Nvidia beat on every line. Revenue $96.2 billion against $92.38 billion expected, adjusted EPS $2.22 against $2.09, data center revenue $89 billion, next-quarter guidance $108 billion, and margin at 75% against 72.7% a year ago. Jay Goldberg holds the only sell rating on the stock, and he argues the beat proves his point: Nvidia is sold out, so it cannot surprise to the upside. Ben Bajarin makes the bull case on total cost of ownership and revenue per megawatt. Featuring: Jay Goldberg, Senior Analyst, Seaport Research Partners Ben Bajarin, CEO and Principal Analyst, Creative Strategies Jensen Huang, CEO, NVIDIA Josh Lipton, Yahoo Finance Host Jake Conley, Yahoo Finance Reporter Timestamps 0:00 Ben Bajarin: the results don't change the thesis 0:06 Jay Goldberg: impressive numbers, nobody's going to care 0:11 Jensen Huang on infinity per gigawatt 0:24 The print: revenue, EPS and the beat on every line 0:49 Data center revenue, guidance and margin 1:16 Vera Rubin in full production 1:34 Customers becoming competitors 1:50 Why custom silicon isn't binary 2:31 The bull case: total cost of ownership per megawatt 3:21 Nvidia is sold out, and why that caps the upside 3:52 96% of analysts say buy. One says sell. 5:08 What would make him upgrade 5:37 The balance sheets when the cycle turns #Nvidia #NVDA #Earnings #AIStocks #StockMarket #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571