Bull-bear debate on Nvidia earnings

Gil Luria, senior software analyst at D.A. Davidson, and Dan Ives, managing director and senior equity analyst at Wedbush Securities, join BNN Bloomberg to discuss Nvida earnings.

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[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.

[BarbaraMercer-tu]

Everyone on WS is expecting big numbers from Nvidia...As many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

[Mary-Flint]

I’m convinced that investing significantly in the right stock before it goes big is more important than buying the dip, however picking the right company lies the difficult task. My question is, what are the best strategies to accrue profits both in a bull or bear market?

[Mosley-vuff]

Investing in Nvidia is understanding AI. I have a good amount of Nvidia in my portfolio. However, I'm looking for strategies to 3x my gains.

[joshualopez]

Yes AI it will be heavily used on an iPhone or Android device, but how do you think data will be processed that can't be handled on device due to resource constraints? What about training the models on those devices? This comment tells me he may not fully understand power required to use GenAI. Nvidia or their competitors are needed if AI will be used. Nvidia just so happens to be the furtherest ahead.

[randyratcliff]

They can't stop NVDA. ROI will come soon. Bears hate to be wrong when they are hating. The Blackwell chip will come out and the Bears can't do anything about it. Jerksen pisses me off selling stock before the earnings, I DGAF if it was planned ahead of time or if he earned it, timing is everything.

[dondavid]

What a world we live in! Before this earnings report companies like Salesforce would have happily approved spending on NVIDIA products knowing fully well that in time to come they would be firing employees and they would have called it "GROWTH" and sell the narrative that jobs would be produced in other sectors so there is no reason to worry. Now that the shoe is on the other foot and it seems that their company or service may not be needed it's a topic! How is it we often forget those same employees are also consumers!!!! I ask myself if I were an employee at a company like Salesforce or Palantir would I invest in this stock or would I sell it if I already had it???

[aman]

"9 pm at a party that goes til 4 am" ... he can't even say that with a straight face anymore

[TheJohnmmullin]

NVDA is worth more than the total amount of actual USD on the planet.

[julienbonin]

When you think of AI, think of Data. When you think of Data, think of Accelerated Computing. For AI to grow, the amount of data we collect, process, and train models on will need to grow.

[karmasutra]

Okay, what is Buffet doing? Did he buy any yet?

[JongGoh]

My vote goes to Dan Ives who won the debate. Period!

[Angel-AbC]

Ai market will be much bigger than cell phones this is where nvidia will rule

[brutebiz]

Major volatility for about three trading days post-earnings. Once the emotions settle, (and traders dissipate) the stock should consolidate and move up gradually.

[soleboxy]

this dude is right for the wrong reasons, nvda is up now because the learning phase of AI is done on massive GPU grids, thats a moat apple ARM cpu will not cross, but after the learning phase there is the productization phase, which will be done on apple phones, android phones and PCs
the hard part if figuring out when there is no more stuff to run on massive gpu grids... which is probably not going to happen anytime soon.

[minionmememindset]

Ives dressed like a clown for his party, blowing more hot air into the AI balloon. Kids’ parties end at 9 Dan, they’re tired and they have school tomorrow. Pack it up.

[Gless]

When will these bears learn ? Earlier it was tying to NV to semiconductor trend, now trying to pin it MAG6, people forget - AI acceleration thru DC expansion exists beyond just MAG6, sovereign AI will come to fruition soon; this means DC expansion in the world. AI training/inferencing is not just about edge HW but also models which are dominantly trained using NVIDIA. Also, there's a HW refresh cycle for AI.. Come on, show some patience..

[bdouble]

hahahahahhaaaa 1 dollar on a chip is 8 accross the sector lol haahahahahahhhaa

[luorobby]

Gil Luria, he is far from professional, he has $90 target price for NVDA? in One year, he will feel shameful for his stupidness.

[yougenzhan]

this guy does not understand AI. Iphone will be nothing comparing with transform of general computing to accelerating computing