Nvidia (NVDA) is scheduled to report third quarter earnings results after Wednesday’s close. All of Wall Street will be watching Nvidia’s earnings release very closely as chatter of a possible AI bubble increases.
Intelligent Alpha Founder and CEO Doug Clinton sits down with Market Domination host Josh Lipton to discuss what he is expecting from Nvidia, also commenting on SoftBank (9984.T, SFTBY) and Peter Thiel’s hedge fund unloading their stakes in Nvidia.
To watch more expert insights and analysis on the latest market action, check out more Market Domination here:
#youtube #stocks #AI #Nvidia
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This market will keep rising for the next 20 years. AI will make every one millionaires. That is what my barber told me. He knows everything.
Nio chip is 4times faster than nivida
Investors are not allowed gamble with America econmy.
Nvidia gives Microsoft a tenner. Microsoft gives Nvidia a tenner. That's how you inflate revenue and earnings. It's not just a bubble, it's a complete fabrication of reality
So many “experts” who are actually clueless about even the fundamentals of AI (e.g. growth rate as measured by…, how close we are to AGI, or even just the constituent factors of AGI or ASI, etc, etc). It’s worse than armchair athletes who never played a sport but somehow think they know the game better than the coaches and players, since with AI there is actual deep and broad scientific and other knowledge needed to understand and thereby evaluate a given AI company— let alone the field.
If they realized AI was evolving based on tetrated growth, or the factors and reason underlying that growth, or even what is needed by Google, Microsoft, Anthropic, Vercel, etc to best enable their next stage of growth and bolster their tech, they would understand why so many AI focused companies are investing in themselves and other AI companies. Also, there is no better or more valuable investment options on the planet in the next 18 months and beyond. Stocks and markets will go up and down, but the near and long-term future is AI— and it’s evolving based on stacked exponential growth that is currently more than 1,000-times Moore’s Law and accelerating.
I had some “experts” tell me last year that “you can’t possibly use AI for professional software development”. Even when I showed them the 5 agent, 3 model orchestrated system vibe code and deploy a multi-user, multi-tenant application that they came up with on the fly, complete with documentation, one-pager, deployment guide and test results, their comment was, “anything done by AI is full of errors”— despite the fact that the system showed them all of the coding errors and fixes it made and final test results as part of it’s output.
This was a $60 billion investment group. They missed out to a couple high net worth guys from Silicon valley that actually knew something about engineering and AI.
Big moves from Microsoft and Nvidia lately — news like this always shakes up the charts. I’ve been tracking these tech stocks on Fastbull and the real-time updates make it easier to follow the momentum.
he needs to under promise and over deliver. these guys egos cannot help themselves. dude is talking about half trillion dollars and just casually tossing it around. the fall when it does come will be biblical.
What are these bots in the comment section?
Well sorry but I don’t think they are creating a super valuable product that customers want to pay for to make these investments worthwhile, in your words. It’s a novelty party trick for which people are willing to pay 20 bucks a month, not the hundreds that would be needed while having a customer base the size of all iPhone users to make the investments in infrastructure worthwhile. Market is going to correct and bring those valuations to a sensible level. That means a lot of defaulting and abandoned compute capacity, not to mention bailouts so that they can continue playing glorified wikipedia/stackoverflow but at a more discrete level IMO
Tired of repeatedly hearing the Wallstreet version of circular funding thesis. The purpose the funding is to grow the AI pie much bigger for the benefit of all parties by helping certain insufficiently financed firms like Open Ai or Anthropic to grow in a big way, not just spreading the initial investment among the involved parties in different forms.
Wallstreet need to think if have the ability, or shut up
Still bag holding ADA? Time to switch lanes. XA600B is the future direction.
Tomorrow Nvidia will b2 190- 195. . I guarantee.
It's not about valuations. It's about helping other businesses grow faster so you can sell them more stuff