How Nvidia Earnings Will Impact The Stock Market

Despite Nvidia crushing its earnings—beating top and bottom line expectations, growing revenue by more than 120%, giving solid guidance, and announcing a $50 billion stock buyback—the stock is actually down. Expectations were so high that anything short of completely obliterating even the most optimistic forecasts is being seen as a mild disappointment.

Let me break it down for you. Nvidia did everything right: they beat on revenue, earnings per share, raised guidance, and even announced a massive buyback. But the stock market still said, 'meh.' Why? This is a classic case of 'buy the rumor, sell the news.' Everyone was buying Nvidia in anticipation of these great earnings, so when they finally came, it was already priced in, and the stock corrected a bit.

Now, if you're wondering if this dip is a buying opportunity, I’d say not yet. For me, a real buying opportunity is when the stock is 20% below its 52-week high, which for Nvidia would be around $112. Until then, it's just business as usual—keep dollar-cost averaging.

The bottom line is that Nvidia’s earnings were absolutely mind-blowing, but the stock didn't skyrocket, and that’s actually good news if you're looking to buy more at a reasonable price. Remember, the best deals come when the business keeps getting better while the stock price stays flat. Nvidia is at the forefront of the AI revolution, and there's a long runway for growth ahead.

So, don’t get caught up in the short-term noise. This is a volatile stock with plenty of ups and downs, giving you more chances to buy in at a lower price. Just keep dollar-cost averaging, and you’ll ride the wave in the long run.

0:00 - Introduction & Overview
0:21 - Nvidia's Earnings Results
1:00 - Buy the Rumor, Sell the News
1:51 - Buying Opportunity?
2:55 - Breaking Down the Earnings
3:39 - Why the Stock Not Skyrocketing Is Good
4:18 - The AI Revolution & Nvidia's Role
6:01 - Analysts' Reactions
7:01 - The Collapse of SMCI
8:31 - Market Impact
9:19 - Final Thoughts

Nothing in this video constitutes tax, legal, financial and/or investment advice, nor does any information in this video constitute an invitation and/or solicitation to invest in a particular security. This video merely expresses the author’s opinion and should be viewed as such. Before proceeding with any investments, you should do your own research and seek advice from an independent licensed professional.

The author of this video does NOT accept liability for any investment decisions, as this video is provided only for educational and entertainment purposes. Although the author has endeavored for the information in this video to be correct and accurate, he does NOT assume liability nor does he guarantee that the data will be updated, correct and/or accurate at all times.

[Ivan_Nano]

I’m pretty sure nvdia didn’t do the unthinkable, that it doesn’t change everything and that it isn’t over.
Now, I’ll watch the video. Which I would’ve watched anyway even if the title said: “update on nvdia”

[SukeyAvantiksukeyavantika]

Just watched your video discussing AWS13K and I am very excited about this

[CadillacSlick]

The market should have seen the drop in Invidia: Meta reported and dropped! Microsoft reported and dropped! Pure classic profit taking, nothing more and nothing less!

[sweetheartgary]

Bought AWS13K after watching your video, super excited! 💰

[oGrasshoppero]

I agree with Tom Nash, you will never lose if you always buy and have infinite money.

[tyreecobb]

Great guidance ahead of earnings report - thanks Tom!!

[aswinlal]

The smci dip is due to the Hindenburg report

[itsomarbitchess]

Pelosi bought again... that's the alert to buy 😂

[kaorunootaku]

Every major IB is raising price target for NVDA after this earnings report.

[armandoweckmann]

Would be amazing if it dropped to $80. I would buy hands over fist 👊. I bought 260 shares at $77. Keep selling people 😊 I believe in this stock!!

[dadhibekele]

Thanks Tom, you saved me this time; I nearly fell prey to NVDA’s optimistic bullish predictions; I never listened to my mom as much as I listened to Tom😅

[insightvideo]

Screw the market. Just buy NVDA and wait.

[explorerryan]

Market reaction to one of the best earnings report in forever is freaking rediculous. The stock is far from overpriced

[balint.k]

"...they can actually buy intel at this point with that buy back." - puts things in perspective

[B.o.o.L]

NVDA going back down to 100. Then slingshotting to 150.

[lkgvdqd]

Cryptonica has already achieved great results, but you don't talk about it. Why is that?

[sammy]

Kamala is going to accuse them of price gouging with that type of profit margin. 😅😅😅

[zar]

I’m only gonna listen to you moving forward!! I fucked up on this round little Meet Kevin

[grandizer]

The market is rigged in the short term.

[TravelsoFun]

New subscriber here. I have 500 shares of NVIDIA. Will sell covered calls soon.