@ awesomeeee I will check it out !
By today you mean yesterday?
Professor video on RANI Therapeutics
Party On 🥳🥳🥳🥳🥳🥳✌️✌️
Cool I have stocks.
Just seen a motley fool video predicting Nvidia will hit a wall on the 20th. Hope they’re wrong!
🎉
That is old news..
You’re pumping a lot. NVDA already 3.4 trillion with 32 billion quarter.. it’s too much . Per my knowledge NVDA never cross $160 in life time.
😂
😮. Critical thinking once in a lifetime. Unfortunately, I am not smart like this. Otherwise, I wouldn't have 85,500 shares
It nivida falls below 140$ it's going down to 115$
Itll go down due to a rotation
Someone is doing technical analysis here. Thanks for the viewpoint.
Then I'm buying more.
I'm praying lol☠️☠️☠️. Its fine tho I'm only 11 so if I lose no one will care
Is it a good time to sell NVDA stock?
😂😂😂