In The Arora Report analysis, the most important observation from the earnings is that the demand from data centers for GPUs has not only bottomed but is likely to increase as the year progresses. There is a high level of confidence in this analysis because AMD (AMD) said the same thing in its conference call. NVDA is projecting Q1 revenue of $6.5B ± 2% vs. Earningsįrom the Morning Capsule: The chart shows a strong move up in NVDA stock when earnings were released after the market closed yesterday.

The chart shows a strong up move on earnings. Please click here for an annotated chart of NVDA. The chart shows that NVDA was in the Arora Buy Zone not long ago. Since then, NVDA has experienced a very strong up move, resulting in a 93% gain. Most of the up move is due to exuberance about artificial intelligence. The Most Important StockĪt this time, Nvidia (NVDA) is the most important artificial intelligence stock. However, keep in mind that artificial intelligence is developing very quickly and there will be many opportunities other than NVDA. Golden AgeĬhatGPT started the golden age of artificial intelligence. Prudent investors will make a fortune from artificial intelligence over the next seven years. However, many in the momo crowd will lose their shirts.ĬhatGPT was trained on 10,000 NVDA GPUs. Signal(s) to enter, add, reduce, exit, hold or change.

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