I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

The market is ripping and the reason it is ripping is none other than one of our

long-time faves, own it, don't trade it, and Vidia.

And Jeff, I think what it's ripping is because we no longer have to do a multi-quarter thing.

We're really talking about a multi-year, and a multi-year is highly unusual in tech.

Usually techs quarter to quarter.

That seems to be over when it comes to Nvidia.

Sure, and that was one of the concerns heading into the quarter that perhaps there'd be some type of air pocket of spending from

the major cloud service providers, the Microsofts, Amazon's, meta, alphabets of the world.

But there doesn't seem to be an indication that that will happen. The quarter itself, strong

revenues up 265%. They beat estimates by $1.5 billion, which, you know, we almost kind of shrug off because

it is in Vedia. They had been doing this, but that is such a large number. Big gross margins

beat EPS 516 versus 464 expected. Mention the cloud service providers. But it's also sovereign

nations buying the GPUs as well.

China only mid single digit though, not much of a concern.

They will have some type of new chip for China, but it will take some time.

Software revenues at a billion dollar run rate.

Here's a big thing, inference, 40% of revenues.

Many believe that provides visibility for 25, for 26, because, you know, there was a perception

that they were more of a leader in training, maybe more competitive on the share side.

When you go to Instagram, they show you the right ads.

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