NVIDIA Will Never Be The Same After This

00:00 Intro
01:26 NVIDIA Earnings
08:23 Salesforce Earnings
13:38 CrowdStrike Earnings
14:50 Mark Zuckerberg Gives Clarity to Censorship
18:21 Telegram CEO Arrested
20:09 Peloton CEO Loses All His Money

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About Joseph Carlson:

I am not a professional investor and have never claimed to be. I'm an amateur investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. Before creating content on YouTube full time I worked as a senior-level programmer for 8 years. Over the years as a programmer, I compounded my knowledge of development. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, and timeline, and overall circumstances.

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[Olivia-zc]

I have $170K in NVIDIA right now. I only got into stocks to try and make anything to help afford some medical infusion treatment that I need. I know it’s a risky game especially for someone like me who isn’t focusing hard on the market. I just don't want to make any wrong move. Do I hold or sell and buy back? Genuinely asking for any advice.

[ryandannenhauer]

Someone going from a Billionaire on paper to losing nearly all of his wealth is also a reason why unrealized gains shouldn’t be taxed. At the end of the day money isn’t real until it’s in your bank account

[Novaximus]

Nvidia was getting 4% gains per day. 5% drop on positive earnings tells me traders are just trying to short the stock hoping to buy a dip.

I know bubbles pop but if you look at Amazon and Microsoft who also have had huge explosions of growth these companies didn't just pop and go away. They are industry leaders at what they do with a huge market control. Over the years they just keep dominating despite being expensive.

Nvdia just needs to keep relevant and keep muscling out any competition while they're big enough to do it. As long as AI is in the headlines this company will probably keep generating a 10% + return most years. The time to sell isn't until people start saying, "ooh yeah. Nividia. Geez. Haven't thought about that company in a while. What have they been up to?"

[kenkessler]

NVDA will probably be far more steady after this probably increasing by 15-30% per year with some exceptions from new product launches

[ruddertrim]

Disagree with your short sided assumptions on Nvidia. I think you're looking for ways to rationalize your portfolio not having it, believing it is your portfolio vs Nvidia, rather than objectively looking at the company's value. The company does not have to cagr at 100% over the next 5-10 years. Comparing it to 5-10% growth is also extremely unrealistic. Blackwell will re-ignite growth and their moat is not going away. Also for being such a FCF guy interesting you didn't mention that piece.

[gmo]

Down I guess because investors still feel it is a bit overvalued? And yes the beat earnings stretch is smaller than in past. Thx for the vid.

[JBoya]

Nvidia shares have had many of these cycles. I have never treated it as a long term buy and hold like Appl or Msft.

[chrisle]

Lol its because ppl had 300BN in option expiry this week that was rolled over. Cant wait to pick up some more shares for cheap. Maybe some LT calls with strikes around 100-110ish. Definitely if it drops below 100. Salesforce is interesting... gotta do some more research.

[E-XODIA]

If this is the end of the amazing story, I already would end with 549% rate of return since I jumped into this company NVDA not just beating but destroying the market !!! I can just sell halve of the profit with the advantage of not paying taxes on my 401k Roth account diversifying into safe company like Costco, Microsoft, Google etc and continue the beautiful journey of investing and building wealth 😊

[petroseleutheriadis]

NVIDIA releases new products every two years, which are faster and consume less energy. This leads to everyone wanting their new products. This, combined with artificial intelligence, makes them the most important company in the world for at least the next five years. Additionally, with inflation running high, it’s not unlikely that the top 7 companies could reach a market capitalization of 5 trillion dollars.

[HDRYCH]

wow the chart is showing decelerating growth KNEW IT. lol its Multi BILLIONS now. Of course the jumps will be slower. It is still BILLIONs in growth. nice chart.

[theegress]

I really don’t give a f*** about NVDA but Joseph always has more content than what the thumbnail discloses which is why I’m subscribed and here. Thanks Joe, can I call you Joe? Or maybe you prefer Mr. Compound Interest

[mdmoz]

Isn't it strange how the options trades foretell the the direction of the stock right before the earnings report?

[uriabinenshtok]

nice didn't knew about performance obligations

[raven]

Blah blah blah…wait till next quarter.

[RichardoBrit]

How did the PTON founder not sell his shares?

[austinbar]

Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

[GREGG-]

I'm an amateur with a portfolio of 180k and I've got some real estate holdings too, but it's hard for me to build confidence. I want to invest another 70k over a one month span, but I want to be strategic about doing it so I can grow more and not stay stagnant. Are these good stock suggestions?

[auboisdaline]

AI stocks are poised to dominate in 2024. I favor NVIDIA due to their strong position for long-term growth and their support of other AI companies. A friend of mine made over 200% with NVIDIA, and I’m open to considering other recommendations as well.