NVDA 全部观点

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,

Obviously, Nvidia is right on my 227 line.

And on top of that, you got uh a um you broke our 727 line on Nvidia. You know, I didn't even mention that. I'm pretty sure that was in the alpha report, too. Let me go look really quick.

Alpha report. Let's see. Uh alpha 921. And so this morning on Nvidia, did we put Oh, yeah. There we go. Okay. If Nvidia holds 220 for about 10 minutes today, I expect stable to up cues today on bullishness for the week.

Oil down, geopolitical progress, rate expectations down. Nvidia should break 22706 soon. When it does, that ushers in hardware rally 2.0.

Therefore, Nvidia expects 70% growth in the next fiscal year, and that is absolutely true. If these companies keep those promises, Nvidia will simply double in size.

Jensen Huang is raising his voice to tell the whole world how great his company will be in the next year and the year after, and I feel that marketing has turned a little into a state of desperation to keep the cycle going, because they all know that once the situation stops, and once the first giant company exposes Jensen Huang's hoax, if they say, "No thanks." Everything, all gains quickly turn into losses.

Nvidia trades for half of the valuation at about 065. So it trades for even less than half. Nvidia and Cerebrus are both working on ultraast token delivery chips whether it's through the Cerebrus wafer scale technology or the uh wafer scale engine or the uh Grock acquisition that Nvidia had completed.

Now, they have some NVIDIA compute on the robot. They have some training compute, but they don't have anything near Tesla's training compute, and they don't have anything near Tesla's volume of training data.

we'll have a SpaceX designed Nvidia rear Ruben NVL72 computer. That's why the thumbnail has a picture of Elon and a picture of Jensen because Jensen is the CEO of Nvidia. Lichy again. Um Jensen is the CEO of Nvidia.

First of all, you can't be excited about artificial intelligence without putting Nvidia on the list, can you? Jensen comes out in all these interviews to say that anyone who describes artificial intelligence as gloomy and pessimistic is almost an idiot.

Artificial intelligence is here to make us rich, save us time, save us money, and much more . So, the first stock will be Nvidia.

what are the ten stocks we can find that might outperform one of the biggest stocks in the market, Nvidia? What can we find this week that will outperform Nvidia's performance?

Nvidia up 2.5%. However, so far, we haven't hit 227 on Nvidia yet. I thought we would test that level. We ended up at $222. We didn't make it to 227. I was hoping to test that breakout by Friday.

I was wrong about that. We didn't get there. We only made it to 222.

I said this morning that it was unlikely we'd make it to 227. So, I tried to follow through and said, "Okay , it looks like it's starting." " Weakens or something like that." We're still at 222.

But we were right to downgrade. Wait and see is what we were saying today.

but they will pair them with networking equipment from "Nvidia". This is really interesting, especially for Nvidia, which is acquiring networking equipment outside of its own ecosystem, and if that's coupled with Apple.

So far, this is all just a rumor, but I think it would be an important development for Nvidia.

Jensen Huang will also be present at that banquet. So, I mean, this topic will be put up for discussion. This is not the end. It will continue , and I don't really know what the outcome will be, or whether the market will eventually collapse because of it.

Because there was a report in the Wall Street Journal saying that Mark Zuckerberg of Meta, Jensen Huang, and Elon Musk had objected to a previous plan regarding the regulation of the artificial intelligence industry , and there is concern about Chinese dominance in this field.