Skip to playerSkip to main contentSkip to footer
  • 5/28/2025
Here's why Nvidia's first quarter report could spell trouble.
Transcript
00:00As far as NVIDIA's upcoming earnings report is concerned, I would never say that Jensen Wang can't pull a rabbit out of a hat.
00:09So while I would expect guidance to be a little sloppy, while I would expect uncertainty, maybe they don't even guide because of the uncertainty.
00:18And that is probably a negative.
00:20We're going to see a deceleration in sales growth.
00:22Now, they'll still have impressive sales growth, but we'll see that for four or five quarters now on a year-over-year basis.
00:29Those sales are decelerating because you can't grow to the moon.
00:32So I think it's definitely a risky NVIDIA earnings report that's coming up.

Recommended