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NVDA Earnings And The State Of The Market

NVDA Earnings And The State Of The Market

February 26, 2025 Reading Time: 4 minutes

Nvidia (NVDA) reported its much anticipated 4Q earnings after the close. It was a mixed bag. On the one hand, revenue growth continues to astound. 4Q revenue of $39.3 billion was up 78% compared to a year ago and 12%…

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No Value In The Mega Caps

No Value In The Mega Caps

November 21, 2024 Reading Time: 6 minutes

Mega caps – especially the Mag 7 – have driven the market indexes of late but it’s hard to justify further price increases because the stocks are more than fully valued at this stage. That’s not to say the market…

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Big Down Day Kicks Off September, ZS Earnings, Jobs Report Friday, Europeanization Of America

Big Down Day Kicks Off September, ZS Earnings, Jobs Report Friday, Europeanization Of America

September 3, 2024 Reading Time: 5 minutes

The stock market got smashed to open September after the long Labor Day weekend. The S&P was -2.12% and the NASDAQ -3.26%. Nvidia (NVDA) led the way, dropping almost 10% as news that the DOJ is investigating it for antitrust…

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The Implications Of The Reaction To NVDA Earnings

The Implications Of The Reaction To NVDA Earnings

August 28, 2024 Reading Time: 4 minutes

Nvidia (NVDA) reported a terrific quarter after the close Wednesday – but its stock is currently -7% in the after hours. What does it mean? Let’s start with the numbers. Revenue of $30 billion beat guidance and estimates as did…

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NVDA CPB: Why I’m Short The One You’re Long And Long The One You Don’t Care About

NVDA CPB: Why I’m Short The One You’re Long And Long The One You Don’t Care About

August 24, 2024 Reading Time: 3 minutes

Two stocks report earnings next week that couldn’t be more different: Nvidia (NVDA) and Campbell Soup (CPB). While the vast majority are long NVDA and don’t care about CPB, I’m long CPB and short NVDA. Why? Everybody knows that if…

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NVDA Is Cracking…. The Rest Of The Market Will Follow Shortly

NVDA Is Cracking…. The Rest Of The Market Will Follow Shortly

June 24, 2024 Reading Time: 5 minutes

In his article in Saturday’s WSJ (“Nvidia’s Sucess Is The Stock Market’s Problem, Broadly” [SUBSCRIPTION REQUIRED]), James Mackintosh outlined the two things driving stocks: demand for AI chips and concern about the economy and interest rates. The former is pushing…

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The Stock Market Is In A Massive Bubble – And It’s Close To Popping

The Stock Market Is In A Massive Bubble – And It’s Close To Popping

June 17, 2024 Reading Time: 4 minutes

Barron’s ran an important article this weekend titled “There is no Magnficent 7. There’s Simply The Magnificent One” [SUBSCRIPTION REQUIRED]. That Magnicent One – obviously – is Nvidia (NVDA) which is responsible for 1/3 of the S&P’s YTD gain through…

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Beneath The Surface Most Stocks Are Struggling

Beneath The Surface Most Stocks Are Struggling

June 11, 2024 Reading Time: 3 minutes

Tuesday was another typical day: QQQ: +0.69% S&P: +0.27% S&P Equal Weight (RSP): -0.41% Small Caps (IWM): -0.34% While the bulls won the day at the index level, beneath the surface most stocks are going down. On the NYSE and…

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NVDA $3 Trillion And Other Astounding Metrics

NVDA $3 Trillion And Other Astounding Metrics

June 6, 2024 Reading Time: 3 minutes

Nvidia (NVDA) became the third US company in history to exceed $3 trillion on Wednesday – after Apple and Microsoft. It is now the second most valuable company in the US market, surpassing Apple and trailing only Microsoft. NVDA has…

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Party Like It’s 1999

Party Like It’s 1999

June 4, 2024 Reading Time: 4 minutes

There is a stock called Nvidia (NVDA). You might have heard of it. It makes the chips that Artificial Intellligence (AI) runs on. It is up nearly 200% over the last year and is close to becoming the world’s most…

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I dropped out of Philosophy graduate school to start Top Gun in 2006 to profit from the bursting of the housing bubble. The stock market peaked in 2007 and Top Gun beat the S&P by more than 50% in 2008... Learn More

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