Should you go all in on Nvidia stock?: NVIDIA EARNINGS SPECIAL

19 snips

Feb 27, 2025

In this engaging discussion, Eric Jackson, founder of EMJ Capital, dives into the whirlwind of Nvidia’s latest earnings call. He delves into the strong demand for Nvidia’s new Blackwell chip, discussing how it could redefine future product offerings. With nuanced insights, Jackson addresses concerns over stock volatility and competitive pressures, while also speculating on potential growth in AI infrastructure. Expect to hear about the strategic decisions companies and countries face in the evolving AI landscape and the excitement surrounding upcoming product announcements.

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INSIGHT

Nvidia's Stock Stagnation

Nvidia's stock has been stagnant for nine months, dampening expectations.
Strong performance makes it hard to predict further growth, causing hesitation.

INSIGHT

Nvidia's Upcoming Products and Quantum Day

Investors anticipate details on Nvidia's new products, especially Rubin, at GTC.
Nvidia's Quantum Day at GTC may reveal collaborations and address earlier skepticism.

INSIGHT

Nvidia's Potential Growth Areas

Nvidia's growth may come from consumer and industrial generative AI applications.
Currently, data centers are the main drivers of growth, but the market needs proof of these new applications' impact.

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Nvidia mania has returned to markets. Shares of the $3.2 trillion market cap chipmaker reversed losses and were up nearly 3% in early trading on Thursday as investors digested a host of Nvidia earnings headlines. In its earnings release on Wednesday evening, Nvidia said it expects gross profit margins of 70.6% to 71% in the first quarter as it contends with the production ramp-up of its new Blackwell chip. That initially drove concern in the markets about peak AI demand, and perhaps peak Nvidia hype. Nvidia execs sought to push back on the bears on its earnings call. "We're going to have to continue to scale as demand is quite high, and customers are anxious and impatient to get their Blackwell systems," Nvidia founder and CEO Jensen Huang said. Huang teased several new powerful chips set to be unveiled at the company's March 17 GTC conference. In a special Nvidia themed episode of Opening Bid, Yahoo Finance executive editor Brian Sozzi sits with EMJ Capital founder Eric Jackson and a16z general Partner Anjney Midha to dive into multiple areas of Nvidia. Jackson shares his views on Nvidia as a trade, while Midha unveiled a powerful force likely to drive Nvidia’s business for the next decade.

Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at yfpodcasts@yahooinc.com.

00:00-Nvidia special on Opening Bid

00:15-Dan Howley on key takeaways

04:00-Eric Jackson with Nvidia outlook

13:00-Anjney Midha shares state of AI infrastructure

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

Daniel Howley is the Eddie & Ozzie award-winning tech editor at Yahoo Finance, reporting on a broad range of topics related to the business of Big Tech including the chip wars, artificial intelligence, antitrust matters, and more.

EMJ Capital Founder & President, Eric Jackson, is a tech and media investor with a non-traditional background for a hedge fund manager.

Anjney Midha is a General Partner at Andreessen Horowitz where he invests in AI, infrastructure, and open source technology.

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