Nvidia's 'secret sauce' isn't just its chips, strategist says

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Nvidia News

Manager Dan Niles,Wall Street Analysts

Nvidia (NVDA) is scheduled to report fiscal first-quarter earnings results after the market's closing bell on Wednesday, May 22. All eyes are on the chip...

after the market's closing bell on Wednesday, May 22. All eyes are on the chip maker as Wall Street analysts expect its latest figures could be theon Yahoo Finance's Asking for a Trend to talk about the trajectory of Nvidia's stock going into this earnings print — up already 98% year-to-date — and the timeline of its new Blackwell GPU.

My my assumption is that given how it reacted to the Amazon Web services news today, the stock will rally a little bit off of this given it's at an all time record high and expectations are high being bounced by the low valuation.I just want to pull on that for a second because I've heard that from, from some analysts and, and these are fans of NVIDIA, but they're talking about just the point you brought up that.Your point is maybe you do expect to hear about that tomorrow.

But if you go back to the analogies of the internet bubble, build out that ramp over five years wasn't linear.During that period of time, the stock was down 26% in late 1995.It didn't stop the stop from going up 4000% from the end of 94 which is when Netscape Navigator came out, which was the first internet browser to its ultimate peak for Cisco stock when it was the most valuable company in the world in March of uh 2000.

In addition, Nvidia's real secret sauce, if you will is not the chips, it's the software called C A and they've been working on that for, I want to say at least a decade and that's really locked people into their silicon, which makes it very hard to get off.But that's gonna take an awful lot of long time to get people to want to go figure that out when the volume is on the nvidia chips.

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