This is the GREATEST STOCK EVER.

This is the GREATEST STOCK EVER.

Summary

~1.0 min read
The speaker reports their public account is up $23,000 today, following a $92,000 gain yesterday. They predict AMD could reach $300-$400 within four months due to an intense hype cycle. Recent earnings show a mixed market: Nvidia posted "banger" results with A++ financials, including 73% revenue growth, 95% net income growth, and "shock and awe" Q1 guidance of $78 billion. Yet, its stock remains stagnant. Conversely, Salesforce, Trade Desk, Snowflake, C3AI, and Honest all saw their stocks decline significantly post-earnings. Nvidia's stock stagnation is attributed to two main factors: 1. **Slowing Capital Expenditure:** Major clients like Amazon and Meta cannot sustain current massive capex growth, which will temper Nvidia's future growth rates. 2. **Increased Competition:** AMD's new product series are expected to significantly boost its revenue and market share, directly impacting Nvidia's potential earnings and margins. AMD has already begun to outperform Nvidia's stock, a trend expected to intensify.