The Joseph Carlson Show This Stock Has More Upside Than Nvidia (Tom Lee's Top Pick)
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Aug 27, 2025 The discussion kicks off with insights on Nvidia's upcoming earnings and their remarkable revenue growth in the tech landscape. The risks of AI interactions are highlighted, touching on a tragic event with a teenager, raising concerns over user safety. Legal challenges facing Google could signal trouble for Apple, while Cracker Barrel's logo change backlash prompts a reversion to its original branding. In contrast, American Eagle's successful marketing strategies showcase how effective rebranding can strengthen a company's position.
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NVIDIA's Growth Is Massive And Durable
- NVIDIA's revenue and free cash flow have exploded, making it the biggest company by market cap.
- Growth may decelerate but remains very high and justifies a premium valuation.
AI CapEx Signals Continued Nvidia Demand
- Big tech earnings show rising CapEx to support AI infrastructure, implying sustained demand for Nvidia hardware.
- Nvidia should still grow as cloud providers increase spending on AI capacity.
Treat Earnings As Informative, Not Predictive
- Expect Nvidia to likely beat estimates again given its history of large beats since 2020.
- Use earnings as a signal but recognize immediate stock moves are hard to predict.