I/O Fund's Kindig: Nvidia to Become $10T Company

Подписаться 2 млн

Просмотров 30 тыс.

50% 1

Beth Kindig, Lead Tech Analyst at I/O Fund, says Nvidia's valuation remains low and the company's earnings report bodes well for the overall AI industry. She discusses the data with David Ingles and Yvonne Man on "Bloomberg: The China Show."
--------
More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: tinyurl.com/ysu5b8a9
Visit www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:
X: / bloombergtv
Facebook: / bloombergtelevision
Instagram: / bloombergtv

Connect with Bloomberg Business on:
X: / business
Facebook: / bloombergbusiness
Instagram: / bloombergbusiness
TikTok: www.tiktok.com/@bloombergbusi...
Reddit: / bloomberg
LinkedIn: / bloomberg-news

More from Bloomberg:
Bloomberg Radio: / bloombergradio
Bloomberg Surveillance: / bsurveillance
Bloomberg Politics: / bpolitics
Bloomberg Originals: / bbgoriginals

Watch more on RU-vid:
Bloomberg Technology: / @bloombergtechnology
Bloomberg Originals: / @business
Bloomberg Quicktake: / @bloombergquicktake
Bloomberg Espanol: / @bloomberg_espanol
Bloomberg Podcasts: / @bloombergpodcasts

Опубликовано:

21 май 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 133

@RichieAnnabel 28 дней назад

What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.

@AaliyahKhalid-kq9gl 28 дней назад

There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist

@ElvisMarshall-xo2lw 28 дней назад

Based on personal experience working with an investment advisor, I currently have $385k in a well-diversified portfolio that has experienced exponential growth. It's not only about having money to invest in stocks, but you also need to be knowledgeable, persistent, and have strong hands to back it up.

@PHILIPTURNEL 28 дней назад

@@ElvisMarshall-xo2lw How can one find a verifiable financial planner?

@PHILIPTURNEL 28 дней назад

How can one find a verifiable financial planner?

@ElvisMarshall-xo2lw 28 дней назад

Svetlana Sarkisian Chowdhury is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment.

@MrNomad123 Месяц назад

But she's spot on with NVIDIA. TOTALLY AGREE WITH HER ON NVIDIA GROWTH AND THE PARTY IS JUST GETTN STARTED WITH NVIDIA .🎉🎉🎉🎉 This a slight scratchinng the surface of what is to come ....

@XShollaj Месяц назад

I think most people dont realize the impact that this will have. AI is not just generative AI or self-driving cars. Deep learning which is its branch has long been everywhere (X-rays, MRIs, CT scans etc.). Some of the most advanced surgeries currently use robotic arms due to very high precision. And the next developments in Drug Discovery, testing and simulation etc. is just getting started. Not to mention here Agriculture, Manufacturing, Education etc.

@bestimmtgut Месяц назад

everything is accelerating and everything will be changed

@MRT-co1sd Месяц назад

I do realize what’s going on. But I have a habit of going back to old school. That will change as I get more experience and hurt myself less and less.

@jeffrose5622 29 дней назад

She meant 10 Trillion in market cap, not revenue by 2030. Great numbers though if they are saying NVIDIA will have a price target of $1,650 by the end of 2025.

@ssuwandi3240 19 дней назад

The ecosystem yeah. Nvda alone at current state, No.

@mdaniels6311 12 дней назад

@@ssuwandi3240 The only real threats to Nvidia, are Amd and Intel, regulatory action because AI gets too powerful, or boycotts or outright bans from China, or US banning sales to China. All of these are pretty unlikely (but not impossible).

@onlineearning1228 6 дней назад

1650$ of single share or split share?

@ichoudhury007 29 дней назад

She’s really intelligent, NVidia is a monopoly in this AI Revolution 😊

@michelep9477 29 дней назад

Only until its customers make their own chips

@ichoudhury007 28 дней назад

@@michelep9477 Customers are more focused on Application Specific Integrated Circuits (ASIC) because they want to be intentional about their investment (understandably) but nVidia is creating these general purpose, but also focusing on specialization stuff, but in the near term, generic is highly scalable because you have broader range of customers. So even Meta, Google, Amazon, Microsoft and others develop their own ASICs, they will still be a huge consumer of nVidia's general purpose GPU which are ahead by many years, they got their supply chain well established, and FAB dependency is not as tied up to Geo Political risk as people assumes. So thinking out loud, for the short (long term), they are all set. I see this stock going to 3000+ (unfortunately, I do not have any because mine got called away during Covered call play ... waaa waaa waa! I'm looking for opportunity lol )

@briantep458 28 дней назад

@@michelep9477 maybe that time will come but that is several years behind. NVDA has also shortened the product lifecycle to 1 year which is unprecedented. On the conference call, they announced another chip coming after Blackwell for 2026-27 which is crazy. Jensen is well aware of what his competitors and customers are trying to do, he is a mad man.

@bluemoon6559 27 дней назад

@@michelep9477 NVDA has over 10 years dominance over the entire AI ecosystem, not just the chip. Hardware, software, networking, scalability, etc. No one comes close. NVDA has 90% of the AI market share and will continue to grow as more current customers demand only NVDA systems to run their applications.

@mdaniels6311 24 дня назад

@@michelep9477 Unlikely... Nvidia is just so far ahead, and spends huge amounts on further R&D. It will maintain a monopoly for many years, I think.

@DG-2323 29 дней назад

What Beth said at the end about Qualcomm and new Nvidia/AMD AI PCs coming in early 2025 is so insightful! That explains why Microsoft is rolling out AI PCs right now with Qualcomm Snapdragon chips.. but I wonder how many investors are considering how much revenue could be added if Nvidia is able to launch a new AI chip for consumer PCs, even better if they launch their own laptop or consumer product with these chips inside. I can only imagine how equally powerful it will be at both gaming and AI workloads.. Could be a big competitor to Apple's new line of AI macOS products.

@user-ll9qk2el4d Месяц назад

Everybody is making too much of the stock price moving only 6% after the earnings report. What they forget is that investors have already been rewarded many times over.

@stockholmpublishings2937 Месяц назад

not only that, NVIDIA posted their lowest % growth.

@bestimmtgut Месяц назад

u guys can't comprehend that AI is the feature and its coming pretty fast

@DG-2323 29 дней назад

@@stockholmpublishings2937 compared to what?? It just increased Q1 YoY revenue by 262%. You'd have to be seriously crazy not to think this is phenomenal growth.

@michelep9477 29 дней назад

@@bestimmtgut the public is still trying to understand the value and use case. even if there is one much if what were hearing now js hype

@stickofbutter9733 15 дней назад

@@michelep9477 I thought it was mostly hype until I watched some product presentations. Nvidia chips are beyond anything else on the market.

@crankybuzzard6867 Месяц назад

Fantastic interview!

@shulittletree 24 дня назад

When she said 10 trillion revenue by 2030, I paused the video, calculated the market cap by PE 20 and 50% net margin ratio in 5s, began day dreaming my king-style life…

@rjmcfly202 26 дней назад

Nice review + forsight + report. Facts. Greatstuff. Nice episode. Keep up the good work.Gooo JT and NVDIA!!!!!!🏁👏

@amarkmanpeters Месяц назад

Beth is The Bomb!

@ps3301 Месяц назад

Every pc at work must have nvidia gpu so that they will run llm locally. They need 64g vram per gpu

@Fellow117 29 дней назад

nvda $8000 by 2030

@onlineearning1228 6 дней назад

8000$ with single share or split share?

@Fellow117 5 дней назад

$800 by 2030

@onlineearning1228 4 дня назад

@@Fellow117 u want to reply 800 or 8000??

@m3talHalide-rt2fz 29 дней назад

How you wanted to phrase this: "The next series, packing more cores on a single board, are packing more revenue into each shipping container." And luckily, companies should start monetizing well around the time supply chain allows for a real ramp up. But this will be the last YOY before their breakout started. About 12-18 months following blackwell, we should see the secondary market start to seriously grow. DIY home clouds will beget some cool applications.

@lil----lil 29 дней назад

Nvidia is selling to _NATIONS._ COUNTRIES are _fightig_ to get their hands on Nvidia chips. You DON'T SEE THAT from Apple/Amazon/Microsoft. Even Winnie Xtiler is trying to buy them from 3rd parties from US friendly countries but paying 5x more the price.

@michelep9477 29 дней назад

🧢

@user-ow1nk3kr4r 28 дней назад

где можно посмотреть все шансы на эту игру? А то я не совсем пойду как оно считаетсяа Парни,

@ReflectionOcean 24 дня назад

By YouSum Live 00:00:28 Blackwell architecture revolutionizes Nvidia's future. 00:01:54 Nvidia forecasts $200 billion datacenter segment by 2025. 00:02:43 Blackwell's advancements exceed Hopper, driving bullish price action. 00:04:19 AMD poses competition in inference market with memory enhancements. 00:05:01 Nvidia's organic growth and product cycle shortenings sustain momentum. 00:06:20 Concentration risk from major customers addressed by Nvidia's diversification. 00:07:00 Nvidia's valuation remains attractive with potential for upward revisions. 00:07:24 Long-term outlook projects Nvidia's market cap to exceed $10 trillion. 00:08:39 Qualcomm faces challenges from AMD and Nvidia in ARM-based PC market. By YouSum Live

@QAsteves. 26 дней назад

There are other great chip companies in this space too, Avgo, ASML, LRCX, MRVL, TSM

@holland_a_march Месяц назад

LM will use 1/1000 of the power in two years

@milosnestorovic1594 26 дней назад

Sales forecast and Value level is a periodically and instantaneously, periodically especially, AI Development, the company's AI capabilities and resources are Absolutely Key, crucial...

@winningspeechmoments9141 29 дней назад

It is so interesting that SW and Apps companies were the big stars in the past with the exception of Intel. Now the chips companies that are the stars. Apps are being comoditized. At leat that's what I see happening with AI. Anyone can develop apps but can't do AI without massive computational power.

@MatthewMS. Месяц назад

I wasn’t that surprised but very pleased and proud. I currently have a 100% NVDA allocation, I do not trust my money with a company like I do with Jensen. 💚💚📈🇺🇸. (that is NOT advice, many factors and variables, everyone is different, point is this how I feel about Jensen and Nvidia and have for years. There is nothing else like it and never has been or will be. Period.)

@bestimmtgut Месяц назад

i have all my funds invested in NVDA and i love it, i'm glad that i can understand it's value

@djayjp 29 дней назад

Be careful. They have many competitors, even their customers. Microsoft, Google, Amazon, AMD, Intel, and Groq are all gunning for them as they charge a ton of money for their chips.

@DG-2323 29 дней назад

I also made the decision to go all-in last year.. it's been such an experience.. and to think how much more we have left to go! truly one of the best decisions I've ever made in my life.

@kayrealist9793 25 дней назад

Smart lady. Yes Qualcomm is one of the best positioned going into this AI revolution.

@cesarordaz139 25 дней назад

Cathie wood sold Nvidia a long time ago. Probably the worst decision of her career

@SexMoneyTV-qk3oq 14 дней назад

She lost about $1B from selling her NVDA shares prematurely.

@chrisrogers1092 29 дней назад

She doesn't know about Nvidia in the 90s. They were coming out with products every 6 months to stay on top of the competition. Rinse and Repeat.

@MarvinFontanilla 29 дней назад

You should probably look her up. She’s been pounding the table on the name for years.

@chrisrogers1092 29 дней назад

@MarvinFontanilla I don't doubt it and I'm not saying she's against Nvidia in any way. It's just that comment on Nvidia's product cycles being sped up to yearly instead of every 2 years. She said they have never done that before.

@Xx0GsaburzxX 25 дней назад

Thanks for the insight Chris 👍🏻

@mikels78 20 дней назад

Watching videos like this, makes realize how little analysts actually understand this these products.

@supermushaf Месяц назад

Pump it baby. I’m holding from 121 that bought in October 2022 😆😆😆

@keegankirk8848 Месяц назад

1 share ?

@keegankirk8848 Месяц назад

😂

@keegankirk8848 Месяц назад

1 share ?

@keegankirk8848 Месяц назад

😂

@user-xr7mj6bp4v Месяц назад

Nvidia is the new Apple for all investors and the world 🤙🏻

@cristinskadell338 29 дней назад

I saw my boss kept checking out microsoft back in 1987... I should have bot it then. I bot in 2020s.

@loveormoney786 27 дней назад

Ride the wave let price action dictate the trade not any damn fundamentals. Hard stop at $1000 maybe at $974 which was prior resistance as it needs to hold for momentum.

@randomsitisee7113 29 дней назад

No! hell no! Stock started moving when they announced split!!! Not during earnings call! Liar!

@keegankirk8848 Месяц назад

Cant wait to see what my 1666.67 shares will do after split 😀

@DG-2323 29 дней назад

hold on to it for the next 5-10 years and you'll be able to retire comfortably.

@keegankirk8848 29 дней назад

@@DG-2323 5 yrs is the plan

@keegankirk8848 29 дней назад

@@DG-2323 5 years is the plan

@keegankirk8848 29 дней назад

@@DG-2323Might even see another split in that time

@anniemayflower9187 29 дней назад

Nvidia will keep growing until we hit AGI then robots will do all our work please we need universal basic income

@michelep9477 29 дней назад

never gonna happen

@user-fj3it6qp1l 29 дней назад

What? 85% revenue is from data centers? I thought significant revenue came from AI?

@djayjp 29 дней назад

That's where the AI models are mainly run from.

@DG-2323 29 дней назад

The data centers are the ones switching out CPUs with AI GPU en-masse right now, basically a requirement for them to continue to keep their customers, because they are demanding AI-capable servers.

@briantep458 28 дней назад

the data centers have nvda GPUs that run and train AI models

@stevenbudovlya2207 Месяц назад

Nvidia does 100B in net sales why is it trading at almost 2.5 Trillion? Let's see the sales in 24 months. You will see Msft, Apple and others that will recreate ai products

@MrNomad123 Месяц назад

The same reason Apple Trades at 3 Trillion Market cap with an average of 380Bil. For anybody whining it's 'expensive', clearly can't do comps and with these earnings beat, it just got less expensive. ... Trailing PE, not forward, FORWARD PE is even LESS expensive, at 35!!, but lets look at Trailing PE = THIS WAS BEFOREEARNINGS TODAY: = TRAILING PE NVDA PE IS 78 AMD PE IS 238.3 ARM PE IS 382.4 Getting wrapped in the 'MARKET CAP' vs NET SALES vs LOOKING AT PRICE TO EARNINGS, is the issue with many like yourself. It's Trailing PE that matters and the foundation to what you see as the market cap. If you think all trades are forward looking, you shouldn't have any issues here. And newsflash, ALL TRADES ARE FORWARD LOOKING.

@briantep458 Месяц назад

Blackwell is expected to generate 200B in sales for 2025. That implies the the stock will double from here

@stockholmpublishings2937 Месяц назад

@@briantep458 already priced in

@gumpenaprasanth6142 Месяц назад

10T market cap might not be cake walk but surely NVDA is going to be the best company in the world and the highest market cap

@DG-2323 29 дней назад

well it's currently seeing 262% YoY growth, seemingly continuing to increase that. The forward P/E continues to decline based on this stellar growth. If you accept this is a transformational moment in computation that will require modernization throughout the world (as well as future large scaling opportunities in robotics and autonomous vehicles), this will only be the beginning of continuous, and rapid, growth, potentially setting this company up to be the largest company in the world in a matter of years.

@Amite-zg2ob 29 дней назад

LOL didn't even mention Intel This is what happens when Washington (creditor) now runs intel

@bonaku20 Месяц назад

Why people always say great question ? Irrespective of the question ...😅😁

@jeffrose5622 29 дней назад

Because people want to be polite and make other people feel like they are intelligent.

@BBme 26 дней назад

hahaha, advertisement again. They want you to invest and then they sell to you. After they exit everything, all burst. old tactics

@cnmike1988 29 дней назад

i love how this woman clearly have no idea what those technical term means but splitting it out like she's some kinda of pro

@MarvinFontanilla 29 дней назад

You obviously don’t know her.

@cnmike1988 29 дней назад

@@MarvinFontanilla Yes her lack of tech knowledge is as obvious as i don't know her

@mobeck Месяц назад

blogarithm

@kensmith979 Месяц назад

First comment.

@auctevia Месяц назад

beth kindig well they advise not to buy when it was 400 or was it 500. Never again should we be listening to them

@syedarmaghanhassan4652 Месяц назад

did they?

@satishpatil1260 13 дней назад

Beth pounded table on Unity software with motley fool podcast when stock was $100, now it is $18, so……. Do your own research

@yousufsyed8120 29 дней назад

I’ve read her market commentary on seeking alpha which i agree with most of the times, but didnt know she is so cute 😅

@BiblicalBasics 8 дней назад

Yes, she's on Seeking Alpha, I always read her stuff.

@TheMagicJIZZ Месяц назад

Lmfaoooooo

@tpop3723 Месяц назад

The new Cathie Wood.

@ryen49 Месяц назад

nah the new her, cathie destroyed her reputation selling nvidia lol shes a fool bear now

@Youcanatme Месяц назад

10 trillion in revenue in 2030? 7:34 Sure revenue bigger than a third of current us GDP

@robertwilliam9558 Месяц назад

No, she clarified 10 Million market cap.

@Youcanatme 29 дней назад

@@robertwilliam9558 sell everything right away if she is right. The big short will be a joke

@jesselivermore2291 Месяц назад

did she said nvidia will have 10 trillion in revenue? ahahahah reminds me og someone who said tesla would be 3 trillion in the ev market. nvidia has 100 billion lets say they make 200, or the price goes nowhere and pe comes down, or price moves up and pe too all on future growth sales, their net earnings are like 50 billion, market will be saturated soon.

@ryen49 Месяц назад

10 trillion market cap has always been her prediction, she just slipped up but she meant to say market cap

@Youcanatme Месяц назад

and at current rates 250 trillion dollar market cap in 2030 easy 125x in 6 years

@WinnersMind67 29 дней назад

Idiot didn’t watch the whole video and comment on it. Embarrassing 😂😂😂

@eh7599 29 дней назад

A fool and his money.....

@user-oj1id5mp7w Месяц назад

If AI is going to be that big then inflation is going to skyrocket

@user-hx1sp2zu6p Месяц назад

There is no way google,msft, meta and amazon are gonna just sit and not manufacture their own chips. Everyone will have a nice AI chip in 3 years

@cristinskadell338 29 дней назад

CUDA is not easy to eliminate. it has become a standard platform.

@user-hx1sp2zu6p 29 дней назад

@@cristinskadell338 I have seen how big 4 operate their cloud. They cannot make money buying chips that cost 30k. They cannot scale. They are just building out a few couple of datacenters just to start early. They will develop their own chips asap. An AI chip developed on ARM architecture is easy to program. Everyone of them has a ARM based AI programming stack of their own. Soon a few may open source it

@bluemoon6559 27 дней назад

It's not just the chip. NVDA has the entire AI ecosystem. Hardware, software, networking, scalability, adaptability, etc. NVDA has more than 10 years dominance developing these systems. Their 90% market share will continue to grow as more current customers demand only NVDA systems to run their applications.

@user-hx1sp2zu6p 27 дней назад

@@bluemoon6559 Generative AI does not really need CUDA. It can run on any Strong GPU. All Llm being developed are not chip specific. They run on any GPU

@teatree6228 Месяц назад

Unless replaced by Huaweis quantum and photonic chips Thrn Nividia will be out of date

@user-yq7rr9lh9c 29 дней назад

Lol.

@eh7599 29 дней назад

Foolish!

@kp2718 29 дней назад

WTF does she know??? She never worked in AI or as an Engineer or in SV, she finished a Buddhist School and has been a story spinner=PR writer all her life 😝😂😂😂 Just look at her budget office

@anuraij 27 дней назад

Her Bio says she worked in Silicon valley

@Koa-Anatolian 29 дней назад

And so much more

@TitaAnderson 29 дней назад

What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.

@marlisamirabal 29 дней назад

There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist

@Cammimullens 29 дней назад

I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders