The creator is bullish on the S&P 500, seeing it move onward and upward due to AI-driven productivity gains and earnings.
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Everyone Is Missing What Nvidia Just Told Us
Aug 28, 2026
The creator discusses Nvidia's Q2 2027 earnings, calling it potentially the best quarter ever for the company, highlighting record revenue, explosive AI demand, and a significant beat on Wall Street expectations. Despite the strong performance, the creator points out areas for investors to watch, including customer concentration and reinvestment in R&D, while noting that operating expenses as a percentage of revenue are decreasing.
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Salesforce is seeing increased revenue and growth due to artificial intelligence, contributing to overall market gains.
Tesla is mentioned as having a significantly higher valuation than the other Mag 7 stocks and is excluded from the comparison chart.
Amazon will adopt Nvidia's Omniverse, Isaac, and Jetson stack for its robotics and physical AI suite.
Sagemaker is mentioned in relation to AWS offering Nvidia's NeMo Triton open models.
Blackrock is mentioned in relation to AWS offering Nvidia's NeMo Triton open models.
Traanium is mentioned as a potential significant expense for companies considering custom GPUs or ASICs.
Iren is mentioned as one of the companies not included in Nvidia's current projections.
Coreweave is mentioned as a hyperscaler not included in the top five projections, indicating its growing significance.
Nebius is mentioned as a hyperscaler not included in the top five projections, indicating its growing significance.
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NVDAbuy opened Aug 28, 2026
+3.46%