Nvidia Predictions
Browse Nvidia market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
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[7:36] eventually at some point in the next year or two the data center construction will end. We will have built out most of the data centers. Most of that stuff will end. And then you turn into the re revenue generation side of the data centers.
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[30:14] Nvidia reports Wednesday. Um, they'll beat the number. They'll guide up. I get that. But it's traded down the last four quarters and they've beaten, right? And that's just expectations running up into I'm not going to try to predict it.
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[23:03] The numbers will continue to beat for the next couple quarters. At some point next year, the market will say, "Okay, how long how long is this this sustainable?"
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[6:29] you know Nvidia's been under some pressure. I think there's more room to go.
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[0:03] The Ford earnings on Nvidia are complete baloney... Because because they're concentrated with a handful of companies, you know, think of like the forward earnings of Microsoft. that those earnings um or Google, they have like millions of counterparties that give them that revenue. The the counterparties to to Nvidia are like a handful of companies that are dependent on that.
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[38:00] Nvidia is already looking weak to us. We're breaking certain key numbers right now on it that indicate it could provide a negative force. Uh not a collapse. Again, I'm thinking next quarter before you get the collapse effect.
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[23:27] I believe the earnings of Nvidia are in a bubble. People say, 'Well, the PE is not high.' Yeah, I know the PE is not high, but look at where the margins are relative to the past... the problem with Nvidia is not what are they making last quarter, this quarter, it's where it's how sustainable are these earnings and these margins, what they'll be making three or four years from now.
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[29:35] we think earnings can double this year. So we think earnings can go up 100% this year.
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[37:08] my point is is Nvidia's market share will decline and and we'll see sort of what that comes... there's no reason for Google to be paying top dollar for to implement or put in um NVIDIA chips throughout their entire AI data center ecosystem. They'll put in their own their own at a cheaper price.
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[27:28] It is a screaming by. Um not as screaming as Nvidia.
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[23:02] Nvidia a year ago, a year, a year from today probably is down 50%. Because everyone's in the same crowded, stupid trade
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[34:21] this year's number is already in the bag in a way that they're going to make over $200 billion of revenue and on the back of that is about $100 hundred billion dollars of free cash flow because it's capital light so it's very profitable
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