Nvidia beat on every line. Revenue $96.2 billion against $92.38 billion expected, adjusted EPS $2.22 against $2.09, data center revenue $89 billion, next-quarter guidance $108 billion, and margin at 75% against 72.7% a year ago.
Jay Goldberg holds the only sell rating on the stock, and he argues the beat proves his point: Nvidia is sold out, so it cannot surprise to the upside. Ben Bajarin makes the bull case on total cost of ownership and revenue per megawatt.
Featuring:
Jay Goldberg, Senior Analyst, Seaport Research Partners
Ben Bajarin, CEO and Principal Analyst, Creative Strategies
Jensen Huang, CEO, NVIDIA
Josh Lipton, Yahoo Finance Host
Jake Conley, Yahoo Finance Reporter
Timestamps
0:00 Ben Bajarin: the results don’t change the thesis
0:06 Jay Goldberg: impressive numbers, nobody’s going to care
0:11 Jensen Huang on infinity per gigawatt
0:24 The print: revenue, EPS and the beat on every line
0:49 Data center revenue, guidance and margin
1:16 Vera Rubin in full production
1:34 Customers becoming competitors
1:50 Why custom silicon isn’t binary
2:31 The bull case: total cost of ownership per megawatt
3:21 Nvidia is sold out, and why that caps the upside
3:52 96% of analysts say buy. One says sell.
5:08 What would make him upgrade
5:37 The balance sheets when the cycle turns
#Nvidia #NVDA #Earnings #AIStocks #StockMarket #YahooFinance
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