5 Stocks That Could Explode After Nvidia’s Massive Earnings!!

Welcome back to What the Chip Happen, what I believe is the greatest semiconductor and AI podcast out right now on YouTube. Today, I want to take a closer look at five stocks that I believe can benefit from everything we heard management say during the earnings call. So, let's take a closer look in today's episode. But before we begin, if you're serious about semiconductor and AI investing, I break down major earnings and conferences inside my community. Institutional quality research built for retail investors, get 33% off at whatthechip.com. All right, guys. Welcome back to another episode. Before we start off, I just want to share some personal life story. I know I've been pretty quiet ever since Nvidia reported earnings. So, Nvidia reported earnings on Wednesday. I didn't do a video on Thursday. I didn't do a video on Friday. I haven't done a video on Saturday. And unfortunately, this is probably coming out Sunday late at night. Now, I respect you guys, right? You guys are people that come and support my channel. and I feel like I have to give some form of honesty of what goes on to my life because I don't want you guys to think I take what you guys have been able to allow me to do for for granted, right? So, unfortunately unfortunately I did lose a family member and it's been pretty hectic around around the family around the house obviously. I just want to say thank you to my Theata, right? She is my aunt that passed away. Thank you for everything. For those that are not familiar, I come from a very lowincome area, lowincome family. my my parents were first immigrants here. I came here when I was five and it really is kind of like it takes a village to raise a kid or whatever it says. Uh but I feel like in lowincome areas that's even more true, right? So while my parents were working non-stop, my uncles and my aunts were working non-stop, two family members really kind of took care of all the kids and that was my grandma and my auntya which unfortunately passed. And I just want to say thank you from the bottom of my heart for everything you've done. I just feel like sometimes I need to be honest with my life of what's happening here and just want to share my overall thoughts. Uh because this is what you get from me, right? Really authenticity in this channel. Now, like I mentioned, I I really want to take a closer look at five stocks that I believe can benefit from Nvidia's earnings. So, within these what we saw from Nvidia, right? I and and if you have been following this channel, Nvidia is one of those companies that I believe is going to completely lead the AI story as we continue to see it. Nvidia, I believe AI as a tech is that revolutionary technology that's going to completely shift the world. So, there's many types of investors. There's certain investors that want to see the financial numbers happening right now. There's certain investors that kind of focus on future growth opportunities based on maybe some of the thoughts and pieces and hypothesis that they believe the market can happen and go into. I I truly believe that AI is going to be crazy and I try to find the companies that I believe can benefit from there and these are going to be the five stocks cuz I mean Nvidia we are in this massive inflection point happening in the AI ecosystem we're still so early right I think about it in just so many different avenues right just in the coding space not every coder is using AI to its full abilities just yet right maybe some coders are using AI 10% of the time maybe some coders are using 70% but adoption rate from humans in any market is always a lot slower than many expect. And even within this slow adoption rate, we are still compute constraint. And that's just on coding, right? There's so many different types of other software, front end, backend, development platforms, agent tool calling, different markets and segments that still have not awaken in the AI story. So even as we're getting more coders and more more agentic tool calling and that market is waking up, there's still plenty of other markets that have to wake up. Cyber security is another prime example. So I really really believe that the AI and semiconductor market can benefit dramatically and I'm trying to find the stocks or keep holding to the stocks that I believe can benefit. So Nvidia unfortunately in the past few days is up only 1%. We saw kind of that excitement on the stock hitting almost $230 and then down about 5% on Friday. Now, the five stocks that I'm going to talk about are ones that I believe can benefit dramatically from it. The first one's always is going to be Nvidia. This is going to be the king. I mean, they mentioned, right? They mentioned that for fiscal year of 2027 or 2028, which is calendar year of 2027, they still expect to grow 70% year-over-year. That's going to be close to $700 billion in revenue next year. I believe that's extremely extremely possible. $700 billion in revenue next year. That is wild. That's not even a price to sales ratio, a forward price to sales ratio of 10 for the next what 18 months or so. I think that is extremely extremely possible for this player. So that's stock number one. But stock number two and the rest are going to be ones that I firmly believe are investing heavy in AI. And because of those heavy investments in AI, they're going to pay off dramatically in the Max 7. There's one player that I see is going above and beyond the amount of money being spent. And I'm not talking just purely about the capex number, but the kind of commentary that management has given about where they believe AI is going. If there is one company that has given me the true confidence that they truly see as AI as a revolutionary tech and there is no other option but investing in AI and it's Amazon. Amazon on the same day as Nvidia reported earnings said that they are planning on investing more and expanding their collaboration with Nvidia to build even more and more AI infrastructure. They mentioned that between 2027 and 2028, they're going to deploy 2 million additional NVIDIA GPUs. They're going to bring Nvidia's Vera CPU based infrastructure to AWS. They're extending their NV link fusion custom solution to Nvidia's high bandwidth memory play. And I'll talk a little bit about that. But for those that are not familiar, Amazon is one of the few players that is incorporating their own AI accelerators with Nvidia's component using Envy Link Fusion, right? For tranium 4, Amazon is going to be connected to the Nvidia ecosystem, which is crazy, right? And Amazon is developing its own AI chip. And even though it's developing its own AI chip, it still wants to be put on the Nvidia ecosystem one way or another. And now they're expanding and extending that partnership even further. That goes a long way. And it tells me that Nvidia is definitely going to be the AI king no matter if they're making their own GPUs or and if their sellers are making their own AI accelerators. And this is a prime prime example. They also mentioned that AWS is building AI factories for the US governments including 100,000 GPUs on secure AWS infrastructure for running federal and national security workloads. They're also going to bring the open models on Amazon Bedrock and Amazon Sage Maker, giving customers more open model choice and they're continuing to adopt in the robotics play right Amazon is already a huge robotics company but they are incorporating a lot of Nvidia solution. So Amazon right Amazon that big big player that is extremely extremely excited about the AI ecosystem is going even further and spending more with Nvidia. And for me, that is extremely bullish, especially if we look back at their recent earnings, right? They mentioned that they're spending $220 billion in capex in 2026. We will still not have enough capacity to meet all the demand we have in 2026. And I believe that dynamic will also be true in 2027. In fact, that demand we already have for 2028 is striking. Right? So, Amazon is it believes this demand shortage is going to last not just this year, not just 2027, potentially even 2028. And if AI continues to awaken in other markets, this is going to be insane. Jasse, right, the CEO of Amazon mentions that Amazon eventually eventually AWS could be a trillion dollar revenue player. Didn't give a real timeline on that, but it just showcases where management believes that space is headed. uh they continue to mention that AI adoption is happening in massive ends. First you have the AI labs consuming massive compute on one end and then you have enterprises capturing cost avoidance productivity gains on the other and existing enterprise production workloads in the middle representing what they expect to be the largest absolute segment and this is a very key point that I think investors should know right investors should know that it's not just the open AIS the anthropics that are making money Jasse says that the enterprise players that are buying these tokens are making money as Well, and that's very crucial, right? Because you need to see that ROI and we are seeing it here. There was a recent podcast that I learn I was watching with Dylan Patel and semi analysis and even they broke it down, right? They mentioned that trading firms for example, trading firms are making so much money per megawatts that they rent out that for them paying these crazy token prices is still fine because they're getting a massive ROI on their investments. So when you continue to see customers like that that are willing to pay over crazy prices because the ROI on compute is still impressive then it tells me that the market extremely healthy because there is a form of a cost avoidance or productivity gain happening with their core products. We see it with Amazon, we see it with Meta, right? Meta has talked about it in their advertisement space. So AWS is going to be the stock number two that I have here, right? The stock has definitely gone gone up a nice amount year to date, right? Up 17%. We've had some of those lows at 200. We were actually talking about it in this channel at the low 200s at the 220s. At 266, I honestly still like it. Now, I want to talk a little bit more about kind of that Nvidia NVLink Fusion with NVHBM, which is custom high bandwidth memory. So Nvidia has created this new way to help some of the efficiencies of your your HBM on your XPUs on whatever kind of solution. So now Nvidia is kind of working with their NVLink partners to be able to do this. They mentioned that traditional HBM architecture places the memory controller on the XPU die consuming valuable silicon area that could otherwise be dedicated to compute. NVHBM built on the same technology that Nvidia will use for future GPUs integrates Nvidia's custom memory controller into the HBM do and by doing so integrating that memory controller into the 3D HBM stack instead of the XPU and and the HBM delivers up to 30% greater memory bandwidth and 15% lower HBM power consumption and frees up to 25% more area on XPU compute compared with standard HBM M4E and this is kind of the example, right? This is your traditional. You see how there is such a huge amount of space being wasted by the controller. This is the custom XP with Envy HBM where now you're able to add more compute dice because you have more area thanks to kind of reducing the amount of area needed for the controller, the memory controller. So that that goes a long way and again it showcases how Nvidia is ahead of this curve. Now within this this I I wanted to mention this a bit because there is a lot of excitement for me for the next company. The next company I actually want to take a closer look at is Marll. Now Marll just recently reported earnings and I thought earnings were great. The stock is down roughly 10% market cap of 190 billion. Year to date the stock is up 142% but from its 52- week high the stock is down nearly 30%. Now the reason I want to talk about Marll is Marll is part of the Envy Link Fusion. They have plenty of memory controller solutions as well. They also have a great partnership with Amazon and AWS. So if Nvidia and Amazon are working closer together, the probability of Amazon and Marll working closer together also increases. So it's not a guaranteed, right? It's not a guaranteed and there's other players AWS can go with, but it just helps me believe that the opportunity for them to be some success is truly truly there. And we know Nvidia invested big in Maral, right? $2 billion and mentioned this was the next trillion dollar if they're working really good with Amazon as well. Nvidia can also be kind of that seller point, that middleman. Hey, look, we've actually worked with Marll on Nvink Fusion. I know you work with them already for the tranium platform. Maybe you can extend a lot of these Envy Link Fusion partnerships that we're doing and work with them as well, one way or another. So, Marll is one that I really, really do enjoy as well. Now, earnings I thought weren't that bad, right? The company did increase revenue guidance for this year by about $500 million. Nothing crazy. And for next year, they increased it by about 1.5 billion. All riding on the Google custom silicon relationship that just got a lot bigger. For those that are not familiar, Nvidia, Marll and Google recently had a big partnership. And many people when they kind of make do look at the numbers of of these partnerships, they try to divide it evenly, right? If in theory it's a hundred billion dollars in five years, which is I'm giving a fake number here, the market would say, okay, you're getting 20 extra billion dollars every year. Now, but that's not how the story goes with the compute side, right? It's and and pretty sure with most businesses, it's more like an upside down pyramid where it starts off I think a cone is probably a better ice cream cone. It starts small, right? It starts small and then it starts to get bigger and bigger and bigger. And that's what we should expect with this. Maybe some investors were expecting it to be more like a a rectangle, right? Where it's evenly throughout this multi-year time frame where instead it's just going to get bigger and bigger over time. And sometimes the market is impatient in my opinion. Data center revenue is up it and for next quarter they expect it to be up 20% sequentially and 75% year-over-year. They are really big in the optic space. They recently acquired the Celesteic AI and they mentioned that CPO and NPO is much larger than they just thought a quarter ago. So that's a market that's scaling up. The Google partnership is going to be massive and they believe right that they mentioned that the silicon in fiscal year 2029 was going to double. They believe that's going to be much greater than that. Right? It was previously guided at 10 billion plus and got a large larger than anyone can model. Now, they do have a AI investor event on October 6th, and that's when we're going to get a lot more information, but from what we heard in the pieces that we got from Marll's CEO, I believe this is a market that's going to get insane pretty pretty quickly. There were a few other things that uh kind of might be interesting to investors. He talks a little bit about copper and optics as either copper or optics. And Murphy says, "No, that's not the thing. It's going to be a mixture of both. We're seeing it in a lot of other solutions where just because you have a higher tier of something doesn't mean that the lower tier goes down, right? It's you you there's opportunities for both and there's going to be great revenue in both these segments. Finally, Murphy mentions that one of the biggest issues is obviously obviously supply. Supply is the limiting factor even as demand accelerates and this is what we're seeing throughout the whole AI ecosystem. And that's why it's important to follow the AI ecosystem, right? because it helps you understand what's truly the bottleneck and can give us a little bit of a hint beforehand of when maybe some of that demand starts to crumble. But I don't think we see that just yet. And there's other things that I'd like to look at as well. Before we go any further, guys, if you are enjoying the content, I do have a community what the chipappen.com. And right now, right now, I am offering 40% off. I just had my birthday yesterday. So, I want to say thank you for as my birthday gift. and we had amazing Nvidia's earnings, right? So, for the next 3 days, there's still 40% off. Just go to what the chip happened. It automatically gets plugged in. And it's not just for the year, right? Is if you continue to be a member in the platform, you're going to get that 40% on consecutively. This is community. I have deep dive reports. I have earnings. I have exclusive live streams that I do three times a week. We have special apps where you get to track a lot of information and it just gets better and better and better every day. So make sure to check it out at whatthechipappen.com. All right. So now we have three stocks, right? We have Nvidia, we have Amazon, we have Marll. Now there are two other stocks that I continue to believe can benefit from this AI story. Stock number four is going to be Meta Platforms. Now Meta Platforms is not one that really gave me anything during the earnings call, but I believe can benefit extremely well with this AI story. So Meta right now 578 year to date the stock is down 11%. Obviously, there was that scariness from all the legal lawsuits. We've seen that it's gotten better, right? So, the the fears of a tobacco moment for them has has kind of gone away. Uh, but there's still a lot of fears for Meta, right? The AI investment, the capex, are they investing too much? Why are they not selling compute? Shouldn't they be taking opportunity in selling compute? And I am a believer of Mark Zuckerberg and the vision he has for AI, right? Many people don't. That's okay. And I think that's why everybody should be their own thesis maker for their own stocks. Don't follow anybody else. But I believe Meta is going to do extremely well. They're doing extremely well with the new models that they are releasing. They have a lot of compute and they have a core market that is producing amazing ROI. Now from their latest earnings, they mentioned that we are investing aggressively because the potential is huge and we know that there are many ways to deliver value here. That was Mark Zuckerberg in the latest earnings. The other thing he mentioned is as AI usage in our products and business continue to ramp, we continue to invest aggressively in infrastructure to meet the demand. The CFO mentioned that pretty much there's so much under underbuilding in the AI that they're going to continue to build in 2026 and 2027. uh and they had incremental capacity in the past and it has proving extremely valuable in scaling experiences like Rios and we are confident that this will be true in this time frame as well. Our longerterm strategy aims to give us the flexibility to continue growing compute in 2028 and beyond by laying down data center and network foundations to accommodate future server decisions. So CFO is pretty much saying we're building data centers. We're not all the time putting in GPUs right away, but we need that flexibility. We're not out there looking for power because in the past in the past every time we've added more compute we were able to add to our core products, right? And that and that's what they believe. Mark Zuckerberg says I also think it would be foolish to basically just sell all of the compute and take short-term profits when you have the opportunity to build intelligence on top of it which be kind of multiple that compounds the value of compute on top of that. Many people want Mark Zuckerberg to start selling compute. I think the market would completely love it. I right now believe Mark has a real vision of selling intelligence, selling API, and if they continue to evolve that AI story, they can benefit and get better returns. Mark also mentioned on a dollar basis are ad businesses reporting faster year-over-year revenue growth than any other company reported at business. These AI investments are paying off. So, Meta Platforms has said it time and time again that they can benefit dramatically from AI compute. The market believes they're spending too much in AI. I think that's a silly mistake and many investors I think rightfully so think this is a bad mistake. But for someone who I see this AI ecosystem, I'm using the tools and the amount of work I am able to do on a daily basis thanks to AI. I can't imagine how much ROI these other companies are getting. Again, the AI investment thesis is to each their own, but I do believe this is a massive, massive investment opportunity for a mixture of high beta names, low beta names, and we saw here. The fifth stock that I am going to take a closer look at and I believe can benefit is Iren. Now, this one took a massive hit, and I'm planning on doing a video later this week on Iran, but to me, I didn't like earnings a lot. Uh, just on the very top level overview, many people are complaining that Iran is not announcing new deals, right? I think people complain that, hey, I rent says there's no point in signing deals right now, but it's because they can't get deals. I don't think that's the case. And I think this is so weird because I feel like Iren is telling us what Nebius kind of told us a few weeks ago, but just because the stock price went down, it's bad and and people say this is a bad stock. But Nebas a few weeks ago told us that they were holding on making contracts because they believe in the future they can take better pricing. I is pretty much saying the same thing. there say we don't want to lock in certain contracts right now because if we can get the GPUs ourselves then we will be able to get better pricing right it was paraphrasing right maybe the way the CEO explained it is different but that's how I took it right and if other players were were given a gift and stock prices reacted positively because of that and Iran is being punished for it I think that's a little bit weird there's other things I want to talk about with Iran in the other video if you guys want to see it let me know so yeah take care have a good day and see you All next time, make sure to check out what the chip happened.com.