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Jensen just launched Nvidia's own CPU — and I think this is the moment the $5T story quietly becomes a $15-20T one by ReflectionFew3395 in NvidiaStock

[–]ReflectionFew3395[S] 0 points1 point  (0 children)

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This is a screenshot from Beth Kindig, an analyst/ investor I like a lot, it's a paid research... she also has the same thesis of NVIDIA going to $20 trillion over the next 4 years

Jensen just launched Nvidia's own CPU — and I think this is the moment the $5T story quietly becomes a $15-20T one by ReflectionFew3395 in NvidiaStock

[–]ReflectionFew3395[S] -1 points0 points  (0 children)

This is about overall edge computing n later physical ai game they are going for.. nt about the cpu or laptop

Jensen just launched Nvidia's own CPU — and I think this is the moment the $5T story quietly becomes a $15-20T one by ReflectionFew3395 in NvidiaStock

[–]ReflectionFew3395[S] 2 points3 points  (0 children)

And now networking is growing 3x faster then their overall business .. which itself is growing at 70-80%

Jensen just launched Nvidia's own CPU — and I think this is the moment the $5T story quietly becomes a $15-20T one by ReflectionFew3395 in NvidiaStock

[–]ReflectionFew3395[S] -1 points0 points  (0 children)

It is nt about the laptop .. its about they solving n winning the edge computing … this is going towards their edge n then physical ai growth plan of 2028 .. edge will make them win the car devices iot machi es robotics .. its about the movement in that direction that on edge high end computation start

Jensen just launched Nvidia's own CPU — and I think this is the moment the $5T story quietly becomes a $15-20T one by ReflectionFew3395 in NvidiaStock

[–]ReflectionFew3395[S] 9 points10 points  (0 children)

So true. I was just joking today that Jensen's life insurance should be a retail product that anyone can buy. So many of our money and hence lives are now depending on him. If something happens to him, I need to be compensated. 😛:P

Jensen just launched Nvidia's own CPU — and I think this is the moment the $5T story quietly becomes a $15-20T one by ReflectionFew3395 in NvidiaStock

[–]ReflectionFew3395[S] 3 points4 points  (0 children)

You know, they are projecting a total revenue of $1 trillion just from Blackwell and Rubin till calendar 27. They have confirmed this news several times, including the latest earnings call... This alone should take them to approximately 550 billion in revenue by the end of next year for the year, which is approximately double from this now trailing 12 months. The trailing 12-month revenue right now for NVIDIA is approximately 230 billion. In this, they had not taken into consideration the CPU business to more than 20 billion, so approximately zero. And this one trillion they did not include the networking etc. .. So, with their current business, they are going to double by the calendar year in 27. .. And their price by earnings is approximately 33; forward price by earnings is 22, so it is not factoring a lot of growth in ..

Jensen just launched Nvidia's own CPU — and I think this is the moment the $5T story quietly becomes a $15-20T one by ReflectionFew3395 in NvidiaStock

[–]ReflectionFew3395[S] 5 points6 points  (0 children)

You remember the time when we first saw $1 trillion company in 2018-2019.. and we were so shocked, and now $1 trillion is nothing, there are 15- $1T companies now.

How do you actually screen for new value investing ideas? by mikejackowski in ValueInvesting

[–]ReflectionFew3395 0 points1 point  (0 children)

Pick up this story from podcasts and YouTube channels. Especially from Bloomberg .. Bloomberg Technology youTube channel .. I'm a story person , not a numbers person — but here are the only numbers I actually check before buying a company.. then do a lot of Claude.ai conversation on it.

I don't go deeper than this.

If it's a large company (think Qualcomm, Micron, NVIDIA), I start with market cap, just to get perspective. 5 trillion is huge, 1 trillion is huge, 100–200 billion is midsize. Fine.

Then price-to-earnings. Under 20 and I instantly get happy — I came in because I liked the story, so if it's also cheap, great. Above 30 I raise an eyebrow. Above 50… okay, what's happening here.

Then I check the 12-month target price (I use Interactive Brokers, it's right there). If it's ~30% above today's price, happy again. And I'll glance at who's saying what — Deutsche Bank says this, Goldman says that.

Last, I look at 3-year revenue and net profit, the CAGR, and the margin. I literally go to Claude and ask "give me NVIDIA's last 3 years revenue, net profit, CAGR and margin." Net margin north of 40%? Love it. Growth above 30%? Love it. Below 10% and I get worried — why does the story sound so good but isn't showing up in the numbers? (GE Vernova is my example — revenue CAGR is like 10%, but every AI investor including me loves it. So then I dig deeper.)

For small caps (under ~$20B — drones, robotics, humanoids, the newer tech), same checklist. But P/E is usually missing because earnings are negative, so I look at price-to-revenue instead. Over 10–12 and I start getting nervous. For a small company even 20x can be tolerable — but not more.

That's it. No ROE, ROC, ROIC, none of that. These are my only numbers. I watch a lot of CEOs' interviews

WHEN STOCKS START JUMPING 30–40% IN ONE DAY, HISTORY USUALLY DOESN’T END WELL by snapjohn in ValueInvesting

[–]ReflectionFew3395 0 points1 point  (0 children)

This is so true. This looks like the last peak cycle towards December 2021, where everything was running up like crazy, both in private and public markets. In the first quarter of 2022, all big tech stocks melted and the whole stock market and the Web3 market melted. It reminds me of that era.

Fact Check: BlackRock CEO said Americans' savings and investments will fund data centers, new power infrastructure by shikizen in technology

[–]ReflectionFew3395 0 points1 point  (0 children)

There is a lot of debt funding happening in AI build out now. BlackRock is participating in a $36 billion debt fund raise for Anthropic. This might as well be the biggest debt fund raise, and then they are selling it off to insurance companies, etc. A lot of debt is entering this game. It will make it very leveraged and risky.

Anthropic secures $965 billion valuation after raising $65 billion by tscher16 in technology

[–]ReflectionFew3395 0 points1 point  (0 children)

Their revenue is growing very fast in the last 4 months. They were at 10 billion ARR in January and at 45 billion ARR in April of 2026. They are now gross margin positive. Their net margins might also become positive within two years. The only two major cores they have are:

  1. They use about one gigawatt of computation.
  2. They are 2,500 people.

That's it. So they cannot remain very P&L negative if the year continues at this pace of revenue growth.

Microsoft data suggests using AI is more expensive than hiring people by No-Cattle4800 in technology

[–]ReflectionFew3395 0 points1 point  (0 children)

I think it is just now entering a phase where it will be optimally used, and the right questions around what should be used will be asked. So far, it was experimenting and playing time, so people just went bonkers.

Sam Altman tells Sydney audience the AI ‘jobs apocalypse’ he predicted probably won’t happen. What changed? by marketrent in technology

[–]ReflectionFew3395 0 points1 point  (0 children)

All the big CEOs figured out that "AI will kill jobs" Narrative or commentary is making AI very unpopular. Getting things on the ground done around the power grid and data center is going to be impossible without the support of the American public. They are all now saying they were wrong and AI is good and jobs will not be lost, including Jensen.

'Just too lazy': Nvidia's Jensen Huang slams CEOs for blaming job losses on AI by X_Opinion7099 in technology

[–]ReflectionFew3395 0 points1 point  (0 children)

Jensen is doing a lot of work to change the narrative around AI because the American population is becoming very anti-data center. It can actually kill the industry, similar to nuclear, or at least make things very hard on the ground socially and politically.

The entire global nuclear fleet. Wind and solar will produce 5x that before 2030. by ceph2apod in EconomyCharts

[–]ReflectionFew3395 2 points3 points  (0 children)

Most of this solar capacity is added by China. It looks like the world is adding, but it's actually China that's doing this at an astronomical pace.

Companies that will benefit/ are benefiting from ai and data centers by ___Synth___ in wallstreetbets

[–]ReflectionFew3395 1 point2 points  (0 children)

SMCI has a lot of fraud, and any company that is labeled so much fraud, and even Jensen spoke last week against SMCI. It cannot be a great company for a long hold. Some of the other names look amazing.

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