Apple is mentioned as a valuation comparison point for Nvidia's forward P/E ratio and its past free cash flow record.
Source Post
I Think Nvidia Is About to CRUSH Earnings
Aug 24, 2026
The creator discusses Nvidia's upcoming earnings, noting that expectations are already high. The focus is on whether Nvidia can exceed these expectations significantly to sustain the AI narrative. The creator provides a detailed forecast, projecting revenue above Nvidia's guidance and highlighting historical performance of consistent beats, leading to upward revisions in future estimates. The thesis is supported by increased capital expenditures from major tech companies, indicating strong demand for Nvidia's hardware.
Linked Mentions
Tickers discussed in this post
Intel is mentioned as a public equity investment by Nvidia, though its value has seen a drawdown since Nvidia's fiscal Q1.
Oracle increased its capex, aligning with the broader trend of rising capital expenditures observed across the tech sector.
Coreweave increased its capex, contributing to the overall trend of rising capital expenditures among major tech players.
Microsoft increased its capex, fitting into the pattern of rising capital expenditures observed across major technology companies.
Amazon increased its capex by $20 billion, aligning with the broader trend of increased capital spending among tech giants.
Alphabet increased its capex by $15 billion, contributing to the overall trend of increased capital expenditures among major tech companies.
The creator is bullish on Nvidia, expecting them to crush earnings and exceed even high expectations, driven by AI demand and historical performance.
Linked Signals
Tracked calls opened from this post
NVDAbuy opened Aug 24, 2026
+7.96%