An award-winning cannabis podcast for women, by women. Hear joyful stories and useful advice about cannabis for health, well-being, and fun—especially for needs specific to women like stress, sleep, and sex. We cover everything from: What’s the best weed for sex? Can I use CBD for menstrual cramps? What are the effects of the Harlequin strain or Gelato strain? And, why do we prefer to call it “cannabis” instead of “marijuana”? We also hear from you: your first time buying legal weed, and how ...
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Content provided by Van Richards, ChFC®, RICP® and Van Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Van Richards, ChFC®, RICP® and Van Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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NVIDIA Analysis: $4 Trillion Market Cap & China Reversal
Manage episode 499590291 series 2852122
Content provided by Van Richards, ChFC®, RICP® and Van Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Van Richards, ChFC®, RICP® and Van Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
What company made more profits in one quarter than McDonald's, Nike, and Netflix combined in an entire year? NVIDIA. And that's just the beginning of this incredible story.
In this comprehensive episode, I break down NVIDIA's historic $4 trillion market cap milestone and the shocking China policy reversal that added $30 billion to their revenue projections overnight.
What You'll Learn:
- How NVIDIA's Q1 2024 profits ($143.88 billion) dwarf major corporations
- The China H20 chip ban reversal and its massive implications
- My SEC framework analysis: Stability, Earnings, Competitiveness
- Why NVIDIA's CUDA platform creates "digital handcuffs" for developers
- The iPhone vs Android analogy that explains NVIDIA's competitive moat
- Warren Buffett's 24-26% portfolio rule and why it matters
- Current valuation concerns ($178 vs $170 fair value)
- Portfolio strategy for both current holders and potential buyers
Key Developments Covered:
- Morningstar's "pleasingly surprised" $30B revenue upgrade
- AI market expansion from $500B to $563B by 2028
- Sovereign AI trend creating billions in new opportunities
- Blackwell platform recovery and margin expectations
- Geopolitical risks that could reverse gains quickly
Investment Framework: Stability, Earnings, and Competitiveness (SEC) Using my SEC analysis method, I evaluate NVIDIA's financial stability ($53B cash, minimal debt), explosive earnings growth (114% revenue increase), and widening competitive moat through CUDA ecosystem lock-in.
Bottom Line: Great company, but now overvalued. Smart position sizing and patience may be rewarded.
Perfect for: Tech investors, AI enthusiasts, retirement planners, and anyone trying to understand one of the market's most important companies.
Episode Length: 21 minutes of deep analysis and actionable insights
Disclaimer: Educational content only. I own NVIDIA stock. Not investment advice. Consult qualified professionals for personalized guidance.
Connect with me:
- YouTube: Retirement Learning Lab, From Retirement Insecurity to Complete Control
- LinkedIn: Van Richards, ChFC, RICP, Van Richards, ChFC®, RICP® | LinkedIn
- Full video analysis available on YouTube, https://youtu.be/Y7OPRV9QMfQ
41 episodes
Share
Manage episode 499590291 series 2852122
Content provided by Van Richards, ChFC®, RICP® and Van Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Van Richards, ChFC®, RICP® and Van Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
What company made more profits in one quarter than McDonald's, Nike, and Netflix combined in an entire year? NVIDIA. And that's just the beginning of this incredible story.
In this comprehensive episode, I break down NVIDIA's historic $4 trillion market cap milestone and the shocking China policy reversal that added $30 billion to their revenue projections overnight.
What You'll Learn:
- How NVIDIA's Q1 2024 profits ($143.88 billion) dwarf major corporations
- The China H20 chip ban reversal and its massive implications
- My SEC framework analysis: Stability, Earnings, Competitiveness
- Why NVIDIA's CUDA platform creates "digital handcuffs" for developers
- The iPhone vs Android analogy that explains NVIDIA's competitive moat
- Warren Buffett's 24-26% portfolio rule and why it matters
- Current valuation concerns ($178 vs $170 fair value)
- Portfolio strategy for both current holders and potential buyers
Key Developments Covered:
- Morningstar's "pleasingly surprised" $30B revenue upgrade
- AI market expansion from $500B to $563B by 2028
- Sovereign AI trend creating billions in new opportunities
- Blackwell platform recovery and margin expectations
- Geopolitical risks that could reverse gains quickly
Investment Framework: Stability, Earnings, and Competitiveness (SEC) Using my SEC analysis method, I evaluate NVIDIA's financial stability ($53B cash, minimal debt), explosive earnings growth (114% revenue increase), and widening competitive moat through CUDA ecosystem lock-in.
Bottom Line: Great company, but now overvalued. Smart position sizing and patience may be rewarded.
Perfect for: Tech investors, AI enthusiasts, retirement planners, and anyone trying to understand one of the market's most important companies.
Episode Length: 21 minutes of deep analysis and actionable insights
Disclaimer: Educational content only. I own NVIDIA stock. Not investment advice. Consult qualified professionals for personalized guidance.
Connect with me:
- YouTube: Retirement Learning Lab, From Retirement Insecurity to Complete Control
- LinkedIn: Van Richards, ChFC, RICP, Van Richards, ChFC®, RICP® | LinkedIn
- Full video analysis available on YouTube, https://youtu.be/Y7OPRV9QMfQ
41 episodes
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An award-winning cannabis podcast for women, by women. Hear joyful stories and useful advice about cannabis for health, well-being, and fun—especially for needs specific to women like stress, sleep, and sex. We cover everything from: What’s the best weed for sex? Can I use CBD for menstrual cramps? What are the effects of the Harlequin strain or Gelato strain? And, why do we prefer to call it “cannabis” instead of “marijuana”? We also hear from you: your first time buying legal weed, and how ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
Are you looking for more happiness, success and vitality in your life? Get inspired each week with wellness and performance expert, Integrative Medicine Fellow, author & keynote speaker, Kristel Bauer. Live Greatly shares empowering conversations and insights about happiness, wellness & success to support your personal and professional development. Kristel talks with top experts, leaders and inspiring individuals to help you embrace a growth mindset and excel in your work/life. Kristel then ...
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Named by Oprah as a thought leader for the next generation and one of Inc.’s 500 fastest growing companies, Marie Forleo’s goal is to help you become the person you most want to be. In this show, Marie and her guests share actionable strategies for greater happiness, success, motivation, creativity, productivity, love, health, contribution and fulfillment — often with a lot of laughs. From business, marketing and career advice, to tackling failure, disappointment and fear, to philanthropy an ...
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Hosted by former Marvel entertainment lawyer Paul Sarker and entertainment enthusiast Mesh Lakhani, Better Call Paul will delve into the business and legal issues at play behind the glitz and glam. This show takes you beyond the catchy headlines to find out what’s really at play behind the scenes and gives you an introduction to the business side of show business.
…
continue reading
Do you think it's possible to reach your potential in just minutes a day? Hundreds of thousands of people have turned to Self Improvement Daily to get the encouragement, inspiration, and competitive edge they need to do become the best version of themselves! The podcast helps you prioritize personal development in a way that is practical, doable, and highly effective. Instead of feeling like life is passing you by, you will start showing up to every moment with more enthusiasm and confidence ...
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continue reading
In each bite-sized, daily episode of Before Breakfast, host Laura Vanderkam shares a time management strategy or an answer to a listener’s schedule question. How can listeners make the most of their time, both at work and at home? The mission is to give listeners practical tools to feel less busy and get more done.
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continue reading
Learn Japanese Pod is a podcast to help you speak natural fluent Japanese
…
continue reading
Programming Throwdown educates Computer Scientists and Software Engineers on a cavalcade of programming and tech topics. Every show will cover a new programming language, so listeners will be able to speak intelligently about any programming language.
…
continue reading
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continue reading
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