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Should you go all in on Nvidia stock?: NVIDIA EARNINGS SPECIAL
Feb 27, 2025
In this engaging discussion, Eric Jackson, founder of EMJ Capital, dives into the whirlwind of Nvidia’s latest earnings call. He delves into the strong demand for Nvidia’s new Blackwell chip, discussing how it could redefine future product offerings. With nuanced insights, Jackson addresses concerns over stock volatility and competitive pressures, while also speculating on potential growth in AI infrastructure. Expect to hear about the strategic decisions companies and countries face in the evolving AI landscape and the excitement surrounding upcoming product announcements.
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Quick takeaways
- Nvidia's strong customer interest in their upcoming Blackwell systems indicates robust demand, despite mixed investor sentiment affecting stock volatility.
- The podcast highlights the increasing national focus on AI infrastructure by various governments, suggesting heightened demand for Nvidia's technology over the next decade.
Deep dives
NVIDIA's Earnings and Market Response
NVIDIA's recent earnings call highlighted that demand for their Blackwell systems remains robust, with executives indicating a strong customer interest. Despite this positive demand, the stock experienced volatile swings between gains and losses following the earnings announcement, reflecting mixed investor sentiment. Analysts raised concerns over various factors such as tariffs and competitive pressures from companies like Google and Amazon, which seem to be creating uncertainty in the market. Key takeaways included the expectation that gross margins would improve later in the year, with the potential for them to reach the mid-70s as production ramps up.
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