Gene recaps Nvidia's April quarter and discusses the key takeaway: growth will be higher for longer.
Жүктеу.....
Пікірлер: 94
@austinbar23 күн бұрын
AI stocks will dominate 2024 but not just AI. NVIDIA, Alphabet, Tesla are at a better placed to maintain long term growth potential, and provide a platform for other AI companies. I have made more than 200% ROI from NVIDIA with the help of my stocks advisor. With the help of my advisor I agree that stock Like Twoo would also go higher in the next year and a bit high this year with the announcement of launch of its video game.
@rogerwheelers4322
23 күн бұрын
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
@joshbarney114
23 күн бұрын
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor, . It's been a year and half of steady growth.
@FabioOdelega876
23 күн бұрын
I appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
@joshbarney114
23 күн бұрын
Finding financial advisors like Marisa Breton Dollard who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
@FabioOdelega876
23 күн бұрын
Marisa has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
@Quason78821 күн бұрын
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 $136k portfolio and try to keep everything around 10%.
@Elkemartin213
21 күн бұрын
Yes! but still make your own research. And I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Or hire/ work with a good market strategist. Youre safer that way
@Davidstowe872
21 күн бұрын
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $610k portfolio surged, yielding an annualized gain of 28%.
@CindyValenti
21 күн бұрын
massive gains! mind sharing details of your adviser pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help fuel my money goal
@Davidstowe872
21 күн бұрын
She goes by ‘’Amber Dawn Brummit’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
@CindyValenti
21 күн бұрын
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing.
@Sarah-ui3vd23 күн бұрын
My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income.
@MileyHumphrey-ql4jp
23 күн бұрын
As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.
@Charles-wp9dd
23 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.
@Joseph-zw3sb
23 күн бұрын
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.
@Charles-wp9dd
23 күн бұрын
Just research the name Angela Lynn Shilling. You’d find necessary details to work with a correspondence to set up an appointment.
@Joseph-zw3sb
23 күн бұрын
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
@frankedwardark23 күн бұрын
I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.
@Vivienedouglass
23 күн бұрын
There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
@Kaustavpatell
23 күн бұрын
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
@AmithKaury
23 күн бұрын
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
@Kaustavpatell
23 күн бұрын
MICHELE KATHERINE SINGH is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@AmithKaury
23 күн бұрын
My needs are kind of unique and complex. I'll contact her nonetheless, and I hope I'm able to make something out of it.
@lea589823 күн бұрын
From $7K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me
@ivar766
23 күн бұрын
I agree just reached my goal of $100k monthly trade earnings. Setting realistic goals is an essential part of trading
@WelseyWalker
23 күн бұрын
Please educate me, i'm willing to make consultations to improve my situation,
@tryleraaron9244
23 күн бұрын
Get yourself someone like Stacey Macken who understands the market very well and is also a professional in placing trades. That's the key
@KamranKhalil-br6dk
23 күн бұрын
I made a lot from last week, a vision of the effective signals alone assured me of the turnovers. all thanks to Stacey Macken .
@benjaminocampo3359
23 күн бұрын
Stacey's understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her signals are top notch .
@johnm.karian529523 күн бұрын
Thank you for your insights over the years - they have benefited me and my family tremendously. The very best to you and yours!
@Howardjensen124 күн бұрын
I really appreciate the stats and Data that you and others puts together for us daily, If you invest right now in Bitcoin, the sky is limit. If you invest in gold, you have my sympathies. I was a Peter Schiff customer disciple since 2010. Very disappointing returns. Perth mint silver. Negative returns. The government has gold and silver locked down. They aren't going anywhere significant. I don't know what many youtubers are talking about with assets. Most stocks give no dividends and when the company goes bust stock holders usually get zip, nothing. No risk. No reward....... it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
@Howardjensen1
24 күн бұрын
She's often interacts on Telegrams, using the user-name.
@Howardjensen1
24 күн бұрын
@Lindawilburn
@NatashaDeculiacan
24 күн бұрын
I appreciate the professionalism and dedication of the team behind Linda’s trade signal service.
@Zephlar
24 күн бұрын
Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.
@SimonPeterDomingo
23 күн бұрын
The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.
@briantep45823 күн бұрын
the party is just getting started, amazing
@pauzen536523 күн бұрын
Excellent analysis. Much appreciated.
@loopdsgn24 күн бұрын
Great take and insights. Love the party shirt, Gene.
@caseywong90323 күн бұрын
great report and analysis on Nvidia
@charlesdidonato547823 күн бұрын
Growth rates always come down as companies get much larger. It’s unsustainable. Look at Apple, Amazon, Google, etc.
@darrenhere5856
23 күн бұрын
100%
@sssandhu78
23 күн бұрын
But this time it’s different… not… wait a couple of years. The competition will increase. The margin’s will reduce over time. Google, Meta, etc will have to justify these expenditures…
@rcairflr
23 күн бұрын
@@sssandhu78 Gene Munster clearly states growth rate comes down in 2025. Still a good growth rate at 28%.
@Lori24523 күн бұрын
My favorite Company ❤
@budfox233724 күн бұрын
📈🚀 let’s go
@dassa006923 күн бұрын
Does Nvidia even have any fabs?
@Fellow11724 күн бұрын
nvda to the moon!
@waynewallace2061
23 күн бұрын
Along with Qcom
@christophermiles54724 күн бұрын
Top stock pick for tomorrow (AKAN)!
@Scottweeier84623 күн бұрын
I lost over $75k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Patricia Annie Brooks.
@Josephbasta827
21 күн бұрын
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.
@Jessecote875
21 күн бұрын
You trade with Annie Brooks too? Wow that woman has been a blessing to me and my family.
@Charlottehornets4
21 күн бұрын
YES!!! That's exactly her name (Annie Brooks) so many people have recommended highly about her and am just starting with her from Brisbane Australia🇦🇺
@Nguyenvictory83
21 күн бұрын
I'm new at this, please how can I reach her?
@Brucelanham845
21 күн бұрын
Her good reputation already speaks for her .I’m also one of the beneficiary of Annie Brooks. So happy I gave it a trial after being skeptic of the process.
@holland_a_march23 күн бұрын
what happens when all of the newer language models start using 1/1000 of the current power, which is going to happen soon. you don't need a Ferrari when a Toyota will do just fine
@AC-jk8wq
23 күн бұрын
Yet everyone prefers Ferrari performance…. 😃
@user-kg1od9es5d
23 күн бұрын
Yep I keep saying this lol. But the market won’t listen!! Just remember the market and price lag behind the true value
@ryen49
23 күн бұрын
short the stock then. put your money where your mouth is good luck nvidia bears
@charlesdidonato547823 күн бұрын
Gene “the alien” Munster!
@TheBaseCase23 күн бұрын
What do you tell someone who hates the casino, who would like to restore the dollar to its pre-1933 level of value, who would like to deregulate everything and let people lose when they’re stupid?
@olfoogy23 күн бұрын
Lotta meat in there. Thanks
@user-kg1od9es5d23 күн бұрын
Overvalued.
@dassa006923 күн бұрын
How will Nvidia profit during a 16 year depression?
@user-kg1od9es5d
23 күн бұрын
It won’t. These jokers are pumping the price either they’re stupid or want to manipulate more investors before checking out
@dassa0069
23 күн бұрын
@@user-kg1od9es5d What is this cat's cv? nothing shows up.
@martinjrtremblay23 күн бұрын
Please replace Wall Street with AI
@kaya05128524 күн бұрын
If you spend $1 on hardware, be it a truck or a computer chip, you need to get sales of far more than $1 from that hardware As such, for Nvidia to sell a sustained $100B a year, you probably need that hardware to generate end consumer sales/benefit of 10x of that Where are the $1T a year in AI end consumer sales to justify the $100B pa of AI chip sales?
@darrenhere5856
23 күн бұрын
thats the best question yet !!! Zoom is giving their AI offering away for free....
@user-kg1od9es5d
23 күн бұрын
Well done!!’ You cut through the noise!! But hold your stock for now. The stupid market doesn’t get how this works
@user-kg1od9es5d
23 күн бұрын
Apple is going to be so rich after all these companies burn their equity value chasing a pie in the sky. Apple has been strategic in not building their own AI initiatives for now
@kaya051285
23 күн бұрын
@user-kg1od9es5d who knows maybe there is a killer app that will happen but I can't see one which will generate $1T+ in sales to justify spending $200B+ a year on AI chips and infrastructure and power etc ChatGPT was released Nov 2022 Fast forward 18 months and I'm sitting in a coffee shop I can see people using Microsoft Google Apple products, but no one is using AI products And the AI product has to be a monopoly or virtual monopoly like the apple or Google ecosystem. No one is going to generate $1T plus sales if 10 competing AI clones drive margins to zero or offer the product for free Feels like NFT nonsense atm
Пікірлер: 94
AI stocks will dominate 2024 but not just AI. NVIDIA, Alphabet, Tesla are at a better placed to maintain long term growth potential, and provide a platform for other AI companies. I have made more than 200% ROI from NVIDIA with the help of my stocks advisor. With the help of my advisor I agree that stock Like Twoo would also go higher in the next year and a bit high this year with the announcement of launch of its video game.
@rogerwheelers4322
23 күн бұрын
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
@joshbarney114
23 күн бұрын
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor, . It's been a year and half of steady growth.
@FabioOdelega876
23 күн бұрын
I appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
@joshbarney114
23 күн бұрын
Finding financial advisors like Marisa Breton Dollard who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
@FabioOdelega876
23 күн бұрын
Marisa has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
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 $136k portfolio and try to keep everything around 10%.
@Elkemartin213
21 күн бұрын
Yes! but still make your own research. And I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Or hire/ work with a good market strategist. Youre safer that way
@Davidstowe872
21 күн бұрын
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $610k portfolio surged, yielding an annualized gain of 28%.
@CindyValenti
21 күн бұрын
massive gains! mind sharing details of your adviser pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help fuel my money goal
@Davidstowe872
21 күн бұрын
She goes by ‘’Amber Dawn Brummit’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
@CindyValenti
21 күн бұрын
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing.
My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income.
@MileyHumphrey-ql4jp
23 күн бұрын
As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.
@Charles-wp9dd
23 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.
@Joseph-zw3sb
23 күн бұрын
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation.
@Charles-wp9dd
23 күн бұрын
Just research the name Angela Lynn Shilling. You’d find necessary details to work with a correspondence to set up an appointment.
@Joseph-zw3sb
23 күн бұрын
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.
@Vivienedouglass
23 күн бұрын
There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
@Kaustavpatell
23 күн бұрын
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
@AmithKaury
23 күн бұрын
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
@Kaustavpatell
23 күн бұрын
MICHELE KATHERINE SINGH is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@AmithKaury
23 күн бұрын
My needs are kind of unique and complex. I'll contact her nonetheless, and I hope I'm able to make something out of it.
From $7K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me
@ivar766
23 күн бұрын
I agree just reached my goal of $100k monthly trade earnings. Setting realistic goals is an essential part of trading
@WelseyWalker
23 күн бұрын
Please educate me, i'm willing to make consultations to improve my situation,
@tryleraaron9244
23 күн бұрын
Get yourself someone like Stacey Macken who understands the market very well and is also a professional in placing trades. That's the key
@KamranKhalil-br6dk
23 күн бұрын
I made a lot from last week, a vision of the effective signals alone assured me of the turnovers. all thanks to Stacey Macken .
@benjaminocampo3359
23 күн бұрын
Stacey's understanding of market indicators is impressive. She knows exactly when to enter and exit trades for maximum profit. her signals are top notch .
Thank you for your insights over the years - they have benefited me and my family tremendously. The very best to you and yours!
I really appreciate the stats and Data that you and others puts together for us daily, If you invest right now in Bitcoin, the sky is limit. If you invest in gold, you have my sympathies. I was a Peter Schiff customer disciple since 2010. Very disappointing returns. Perth mint silver. Negative returns. The government has gold and silver locked down. They aren't going anywhere significant. I don't know what many youtubers are talking about with assets. Most stocks give no dividends and when the company goes bust stock holders usually get zip, nothing. No risk. No reward....... it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
@Howardjensen1
24 күн бұрын
She's often interacts on Telegrams, using the user-name.
@Howardjensen1
24 күн бұрын
@Lindawilburn
@NatashaDeculiacan
24 күн бұрын
I appreciate the professionalism and dedication of the team behind Linda’s trade signal service.
@Zephlar
24 күн бұрын
Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.
@SimonPeterDomingo
23 күн бұрын
The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.
the party is just getting started, amazing
Excellent analysis. Much appreciated.
Great take and insights. Love the party shirt, Gene.
great report and analysis on Nvidia
Growth rates always come down as companies get much larger. It’s unsustainable. Look at Apple, Amazon, Google, etc.
@darrenhere5856
23 күн бұрын
100%
@sssandhu78
23 күн бұрын
But this time it’s different… not… wait a couple of years. The competition will increase. The margin’s will reduce over time. Google, Meta, etc will have to justify these expenditures…
@rcairflr
23 күн бұрын
@@sssandhu78 Gene Munster clearly states growth rate comes down in 2025. Still a good growth rate at 28%.
My favorite Company ❤
📈🚀 let’s go
Does Nvidia even have any fabs?
nvda to the moon!
@waynewallace2061
23 күн бұрын
Along with Qcom
Top stock pick for tomorrow (AKAN)!
I lost over $75k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Patricia Annie Brooks.
@Josephbasta827
21 күн бұрын
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.
@Jessecote875
21 күн бұрын
You trade with Annie Brooks too? Wow that woman has been a blessing to me and my family.
@Charlottehornets4
21 күн бұрын
YES!!! That's exactly her name (Annie Brooks) so many people have recommended highly about her and am just starting with her from Brisbane Australia🇦🇺
@Nguyenvictory83
21 күн бұрын
I'm new at this, please how can I reach her?
@Brucelanham845
21 күн бұрын
Her good reputation already speaks for her .I’m also one of the beneficiary of Annie Brooks. So happy I gave it a trial after being skeptic of the process.
what happens when all of the newer language models start using 1/1000 of the current power, which is going to happen soon. you don't need a Ferrari when a Toyota will do just fine
@AC-jk8wq
23 күн бұрын
Yet everyone prefers Ferrari performance…. 😃
@user-kg1od9es5d
23 күн бұрын
Yep I keep saying this lol. But the market won’t listen!! Just remember the market and price lag behind the true value
@ryen49
23 күн бұрын
short the stock then. put your money where your mouth is good luck nvidia bears
Gene “the alien” Munster!
What do you tell someone who hates the casino, who would like to restore the dollar to its pre-1933 level of value, who would like to deregulate everything and let people lose when they’re stupid?
Lotta meat in there. Thanks
Overvalued.
How will Nvidia profit during a 16 year depression?
@user-kg1od9es5d
23 күн бұрын
It won’t. These jokers are pumping the price either they’re stupid or want to manipulate more investors before checking out
@dassa0069
23 күн бұрын
@@user-kg1od9es5d What is this cat's cv? nothing shows up.
Please replace Wall Street with AI
If you spend $1 on hardware, be it a truck or a computer chip, you need to get sales of far more than $1 from that hardware As such, for Nvidia to sell a sustained $100B a year, you probably need that hardware to generate end consumer sales/benefit of 10x of that Where are the $1T a year in AI end consumer sales to justify the $100B pa of AI chip sales?
@darrenhere5856
23 күн бұрын
thats the best question yet !!! Zoom is giving their AI offering away for free....
@user-kg1od9es5d
23 күн бұрын
Well done!!’ You cut through the noise!! But hold your stock for now. The stupid market doesn’t get how this works
@user-kg1od9es5d
23 күн бұрын
Apple is going to be so rich after all these companies burn their equity value chasing a pie in the sky. Apple has been strategic in not building their own AI initiatives for now
@kaya051285
23 күн бұрын
@user-kg1od9es5d who knows maybe there is a killer app that will happen but I can't see one which will generate $1T+ in sales to justify spending $200B+ a year on AI chips and infrastructure and power etc ChatGPT was released Nov 2022 Fast forward 18 months and I'm sitting in a coffee shop I can see people using Microsoft Google Apple products, but no one is using AI products And the AI product has to be a monopoly or virtual monopoly like the apple or Google ecosystem. No one is going to generate $1T plus sales if 10 competing AI clones drive margins to zero or offer the product for free Feels like NFT nonsense atm