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Rebel Capitalist News
Nvidia Earnings Recap!! Housing Demand Dropping Fast, CNBC Posts Recession Warning
Feb 27, 2025
The discussion kicks off with NVIDIA's remarkable earnings, fueled by surging AI demand, juxtaposed against Wall Street's predictions. The podcast dives into the troubling trends in housing demand, driven by fluctuating mortgage rates. There's an insightful analysis of recent mortgage rate drops and its implications for consumer behavior. The host critiques the mixed media portrayals of economic indicators, underlining the need for a skeptical view of mainstream narratives. They wrap up by examining recession signals and the evolving landscape of economic news coverage.
31:25
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Quick takeaways
- NVIDIA's impressive 78% sales growth in AI highlights the company's strong demand but raises concerns about its slowing expansion and market vulnerability.
- Declining housing demand amidst falling mortgage rates suggests external factors may significantly influence consumer behavior beyond traditional economic indicators.
Deep dives
NVIDIA's Earnings Report and Market Reactions
NVIDIA's recent earnings report revealed a significant sales growth of 78% driven by demand for AI, surpassing Wall Street expectations. Despite this growth, the company's stock saw downward pressure in after-hours trading, highlighting that the market's expectations were even higher, leading them to price in perfection. The earnings per share slightly beat estimates at $0.89 against the expected $0.84, yet concerns arose as NVIDIA's growth rate might be slowing down as the company expands. This has raised alarms about the company's data center business, which constitutes a massive 91% of total sales, making NVIDIA's future performance increasingly vulnerable to market dynamics.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode