This video discusses Nvidia's upcoming earnings report and provides a fundamental analysis of the stock. The analysis emphasizes the importance of the earnings release, which is scheduled for August 27, 2025. Volatility often accompanies earnings reports, with potential share price swings of 40-50%. The revenue for Q1 FY26 was $44 billion, indicating 69% year-over-year growth. However, gross margins decreased, attributed to export restrictions on H20 products to China, resulting in a $4.5 billion charge. The revenue forecast is set at $45 billion, but the analyst believes it could be higher, especially with potential H20 export licenses. Gross margins for Q2 are projected at 72%. A discounted cash flow analysis shows an intrinsic value per share of approximately $156.37, while the current market price is $173.59. A recommendation is to split your purchase in half, purchasing 50% before earnings report and 50% after for risk aversion. The target price in the next 12M could reach $200.