Nvidia CEO Huang on export controls: China market is home to 50% of the world's AI researchers
Nvidia CEO Jensen Huang joins 'Mad Money' host Jim Cramer to talk quarterly results, recent reports the Trump administration is trying to block chip sales to China, what's ahead for the company, and more.
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Li Auto Inc (LI) Q1 2025 Earnings Call Highlights: Navigating Growth Amidst Challenges
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Net Income: RMB646.6 million ($89.1 million), up 9.4% year-over-year, down 81.7% quarter-over-quarter. Diluted Net Earnings per ADS: RMB0.62 ($0.08), compared to RMB0.56 in the same period last year. Cash Position: RMB110.7 billion ($15.3 billion) as of March 1, 2025. Free Cash Flow: Negative RMB2.5 billion (negative $348.7 million), compared to negative RMB5.1 billion in the same period last year. Vehicle Deliveries: Over 92,000 vehicles in Q1 2025, a 15.5% increase year-over-year. Retail Stores: 500 stores in 151 cities as of April 30, 2025. Supercharging Stations: 2,350 stations with over 12,800 charging stalls. Warning! GuruFocus has detected 3 Warning Signs with BOM:514162. Release Date: May 29, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Li Auto Inc (NASDAQ:LI) delivered over 92,000 vehicles in Q1 2025, marking a 15.5% year-on-year increase. The company achieved a 14.1% market share in the RMB200,000 and above NEV market in China, reinforcing its leadership position. Li Auto Inc (NASDAQ:LI) launched the new Li MEGA and Li L Series, featuring advanced technologies like NVIDIA's Thor-U chip and AT LiDAR sensors. The company has built the largest urban highway supercharging network in China, with 2,350 supercharging stations and plans to expand to 4,000 by year-end. Li Auto Inc (NASDAQ:LI) maintains a strong cash position with RMB110.7 billion ($15.3 billion) as of March 2025. Total revenues in Q1 2025 were down 41.4% quarter-over-quarter, primarily due to seasonal factors like the Chinese New Year holiday. The company's net income decreased by 81.7% quarter-over-quarter, despite a year-over-year increase. Free cash flow was negative RMB2.5 billion in Q1 2025, compared to positive RMB6.1 billion in the prior quarter. Li Auto Inc (NASDAQ:LI) faces competitive pressure as competitors aggressively benchmark the L Series with competitive pricing and specifications. The company anticipates challenges in maintaining vehicle margins around 19% due to the transition to new models and production adjustments. Q: How does Li Auto plan to maintain its growth in vehicle sales despite aggressive competition in the market? A: Xiang Li, Chairman and CEO, stated that the new L Series has met sales expectations with healthy growth, achieving over 10,000 units in weekly sales. The company is confident that monthly deliveries will soon return to the 50,000 per month level, maintaining a strong market share in the RMB200,000 and above NEV market. Q: Will Li Auto consider expanding its product line to include sedans, and will it adopt dual powertrain strategies? A: Xiang Li explained that after achieving a revenue scale of RMB300 billion with the current SUV lineup, Li Auto will consider launching sedan and MPV models. 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Canada Goose Holdings Inc. (GOOS) Has Been 'Terrific,' Says Jim Cramer
We recently published a list of . In this article, we are going to take a look at where Canada Goose Holdings Inc. (NYSE:GOOS) stands against other stocks that Jim Cramer discusses. Canada Goose Holdings Inc. (NYSE:GOOS) is a Canadian retailer that sells high-end apparel. Its shares have gained 18.5% year-to-date primarily due to a 32% jump in May. Canada Goose Holdings Inc. (NYSE:GOOS)'s stock soared after the firm's fiscal fourth-quarter revenue and earnings beat analyst estimates by a wide margin. During the quarter, the firm reported C$0.33 in adjusted earnings to top analyst estimates of C$0.23 and C$384 million in revenue to beat C$356.4 million in estimates. The stock caught Cramer's attention as its shares rose. Here's what he said: 'That's good. They've been, terrific. Dani Reiss's a terrific guy. That's been a very tough one to won.' A shop window in a city skyline, showcasing the company's luxurious parkas. The recent appearance wasn't the first time Cramer mentioned Canada Goose Holdings Inc. (NYSE:GOOS) in his show. Last year in May, after a strong earnings report, the CNBC TV host advised viewers against buying the shares. Since then, Canada Goose Holdings Inc. (NYSE:GOOS)'s stock has lost 5.9% despite the major gains earlier this month. Here's what Cramer had said in May 2024: 'I'm going to tell you — I'm going to put my trading hat on. When I see a company report that kind of number — that good — and it doesn't go up, I say 'ain't nothing going to get this thing going. Let's stay away.' Overall, GOOS ranks 12th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of GOOS, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GOOS and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
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IREN Limited (IREN): A Bull Case Theory
We came across a bullish thesis on IREN Limited (IREN) by Anxious-Criticism652 on r/valueinvesting on Reddit. In this article, we will summarize the bulls' thesis on IREN. IREN Limited (IREN)'s share was trading at $9.12 as of 23rd May. IREN's trailing and forward P/E were 2.15 and 18.18 respectively according to Yahoo Finance. Image by Лечение Наркомании from Pixabay Iris Energy (IREN) is quietly becoming a digital infrastructure powerhouse, transcending its roots as a Bitcoin miner to emerge as a forward-looking platform positioned at the intersection of renewable energy, AI computing, and quantum readiness. With over 10 EH/s in current Bitcoin mining capacity and a clear cap at 52 EH/s, Iris is uniquely pivoting focus to its AI cloud division. Already generating $26 million in annualized revenue from 1,896 NVIDIA H100 and H200 GPUs at 96%+ profit margins, the company is preparing to deploy next-gen Blackwell B200 chips in a new 75MW liquid-cooled data center in Childress, Texas. Its Sweetwater campus has secured 2.75GW of power capacity—one of North America's most scalable sites for compute infrastructure—cementing its advantage in future workloads ranging from crypto to AI to quantum computing. What sets Iris apart is its infrastructure's modular, ultra-high-density design, enabling it to seamlessly evolve with next-gen hardware demands. Unlike peers who overextend through debt or dilution, Iris maintains a pristine balance sheet—zero debt—and funds growth through customer prepayments and internal cash flow. This financial discipline adds resilience and optionality across cycles. Wall Street is starting to take notice. J&M Securities recently upgraded IREN to a Strong Buy with a $24 price target, citing the hybrid AI/crypto model and unmatched scalability. Despite the optimism, the stock trades at just $9.50, offering substantial upside. Iris Energy isn't a speculative crypto play—it's a clean energy-backed execution story with exposure to three of the most transformative computing trends of the next decade. Previously, we have covered IREN Limited (IREN) in February 2025 wherein we summarized a bull thesis by Industrial Tech Stock Analyst on Substack. The author highlighted that IREN Limited (IREN) was positioned as an under-the-radar winner in the AI infrastructure space. Originally a Bitcoin miner, the company had been leveraging its renewable energy-powered data centers in overlooked locations to address AI's growing compute and energy bottlenecks. With zero debt, strong cash flow, and early AI partnerships, the thesis argued that IREN could see a 10x valuation if it successfully transitioned more of its capacity toward AI computing. Since April 2025, the stock is up 49.51% IREN Limited (IREN) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 44 hedge fund portfolios held IREN at the end of the fourth quarter which was 28 in the previous quarter. While we acknowledge the risk and potential of IREN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than IREN but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
