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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[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.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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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
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.