NVIDIA to report $25 billion to $26 billion in sales for the next quarter (Q1 FY25), beating their guidance of $24 billion.
"the question is are they doing 25 billion next quarter or 26 billion next quarter they say they're going to do 24 but if there's something we know about Invidia they're coming in and beating and beating and beating right now"
NVIDIA's cash balance to be $50 billion to $70 billion by the end of 2024.
"it's a possibility that that cash balance they could exit this year with let's call it 50 to 70 billion in cash and cash equivalents in marketable Securities right"
NVIDIA to achieve $25+ EPS for fiscal year 2025 (ending January 2025).
"they're likely going to in my opinion they're going to do $25 plus of eps this year right this fiscal year we're going into now at this point in time"
Tesla's margins will trough in Q1 2024, flatline, then increase in the second half of 2024.
"we know the margins are likely going to trough in this quarter we're in right now they're going to report likely a really bad margin number and then it's very likely that margins will then Flatline and then start to go up back in the back half of this year"