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VRA Letter: Nvidia Posts Another Stunning Quarter. Alert: UVXY Stop Loss. Interview with WAR, Own Bitcoin. Falcon Oil & Gas. Xtract One/Evolv.

Good Thursday morning. The AI "king of the hill” did it again yesterday with Nvidia posting (another) quarter with absolutely stunning growth. NVDA Bottom Line, as Tyler outlined in his podcast yesterday: - Earned $5.16/sh, be ...

Posted On February 22, 20245 MIN Read
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Good Thursday morning. The AI "king of the hill” did it again yesterday with Nvidia posting (another) quarter with absolutely stunning growth.

NVDA Bottom Line, as Tyler outlined in his podcast yesterday:

- Earned $5.16/sh, beating already sky-high estimates of $4.64/sh.

- Revenue also came in above expectations, totaling $22.1 billion vs forecasts for $20.5 billion.

- Record data center revenue of $18.4 billion, beating the $17.2 billion estimate.

- Sees Q1 revenue of $24 billion, blowing past the forecast of $22 billion.

NVDA is firing on all cylinders and AI is driving the growth. NVDA is trading up 12% this AM to fresh ATH’s of $760/sh.

I got this question last night from Matt in NY. 

Kip, why don’t we own Nvidia??

Answer: Matt, while it would be great to have NVDA in the VRA Portfolio, we prefer to own SOXL (3 x Semi ETF). The diversification of owning an ETF, rather than an investment in a single company (like NVDA), just works better for our investment...

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