Pay Attention to What $TSLA Said About $NVDA

Michael Esther
04-24

$112k banked a day [Miser][Miser][Miser]

Read to bottom for my new target for earnings [Smart]

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$NVIDIA Corp(NVDA)$ should be worth $1000+ in 3 weeks since $Tesla Motors(TSLA)$ is up 10% for earnings.

Most people didn't pay attention to what TSLA said about NVDA.

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Here's 4 insane reasons no one focused on:

#1 $Tesla Motors(TSLA)$ , seen as an AI company, announced significant AI updates, which is positive for $NVIDIA Corp(NVDA)$ because Tesla uses NVIDIA's chips extensively.

#2 $Tesla Motors(TSLA)$ is doubling their AI training capacity, which means they'll need more $NVIDIA Corp(NVDA)$ chips for their AI compute platforms.

#3 $Tesla Motors(TSLA)$ 's growth in AI and robotics, like with Optimus Prime, points to a broader trend of AI integration in consumer products, driving demand for $NVIDIA Corp(NVDA)$ 's chips further.

#4 $Tesla Motors(TSLA)$ currently has 35,000 H100 GPUs installed and anticipate having around 85,000 by year-end, primarily for training purposes.

$NVIDIA Corp(NVDA)$ earnings target is $1200+ expecting a massive run-up then insane beat.

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$NVIDIA Corp(NVDA)$ calls for June 2024 $950 stopped out on April 16.

Still extremely bullish on earnings. Click here for my new target for earnings

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GOOG Hits New High! Is it Still a Buy After Surge?
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Comments

  • CashCity
    04-24
    CashCity

    Nice paper account. I knew as soon as you said NVDA to hit $1000 next month ‌[笑哭] ‌‌[笑哭] ‌‌[笑哭] ‌‌[捂脸] 

    • Michael Esther
      META bought 350,000 chips from NVDA so far and could get to 600,000 chips ⬇️ Guess how much 1 chip cost? Between $25,000 and $30,000 each for the H100 GPU 😎
  • Michael Esther
    04-25
    Michael Esther

    META bought 350,000 chips from NVDA so far and could get to 600,000 chips Guess how much 1 chip cost? Between $25,000 and $30,000 each for the H100 GPU

  • CornerSteve
    04-24
    CornerSteve
    Wow, your insights on $TSLA and $NVDA are impressive!
  • DaisyMoore
    04-24
    DaisyMoore
    Great analysis on $TSLA and $NVDA!
  • Bibi1216
    04-26
    Bibi1216

    Great article, would you like to share it?

  • Tom Chow
    04-25
    Tom Chow
    good
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