Said on Jul 8, 2024, at 17:04 in the video.
“nvidia's Revenue growth is going to decelerate quickly nvidia's Revenue growth is going from rates of 97% down to 30% and from 30% it's only going to decelerate more and more”The direction of this call could not be determined with confidence, so it is held out of the score.
NVDA closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.
The direction of this call could not be determined with confidence, so it is held out of the score.
high starting valuation with very high expectations from investors leading to multiple compression over time the worst situation is the exact opposite of the perfect situation and if we ask the important question here which situation does Nvidia stock appropriately fit into right now I think we can take a look at that the first question is regarding Revenue Nvidia has benefited dramatically from accelerating Revenue growth we've seen that over the past year but that is not going to happen over the next year nvidia's Revenue growth is going to decelerate quickly nvidia's Revenue growth is going from rates of 97% down to 30% and from 30% it's only going to decelerate more and more so we have decelerating Revenue growth what about their earnings growth the earnings per share has gone up 631 per over the past year it is impossible for NVIDIA to keep these earnings growth rates up it is going to decelerate dramatically over the next year margins is another big question and there's a lot of debate about margins with Nvidia we know that Nvidia stock has dramatically benefited from rising margins over the past year but the question now is whether or not those margins are likely to continue
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
Coin Bureau, relaying another source: NVDA — no direction stated
“options prices potentially say that we could see swings in terms of 10 to 10% up or down when it comes to the actual earnings in in video stock”
Aug 26, 2024
Joseph Carlsona call with no clear direction
“maybe Nvidia will continue to trade upwards with Incredible demand especially in the short term but over the next 3 to 5 years I have to look at this from the perspective of a value investor with the fundamentals the valuation and the future growth prospects of the company and right now I see a lot of reasons to be a little bit concerned about this company more than to be extremely bullish on it”
Jul 8, 2024
Joseph CarlsonNVDAwill fall
“maybe the PE Ratio could go to 60 or 70 maybe the price to sales could go to 50 but overall I see far more downside with their multiples than upside”
Jul 8, 2024 · after 1 year
Joseph Carlsona call under review
“Nvidia currently has a 54 PE ratio and a 40 price to sales this is a pretty high valuation and if I'm looking at this stock right now I think there's far more chance that it's going to have mult mple compression over the next 5 years than multiple expansion”
Jul 8, 2024
Joseph CarlsonNVDAwill fall
“if I have to take a guess here with margins at 65% for something that every company is now trying to build out because of how profitable it is I think the margins are more likely to go down over the next 3 years years than up”
Jul 8, 2024 · after 1 year
Joseph Carlsona call under review
“the earnings per share has gone up 631 per over the past year it is impossible for NVIDIA to keep these earnings growth rates up it is going to decelerate dramatically over the next year”
Jul 8, 2024
