i'm old enough to know stocks can go sideways for 15 years; maybe until AI is fully developed. a recession could make that true; you never know. i have some shares that im not selling for whats it worth.
@@WORLDCITIZEN2004that's seems to be trend. But the market just loves to over react over anything, especially since it's clear demand is high and this is headed to 200. We know the prices action will be crazy as usual when the earning report comes out
Ai is self learning. Humans have been the smartest entity on planet earth up until now. No telling when the future will hold for Ai as we take a back seat.
@@MS-cs7gthe doesn't have to buy a laptop everyday but everyday someone - whether it's an iindividual, small business, or large corporation all BUY laptops on a regular basis. 🥳
Huge consumer base. They sell a working product, creating a chasmic moat. People buy the product to build, develop or train AI. You can host your own or use their GPUs in the cloud. It’s AI/Machine Learning magic!
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation
Tesla and Mercedes both use NVDA chips for their cars. It's been like that for a long time. Why is he worried about Tesla's "next powerful chips we don't know about"? They aren't competitors NVDA and TSLA are partnered. Man watching finance news, I sometimes shake my head that people really need to do their homework on NVDA. I mean they have been around for a long time now.
I think he meant Tesla is not even in these calculations and will need a bunch of high-end gpu's from nvidia. Pushing nvidia stock price even higher. That's the way I took it, anyway..
The irony of the selloff because of increased capex is incredible. Amazon, Microsoft, Google buy all the chips and then rent them at $2 per hour! Yeah, it's not much for now but it will get there. That's like complaining about the capex of the money printing presses at the Fed.
Blackwell Chips delayed 3 months due to design flaw? How do you think that will affect the stock. It is getting a bit oversold in general. Long term, I think NVDA is very important.
I just read this might not hurt next quarters numbers. But the following. Since they are so backed up with their hopper chips. the can just keep selling those in the near term. Makes me a little nervous, tbh.
I wonder what the best opportunities to invest now are, there are opinions but a little later I find out these opinions don't matter as a totally different turn of events play out with the stocks they discussed therein...
@@laturista1000 Intel will bounce back just fine. Top engineers. These guys are titans on a periodic swing. Expect huge news within six to eight months. It’s a GREAT place to park my money for a while. In the meantime I am investing exactly where NVIDIA is investing. Companies such as Sound Hound Ai. I am also a big believer in IONQ quantum computing and took a large position.
Everyone is asking the wrong question, the real question is what is the cost of not investing in AI? Billions in targeted location based advertising alone! Bubble are you serious? Please get me on your channel!
People only focus in computer chip ignoring the big picture imagine a future where every machine in the world not needing an operator that will be huge
If there is a recession, companies will cut the easiest and highest expense: employees. Massive Layoffs is the first thing that happens during a recession. Hyperscalers reducing Capex in AI would mean conceding, there is so much at stake amongst these companies, no one wants to lose.
