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Nvidia just reported they absolutely demolished all the numbers $42 they reported per share estimates were for 339 18.1 billion in Revenue estimates were 16.1 and the previous year's quarter was 13.5 they absolutely smoked it now after hours they're down okay they keep going up and down they were up to 505 down to 480 470 um now they're at 490 it's going to be a volatile short-term time period but we're going to go through that this is what we do we go through the companies we analyze them nvidia's one of The Magnificent Seven it's up like 7 250 300% this year it's absolutely crushed it's riding the wave of AI as you can tell right there they've absolutely demolished it um so let's go take a look at Nvidia and see what we think about it because every investment is a present value evolve future cash flow so let's check this thing out uh I finished the day down about 1% today today um it's a high return on invested Capital business a lot of growth this is the scary part it's selling for 37 38 times the last full year of Revenue that's obviously going to drop Now with uh with the revenue being up so much they did Revenue in the last year of 32.7 they just did 18 billion in the last quarter that's a huge jump and absolutely crushing it yeah the let's see two quarters ago they did 7 n billion two quarters ago quarters ago guys the in the AI wave is hitting hard they're selling a lot of chips there's a lot of concerns about the supply of those chips just like when all those tech companies were all those um semiconductor companies were selling like crazy last two years and now you see the revenue falling why because the supply is there the demand is not there anymore um what's it doing now down 2% about 10 bucks after hours there's going to be a lot of volatility here full disclosure I have a bet against Nvidia it's gone against me pretty hardcore this year don't bet against it just your job I regret doing that because it went up but at the same point it's well actually I don't regret it the bottom line is it's going to be a tough go but my bets are for over two years from now so I'm willing to wait for this parabolic rise to come down Mo what are you seeing in the press release basically there's a lot to talk about AI of course that's really what it is of course and now the Stock's already at 492 it literally hit a Low Mo a four 74 uhuh and now it's up $2 more incredible the volatility here gross margins increased from 70% last quarter to 74% this quarter oh interesting I thought the gross margin was down operating income had a big jump net income had a big jump diluted earnings per share 370 diluted per share non Gap 402 mhm let's see revenue is expected to be 20 billion for the outlook for the now it's almost even Mo wow now this the company's almost even for the day okay so their fourth quarter outlook for 2024 expected to be 20 billion plus or minus 2% Gap and non-gaap gross margins are expected to be between 74 a.
half and 75 A5 plus or minus 50 basis points operating expenses 3.17 and uh 2.20 for Gap and non-gaap respectively Gap and non Gap other income and expenses expected to be in the $200 million range let's see yeah don't worry about tax rates 15% cool 15% third quarter data was a record 14.5 billion 41% from the previous quarter and 279 per from a year ago wowa wowa wowa wowa okay now it gets into just a lot of details okay it's a lot of AI talk of course of course gaming was Gaming revenue was up up uh 15% in the quarter 81 1% from a year ago it's almost even almost even Mo wow look at this volatility literally guys in the last few minutes it has gained and lost about 5% 7% okay all right so they're gonna have a call they're going to go through some things and I'm sure they'll say some some things that are going to be positive NE we don't know the question is guys remember it is possible that this company could absolutely Crush numbers for the next 10 years and still not do well with stocks that's the thing we saw back in the 2000 crash right we saw companies that have not hit their previous numbers even though their revenue and profit are multiple multiple times greater now than they were back in 2000 so we did this last time what is your over under guess for how many times they say AI on the call this afternoon 113 I'll take over okay mine's 70 oh mine's 76 I going to say over that so you're going to say under you're going to say between 766 and 113 okay somewhere in the middle I'm going to say over 113 okay all right WR that down write that down all right so let's go I mean it's hard to do stock analyzer for this company but let's go give it a shot when was the last time we did stock analyzer a great I did it September 26 mine was August 15th all right so guys stock analyzer tool we make our assumptions in here doesn't include the balance sheet we make our assumptions for the future it spits out hey in order to get the returns you want based on these assumptions what are you going to get Mo Revenue growth I did 12 16 and 20 you did Big I had 10 20 and 30% Revenue growth the next 10 years guys it works out 30% Marg growth oh my God uh 22 26 and 30 I think 20 30 40 and 20 30 40 here as well PE PE I did 16 20 and 24 20 25 and 30 and I agree with that for those numbers price to free cash flow 16 20 24 20 2530 and my turn I did 10 12 and 1 12 and 15 I did 10 13 and 16 okay I hit the analyze button and guys here's my problem here is my problem for it to justify today's price it's got to grow 30% a year for the next 10 years for the next 10 years okay so what does that tickets Revenue to 30% a year for the next 10 years on 35 billion what they did last quarter 500 tril $500 billion in revenue is it possible sure of course it is the question is is that is there enough wiggle room there and it's got to sell for 30 times multiple in 10 years and 30 times earnings in 10 years and have profit margin of 40% to the bottom line I just I don't know it's a tough bet it's hard yeah doesn't mean it's not possible it's just very very difficult a tough bet it's positive now it is positive by a lot it's up 1% yeah all right 52 we high is 50548 which was today I believe was it today was it yes oh no no 50517 was was the high today okay so we'll see so it's positive it's back down now it's down now it's only up half 39% it's all it's funny Nick was like cheering I'm like Nick it's early but I was excited going what if it fit what if it falls 20% you know tomorrow that'd be great or tonight in tomorrow but alas that is not meant to be but guys look at this how was it how did it Crush revenue and profit and it's not up a ton and not even just Crush expectations think about this two quarters ago it did 7 billion it's doing 18 and next has to do 20 come on that's insane like if you were to tell me what would the earnings rep if you told me that earnings report this morning my I'd been like I'm out yeah I'd say it has potential to go to $600 a share yeah I'm like I'm out so what does this mean I don't know I'm hoping that PE markets are getting overbought we've gone October 26th and video is at 398 a share now it's at 505 that's 3 weeks ago and it's up 25% more than than 25% maybe the nas the S&P the NASDAQ is up 13% the okay maybe just hard to sit there so guys on this channel what we're trying to do is just sit here understand stocks look at the reports we don't care about quarter to quarter results we care about the longterm I will be a buyer of Nvidia at some point in the future but I don't think the risk reward makes sense right now so if you can do me a favor guys subscribe to the channel I really appreciate it helps us out a lot and it's going to help you out a ton in understanding money appreciate your time I
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