[sgt101]

The OP is deluded. Yes, on the earnings call they're not sitting there saying "guys, girls, Nvidia stock is going to be driven up by ML" but that's not because they don't know, it's because there is no value at all in them disclosing this. Everyone on the call knows it, what they are trying to do is to shake lose some info on one of the cashflow facts that can then be used by an activist to squeeze the Nvidia board into cutting investment and issuing a dividend. If you think you have an edge on people who are paid to do a job I suggest that you take up cage fighting - it will provide a set of instructive lessons on the limits of amateur capability. Some people get lucky, most people get poor, everyone else invests in indexes.

[adamnemecek]

Wall Street might be aware of ml but they underestimated how much of an impact it would have on GPU sales.

> If you think you have an edge on people who are paid to do a job

As I said, they are too concerned with the next three months, not the next two years.

Also, like how many people on wall street specialize in nvidia analysis? And I do think that it's possible for an amateur to beat a professional under certain circumstances.

Also please listen to the earnings call. It should be the Q2 one.