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@amitisinvesting Cost of revenue?

@amitisinvesting Like I said they are always here right when we need them. Jensen is a BEAST

@amitisinvesting $NVDA saving the market again x.com/TheStockUp_/status/20927…

@amitisinvesting Oh you know, just 3 companies using all their FCF and debt (margin) to buy chips that are obsolete after 5 years to handle the increasing compute requirements

@amitisinvesting Just the level of commitments

@amitisinvesting They just want to tank the market before midterms!

@amitisinvesting I thought margin compression but looking back, no.

@amitisinvesting The only concern I have is for the bears themselves

@amitisinvesting Jensen is the King 👑

@amitisinvesting Law of large numbers?

@amitisinvesting As far as the market is concerned there being no red flags is the red flag. Just as with $MU. The market is in disbelief that this is real and so any incremental more perfect news for these companies is just one more thing proving that this isn't real. It's impeccable logic.

@amitisinvesting Hey @Grok, Ra-Thor this thoroughly, Mate.

@amitisinvesting The argument is that during the dot com bubble only 5% of the internet cable laid down was being used. It eventually grew overtime. Hope it won’t be the same for computer/data centres and AI

@amitisinvesting Jensen is the god father of AI revolution, the greatest revolution in the human history!

@amitisinvesting Nvidia is going to eat the CPU market

This summary hits the nail on the head. When the CEO states a 70% growth floor while the street modeled 40%, the disconnect isn’t in the business—it’s in the expectations. The supply chain bottleneck is the only real constraint, which ironically proves demand is completely locked in. Solid breakdown. 📈 $NVDA

@amitisinvesting @jimcramer x.com/Shleepah1/status/2092766…

@amitisinvesting 70% growth for two more years is insane

@amitisinvesting x.com/bigwormmmmmmmmm/status/2…

@amitisinvesting Nothing wrong with print. Street just making the forever argument of "you cant keep it up" and then when nvidia does, they turn around and say "okay you did then, but you wont continue to!"

@amitisinvesting The stock is ridiculous ridiculously undervalued. It should be trading at $300 all day long.

@amitisinvesting I agree. Bears are so stupid as this point. Even $NVDA is willing to sacrifice a little bit of margin to increase supply

@amitisinvesting I’m kinda with you. I kept waiting for the “yeah, but…” and never really got one. The only bearish argument that still feels real to me is valuation/expectations getting too far ahead of the business. The business itself looked ridiculous.

@amitisinvesting It’s not $NVDA I’m worried about but their customers

@amitisinvesting The bear case was never going to show up in the $NVDA print. It sits on the customers' balance sheets, not Nvidia's, and those don't report tonight.

@amitisinvesting beating the whisper number, raising the growth floor to 70%, and buying back $20b, the print itself was clean. the stock not moving is a macro/sentiment story, not a company story, worth separating those two things

Exactly Amit. The red flag argument feels increasingly disconnected from the actual business, amirite. $NVDA didn’t just beat. Jensen effectively raised the floor on AI demand. Supply constrained, not demand constrained. 70%+ growth floor. Massive buybacks. Margins intact. Hyperscaler demand accelerating 🤯 At some point, you have to stop debating the stock and look at the machine. The machine is absolutely humming. LFG 🔥

@amitisinvesting Jenson was forced to address the circular financing because debt markets CDS spiking higher. He gave a standard boilerplate answer (what he is supposed to say? He’s trying to sell). issue remains the same: much of future revenue is predicated on debt / circular financing.

@amitisinvesting I love $NVDA and i love Jensen

@amitisinvesting As always $NVDA proves they are the straw thst stirs the drink…Not really sure why this post of yours was necessary…

@amitisinvesting 90 percent of revenues is data centers, which are BS

@amitisinvesting Why it stuck at just 4% gain after market, it should have been flying. May be market cap but earning and calls were amazing. AI is real $NVDA

@amitisinvesting 💯 x.com/pmdude/status/2092734957…

@amitisinvesting The political pushback and supply constraints prevent an overbuild and hence we are not in a bubble. Jensen is the AI chairman and I trust his outlook

I agree the operating print was incredible and current demand clearly isn’t the problem. My concern is how that 70% growth gets funded when hyperscaler capex is already consuming most of their cash flow. NVIDIA is helping through $500B of third-party financing and extended payment terms. I understand why, but it makes the growth increasingly debt-financed and NVIDIA-supported. Not a near-term thesis breaker, but it leaves very little room for AI monetization to lag. I also thought it was a little weird hearing the CFO lean so heavily on projected hyperscaler capex for the next two years, almost speaking on their behalf lol.

@amitisinvesting Margin came in a 1% below expectations, no? To many on Wall St that matters.

@amitisinvesting Can always Go check mr bear @realMeetKevin YT channel for scary movie about it!

@amitisinvesting The only thing holding it back is disbelief.

@amitisinvesting Inventory build up in #NVDA , Cash flow and Margin are Red. Now, it’s Upto Mr Market maker when he wakes up with some articles or short report or accounting problems.

@amitisinvesting There was nothin' in there to complain about or yuck our yum! 😉🍿 But remember: ☝️ x.com/PatrickFernlieg/status/2…

@amitisinvesting Nothing. I don’t see any red flags. Not yet. And like you said, the price is still below it was last week. And way below it was in May.

@amitisinvesting If you truly use ai, then you understand where all this is headed.

@amitisinvesting The bond and equity markets may be telling us two different things. Through increasing CDS spreads the former says the cost of capital may be higher than what the latter is using to value the equity, potentially making the risk-adjusted return look less attractive.

@amitisinvesting Maybe the threat to nvidia is custom chips or other chip makers that offer better inference performance like cerebras? but only on the datacenter market, on consumer market there's no competition, the DGX might become a huge things also in companies

@amitisinvesting $NVDA CDS is going to completely blow out

@amitisinvesting People who have doubts about where AI is going should simply use Tesla FSD and Grok Bot for a week.

@amitisinvesting Due for more price target increases

@amitisinvesting Love NVDA and still my largest position. But happy I stopped buying and loaded the boat with MSFT and BMNR the past months.

@amitisinvesting There’s no red flags it’s just called market manipulation. NVDA has already erased its losses in post market.

@amitisinvesting Like the man said. "I didnt wake up a loser".