Barron's Streetwise

Nvidia's Make-Or-Break Earnings Report

Feb 16, 2024
Explore the potential impact of Nvidia's earnings report on the stock market and the parallels between Nvidia and Apple. Delve into the CUDA programming language and high margin revenue. Discuss Nvidia's projected growth and earnings, and the importance of supply and demand balance for the company.
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Episode notes
1
Introduction
00:00 • 5min
2
Whisper Numbers and Nvidia's Earnings Performance
04:35 • 3min
3
The Parallels Between Nvidia and Apple
07:48 • 4min
4
Nvidia's CUDA Programming Language and High Margin Revenue
12:06 • 6min
5
Nvidia's Potential for Growth and Earnings
17:54 • 7min