Why Dan Ives Says It’s Still the First Inning for Nvidia

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Downtown Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, and what it would take for anyone to catch the AI leader.
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Опубликовано:

19 сен 2024

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Комментарии : 393

@vikas-j6x Час назад

in my opinion, NVIDIA is in a 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.

@Sylvester-r6i Час назад

Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.

@Sandragreta Час назад

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.

@shukri-v1g Час назад

@Sandragreta Час назад

@shukri-v1g Час назад

Yes. It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why a coach is important. I've been in touch with one for about a year now and although I was initially skeptical about it, I will say I've made more progress within a year generating 6figure profit

@elviegoodness 9 дней назад

Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.

@Bismarksolomon 9 дней назад

Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

@Deboramichael1 9 дней назад

Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.

@Vivianlaure4 9 дней назад

Could you kindly elaborate on the advisor's background and qualifications?

@Deboramichael1 9 дней назад

“NICOLE ANASTASIA PLUMLEE’’ 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.

@Vivianlaure4 9 дней назад

Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

@donovantobs 17 дней назад

cool ,two favourites. anyways, 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.

@Monicamonasky- 17 дней назад

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!

@Monicamonasky- 12 дней назад

It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points

@kurtKking 12 дней назад

No doubt, 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.

@georgiaguardian4696 11 дней назад

Now F PE is 25/26. This is a screaming buy now as of today

@Donald-George 9 дней назад

How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?

@SarahBrown-h7n 11 дней назад

Additional earnings reports from major tech companies, driven by Nvidia, coupled with trader FOMO, could fuel a resurgence in market buying pressure. I'm considering investing over $300k, but I'm uncertain about risk mitigation strategies.

@Lucas-t5w4n 11 дней назад

the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.

@Jeffery-f2e 11 дней назад

I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.

@WillFred-g7g 11 дней назад

impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

@Jeffery-f2e 11 дней назад

“Jessica Lee Horst” 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

@Finneganoakley 10 дней назад

@@Jeffery-f2e I’ve heard of Jessica Lee Horst. What I like about him is that he doesn’t just give generic advice. He really takes the time to understand your situation and help you come up with a plan that makes sense for you

@MathGPT 18 дней назад

The balls this man has, to have this in depth meaningful conversation while wearing those glasses. Bravo sir

@rameshr6650 18 дней назад

It would have been good for them to discuss a little bit of SMCI who builds servers using AMD and NVDA

@MordcaiBlau 18 дней назад

As a board certified plastic surgeon I can see how important is nvda for medicine and plastic surgery. It’s just the beginning 😮

@Money-k9j8h 18 дней назад

@@MordcaiBlau That is very interesting

@Money-k9j8h 18 дней назад

@@MathGPT LOL

@Joe-cf3vo 18 дней назад

Good for him. Party on Dan

@CrystalJoy-32 15 дней назад

I agree that many people are considering NVIDIA 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

@FrankPatrick-no8zo 15 дней назад

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

@jose2212- 15 дней назад

Agreed, people often underestimate the role of financial advisors. Over 50 years of data reveal that those who work with advisors typically earn more than those who do it alone. I've been fortunate to work with one for 5 years now, resulting in a million portfolio.

@alicegomez7232 15 дней назад

That is just amazing. I've attempted to employ a financial advisor by doing some research on my own, but it's somewhat daunting. Would you kindly refer the people you work with?

@jose2212- 15 дней назад

I've experimented with a few over the past years, but I've stuck with the popularly ‘’Amber Michelle Smith” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

@RonaldPaul-rs6kt 15 дней назад

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

@Mosley-vu7ff 10 дней назад

Interesting interview, thanks for the information on NVDA. Do you think there are strategies to 3x gains ?

@Lisa-w4u 10 дней назад

The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.

@Garrett-lo6pu 10 дней назад

True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year.

@Tetsu-p3g 10 дней назад

Could you kindly elaborate on the advisor's background and qualifications?

@Garrett-lo6pu 10 дней назад

Jenienne Miniter Fagan 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.

@kp1242 18 дней назад

Loved this convo, 2 of my favorite analyst. Now invite Tom Lee for a talk please

@Mr.RAM138 18 дней назад

Information overload

@mikerusso7095 18 дней назад

Hahahaha … that’s a lotta sugar

@Matthew.M.Stevick 18 дней назад

everyone loves downtown and Dan Ives

@ezmoney218 18 дней назад

I wish

@Lightsydephil 17 дней назад

And Meet Kevin

@Makingriot 15 дней назад

Some experts say Plantir is the next Nvidia. I intend buying $200K worth of it soon. I’m well positioned with good blue chip companies and A.I stocks but concern is how to hedge against crash.

@JayMomoa-4 15 дней назад

market crash is inevitable, but there are actually strategies to mitigate risk and profit consistently, tho such executions are usually carried out by investment experts

@heatherholdings 15 дней назад

@MiaAmador-fl 15 дней назад

i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well

@heatherholdings 15 дней назад

Can't divulge much, I delegate my excesses to someone of great expertise ''Katherine Nance Dietz'' preferably, you can look up the name on the web, her qualifications speak for itself.

@LoriRish- 15 дней назад

curiously inputted Katherine Nance Dietz on the web, spotted her consulting page and was able to schedule a call session, no sweat. Ive seen commentaries about advisors but not one looks this phenomenal

@austinbar 14 дней назад

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.

@rogerwheelers4322 14 дней назад

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.

@stevesteve7175 18 дней назад

This is an excellent video. I love both the Host and the Guest are very precise and to the point. It is outstanding conversation.

@farsh66 18 дней назад

Thanks for bringing him on! Dan's views have been correct over the past few years.

@jeffreyvolyn4529 18 дней назад

Ives and Brown. Two big personalities aligned to the monsters of Tech. It’s always the ecosystem that wins not the product. Sum of the parts!

@rock_oclock 18 дней назад

We hear from Dan on CNBC, but these are just 5 minute segments max. I like hearing him go in-depth to explain the why and how. Cheers Josh!

@PapiChulo-t1s 17 дней назад

Nvidia or apple which is a better investment now? just got my lump sum inheritance and would love to put my money to work, so i can earn in dividends, i'm also looking at paying mortgage where rates are not so high.

@ocean694 17 дней назад

Apple without a doubt. Nvidia is transitional.

@perkyb1213 16 дней назад

Be very patient. Ease in. Dollar cost average. We might have a big dip soon that’s when you put big money in. Don’t put it all in one stock. ETFs may be better for safety. 😊 don’t listen to me btw.

@mmuegel 16 дней назад

I like QQQ ETF for tech. SPY ETF for S&P500 market. DGRO ETF for mix of growth and dividend. VMFXX money market fund to park cash.

@tb5j 15 дней назад

@@ocean694 hardly. nvdia will rule the world. daily 'traders' are effing with the market since they live on fear. true investors are in for the long haul. no other company (competitors) come close to nvdia.

@gregorywhem 14 дней назад

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 Q1 2025.

@Agent77X 18 дней назад

Jensen Huang is the real boss! Started out washing dishes in restaurant in college and look where he is now!😆

@davidwysocki1004 18 дней назад

Excellent discussion with Dan Ives. Thanks, Josh!

@yianis66 18 дней назад

Both of your opinions and analysis are very much appreciated and respected! Very few out there I can say that about...

@slappyhour9am977 17 дней назад

NVDA will be $162 before end of year

@zevinvest 18 дней назад

This is the best version of Josh Brown. This is a great interview.

@TheCompoundNews 17 дней назад

Thanks!

@aquaman461 18 дней назад

So many nuggets of gold listening to you guys. Thank you

@pauldandrea7012 16 дней назад

Great show. They make me feel like not such a complete idiot for putting most of my investment $ in NVDA.

@gregoryivesdolbyatmosmusic 18 дней назад

Dan Ives and Josh Brown are the best IMHO!! Hey DAN!

@kevinl20082008 18 дней назад

My average split adjusted is $3.57/sh crazy, been invested since late 2017. In 2022 I double down when NVDA tanked almost 80%, it was scary but then BOOM...AI baby it just sky 🚀 and in August of this year 2024 when it dropped. I sold all my NFLX which I been holding since 2009 and bought on average of 91.64/share. Its been a crazy, scary fun ride😅. What I have hearing from my friends in Asia specifically Singapore. I am confident with conviction that NVDA will be very much in play for at least next 5 years. Wish everyone who have invested in NVDA 🍾 🥂 🥂 🎉🎉 💰 💰 💰 🏦 🏦 🏦 🏦 🏦

@nicholas5396 17 дней назад

Hopefully China doesn't ruin your thesis in or around 2027🤞

@WilliamWallace-k2q 16 дней назад

Stop typing like a 12 year old

@kevinl20082008 16 дней назад

@@nicholas5396 China is currently facing economic challenges. My friends in Singapore and Hong Kong informed me that their economies are stagnant. Any disruption by Xi's policies could have a negative impact on the current state of the economy, something the communist government wants to avoid. Fun Fact: Most Western media didn't catch this when Jansen Huang visited Taiwan recently. He made a statement asserting that Taiwan is a country. Xi's administration responded by stating that in Chinese, the term "country" refers to a state, which implies that Taiwan is part of China. This response seems laughable and indicates that Xi may be avoiding upsetting Jansen. Only time will reveal Xi's true intentions.

@michaelbenitez2918 15 дней назад

cool

@deathmonkeydadgamer 15 дней назад

I didn't know who or what this company was back then

@xxxs8309 18 дней назад

Thank you both for a great episode on a market holiday.

@allstarsports2374 18 дней назад

I love listening to Dan Ives he is equally informative as he is entertaining

@DonMacy 18 дней назад

Love your sunglasses just like your witty brain Dan. Thank you man!!

@vivekdabholkar5965 18 дней назад

Dan Ives has been right a lot more % times than otherwise. When PANW crashed few months ago, Dan said don't be shaken, it is a buying opportunity. Boy, was he right!

@nicholas5396 17 дней назад

Nothing against Dan but being a permanent bull in the longest bull run in history means he bet on always saying number goes up and has to be right in the long term. His biggest superpower is never being bearish even in bear markets. It's proved quite lucrative

@vivekdabholkar5965 17 дней назад

@@nicholas5396 You raise a very good point!

@CPaulBreezy 18 дней назад

One of my favorite Tech Dan’s!

@Matthew.M.Stevick 18 дней назад

Let’s go Dan Ives and Nvidia NVDA 💚🖤

@JohnKimmell 18 дней назад

Two of my favorites! Not only because they both bring great insights but they both seem like good human beings!

@johnnyguitar2929 18 дней назад

My average cost on Nvidia is $23 split adjusted. I think Dan Ives is right. We are still early in the game.

@rriqueno 18 дней назад

Nice! Mine is 79. I w as a little late to the party but still have made some dough.

@jasonmaxson3766 18 дней назад

The only thing stopping everything is the election

@Money-k9j8h 18 дней назад

Mine is 50.08. Bought early but not enough. Now fully vested. 😊

@mistapikkles 18 дней назад

Mine is $6.24

@Money-k9j8h 18 дней назад

@@mistapikkles SAD for you 😢

@mikerusso7095 18 дней назад

I thought Josh (and Michael) was/were lightening up on NVDA. This was music to my Labor Day. Love the additional depth on why we are in the first inning.

@indianajones3315 14 дней назад

Brown did sell some of his NVDA, said it on CNBC halftime show.

@davidkane8573 18 дней назад

Insane! The 2 most important opinions in tech. Outright. Thanks.

@Joshologic 18 дней назад

Ives is spot on about the supposed Microsoft client risk. Microsoft and the other hyperscalers are essentially middlemen for other enterprises. Microsoft also said this on their earnings call. CEO at Microsoft said something to the effect of "we have to spend aggressively on capex BECAUSE we see so much demand and we will have to continue for as long as we see the demand". You only become concerned for Nvidia once you start seeing capex decrease at these hyperscalers

@nicholas5396 17 дней назад

Agreed. Give it a couple years or if a recession starts hitting their bottom line. Hyper scalers don't love spending that kind of cash so at the earliest signs they can slow down they will. In which case nvidia will be selling gpus for their msrp of $7k a pop instead of $30k a pop. Margins will compress at the same time as revenue falls. Investors will watch in awe as the algorithms sell so fast the exit door will be so over crowded they'll just have to watch the chart nose dive. Hopefully I'm wrong but it is a very conceivable possibility.

@WinStrong85 17 дней назад

I aspire to afford Dan's style. Love it!

@Gola2844 18 дней назад

These two and Tom Lee are the only ones I listen to for investment advice.

@Zynn16 17 дней назад

Great conversation!!!! Thanks for doing this guys!!

@TheCompoundNews 17 дней назад

Thanks for watching, glad you enjoyed it!

@Mark-tm2zu 15 дней назад

Thanks Josh and Dan. I follow you both on CNBC also. L-T NVDA holder.

@Motovision88 18 дней назад

Another winning show Josh. Thanks for the great content!

@jjimperialetrucking 17 дней назад

Josh Brown & Dan Ives, it does not get any better than that!!!

@TheCompoundNews 17 дней назад

Thanks!

@lasirius1 18 дней назад

The main reason the price dropped was simply two words......."unrealistic expectaions". Wallstreet is greedy and not rooted in reality. Ives knows this and Jensen is smart. Dont listen to wallstreet, the media or so called analysts. Pay attention to the hyperscalers and governments arpund the world. They have the big money and most of it is rooted in Nvidias chips. We're good people.

@christsang5448 18 дней назад

Buy NVDA, thanks for the analysis guys!

@dinosaurdude5668 18 дней назад

My two favorites, Dan / Josh

@midwestcannabis 18 дней назад

Right On Brother! 💪💪🥳🥳✌️✌️

@mgarizona9939 18 дней назад

The best !

@robertsanchez578 18 дней назад

Dan has THE MOST SWAG/STYLE on Wallstreet!!! 🥳🤠😂

@MikeThompsonJr 18 дней назад

Great show, Downtown JB

@orangewill 18 дней назад

Awesome conversation - great questions Josh, learned a lot.

@SMTraz 18 дней назад

Compound Team - Been a while since Tom Lee has been on the show. Make it happen!

@elenanikitina4141 17 дней назад

2 years ago Dan Ives was only talking about 5G supercycle for Apple and everyone. None of it played out the way he envisioned. Somehow nobody is asking him about it anymore, people forget and more on to the next big thing.

@Psmitty97 17 дней назад

Good point. I like Dan Ives personally, but I honestly get tired of the "Godfather of AI' stuff, and the Messi of AI when talking about Palantir, etc. etc. It was funny and cool the very first time I heard it, but now it's really, really played out. I think we Dan Ives talks about a $8 to $10 multiplier for every dollar spent on Nvidia hardware, I'm thinking we might need to chop those numbers in half to be more realistic. More like $4 to $5 for every 1 dollar of hardware. But still, even if that's the case, NVDA is still headed for 4 trillion and then 5 trillion not too long after that. I still like Dan, I think he's a good guy and means well, I just wish he could tone down a bit of the hyperbole

@jimpurewal2661 17 дней назад

Great show. Dan explains things in great way.

@TheCompoundNews 17 дней назад

Glad you enjoyed, thanks!

@Slant88 17 дней назад

Holiday vid, the man from downtown doesn’t stop. LFG

@TheCompoundNews 17 дней назад

Thanks for watching!

@michaellong661 18 дней назад

Great convo! Also, really appreciate the Labor Day content for us stock market degens!

@magic_fruit_bat5003 18 дней назад

Dan Ives guidance made many new millionaires.

@dereks66 18 дней назад

Dan the man! Dan has been a beacon for Nvda and also Pltr as solid investments.

@mgarizona9939 18 дней назад

We need more characters like Dan I love his passion and knowledge of this AI domain his colorful attire also brings me a lot of joy ! Josh’s attention to detail is also commendable love the whole team at the compound Thankyou for the continued content !

@kiminthenorth 17 дней назад

dan ives is the jensen huang of josh browns

@williampotts6472 17 дней назад

Great interview !!!!!!! Super good information NVDA 💰🚀💰🚀

@jonjansky 18 дней назад

Well done, thank you.

@rlg222 17 дней назад

Dan Ives is the man!

@gclepine 16 дней назад

This was a very informative video about NVDA......thank you very much! Jensen came from a very humble background.....he did not grow up with a silver spoon in his mouth. That is probably the main reason why he is so smart and so extremely successful! I am a holder of NVDA stock for the long run. This recent downturn in the price of NVDA is just a blip in the chart in the long run. I think they should not have split the stock because it is easier for the market to manipulate it with all the crazy types of puts and calls etc......gamblers are taking charge of the stock because of it's low price.

@onuberonly7846 18 дней назад

Jensen keeps saying it but these analysts didn’t understand- they are investing in the software side - Cuda libraries are integrated into the most common programming languages - Python , C++, R, Java

@beefchampion2792 18 дней назад

Are those updates recent?

@nickydematteis8500 18 дней назад

Great show this is the kind of show we love… quality picks with the details

@william53 18 дней назад

Thank you - the “best”!

@TheCompoundNews 18 дней назад

Josh here - thanks for watching! My new book is officially released tomorrow! Pre-order here: amzn.to/3yZhW8D

@David-wf6sb 18 дней назад

How do I get an autographed copy?

@leenglishman1605 17 дней назад

Hey Josh, whats with the 2025 figures in the charts? Should be 2024 or are they projections as the language would imply otherwise?

@TheCompoundNews 17 дней назад

@@leenglishman1605 fiscal '25, companies are often on their own fiscal calendar for various reasons - JB

@leenglishman1605 16 дней назад

@@TheCompoundNews Thanks Josh

@JETurp 18 дней назад

Ironically, this guy selling NVIDIA harder than a WallStreetBets poster sells a penny stock made me extremely nervous as an otherwise bull for the stock. At least feign some potential risks for the stock's outlook as a counterbalance my guy ...

@rriqueno 18 дней назад

This is going to really start heating up with Blackwell.

@SunflowerSmile44 18 дней назад

Heating up they say.... 😅

@kwleeusa 18 дней назад

when Dan Ives speaks, we all listen...

@doubleclick21 18 дней назад

...with our eyes shut.

@librisc 18 дней назад

Ives and Brown GOATS....

@jimbowman9365 7 дней назад

Love JB. The man has made me $$$. Would be interested in an interview of an analyst who covers the infrastructure build of AI Data Centers; Building materials, electrical, cooling, logistics, etc.

@jackiesosa4185 18 дней назад

Thank you! ❤

@stuartrobinson1338 17 дней назад

I didn't know we're in the second quarter of 2025. time flies when you're having fun

@babatariq21 18 дней назад

Excellent and hugely informative discussion. Great!!!

@Money-k9j8h 18 дней назад

Great stuff, gentlemen! 💣

@jasonwolcott88 18 дней назад

Wow Nick Swardson knows a lot more about NVDA than I would’ve thought

@bolars6521 17 дней назад

Think Price range Will be between 120- 160 But 3-5 years spand it Can grow to 300+

@mrcav9565 18 дней назад

Dan also said NVDA would have a " drop the mic moment " when the latest earnings were released. Not quite.

@Breaking_Bold 17 дней назад

Great video…love both of you !!! Insightful

@TheCompoundNews 17 дней назад

Thanks!

@ST-jm9ik 14 дней назад

The Blackwell mask fix is to improve manufacturing yields during wafer production. Not uncommon in sending a design to the foundry, where semi professionals critique in detail the mask layout to meet foundry yield manufacturability goals.

@richsupan5461 18 дней назад

Fantastic discussion, much appreciated!

@robertojofre15 17 дней назад

dan ives is the man!!

@ryanpatrickmcmullin6620 17 дней назад

🐐 living his best life 😎

@anthonycox4860 18 дней назад

Wonderful insights. The ai revolution is real

@AnimeWill 18 дней назад

My God.....Dan is too damn cool.

@crunkycrunker 16 дней назад

The foresight of buying Mellanox is still under appreciated. Infiniband is what allows high speed inter-server communication and nvidia’s rdma over IB is a huge part of the secret sauce. 800 gigabit infiniband is on the horizon and will represent another huge leap in performance. Competitors are trying to build on Ethernet (RoCE) but it’s a generation behind.

@STORM3SHADOW 18 дней назад

I drink the Dan Ives Kool-Aid! 🤑

@sumitkar8146 18 дней назад

These two are so bloody good

@alb.1911 18 дней назад

Beautiful polo Dan!

@perkyb1213 16 дней назад

The big money is attempting to get us out. Not me. Buying more. ($22 ps cost base is about to rise)

@mattmc4life 17 дней назад

Cool hat!

@bdpsingapore 18 дней назад

Fun discussion guys. Thanks.

@TheCompoundNews 17 дней назад

Thanks for watching!

@fredlogan327 18 дней назад

Anybody who is arguing that we are in the first inning should take a look at NVDA's market cap relative to basically any continent's market cap in the world (outside of North America). It's not going to double from here in the near term. It would be as large as the continent of Europe if that happened. lol

@otherZinc 18 дней назад

Great show

@bil1026-xh1lt 18 дней назад

Long NVDA but plz stop pumping it so hard -- there is always downside risk (like potential for weak, anemic data center user demand).

@rameshr6650 18 дней назад

Wasting weekend re-selling dreams. Only time will tell. I think the big boys sold ITM calls and brought it down for Options to expire, and that's the explanation. NVDA will definitely creep back up. I appreciate Josh & Dan Ives being always positive. It would have been good for Dan to list out a few stocks that will be next NVDA

@robertnicoletti 18 дней назад

God bless Dan Ives

@JohnWilliams-dn6vt 18 дней назад

Great insight gentleman

@Jonasty-bi2pg 18 дней назад

Strong Island Representing ❤

@SMTraz 18 дней назад

Dan Ives = Tech EF Hutton

@paul_devos 18 дней назад

"First Inning" a company valued at $3T dollars, is the 3rd largest company in the world, and trades at 50x times earnings. Hmmm. OK, I'll play... What inning is it for a company that is in Series A and valued at under $2M?

@curiousoffice 18 дней назад

If said company is on the verge of going out of business it would be like the last inning wouldn’t it? Most Series A don’t make it to Series B do they?

@paul_devos 18 дней назад

@@curiousoffice I like that thought exercise. One angle to be considered is the longevity, whereby cash assets and a Lindy Effect are in play, so IBM >>> NVDA >>>>>>>>>> Series A startup. Albeit, I think the main point of the analogy was growth. I'd argue the growth is behind, Feels like top of the 8th or 9th to me. The ChatGPT hype of Oct 2022 and everyone going gonzo on GPU data centers relying almost entirely on NVDA is nearing an end. Amazon, Apple, Microsoft, and Google have begun to develop their own GPUs. Google already had TPUs. The days of no competition are nearing their end and and thus the fumes of the hype cycle are also nearing their end. There's also some potential attack vectors for Trumps Tariffs to affect NVIDA's GPU sales (it did prior too) as well as geopolitical issues in the South China Sea as a black swan.

@gustinolaw 14 дней назад

I am a NVDA bull and intend to hold the stock for at least another 5 years, but Ives' track record in picking stocks has been spotty. He's NOT the guy to be following generally speaking, but he's correct about NVDA, in my opinion.