NVDA

Okay, this time I want to talk about Nvidia. Nvidia is the best because they can keep 64 cents of every dollar. Incredibly high margins, extremely high profits, and they're making a lot of money.

This is a really great thing for Nvidia. Besides, they are growing at an incredible speed. So it is currently the cheapest stock according to the P/E ratio.

Today I want to take a closer look at two of my favorite companies, Nvidia and AMT. He came in here and said, "You know what? Let's talk about AMD and Nvidia, but you have to choose one at the end of the episode. Who would you buy at these prices?

we'll talk about Nvidia versus AMD. might even talk about Nvidia versus Broadcom in the near future. I do know that Nvidia is your your favorite although you do own AMD as well and I am now as of right now fully in AMD. Couple of shares of Nvidia.

More importantly, I think what's going to happen is that the SOXX fund will experience a kind of insane rally, and as it pulls back, the semiconductor companies we know and love and hold in our portfolios , like Nvidia, Micron, and AMD— names I believe will continue to perform well in the long run—will be negatively impacted by what I would call... what else could I call it?

Collateral damage in a broader sell-off in the semiconductor sector , where the market will start saying, 'Wait a minute, we should n't have raised the price of every stock with ' semiconductor' in its name .'

Here's a great example . Okay, I can scroll down to show you . These are some of the names in the SOXX fund: AMD, Micron, Nvidia and Broadcom are strong names. I love those names.

I've owned them for a very long time and I'll continue to own them for a very long time .

Same thing with stocks as well. Um, Nvidia 5%,

Nvidia,

They got into bed with Nvidia.

Nvidia B200 on- demand rentals have hit a new record of $ 7.88 per hour. We see Nvidia doing that.

but my biggest investment is Nvidia. Nvidia is now at 228. This is a $5.5 trillion company.

Honestly, I think we can get up to $10. In the long run, I think this is still a huge winning company. In the CPU field, they are constantly achieving growth, right ? They brought the Vera CPU to the market.

Most artificial intelligence applications rely heavily on graphics processing units (GPUs), an area dominated by Nvidia.

We see companies like Apple, Nvidia, and Meta , all at the same time, reorganizing their positions. Apple and Nvidia had to get back on track , both being just cents away from their record highs.

For example, our latest Robin chip has ten times the bandwidth capabilities compared to the H100 chip that Nvidia used.

Many people overlook the fact that Nvidia, despite its primary focus on graphics processing units (GPUs) , expects to dominate the CPU market in favor of one or more specialized companies like AMD,