all sold out

NVDA earnings in 2 mins so you don’t need to read the whole report

🔥 Key Highlights

- Crushed Q3 expectations : revenue and earnings came in stronger than Wall Street forecasts

- AI demand still unstoppable : CEO said cloud GPUs are sold out as hyperscalers race to expand AI capacity

- Stronger than expected guidance : the company sees momentum carrying into next quarter

- Data center = the engine : AI infrastructure spending continues to dwarf every other segment

📈 Why This Matters

- Confidence booster for tech & AI plays : when the AI leader beats and raises, it reinforces the thesis that AI spending isn’t slowing

- Semiconductors could see a sympathy run : think AMD, Broadcom, Marvell, Supermicro

- Market sentiment improves : NVDA often acts as a barometer for risk appetite and strong results may help keep the broader market supported

📊 Big Picture

AI remains the structural growth story. Despite macro noise, companies are still allocating massive budgets to AI compute, and NVIDIA continues to sit at the center of that spending wave.

🧠 Pete Takeaway

NVIDIA’s beat isn’t just a company story, it’s a signal that the AI cycle still has room to go. 

💡 Not Sure What to Buy? Start Here with Stock on Spotlight

Confused about which stocks are worth your money? I’ve got you covered.

If you’ve ever stared at a stock chart thinking, “Is this company actually solid?”, you’re not alone.

That’s why Stock Market Genius includes one of its most practical features: Stock on Spotlight 🔦

Every month, I share my top investment idea: a fundamentally strong, growth-oriented company researched in-depth by my dedicated team.

You’ll get the full breakdown:

📊 What makes it strong

📈 Why it has long-term potential

💡 And what lessons you can take to sharpen your own analysis

Delivered straight to your email, no complicated dashboards, no overpriced research subscriptions.

One stellar example is Interactive Broker (IBKR) 💻 which has superior return on investment and it has seen over 55% return since our team featured it on 5th May!

That’s 12 quality ideas a year, more than enough to build a smart, diversified portfolio without the overwhelm.

You’ll see what real investing clarity looks like and learn by example how to spot winners yourself.

🎯 Want access? Join Stock Market Genius and get 25% OFF until Nov 28 — last offer for 2025!

👉 investwithpete.teachable.com/p/smg?coupon_code=11NOV&product_id=6041861

Use code 11NOV before it’s gone.

Learn. Apply. Grow. Your portfolio will thank you.

Happy Hunting!

Pete
Invest with Pete

🚨‼️ By the way, I’ll never PM anyone on telegram or any other social media platforms. If you receive any “Pete” messaging you, these are scammers impersonating me. Pls beware!

The information provided in this newsletter is for informational purposes only and does not constitute financial advice. Readers should seek their own independent financial advice before making any investment decisions. Please note that while Pete is a portfolio manager, the opinions expressed in this newsletter are his own and do not represent the views of any organization. Always perform your own research and due diligence before investing.