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It’s hard to believe how much profit Nvidia is reporting, expert says

It’s hard to believe how much profit Nvidia is reporting, expert says

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  1. 01 NVDA NASDAQ ACHETER +0,00%
    Entrée $217,55 28 août 2026
    Actuel $217,55 28 août 2026
    Résultat +$0,00

    I THOUGHT IT WAS ANOTHER AMAZING QUARTER R FOR NVIDIA. IT IS HARD TO BELIEVE THEY ARE PRODUCING THAT MUCH REVENUE, THAT MUCH PROFIT AND SHOULD PUT THINGS AT SCALE, THE LAST QUARTER REVENUE 96 AND BILLION, THAT REPRESENTS 44% OF THE WHOLE YEAR WORTH OF REVENUE. THEY ARE STILL VERY MUCH GROWING. I BELIEVE THE PROPHETS AND THE D REVENUE WILL CONTINUE TO GROW AT LEAST THROUGH 2030. ... LOOKING AT THAT AND LOOKING AT GROWTH COMPANIES ONE AND A QUARTER ONE AND A HALF THIS IS CHEAP BY THAT MEASURE.

    Contexte "I THOUGHT IT WAS ANOTHER AMAZING QUARTER R FOR NVIDIA... I BELIEVE THE PROPHETS AND THE D REVENUE WILL CONTINUE TO GROW AT LEAST THROUGH 2030... LOOKING AT THAT AND LOOKING AT GROWTH COMPANIES ONE AND A QUARTER ONE AND A HALF THIS IS CHEAP BY THAT MEASURE."

  2. 02 MU NASDAQ VENDRE +0,00%
    Entrée $932,86 28 août 2026
    Actuel $932,86 28 août 2026
    Résultat +$0,00

    YES WAS STILL LIKE IN A HOLDER MICRON. THERE IS A. WORD UP PARABOLIC AND WAS GOING STRAIGHT UP. WE WERE TRIMMING MULTIPLE TIMES, WE STILL HOLD IT WE DO NOT HAVE A VERY HUGE POSITION IN THEIR JUST BECAUSE OF THE VOLATILITY.

    Contexte "WE WERE TRIMMING MULTIPLE TIMES, WE STILL HOLD IT WE DO NOT HAVE A VERY HUGE POSITION IN THEIR JUST BECAUSE OF THE VOLATILITY."

Transcription Complète
IN THE LAST COUPLE OF DAYS WERE A LITTLE BIT LOWER BUT TODAY WERE LITTLE BIT HIGHER BIRD ARE COUNTDOWN CLOSER SAID HE STILL VIEWS IT AS A VALUE PLAY. JOINING ME NOW $7 BILLION IN ASSETS UNDER MANAGEMENT WEALTH CONSULTING GROUP CIO JIM, GREAT TO HAVE YOU. WHAT STOOD OUT TO YOU THE MOST WITH THE RESULTS FROM NVIDIA THIS WEEK? >> YES, I THOUGHT IT WAS ANOTHER AMAZING QUARTER R FOR NVIDIA. IT IS HARD TO BELIEVE THEY ARE PRODUCING THAT MUCH REVENUE, THAT MUCH PROFIT AND SHOULD PUT THINGS AT SCALE, THE LAST QUARTER REVENUE 96 AND BILLION, THAT REPRESENTS 44% OF THE WHOLE YEAR WORTH OF REVENUE. THEY ARE STILL VERY MUCH GROWING. I BELIEVE THE PROPHETS AND THE D REVENUE WILL CONTINUE TO GROW AT LEAST THROUGH 2030. TAYLOR: THERE WERE SOME CONCERNS THE WALL STREET JOURNAL ARTICLE THIS WEEK TO TRY TO SHUT OFF SOME OF THAT REVENUE SHARING AGREEMENTS THERE WERE SOME ANTITRUST CONCERNS, SOME CIRCULAR FINANCING CONCERNS. DOES THAT GIVE YOU PAUSE FOR CONCERN OR SET A COMPANY BEING PRUDENT? >> NOT REALLY. WE LIVE THROUGH A LOT OF THOSE THINGS THAT I BELIEVE SOME OF THAT IS NOISE. THERE IS CERTAINLY MORE WORRY ABOUT THE FRONT TIER MODEL AND SUPPORTING THEM AND GETTING THEM OFF THE GROUND AND GETTING THEM PROFITABLE. I THINK IT'S A DIFFERENT STORY FOR COMPANIES LIKE NVIDIA THEY ARE TRULY A PICKS AND SHOVEL TYPE OF COMPANY THAT IS NOT HAVING ANY ISSUES AT ALL GROWING THEIR REVENUE OR THEIR PROFITS BUT THE MARGINS ARE STILL VERY, VERY GOOD. IF YOU LOOK AT THE PEG RATATIO E ESTIMATED PE TO THE GROWTH IT IS AROUND .4. LOOKING AT THAT AND LOOKING AT GROWTH COMPANIES ONE AND A QUARTER ONE AND A HALF THIS IS CHEAP BY THAT MEASURE. TAYLOR: ONLY ABOUT 20 SECONDS, MICRON SHOULD THAT BE THE MEMORY PLAY? >> YES WAS STILL LIKE IN A HOLDER MICRON. THERE IS A. WORD UP PARABOLIC AND WAS GOING STRAIGHT UP. WE WERE TRIMMING MULTIPLE TIMES, WE STILL HOLD IT WE DO NOT HAVE A VERY HUGE POSITION IN THEIR JUST BECAUSE OF THE VOLATILITY.

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