Editor's Note: Tech legend Jeff Brown — the same man who picked Tesla before it soared 2,150% — says while everyone thinks Elon's empire is crumbling, there's a $25 trillion revolution brewing that could 10X Tesla's past success. Click here to see what he uncovered or read more below...
Dear Reader,
The End of Elon Musk?
Don't make me laugh.
I'm Jeff Brown, and I've been hearing this same tired story for years.
Back in 2018, when I told everyone to buy Tesla…
The "experts" said Elon was finished.
Tesla was headed for bankruptcy. They even called me an idiot.
And now, the headlines are repeating the same story yet again…
Saying: “Things Are Bad At Tesla. They're About To Get Much Worse."
But here's what they're missing.
While the mainstream media focuses on doom and gloom, I've uncovered a revolutionary AI breakthrough buried inside Tesla's labs.
One that will take artificial intelligence out of our computer screens and manifest it here in the real world…
All while creating a 25,000% growth market in the process.
Don't believe me?
Most people didn't when I said to buy Tesla in 2018.
But those who did could've seen 2,150% gains.
And I believe what's coming next could make those gains look like pocket change.
Click here to see the $25 trillion Tesla story no one is telling you.
But don't wait…
Come October 23rd, I believe the "End of Tesla" crowd is about to be proven wrong yet again.
Regards,
Jeff Brown
Founder & CEO, Brownstone Research
NVIDIA Stock Could Pull Back in September, But Don't Bet on It
Written by Thomas Hughes. Published 8/28/2025.
Key Points
- NVIDIA's blowout quarter and guidance point to additional upside for this market.
- A price pullback isn't out of the question, but it appears unlikely in September.
- Growth, demand trends, cash flow, and capital return suggest this stock will continue to trend higher in 2025.
Despite reasons to expect NVIDIA's (NASDAQ: NVDA) stock could retrace in September—especially after a roughly 100% rally since April—the company's Q2 results and outlook suggest a pullback isn't a foregone conclusion. Those figures instead reinforce NVIDIA's leadership in semiconductors and AI and point to healthy double-digit revenue and earnings growth well into the next decade.
Indeed, the company's new projections seem conservative and are likely to trend higher over time—historically a recipe for rising share prices.
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why (Ad)
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.
It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you."
This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight.
NVIDIA's Blowout Quarter Didn't Include China
Investors banking on China to drive the next leg of NVIDIA's growth still have reason for optimism. In Q2, NVIDIA posted a blowout quarter without factoring in sales of its H20 line in China, nor did its Q3 guidance. Revenue jumped 56%, outpacing consensus estimates by several hundred basis points, and guidance came in similarly strong.
Every business segment excelled: computing and graphics both grew over 50%, data center revenue rose 56%, and networking surged 98% year over year.
Sales of Blackwell GPUs—the core driver of NVIDIA's momentum—were up 17% sequentially. Current supply-and-demand indicators show demand outstripping supply by roughly five to one, a favorable environment for NVIDIA and other GPU makers.
On the margin front, gross margins dipped slightly but were offset by operational efficiencies. As a result, operating income rose 51%, net income climbed 52%, and adjusted earnings jumped 54%, exceeding MarketBeat's consensus by over $0.05 per share.
Free cash flow remains robust, lifting NVIDIA's cash balance by 64% year over year to about $56 billion—equivalent to more than one quarter of revenue. This cash position sets the stage for an accelerated capital-return strategy for shareholders.
Looking ahead, guidance will drive the stock into year-end. NVIDIA not only exceeded Q2 expectations but also issued Q3 targets well above consensus—and still hasn't factored in potential China revenues.
Own NVIDIA for Its Balance Sheet
NVIDIA's booming AI business generates ample cash, as evidenced by a 64% increase in cash and equivalents and $24.3 billion returned through dividends and share buybacks in the first half of fiscal 2025. Assets and equity each rose by about 20% over the same period.
A new $60 billion share repurchase authorization should sustain buybacks at the current pace for roughly four quarters. Meanwhile, NVIDIA remains essentially net-cash on its balance sheet.
After the results, NVDA shares briefly fell as much as 3% in after-hours trading but held key support, cutting losses in half the next day and finding a floor around $175.
If that support level holds, NVIDIA appears set to resume its uptrend. Technical indicators—including a converging MACD—suggest the stock could continue higher in the weeks ahead.
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