Nvidia's earnings are excellent and their long-term growth outlook, particularly with Blackwell and Rubin technology, remains very strong.

“So far there's really nothing not to like in any of these numbers.”

Nvidia's strong earnings results and guidance demonstrate that the company is effectively calming market nerves.

“and video reports, they call them nerves. You know, in the market, we've studied this since the 2023 really explosion of AI onto the scene. And it's not groundbreaking stuff, but the market takes his cues from Nvidia following the earnings report.”

Nvidia's recent earnings were highly impressive, suggesting a positive outlook for the company's financial future.

“If that's on track, $500 billion in revenue, game on, blue skies ahead. Um, it was an incredible quarter.”

Jensen Huang is an exceptionally talented salesman, making it difficult to anticipate negative news coming from Nvidia's earnings report.

“Jensen is like the salesman of the year though. So like what's he or of the decade frankly? Like what's he going to say that's bad that and you know the good I feel like we might already know.”

Nvidia will likely report accelerated revenue growth for the quarter.

“actually what we'll see is revenue growth accelerate into this quarter.”