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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Alphabet's Ad Revenue Misses: A Bottom Chance?
Alphabet Inc. reported Q2 revenue of $71.36 billion, surpassing the $70.7 billion analyst estimate, driven by cloud services and search engine ads. Net income was $1.89 per share, beating the $1.84 estimate. But the company reported a slowdown in advertising sales growth in the second quarter, triggering an after-hours selloff of its shares of about 1.5%. ---------------- How will Alphabet's ad misses imply for other companies? Like Meta and Snap? What's your target price for Alphabet? Is it a good bottom chance as the company beats the most indicators?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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

  • chimey
    04-24
    chimey
    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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