Bill Baruch on What He’s Watching in Nvidia’s Print
Bill Baruch has outlined his checklist prior to Nvidia’s report, focusing on initial Rubin deliveries, Blackwell efficiencies, margins, and memory costs. He is particularly interested in management’s comments on the financing deal and anticipates potential positive surprises from the non-GPU business, AI models, and CPU products.
Bill Baruch Adds to Nvidia Ahead of the Print and Builds Out Oracle
Bill Baruch called in to Halftime to walk through two AI infrastructure moves. He added to Nvidia ahead of earnings, saying he was underweight relative to the S&P and bumped the position to 8.25 percent. He likes the setup at 20 times forward against earnings growth above 100 percent, and with the 500 billion dollar […]