Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

@Jamesjerome0

Ай бұрын

Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference. If you are in cross roads or need sincere advise on the best moves to take now its best you seek a pro who knows about the financial markets. Cheers

@AmithKaury

Ай бұрын

The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market.

@kurtKking

Ай бұрын

nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?

@AmithKaury

Ай бұрын

Her name is 'MICHELE KATHERINE SINGH’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

@kurtKking

Ай бұрын

Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks

AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

@Blitcliffe

Ай бұрын

I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.

@mesutserim1595

Ай бұрын

Having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.

@tommychestnut5335

Ай бұрын

One of my goals is to employ the service of one this year. I've seen some off Facebook but wasn't able to get a response. Could you recommend who it is you work with?

@mesutserim1595

Ай бұрын

LAUREN MARIE EHLERS is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

@tommychestnut5335

Ай бұрын

Thanks a lot for this suggestion.

I think it's important to stick to stocks that are immune to economic policies. I'm looking at NVIDIA and other AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?

@RusuSilva

Ай бұрын

I bought into NVIDIA around September last year because my financial advisor recommended it to me. She said the company is selling shovels in a gold rush. It accounted for almost 80% of my market return this year.

@FusunTumsavas-cq7tp

Ай бұрын

That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see.

@RossiPopa

Ай бұрын

That's a great tip. I'm setting out 50k to invest in the market this year. Any particularly useful tips you could offer to me?

@FusunTumsavas-cq7tp

Ай бұрын

Monica Shawn Marti is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

@RossiPopa

Ай бұрын

I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

I recently sold some of my Nvidia stocks to secure profits, but I'm retaining a portion for the long term, its growth potential is robust. I'm also considering diversifying my $400K stock portfolio, but I'm uncertain about managing risks in my next move.

@benitabussell5053

Ай бұрын

When diversifying, spread investments across sectors and assets to lower risks. Research and consult a financial advisor for aligned decisions.

@HarrisRyan-oy8eo

Ай бұрын

Working with a financial advisor has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.

@A_francis

Ай бұрын

Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

@HarrisRyan-oy8eo

Ай бұрын

*Sharon Lynne Hart* is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

@EverlyndPerez

Ай бұрын

I searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.

My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term.

@farehtinyilmaz851

Ай бұрын

If you’re new to investing or have a more complex financial situation, It can be helpful to work with a financial advisor who can provide personalized guidance and help you make informed investment decisions.

@finleysterling562

Ай бұрын

i'm sure the idea of a coach might sound generic or controversial to a few, but new study by investopedia found that demand for inv-coaches sky-rocketed by over 41.8% since the pandemic, and based on firsthand encounter, I can say for certain their skillsets are topnotch. I was able to raise a whooping 4.5M that set me up for a comfortable retirement after 5 years of subsequent investment. Exactly cost me 800k capital, was confident enough cos funds where in my trading account.

@finleysterling562

Ай бұрын

That's correct. At first, I wasn't too pleased with my gains compared to my previous performances, I was doing so poorly, I thought I needed to diversify into better assets, so I got in touch with an investment-advisor. That same year, I pulled a net gain of 550k, which is about 10 times more than I average on.

@MooreScott-hd5fz

Ай бұрын

that's heavy! keep it up, I could really use the expertise of these advsrs, my portfolio has been down bad.... whose the person guiding you?

@finleysterling562

Ай бұрын

Ethan Grayson is one of the finest portfolio managers in the field. He's widely recognized; you should look him up.

One question please! Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%.

@Sampson-jh7yq

Ай бұрын

Yes, but do your own research. Avoid index funds, mutual funds, or specific stocks for now. Consider 5% fixed incomes as a safer option. Alternatively, consider hiring or working with a good market strategist for added safety.

@alicegomez7232

Ай бұрын

Took control of my portfolio, faced losses in 2022. Seeking change, consulted a fiduciary advisor. Restructured and diversified with dividend stocks, ETFs, Mutual funds, and REITs. Portfolio surged to $610k with an annualized gain of 28%.

@jose2212-

Ай бұрын

Please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch if you don't mind

@alicegomez7232

Ай бұрын

There are many independent advisors to choose from. But I work with Monica Shawn Marti and we've been working together for almost four years and she's fantastic. You could pursue her if she meets your requirements. I agree with her.

@DennisJack-km8ho

Ай бұрын

I really appreciate your useful advice. I was able to set up a call with her and confirm her identity. She seems incredibly knowledgeable, and I appreciate your advice so much.

8 months ago he said fair value for Nvidia is $240. It’s $1050 today. Mr. Dean of valuation, it’s actually cheaper since earnings.

@user-kg1od9es5d

Ай бұрын

hes not wrong about the true value of the stock. the price of the stock factors in factors outside of the intrinsic. if you're listening he even said nvidia will beat earnings for the next year. but after that? doubtful

@chiquita683

Ай бұрын

Meanwhile if you actually followed him you know that he owns the stock and has said that there is both a focus of valuation and understanding momentum that is important for investing. He cut half his position last year and kept some to see how high it would go

@user-kg1od9es5d

Ай бұрын

@@chiquita683 exactly

@thenewbanker1225

Ай бұрын

@@chiquita683lol trimmed half and kept the rest. Shows even he doesnt have strength in his convictions

@robertwilliam9558

Ай бұрын

@@user-kg1od9es5d Keep doubting Jensen. We can keep accruing our $.

There is a reason why he is a professor not a hedge fund billionaire. CNBC is stupid to invite him to talk about Nvidia

@SirMo

Ай бұрын

Nvidia has a 55 PE. For 2.5 Trillion dollars company is unheard of. It's priced for absolute perfection and that it will continue to grow at this rate. The stock is way too hot.

@briantep458

Ай бұрын

@@SirMo High growth stocks use forward PE, not TTM. On a forward basis NVDA is trading at around 33 which is below their historical average. Of course the stock is expensive, but stock markets, especially in bull markets, operates with very little rationality

@SirMo

Ай бұрын

@@briantep458 A $2.5T company is not a high growth company. Not anymore. That's my point.

@briantep458

Ай бұрын

@@SirMo 100bln in sales in 2024, 200bln in sales projected for 2025. This implies a 50-100% move up in the stock price for the next 12 months. Anything with sales over 30% is considered high growth. Remember NVDA guides one quarter at a time. They can easily play this game where they "beat and raise" for the next 6 quarters

@mahamannu

Ай бұрын

@@SirMo Whether we like it or not, NVDA currently has the dual distinction of being both a multi-trillion company as well as a high growth company. Probably the only company in the history. It will take 1 quarterly report where they miss guidance and/or Revenue estimate ( since most of their revenue is essentially profit , P/E is not an issue), either the whisper number or company projected number , and the stock would then act like a high growth company's stock and fall 20%.

I am so embarrassed for him whenever Aswath Damodaran opens his mouth commenting a knowledge domain he knows absolutely zilch about. Calling it a "chip market" proves the point.

This guy is never right about Nvidia. Just a permabear.

@richhead8462

Ай бұрын

Asswath..

Let's not forget this was a $110 stock just 19 months ago. Trading at only 4x FY 2026 earnings (FY 2026 ends in Jan 2026, only 20 months from now). You can argue the stock has routinely been terribly underpriced because the Wall St analysts cannot see around the corner to the true earnings potential of the company.

@jeffreysmith6161

Ай бұрын

When have analysts or the media been right?

@marbles203

Ай бұрын

Or you can say what analysis say, that its over priced from recent data thats cyclical.

This guy was saying 300 is definitely too high back then - what happened 😂

@spanishflea634

Ай бұрын

It's called a bubble.

@TheParadoxy

Ай бұрын

If you listen to the whole thing, he says Nvidia will continue to beat expectations in the short term.

@2011hwalker

Ай бұрын

what about the clowns who said Tesla "was going to blow through 500"....Nvidia will back track in time.

@gumpenaprasanth6142

Ай бұрын

He is an idiot, dont believe in finance ppl who dont understand tech. How can a Finance prof talk about the opportunity in AI?

@eliopalombi

Ай бұрын

@@2011hwalkerI agree nvidia is overvalued and there is an AI bubble, but never compare it to Tesla. Tesla’s valuation was, and still is, based on false promises about the future; nvidia at least has the fundamentals to back up their lofty valuation.

The force is strong with NVDA. - Yoda

This guy comes across as a smug know it all who doesn’t know it all.

@KT-zx9jr

Ай бұрын

The market knows best

@eh7599

Ай бұрын

don't cry

@jeffreysmith6161

Ай бұрын

He’s an academic, that’s what they do and he’s actually one of the smarter academics, btw

@KT-zx9jr

Ай бұрын

@@eh7599 Argentina.....

@jeffrose5622

Ай бұрын

He is an arrogant DF and generally speaking a complete loser.

"It can do no wrong?" Nvidia by Huang's own account has made big mistakes. They'll no doubt make more, but they've proven to be an adaptable company and Huang is good a anticipating where the markets will be and fulfilling them.

@idkidkidk2554

Ай бұрын

He believes he is the only person who is right.

1 year ago he said NVDA is expensive at 400 dollar

@eh7599

Ай бұрын

and he was right

@stefantest5320

Ай бұрын

@@eh7599 ah ok :D good I did not sell

@KenjiEspresso

Ай бұрын

And I’ve been buying ever since 😂 but even I know it will get a huge pullback at signs of REAL risk. But average investor doesn’t get it.

@breadloaf2163

Ай бұрын

@@eh7599 🤡

This whole valuation thing is purely based on history and future projection based on historic trendline. If you invest based on valuation your portfolio will consist of the most boring stocks that simply fluctuates between 1 or 1.5 standard deviations.

@BigLotsResurgence

Ай бұрын

But at this point it’s like buying the s and p index fund since returns will likely be 10-15 percent a year

Here's another perspective. If this guy was good at investing and making the right calls, he'd be a hedge fund manager making millions.

@Synthminator

Ай бұрын

If hedge fund managers were good at managing money, they'd be managing their own money, not in a HF. They're good at raking in fees.

@Jim-nt7xy

Ай бұрын

@@Synthminator It's better to use other people's money

@titusp9488

Ай бұрын

if you ask HF managers …most of them are his students ， he teaches valuations not a investor

@Jim-nt7xy

Ай бұрын

​@@titusp9488 If that were the case, we'd all be HF managers. You cannot teach a HF manager when to pull the trigger

@briantep458

Ай бұрын

valuations almost never matter in bull markets, they only matter in bear markets. In bull markets, the story and momentum can drive a stock's price to absurd levels

This dude is awfully smug for being wrong so often

@khaledalruwaily3166

Ай бұрын

Yeah he is so wrong all the time its funny as hell. hahhahaha

@Sonder2030

Ай бұрын

Confidence attracts cameras, substances always has to prove itself which is what Jensen is doing

@BigLotsResurgence

Ай бұрын

He’s like Cramer and Stephen a smith

I appreciate how transparent you are about your wins and losses. It's refreshing to see a trader who isn't afraid to show their mistakes and learn from them.

with Due Respect to Ashwath, Most people are not holding stocks for 3 to 5 years like he does. Aparantly he bought n sold Amzn only 6 times in 20 years. So from his point of view, its correct that NVDA is expensive and has been 1 missed quarter away from falling , ever since the stock was $400. And someday that will happen. I hope he realizes that 95% of people, even the ones who say they are long term investors hold for a year or so. california taxes you same for Long term gains as short term gains.

For some proud people, it is just too much to say, I was wrong and I am still wrong. This guy is a legend for wrong reasons.

Ok so. By the end of this year Taiwan semi will double the amount of h100s sold by nvidia ( double counted from the situation that was on in the beginning of this year). This means that Nvidias growth numbers will continue to be superior, huge. But, Jensen said that even blackwell will start to produce a lot of wins and cash for Nvidia even during this year. This means that Nvidias growth will continue in a never before seen scale! Blackwell and h200 together with h100 will raise Nvidias profits even higher than any wall street analyst can even imagine. And yeah there are of course other income sources for Nvidia too

the smartest people are often the worst market predictors

@jeltt2150

Ай бұрын

That's because the market is the sum of all the average market makers hence smartest one tend to be ahead of their time

@user-kg1od9es5d

Ай бұрын

@@jeltt2150 yep. being smart doesnt pay ironically! only at the RIGHT MOMENT lol

@illegalsmirf

Ай бұрын

@@jeltt2150 'ahead of their time' Is that what you call people who call for a bear market every year and get it right once every ten years?

@eh7599

Ай бұрын

wrong. don't cry

@BigLotsResurgence

Ай бұрын

I disagree, Warren Buffett is a genius

it is momentum? do you study fundamental when valuing a company

The Prof said NVDA was overpriced hundreds ago.

Industry experts in Revux leadership team add immense credibility.

he is right, some people forget how massive the valuation by now is, and growing from here is much, much harder, growing another 10% means now adding the worth of GM, McDonalds and JPMorgan.... also there won't be many players that train very large models because this is damn hard, hyperscalers are in a panic arm race right now to train the biggest models but if that turns out to be a dead end and/or smaller local models will get better less GPUs are needed

@doug6723

Ай бұрын

I don't listen to people like this. I'm listening to the CFOs and CEOs who are saying "you have to adopt AI or you'll be left behind." That doesn't mean Nvidia will have continued success. There's no way they can keep growing at this pace. But people also make the assumption that Nvidia won't find different markets, innovate, or discover/acquire/pair with other businesses. AI if. nothing else will make so many things in our lives more efficient. Since time is money, it's impact will be bigger than a lot of people realize.

@PaulJohnBeatles

Ай бұрын

Taiwan semiconducter will double the amount of chips produced for nvidia by the end of the year 2024, so it is easy for Nvidia to continue supreme growth.

@user-kg1od9es5d

Ай бұрын

exactly!!!!

The numbers speaks and not only that the way the eco-system NVDA has built for new market places such as phrama, Healthcare possible. Its a start of a new Era with AI

Even I would not short NVDA, always profits, an American based company, includes storage and even gambling. It is a mini ETF?

the king himself has spoken!

It proves its not about how smart you are its so many other factors to make money in the markets

The speed of Revux transactions is a market game-changer.

He’s been consistently saying Nvidia and for that matter everything in the market is “overvalued”. If we had listened to him, we’d be a lot poorer, not richer or smarter. I’d like to ask: what is the true value of this guy’s valuation opinions?? Answer: They’re way overvalued! Lol

@eh7599

Ай бұрын

wait and see. you will lose all

@garybalatennis

Ай бұрын

@@eh7599 Yeah, they told me that about Netflix too. Bogus valuation. They were wrong. I made a lot of money. Then all of a sudden, it seemed like they were “right” when in 2022, Netflix tanked big time, and I lost mucho dinero. Well, guess what happened after that - in 2023 and 2024?? Netflix roared back with some creativity and adjustments, and is now the undisputed profit king of streaming. Nvidia can do the same. They will expand and explore all kind of chip and data center upgrades, and call it AI version 2.0, 3.0 etc. (Super-Chip Blackwell is coming soon by the way, and already sold out!) No Aswath, they don’t have to find new big markets, just keep refining and expanding the one big one they all ready got. Bottom line: there is more to “valuation” than earnings, revenues, price-to-earnings, price-to-book, etc. etc. There is an undefinable dynamic, a creative and mobile aspect to a company and it’s leadership that investors might ascribe value to over time.

@Sonder2030

Ай бұрын

Bears are so lame. Their reward circuitry is such that they get excited when the market declines. They’re professional haters. Especially doing it against the best company in the world.

While it might be true, this was said last year when nvidia was in 300-400 range too.

Academic analysis and what happens on the street are at times poles apart. Prime example is this Prof.

The market knows best

Revux focus on user experience sets a new industry standard.

Revux market entry timing couldn't be better; strategic positioning.

Revux partnerships serve as a testament to its industry credibility.

💡 if Nvidia is beating earnings expectations overwhelmingly, where are the other companies that are doing business with Nvidia and are they blowing out earnings as well?

He has been saying Nvidia was overvalued since it was $400. It’s so much more than momentum. He continues to underestimate AI and how it will grow.

Dude, the entire market is priced to perfection and has been for a long time.

Here is a strategy I apply, this assumes you already have certain amount invested, and not buying anymore, but optimizing exit strategy. Not legal advice. Let's assume I have 100 units of NVDA stock. I determine my short term, medium term, and long term percentages for Nvidia, e.g. 20% for short term, 40% medium term, and 40% long term, you can customize yourself differently based on your tolerance. I won't touch long term investment for 10 years no matter what, even if WW3 breaks out. Short term portion, I will sell to take profits whenever convenient, and invest into index, what is tricky is what to do with the medium term portion. For medium term, I am considering to wait a few more quarters after stock splitting, and maybe wait till mid 2025. Good luck everyone!

Thank you, come again!

Agreed, people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

@LilianaAgnes

28 күн бұрын

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

the chip market definitely should be a trillion $ market

2.7T mkt cap, up 2.4T in 1yr. Up 1.4T mkt ytd. It will be the next csco or intc at these levels. 5 yrs growth already priced in. 60% revs from 5 companies and 1 of them is funded by nvda itself coreweave. These are all one time revs not recurring. Had a good run retail should frontrunner institutions and dump the stock at these levels.

Refreshing to hear difference views. What's the point to listening to another Nvidia will keep going higher comments lol

He’s looking at the price action and thinking it’s overpriced. But it could be trading at 22-25 2026 earnings and 30x 2025 earnings. It’s not overpriced.

believe after stock split it will spiral down to $40, I will scope cheap at $25

Transparency commitment by Revux is refreshing in the crypto space.

AND cnbc trots out the one arrogant DF that thinks NVIDIA is a losing proposition......too funny!

With all due respect for Prof. Damodaran, the market is limited only by imagination. There will probably be an AI bubble, but later. At the moment NVDA is at the epicenter of a revolution that has been centuries in the making, starting with mechanical automata of the 18th century writing letters, playing chess or playing the piano. In the gold rush metaphor, NVDA is forging the blades of the shovels used by the AI miners, somewhat like they used to build the shovels for the Crypto miners before ASIC chips took over. The tools required for the new technology are still in their infancy and a lot more improvement will have to come. Very few people fully realize the true meaning of what is going on: it is too early.

Could do with a concise, clear explanation why it’s impossible for the AI chip market to reach $1 trillion in sales even if the overall AI industry reaches $2-3 trillion?! So far, it’s only an assertion with some hand waving. Hope we’ll get more …

@Sonder2030

Ай бұрын

It’s impossible because he can’t imagine it. Argument from disbelief 😂

Evaluating NVIDIA as a "chip maker" and ignoring the full stack of NVIDIA's business is nonsense. He seems not to pay attention to the full scale of AI solutions and "parts" that NVIDIA and its partners are engaged with.

I feel it’s exactly like Tesla from 500ish to 6000+ in more than 1 year, now it’s 2700ish. It will come down at some point, but no body knows when and how much.

Jensen said the trillion dollars of old data centers need to be upgraded, besides building new data centers. but this guy says there is no way a chip market can be worth trillion dollars. I understand the chips is just part of the cost of a data center but , still, the market seems to be quite large

I got one major question for Aswath. What is the value of the mind of God?

It’s shocking that he’s still brought on. What’s scary is that students pay for this.

Professor Damodaran has been wrong for the past year on NVDA. But the past year all I've done is booked gains trading JUST the call contract stock options. He's not alone. The shorts have lost more money in a vastly profitable company than any other. Real bears don't short profoundly profitable companies, they short losing companies. Because Nvidia is where shorts go to die.

Damodaran doesn’t understand the technical angle of AI chips are only a single % of the total chip market today. And it will entirely conquer the entire chip market

There are some people you should avoid listening to when it comes to NVDA. Top 2 would be this dude and Cathie Wood.

Split 10-1 ..making it worth i believe 100$ a share correct if iam wrong ..load up afte the split

@Financein10

6 күн бұрын

split doesn't effect the fundmentals

Bullish on Revux well-thought-out tokenomics!

I admire Prof Damodaran but sometimes you just got to admit that those theories on valuations don't apply to real life. The direction of which a stock move is anyone's guess.

Revux is among the few cryptos with real-world utility.

Community-driven approach by Revux is precisely what the crypto space needs.

@jhockey11liu91

Ай бұрын

gu [hicbvklK

I don’t understand him. He is skeptical about Nvdia but he trusts & buys Tesla!

If I listened to Aswath last year ("over valued"), I would have missed out on over 120% gain. I totally disagree with this guy since last year, and honestly who really cares if it's over valued for the short to mid term... goodness it's a freaking growth stock with earning to match.

Why do I feel deja-vu with Cisco in the late 1990s?

If the stock price is overvalued why aren’t funds shorting it? Answer that Damodaran

@user-kg1od9es5d

Ай бұрын

because too much of the market is buying right now. shorting now is too early. shorting in 10 months? yes.

this guy said bitcoin at 3k had no value its 70k today

He is way off base here. The biggest risk to NVIDIA is actually China invading Taiwan and TSMC not being able to get their chips to the world, but even then… that would affect everyone and companies like NVIDIA would fight for capacity at Samsung or Intel. People that got left out in the cold would get their chips made by GlobalFoundries. I still find this all very unlikely.

Dang of Valuation.

Aswath is logically, don't listen to the pumpers who's earnings depending on the commission.

Lol no mention at all of bitcoin mining at all , which is the real reason behind nvidias explosion in value !

Nvidia built on top of "AI Datacenters" for leverage and pump their sales very large margins. These startups have no choice but to buy cards any price their key investors want. Investors are buying Nvidia stock and then promoting sales. These AI datacenters are not making money. And large cap companies are keen to reduce TCO. GPUs have notorious small refresh cycles so customers will jump to alternatives as soon as clowns at AMD and Intel come with better supply.

Alot of buthurt Nvida owners in the comments.

@ 2:32 NVIDIA and AMD CEOs surely disagree with the professor's comment. According to Huang, the CPU cloud data center business that is upgrading to GPU acceleration computing is $1T. AI infrastructure build-up is another $1T. The total is $2T. The professor believes he knows the semi business better than AMD and NVIDIA CEOs.

@user-kg1od9es5d

Ай бұрын

There has been no potential actualised. When Meta etc realise the LLM's are nonsense and cant actually reason...bye bye nvidias revenues.

@starmount326

Ай бұрын

@@user-kg1od9es5d it sounds you are smarter than MSFT, GOOG, META, TSLA, ORCL, OpenAI, and AMZN, as they all spend billion of dollars for nothing as you said.

@Sonder2030

Ай бұрын

@@starmount326 yeah he’s definitely smarter than all those companies combined just like Mr Dean of valuation 😂

@user-kg1od9es5d

Ай бұрын

@@Sonder2030youre both stupid. compettion forces compainies to spend. in 1 year they will realise the LLM is a fad. and nvidia's revenue will fall off a cliff. Nvidia is OK for 1 more year,after that expect a HUGE crash

It’s lost 50% and 66% of its value previously.

@Sonder2030

Ай бұрын

Indeed, in 2022 about 60% if you exited then you’d have missed a 500% increase. Gotta take the rough with the smooth if you wanna make money on a good business.

@michaelfink3505

Ай бұрын

I didn’t exit after my advisor told me too and bought again at $489. Just saying it’s going down at some point when Musk and Zuckerberg stop stockpiling.

@Sonder2030

Ай бұрын

@@michaelfink3505 while they are the most famous customers, Nvidia sells to everyone. One of the highlights of the earnings is the increase in diversification of their data center customers. Now sovereigns are buying like crazy, enterprise is just getting warmed up. And even Zuck is talking about how his bottleneck will be getting enough power before having enough chips.

Trick question: how many rich professors do you know? Have ever heard of? Yeah, none.

nvda $8000 by 2034!

@Sonder2030

Ай бұрын

I like your direction but I’d say $8000 by 2028. Remember they 9x’d in the last 18 months what’s an 8x from here by 2028? The most bullish analysts have had to keep raising their numbers in the past year. AI and accelerated computing are the future of technology.

@Fellow117

Ай бұрын

@@Sonder2030 nvda to the moon!

I HAVEN'T EVEN WACTH THE VIDEO BUT EVERYTHING THAT COMES OUT OF HIS MOUTH REGURADING STOCKS OS 99 PERCENT NEGATIVE WITH OUT FAIL🤔

If "experts" like this knew as much as they sometimes act, they'd be sitting on a huge yacht soaking up the good life vs. working as a professor. I don't mean that as disrespect (I know it sounds like it) but the point is even the smartest people can't predict the future with any certainty. If they could, they would capitalize on it with riches beyond the imagination. These are always estimates but estimates are full of flaws and personal bias.

This guy doesnt know a thing about AI or high performance computing let alone inferencing or training. He's never had to develop an AI to solve a computing task once considered impossible. Folks like him dont realize that Nvidia represents the biggest technology paradigm shift in the history of mankind. Nvidia isnt just a chip. Nvidia is a whole new computing infrastructure that is solving unimaginable problems. He clearly is ignorant of whats happening in front of his face.

And CNBC has to bring in this guy...I clearly remember what he said a year or so ago ..according to him, NVDA was valued at most at $240 a share when the stock was then trading around $400 a share...this guy has no credibility at all, irrespective of whatever his qualifications are...CNBC should retire these guys as they keep on bringing tired old perspectives which have not bode well for investing at least for the last 20 years

He is overvalued. I don’t care what he said

@eh7599

Ай бұрын

don't cry

I find this guy sounds intriguing but says little of substance...

Damo got NVDA all wrong

Bro thinks he’s cookin

425% earning growth has nothing wrong, lol. who care about FED

Where gonna have the biggest market crash in history in a few years lol

Awww I guess he missed out ....

Not very smart. I think after this video, I don't have confidence in this guy's analysis.

Sigh...another professor.

🤡🤡🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣

Just sold a little Tesla and bought 10 shares of NVIDIA. Wow its so expensive.

great job cnbc in allowing this guy a platform to spew his nonsense

Looking this guys face you can tell that he is a liar and someone never trusted.