NVIDIA Posts Earnings. Wall Street Says “That’s It?”

The podcast analyzes recent earnings reports from NVIDIA, MercadoLibre, and The Trade Desk, focusing on growth sustainability and valuation concerns. NVIDIA's impressive 73% revenue growth and future potential in Sovereign AI are weighed against valuation concerns and potential margin compression as competitors emerge. The discussion then shifts to MercadoLibre, where strong growth is tempered by declining net margins due to rising costs and increased credit risks in its lending portfolio. Finally, The Trade Desk's decelerating growth and competitive pressures from Amazon are examined, with a speculative discussion about potential acquisition targets like Walmart, ROKU, or Microsoft.