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.
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 and good luck!
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...
I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?
Finding financial advisors like ‘’Marisa Michelle Litwinsky’’ 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.
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.
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.
Amber Dawn Brummit 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.
I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at $68k.
It’s going to be a wild year for these sectors, so you should def. invest in crypto. 60% of my portfolio is spread across tech stocks, crypto and Crypto/Gold ETFs.
well the crypto market is expected to do way better than any other equity sectors this 2024 especially with the SEC crypto ETF approval but it’s a volatile market nevertheless and if you’re new to it, it’s best to reach out to an experienced adviser for proper guidance.
Yes, my asset manager advised I spread further into mutual funds and crypto Etf and boy am I glad I did. The whole idea is: Don’t get too greedy and also to exit at the right time, so generally I do find having an adviser very helpful, because what Avg. Joe really has time to watch and comprehensively analyse the market.
I agree that many 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, aiming to retire comfortably.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.
She goes by ‘’Marisa Michelle Litwinsky’ 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.
Thank you for sharing, I must say, Marisa’’ appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call
I already own shares of NVDIA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less..
Opting for an inves-tment advisr is currently the optimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022.
0pting for an inves-tment advisr is currently the 0ptimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
I am regretting not investing in Nvidia stocks ever since my wife did. But still grateful i kept money in the money market. With about $200k maturing soon, i plan investing well in it. But then what other stocks should I look into as a newbie to safely grow my money?
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
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 $1.2M portfolio surged, yielding an annualized gain of 28%.
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..
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Michelle Stewart.
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.
She is my family's personal broker and also a personal broker in many families in United States, she's a licensed broker and a FINRA AGENT in United states
The Market have been suffering over the past month, with all the three indexes recording losses in recent weeks. My $400,000 portfolio is down by approximately 20%, any recommendations to scale up my returns before retirement will be highly appreciated.
The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.
I agree. 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.
I’m new to all this, heard it's a good time to buy and basically I've just got cash sitting duck in the bank and I’d really love to put it to good use seeing how inflation is at an all time-high, who is this coach that guides you, mind I look them up .
Did you guys see the article that came out after the market closed tonight that Amazon is struggling to make AI chips. That will be HUGE news for NVIDIA! So funny that this other M7 companies thought they could come out with a viable AI chip and software just by putting out a press release. Welcome to the REAL world! It is nearly impossible to build a commercially ready AI chip and software! So if you want AI chips and software you'll be buying them from NVIDIA!!!
As NVDA CEO Jensen Huang said on a number of occasions, making AI hardware or software is very very hard to do. It took them over 10 years to design all their chips. The CUDA software took over 20 years. Their AI offering is an entire ecosystem and not just the chips. Google has been working on their AI chip for the last 7 years with not much to show for it. NVDA is going to dominate the market for a very long time.
Please allow me to ask one question! Is it wise to purchase NVIDIA in order to beat the market this year? I'm sick of having to make new purchases every week to round out my $236k portfolio with low-percentage assets while attempting to keep everything around 10%.
Yes, but carry out independent study. For now, stay away from mutual funds, index funds, and certain stocks. A safer bet would be to look into fixed incomes of 5%. As an alternative, for added security, think about employing or collaborating with a skilled market strategist.
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%.
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.
*The incompetence and corruption that runs through this administration is getting scarier. I feel sympathy for people with disabilities not getting the help they deserve. Imagine investing $1,000 and receiving $4,300*
I'm also one of the beneficiaries of Yetta Cox. Relying upon this administration is nothing but a total waste of time. So happy I gave it a trial after being skeptical of the process.
You're right, all good Invesstors are conversant with Megyn beth, She's unique in the field just got to keep to her instructions and you'd Excel.. starting early is the best.
Here's a stat you should look up and report on. How many largest companies in the world in history have ever been there at above 60 P/E. That would be interesting.
Nvidia has such a large market share because GPU production capacity is limited worldwide. Like if Ford was the only car maker because nobody else built factories in the 1920's.
Stacy Price targets are so realistic, that the price targets are not exactly year-end price targets... but actually month-end price-targets..Whatever he sets up as a year-end price targets, gets met already in the next couple of weeks! Now he set it up to 1300$ only, and NVIDIA is on its way to 1200$ soon :D. I just find it so funny 😝
Nvidia is so hard to value and predict. There's little question that it will continue to grow explosively for the next few years. The question is the terminal value beyond that. If they can maintain growth and massive margins the valuation today or materially more can be justified. However, if Nvidia can't maintain its lead in AI and the chips become more of a commodity then the valuation could be drastically slashed. Really difficult to predict what might happen. Because of this I'll continue to hold via an S&P 500 ETF but will not hold outside of that.
Fisker... FSRN..6 % rise today. Will it be acquired or partner with Tata Motors. ? VHAI up 23 % Today...CRKN..7 % Gains.. BNED up 9 % and GME 24 % Gains Monday...and Nvidia upcoming 10 / 1 stock split.
Thank you for your Educative videos .. If there is one thing I have learned in recent months it is to remain calm, especially when it comes to investments in cryptocurrencies. Learn not to sell in a panic when everything goes down and not to buy in euphoria when everything goes up. I advise y'all to forget predictions and start making a good profit now because future valuations are all speculations and guesses. Bitcoin going up is good for the entire market and you can not tell if it's going bearish or bullish. I Would say More emphasis should be put into day trading as it is less affected by the unpredictable nature of the market.I have made over 38btc from trading with Annordt jamie insights and signals. in less than 2 months, this is one of the best medium to backup your assets incase it goes bearish..
The popular notion is that bitcoin trading is a no win game and I really believed this but my orientation has shifted for good and I have Annord's to thank for this
Most failures and loss on Investment usually happens when you invest without proper guide and the analysis of the profit and risk percentage of the Investment.
In the middle of 2024, I think we'll start to see more market diversification. I'm hoping to invest about $300,000 from a recent home sale into the financial markets, but I'm still not sure how rates will effect the market just yet, which worries me a lot. Like how long will the bull rally last before the reset?.
You see in the stock market, bigger risk begets bigger results that can work in the bulls' favor. I think investors who are wary of the changing market trends should seek out bear/bull mrkt directions from certified strategists.
You're right mate! I’ve been using a fin-market expert for two years now and I own a 7figure diversified portfolio from investing in stocks. Currently, my portfolio is worth over $1m
thats really massive!How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
Whitney Kay Stacy 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.
Berkshire Hathaway taking their biggest cash position since 08 could be a tip of the hat that Warren wants to be liquid to be in a good position when a sizable dip occurs.
Theres a race for data! do you think the competitiveness to win the world data collection between companies and countries,, will fuel the greatest run of all time and well beyond anyone's expectations!?!?!?
@@petermaag9622 well he's talked about Intel's packaging competitiveness and he's suggested he had insight into AMD's supply chain when he said AMD could raise guidance on this year's data center revenue. You can't know about Intel's packaging competitiveness without knowing about OSATs, and AMD uses ASE for outsourced assembly and test, so you can't talk about AMDs supply chain without knowing something about the world's largest OSAT. So I say ask him about OSATs. Does Nvidia have a viable alternative to TSMC for Blackwell's packaging or is TSMC going to have leverage on Nvidia. How is this remotely off topic for what Stacey covers?
@@petermaag9622 I don't know how someone could cover Intel, Nvidia, and AMD without covering OSATs. Stacy has commented Intel's competitiveness in packaging; which would have to mean that he consider them competitive against OSATs like ASE and Amkor. Stacy has commented on AMD's supply chain, which necessarily involves knowing something about ASE. Nvidia's AI chips rely on TSMCs CoWoS advanced packaging which they've said is fully booked; so Nvidia will be supply limited by that unless someone provides alternative supply and the most likely to do that is an OSAT= outsourced assembly and test. AMD used ASE for the mi200 packaging, but hasn't so far for mi300. Still on ASE's earnings calls it sounds like they're doing something to expand their advanced packaging capabilities. Maybe it's for something far out like a simple integrated fan out bridge on AMD's Zen 6 architecture? Maybe it's something that comes to market sooner
And I'm not saying it wasn't a good interview. It was. Stacy has been killing it with his analysis and I don't think it was an accident that he was the first question on the earnings call
@@TheParadoxy was being slightly facetious, I hope he does, even if not formally. Of course he should but its rarely dug into on TV. Agree with you though, very key area of the VC.
I want his opinion on OpenAI Triton. Nvidia funded it but now AMD is integrating into it which makes it as easier as Nvidia for AMD chips to be used in AI application. This is totally unreasonable. As Nvidia shareholders this must be blocked to protect Nvidia. This type of integration is a CUDA killer
Except their cash/debt ratio is 2.86. They can afford to buy back shares and keep the stock price high. And they build a high-quality product which is in high demand.
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.
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.
Monica Shawn Marti 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.
Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance
A Financial Planner told me Saving at least 15% of your income in a 401(k) can help ensure that you have enough money to retire comfortably. How can take advantage of compound interest and potentially grow your retirement savings overtime?
That is exactly the reason I stopped trusting the financial advice of RU-vidrs; in the long run, I only end up with a jumbled collection of stocks and bonds. Whereas all I needed to earn over $350k in less than two years was guidance from a true market expert.
This stock run may be the best of the decade but the haters still hold the masses back. Nvidia's GPU's are in demand and can't be copied by the biggest corporations or the computer chip maker competition because: 1) their proprietary CUDA GPU coding language is preferred by Ai programmers and; 2) they can't scale up production for the world like Nvidia when Taiwan Semiconductor produces almost all GPU chips extant and is contracted to full capacity for Nvidia's production. Investors call Nvidia's defensive strategy a "Moat" -like a castle's moat against invaders. Nvidia is all I invest in the past year.
Nvidia will double within this year. It's a stock for GENERATIONAL WEALTH! Their best Customers are the remaining 6 of the magnificent 7. And they ALL WANT TO BE AHEAD... 💪🏻 He who controls AI, controls the Universe... 🪐 🌠 🌌
