Deepwater Asset Management
Deepwater Asset Management
  • Видео 360
  • Просмотров 846 781
DeepTech315: CA EV Tax Credit Controversy / Amazon-Anthropic Investment / Gratitude for Tech
In this episode, Gene and Doug discuss California's EV tax credit controversy with Tesla, further implications of Amazon’s investment in Anthropic, and express gratitude for tech developments this year.
00:00 Intro
0:08 California's EV Tax Credit Controversy
05:49 Implications of Amazon's investment in Anthropic
07:41 Gratitude for Tech Developments
Просмотров: 794

Видео

DeepTech315: Nvidia Earnings / Google vs DOJ / Amazon-Anthropic Investment
Просмотров 11 тыс.12 часов назад
On this episode of DeepTech315, Gene and Doug discuss Nvidia's earnings, the regulatory challenges facing Google, and Amazon's increased investment in Anthropic amidst regulatory scrutiny. 00:00 Intro 0:06 Nvidia Earnings Recap 08:30 Regulatory Challenges for Google 12:50 Amazon's Doubled Investment in Anthropic
Pressure Points: Nvidia 3Q'25 Earnings
Просмотров 36 тыс.14 часов назад
Bottom line: I think the company will grow much faster than the Street expects in CY26.
DeepTech315: Future of EV Tax Credits / AI Scaling Laws / Nvidia Preview
Просмотров 7 тыс.День назад
Gene and Doug discuss the implications of the potential removal of tax credits for EVs, the current state of AI scaling laws, and preview Nvidia’s earnings next week. 00:00 Intro 00:06 The Future of EV Tax Credits 05:17 AI Scaling Laws 09:49 Nvidia Preview
DeepTech315: Tech Investing Post-Election
Просмотров 8 тыс.14 дней назад
In this episode of DeepTech315, Gene and Doug explore the impact of the election on tech investing, discussing market reactions, potential policy changes, and the outlook for major tech companies. Chapters 00:00 Intro 00:09 Tech Investing Post-Election
Pressure Points: Apple 4Q'24 Earnings
Просмотров 5 тыс.21 день назад
Apple’s September quarter and December guide reminds us that it will take a few quarters for the Apple Intelligence acceleration to begin.
Pressure Points: Meta 3Q'24 Earnings
Просмотров 10 тыс.21 день назад
Following the Meta call, the key takeaway is the core business is doing great and they’re aggressively investing in AI to become the next big thing. My guess is that big thing is related to monetizing search.
Pressure Points: Google 3Q'24 Earnings
Просмотров 7 тыс.28 дней назад
This proved to be the most important quarter for Google in 7-10 years given it showed Search revenue is benefiting from generative AI.
DeepTech315: Tesla Earnings / AI Agents / Apple Intelligence
Просмотров 11 тыс.Месяц назад
Gene and Doug discuss Tesla's recent earnings report, Anthropic's new AI agent capabilities and the implications, and Apple Intelligence’s first wave rollout on Monday (10/28). 00:00 Intro 00:07 Tesla's Earnings 06:46 The Future of AI Agents with Anthropic 10:44 Apple's AI Rollout and Consumer Expectations
Pressure Points: Tesla 3Q'24 Earnings
Просмотров 25 тыс.Месяц назад
Gene Munster talks how Tesla is up 12% on earnings given there’s positive near-term data points along with a fatter golden carrot.
DeepTech315: We, Robot / Google Breakup / Intelligent Alpha
Просмотров 16 тыс.Месяц назад
In this episode of Deep Tech, Gene and Doug discuss Tesla’s We, Robot event and the unveiling of the Cybercab. They explore the potential for a lower-end Tesla vehicle and the advancements in Tesla's Optimus robot. The conversation shifts to Google's regulatory challenges and the possibility of a breakup, before concluding with a discussion on Intelligent Alpha, a company leveraging AI for stoc...
DeepTech315: Tesla Deliveries / “We, Robot” Preview / OpenAI’s Round & AI in Asset Management
Просмотров 7 тыс.Месяц назад
In this episode of DeepTech315, Gene and Doug discuss Tesla’s September quarter deliveries, preview next week’s “We, Robot” (Tesla’s Robotaxi unveiling event), and discuss OpenAI’s latest round the the use case of AI in Asset Management 00:00 Intro 00:06 Tesla Deliveries - September Quarter 03:48 Robotaxi Event Preview - “We, Robot” 06:07 OpenAI’s Latest Round & AI in Asset Management
DeepTech315: OpenAI Changes / Meta Connect / Micron Earnings
Просмотров 3,9 тыс.2 месяца назад
In this episode of DeepTech315, Gene and Doug discuss OpenAI's leadership and direction changes, Meta's recent announcements at Meta Connect, and Micron's performance. 00:00 Intro 00:06 OpenAI's Leadership Changes & Future Direction 04:20 Meta Connect 09:59 Micron Earnings & Outlook
DeepTech315: Intelligent Alpha Launch / iPhone 16 Release
Просмотров 3,1 тыс.2 месяца назад
On this week’s DeepTech315, Gene and Doug discuss the launch of Intelligent Alpha and the release of the iPhone 16. 00:00 Intro 00:11 Launch of Intelligent Alpha 06:43 iPhone 16 Release
DeepTech315: iPhone 16 Launch / OpenAI Valuation / OpenAI's Strawberry Model
Просмотров 4 тыс.2 месяца назад
On this week’s DeepTech315, Gene and Doug discuss Apple's “Glowtime” iPhone 16 Launch and iPhone growth, OpenAI's new valuation, and OpenAI's new Strawberry model. 00:00 Intro 00:06 Apple's iPhone 16 Launch and Growth Projections 07:46 OpenAI's Valuation Surge and Market Position 12:45 OpenAI's New Model: Strawberry 4.0
DeepTech315: FSD Roadmap / Elon in Politics / iPhone Event Preview
Просмотров 7 тыс.2 месяца назад
DeepTech315: FSD Roadmap / Elon in Politics / iPhone Event Preview
008: Tyllen Bicakcic, co-founder of Payman, about how humans can collaborate with AI
Просмотров 3842 месяца назад
008: Tyllen Bicakcic, co-founder of Payman, about how humans can collaborate with AI
DeepTech315: Nvidia Earnings / Apple-OpenAI Investment / iPhone Growth
Просмотров 14 тыс.2 месяца назад
DeepTech315: Nvidia Earnings / Apple-OpenAI Investment / iPhone Growth
Pressure Points: Nvidia Earnings 2Q'25
Просмотров 39 тыс.2 месяца назад
Pressure Points: Nvidia Earnings 2Q'25
Pressure Points: Nvidia 2Q'25 Earnings Preview
Просмотров 3,6 тыс.2 месяца назад
Pressure Points: Nvidia 2Q'25 Earnings Preview
DeepTech315: Nvidia Preview / Apple EU Compliance / EV Market
Просмотров 9 тыс.3 месяца назад
DeepTech315: Nvidia Preview / Apple EU Compliance / EV Market
DeepTech315: AI Applications / Google Breakup / Nvidia Preview
Просмотров 11 тыс.3 месяца назад
DeepTech315: AI Applications / Google Breakup / Nvidia Preview
DeepTech315: Market Pullback / Google Antitrust Ruling / Anduril Round
Просмотров 3,3 тыс.3 месяца назад
DeepTech315: Market Pullback / Google Antitrust Ruling / Anduril Round
Pressure Points: Google Antitrust Ruling
Просмотров 2,2 тыс.3 месяца назад
Pressure Points: Google Antitrust Ruling
Pressure Points: Apple 3Q'24 Earnings
Просмотров 4,5 тыс.3 месяца назад
Pressure Points: Apple 3Q'24 Earnings
Pressure Points: Meta 2Q'24 Earnings
Просмотров 3,8 тыс.3 месяца назад
Pressure Points: Meta 2Q'24 Earnings
DeepTech315: Tesla Earnings / Google Earnings / SearchGPT
Просмотров 5 тыс.4 месяца назад
DeepTech315: Tesla Earnings / Google Earnings / SearchGPT
Pressure Points: Google 2Q'24 Earnings
Просмотров 3,5 тыс.4 месяца назад
Pressure Points: Google 2Q'24 Earnings
Pressure Points: Tesla 2Q'24 Earnings
Просмотров 14 тыс.4 месяца назад
Pressure Points: Tesla 2Q'24 Earnings
DeepTech315: Nasdaq Slip / Netflix Earnings / Importance of Cybersecurity
Просмотров 3,8 тыс.4 месяца назад
DeepTech315: Nasdaq Slip / Netflix Earnings / Importance of Cybersecurity

Комментарии

  • @spybuxx5435
    @spybuxx5435 36 минут назад

    Fair competition. Like all other industries companies need to have means to build up their EV businesses. Then Americans will have a choice of several different EVs. That is what the federal government did for other industries and now California doing the job of the federal government during Trump 2.0

  • @pnketia
    @pnketia 2 часа назад

    Well to be fair to Mr. Newsom Elon did say Tesla does not need tax credits to be successful so he is just taking Elon for his word!

  • @marjorietench3925
    @marjorietench3925 2 часа назад

    Good for California.

  • @davidsc4680
    @davidsc4680 3 часа назад

    Tesla doesn't have good fit and finish!? Have you seen a Tesla in the last 4 years, dude? Tesla's today are the highest fit and finish quality you can find in the market.

    • @stargazer3828
      @stargazer3828 2 часа назад

      You might want to watch "Out of Spec Detailing" reviews of the fit and finish on the refreshed Model 3! They said it was bad considering how long Tesla has been around!

  • @RCdiy
    @RCdiy 3 часа назад

    Fit & finish? Are you in a time bubble stuck in 2017-2018.

  • @claudemoyen8676
    @claudemoyen8676 4 часа назад

    If California goes ahead with this proposed policy, why can't Tesla take the State of California to court?

  • @daborahgermanstavolkmunte
    @daborahgermanstavolkmunte 4 часа назад

    I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good recommendation on great performing stocks or Crypto will be appreciated.

    • @DivaHarrison
      @DivaHarrison 4 часа назад

      As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

    • @OdessaYeva
      @OdessaYeva 4 часа назад

      I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market..

    • @DivaHarrison
      @DivaHarrison 4 часа назад

      I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.

    • @OdessaYeva
      @OdessaYeva 4 часа назад

      Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience..

    • @daborahgermanstavolkmunte
      @daborahgermanstavolkmunte 4 часа назад

      how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally.. What's your take on this approach? and How can i reach her, if you don't mind me asking?

  • @davidl242
    @davidl242 5 часов назад

    Ohh it’s petty for sure, this would be smart if the field is very spread out where you have a couple of up and comers. Like who is Tesla’s competitor that’s even close? So this isn’t going to help Ford or GM or whoever to catch up… unless California wants to open its door to chinese EV this move makes very little fiscal sense.

  • @brunoaziza
    @brunoaziza 5 часов назад

    Gov. Newsom really should explain his logic here if he doesn’t want to feed into the MAGA narrative. He shouldn’t let people interpret the intent.

  • @mediacafeonlinellc8728
    @mediacafeonlinellc8728 6 часов назад

    Smart CEOs are better at playing both sides in politics.

  • @Magdalena-u7l
    @Magdalena-u7l 21 час назад

    We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.

    • @BaozhaiDongmei
      @BaozhaiDongmei 21 час назад

      Keeping some gold is usually a wise decision. You would be better off keeping away from equities for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.

    • @JunlaiAiguo3c
      @JunlaiAiguo3c 21 час назад

      You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 9%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an analyst

    • @Friedrich-j3i
      @Friedrich-j3i 21 час назад

      Could you possibly recommend a CFA you've consulted with?

    • @JunlaiAiguo3c
      @JunlaiAiguo3c 21 час назад

      My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..

    • @Friedrich-j3i
      @Friedrich-j3i 21 час назад

      Thank you for saving me hours of back and forth investigation into the markets. I simply copied and pasted her full name into my browser, and her website came up first in search results. She looks flawless.

  • @Raniyanhunter
    @Raniyanhunter 2 дня назад

    As an investment enthusiast, I often wonder how top-level investors are able to become millionaires through investing. I have a significant amount of capital to start with, but I'm unsure about the strategies and direction I should take to help me generate substantial profits like some people are this season.

    • @garnold-l5p
      @garnold-l5p 2 дня назад

      I’m not in a position to offer financial advice, but given the significant amount of capital you're working with, it would be wise to consult a financial advisor who can guide you in developing a strategy tailored to your goals and risk tolerance.

    • @Mlanderos-t9e
      @Mlanderos-t9e 2 дня назад

      I agree. Based on my personal experience working with an investment advisor, I currently have $385k in a well-diversified portfolio that has seen exponential growth. It's not just about having money to invest in stocks; you also need to be knowledgeable, persistent, and have the strength to hold on during market fluctuations

    • @Anessa-gibson
      @Anessa-gibson 2 дня назад

      That's impressive, my portfolio have been tanking all year, tried learning new strategies to gain in the current market but all of that flew right over head, please would you mind recommending the Adviser you're using

    • @Mlanderos-t9e
      @Mlanderos-t9e 2 дня назад

      Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Judith Lynn Staufer’’ for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.

    • @Anessa-gibson
      @Anessa-gibson 2 дня назад

      Thank you so much for the suggestion! I really needed it. I looked her up on Google and explored her website; she has an impressive background in investments. I've sent her an email, and I hope to hear back from her soon!

  • @austinbar
    @austinbar 2 дня 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
      @rogerwheelers4322 2 дня 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.

    • @joshbarney114
      @joshbarney114 2 дня назад

      When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.

    • @FabioOdelega876
      @FabioOdelega876 2 дня назад

      I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

    • @joshbarney114
      @joshbarney114 2 дня назад

      ‘’Marisa Michelle Litwinsky’’ 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.

    • @FabioOdelega876
      @FabioOdelega876 2 дня назад

      Marisa has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.

  • @OscarBarnaby3k
    @OscarBarnaby3k 3 дня назад

    Investing in stocks is planting a tree for your future; with patience, it will bear fruit."

    • @NikolasMartine01
      @NikolasMartine01 3 дня назад

      Absolutely Just like a tree, investments need time and care to reach their full potential.

    • @MathildaCarina
      @MathildaCarina 3 дня назад

      Working with a financial adviser helped me develop a tailored investment strategy, leading to significant growth in my portfolio.

    • @GraceOliviaf7y
      @GraceOliviaf7y 3 дня назад

      I'd love to be introduced to a trustworthy adviser who can help me develop a personalized investment strategy.

    • @TeddyAlexanderv6
      @TeddyAlexanderv6 3 дня назад

      I'd love to be introduced to a trustworthy adviser who can help me develop a personalized investment strategy.

    • @TeddyAlexanderv6
      @TeddyAlexanderv6 3 дня назад

      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?

  • @DonaldMark-ne7se
    @DonaldMark-ne7se 4 дня 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.

    • @JacquelinePerrira
      @JacquelinePerrira 4 дня назад

      Nvidia stock is roaring like many did during the 1990s bubble. But this time around, the hype around new chips is happening in a more mature demand environment.

    • @kevinmarten
      @kevinmarten 4 дня назад

      Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.

    • @Jamessmith-12
      @Jamessmith-12 4 дня назад

      this sounds considerable! think you know any advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @kevinmarten
      @kevinmarten 4 дня назад

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

    • @Jamessmith-12
      @Jamessmith-12 4 дня назад

      She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

  • @QumarsNou
    @QumarsNou 4 дня назад

    Bullish or bearish, AI stocks will still dominate 2024, even beyond. Why I prefer NVIDIA is that they are 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. I'll also take these other recommendations you made.

    • @AdlenGrassi
      @AdlenGrassi 4 дня назад

      I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or seek advice from certified market strategists.

    • @LovisaJawadi
      @LovisaJawadi 4 дня назад

      @@AdlenGrassi No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit a 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.

    • @QumarsNou
      @QumarsNou 4 дня назад

      @@LovisaJawadi Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

    • @LovisaJawadi
      @LovisaJawadi 4 дня назад

      @@QumarsNou MARGARET MOLLI ALVEY is a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and is a valuable resource for individuals seeking guidance in navigating the financial market.

    • @QumarsNou
      @QumarsNou 4 дня назад

      @@LovisaJawadi I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get.

  • @navsofour2892
    @navsofour2892 4 дня назад

    Stop interrupting him dude you basically ruined the interview.

  • @thee_others
    @thee_others 4 дня назад

    OpenAi and Microsoft Bing will benefit from a Google breakup. Gemini will be kinda useless without data from chrome. Guess who lobbied the DOJ to go after google?

  • @reynoldslacybrleroymeuschke
    @reynoldslacybrleroymeuschke 4 дня назад

    I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated..

    • @DivaHarrison
      @DivaHarrison 4 дня назад

      As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Kristine Lynn Weber is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

    • @JoseLopez-lf9rw
      @JoseLopez-lf9rw 4 дня назад

      I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Kristine Lynn Weber, for her expertise and exposure to different areas of the market..

    • @DivaHarrison
      @DivaHarrison 4 дня назад

      I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than $200k passively by just investing through an advisor, and I don't have to do much work. Inflation or no inflation, my finances remain secure. So I really don't blame people who panic.

    • @JoseLopez-lf9rw
      @JoseLopez-lf9rw 4 дня назад

      Without a doubt! Kristine Lynn Weber is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience..

    • @reynoldslacybrleroymeuschke
      @reynoldslacybrleroymeuschke 4 дня назад

      how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally.. What's your take on this approach? and How can i reach her, if you don't mind me asking??

  • @mingliu4175
    @mingliu4175 4 дня назад

    It is real

  • @matt.stevick
    @matt.stevick 4 дня назад

    📈🇺🇸 💚🖤

  • @pattsue
    @pattsue 4 дня назад

    For the Newbie if you are actually trading in the crypto space and you don't have a sound mentor. Then you are certainly going to get liquidated in 90% of your trades. Yeah that's sad truth. I remember when i just got into crypto back in 2019 but later in 2020 i ended up selling it because i have lost alot trading all by myself without a guide. Got back into crypto early in 2023 with $100k and I'm up with $732k in a short period of time. Thanks to Seren Wintersun.

    • @pattsue
      @pattsue 4 дня назад

      @Serenwintersun

    • @Mikeygrady
      @Mikeygrady 4 дня назад

      In a field as rapidly evolving as cryptocurrency, staying updated is crucial. Seren’s continual research and adaptation to the latest market changes have been instrumental in helping me make informed decisions.

    • @Ivettetoohey
      @Ivettetoohey 4 дня назад

      Always backup your trading with a good strategy.

    • @2Luisalvarado
      @2Luisalvarado 4 дня назад

      Nice, I was just hoding before I found Wintersun. In my opinion she is the very best out there.

    • @georgigeorgiev6521
      @georgigeorgiev6521 4 дня назад

      The same high-yield potential exists in both bullish and bearish situations; what matters is how information and technique are used. Not neglecting professional advice.

  • @fbchrismc
    @fbchrismc 4 дня назад

    @ 11:30 perplexity has already fielded an app for both mac laptop and iphone (and one can always set perplexity as the default search engine in one's browser). call the app and ask your question, and when one hits the links to sources, it launches whatever default browser (Brave, Duck) is the device default. imagine that OpenAI can do something similar...

  • @duderino8722
    @duderino8722 4 дня назад

    Steve “Insanely Great” Jobs was a subtle promoter???

  • @askmedov
    @askmedov 4 дня назад

    I'm not worried about Bing or DuckDuckGo as search alternatives in Chrome. What worries me most is SearchGPT/Perplexity as the default options, which may be preferred over Google. What do you think about those risks?

  • @mariocabella5476
    @mariocabella5476 5 дней назад

    Wall Street parameters to measure Nvda potential are the same used to measure Mc Donalds (no offense here). One make burgers and the other is complex like Eintein’s Relativity Theory. That’s the reason why WS is always behind the curve, they cannot judge well because they cannot grasp what is evolving here. To understand Nvda’s potential you must be part of the group creating it. That is a small group of people that does not include WS guys.

    • @weho_brian
      @weho_brian 4 дня назад

      it's not really that complex, you just have to look at revenues and skate to where the puck is moving

    • @mariocabella5476
      @mariocabella5476 4 дня назад

      @@weho_brian no, conventional WS analysis is not good enough to understand the potential of this development. Like Newton’s physic laws that cannot be applied in the Relativity field. WS analysis on this particular case cannot suffice to understand how far and how complex this event can go. In consequence they are behind the curve. They manipulate the prices with their fantasyland guidance that cannot be met so they can short the stock.

  • @willc4627
    @willc4627 5 дней назад

    Where does one get these "whisper numbers"?

    • @mariocabella5476
      @mariocabella5476 5 дней назад

      Good one. Whisper numbers are the fantasyland guidance that WS propose so they can short the stock to buy back cheaper when the whisper target is not achieved

    • @AC-jk8wq
      @AC-jk8wq 3 дня назад

      @@mariocabella5476the fancy numbers that the insiders used to use while trading… Go Raj! 😃

  • @RajDeelish
    @RajDeelish 5 дней назад

    Regardless of where Nvidia scaling debate/reality goes for AI, I think Jensen's other maybe more important point is that their hardware is not just for AI, but for the replacement of aging infrastructure that has to be replaced anyways.

    • @SSSS7-p8f
      @SSSS7-p8f 4 дня назад

      No it doesnt. The aging infrastructure will be replaced if and when there is a real return being created on the infrastructure at that moment in time. For now, absolutely no need to update anything. Just like how fibre optic only came into mainstream once there was a proven need for requiring high bandwidth that created demand for products and services served over it.

    • @AC-jk8wq
      @AC-jk8wq 3 дня назад

      @@SSSS7-p8f say goodby to the old stuff… its time has come … Its costs to operate are too high, its speed is too slow, and it occupies too much space…. NVDA accelerated computing is laying waste to all of the old stuff, using AI of not! Faster More efficient Smaller space requirements No more elevated floors with cold air blowing everywhere AI capable too! NVDA rocks! 😃

    • @SSSS7-p8f
      @SSSS7-p8f 3 дня назад

      @@AC-jk8wq And thats why all the banking infrastructure still runs on mainframes etc? Lol youre too slow and stUp1d. People are not going to replace stuff even if it makes sense economically - sunk cost doesnt apply to irrational thinkers.

  • @JulianBarnes-dd2iq
    @JulianBarnes-dd2iq 5 дней назад

    With everything going on and the way AI is running the globe, I keep telling my friends and family that now is the ideal moment to hold tech stocks. You don't want to miss it.

    • @selenajack2036
      @selenajack2036 5 дней назад

      A long-term approach can definitely help with navigating market volatility. Set Clear Goals, Focus on Quality Investments,Stay Patient and Avoid Emotional Reactions, and Work with a Financial Advisor

    • @roddywoods8130
      @roddywoods8130 5 дней назад

      Agreed, opting for financial advise is now the best way to go about the market. I average 4 figures/month in dividends, my overall ROI just hit $500k in 3 yrs. I only have 30 stocks (20%) of my portfolio, more of my investments are in digital assets.

    • @bsetdays6784
      @bsetdays6784 5 дней назад

      I've been getting suggestions to use one, but where and how to find one has been challenging, Can i reach out to the one you use?

    • @roddywoods8130
      @roddywoods8130 5 дней назад

      Her name is Sonia Nunes Demelo” can't divulge much. Most likely, the internet should have her basic info, you can research if you like

    • @hushbash2989
      @hushbash2989 5 дней назад

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @RobertDonaldddd
    @RobertDonaldddd 6 дней назад

    I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Natalie Rose Strayer for helping me achieve this

    • @LMattew-l2r
      @LMattew-l2r 6 дней назад

      I'm surprised that you just mentioned and recommended Natalie Strayer, I met her at a conference in 2018 and we have been working together ever since.

    • @StacynNguyen
      @StacynNguyen 6 дней назад

      The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.

    • @PhilipDickerson-t2d
      @PhilipDickerson-t2d 6 дней назад

      You trade with Natalie Strayer too? Wow that woman has been a blessing to me and my family.

    • @Paytonpayton-e2p
      @Paytonpayton-e2p 6 дней назад

      I'm new at this, please how can I reach her?

    • @JessicaThomas08r5
      @JessicaThomas08r5 6 дней назад

      I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much.

  • @juniorharris778
    @juniorharris778 6 дней назад

    He and others are what keeping the stock down bullshit

  • @juniorharris778
    @juniorharris778 6 дней назад

    He is talking bullshit

  • @Zizo8182
    @Zizo8182 6 дней назад

    thanks for the summary

  • @RayaMarcus
    @RayaMarcus 6 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.

    • @Raymond-j4t
      @Raymond-j4t 6 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.

    • @raymond-i2v
      @raymond-i2v 6 дней назад

      When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilizing a financial advisor for more than 15 months now, and I've made over $800,000.

    • @Fred-w7t
      @Fred-w7t 6 дней назад

      bravo! I've been getting suggestions to consider financial advisory, but where and how to find someone reputable has been challenging, mind if I look up the advisor guiding you please?

    • @raymond-i2v
      @raymond-i2v 6 дней назад

      “Stacy Lynn Staples” 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

    • @Jordan8568-l4u
      @Jordan8568-l4u 6 дней назад

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @mrabdul2195
    @mrabdul2195 6 дней назад

    Love these short vids ❤

  • @joelam931
    @joelam931 6 дней назад

    Wrong Guidance for the 4th Qtr was $37.5 Billion but expectations were not $38 Billion but are $37.1 Billion.

    • @EJM2525
      @EJM2525 6 дней назад

      Exactly. I guess he need not let facts get in the way.

  • @kortyEdna825
    @kortyEdna825 6 дней назад

    I recently sold some of my NVDA stock to secure profits, but I'm retaining a portion for the long term. Nvidia's growth potential remains robust. I'm considering diversifying my 6-figure portfolio, but I'm uncertain about managing risks in my next move.

    • @KaurKhangura
      @KaurKhangura 6 дней назад

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

    • @carssimplified2195
      @carssimplified2195 6 дней назад

      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.

    • @NoorJari406
      @NoorJari406 6 дней назад

      I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

    • @carssimplified2195
      @carssimplified2195 6 дней назад

      ‘’Aileen Gertrude Tippy’’ is the licensed advisor I use. Just search the name. You’d find her webpage and necessary details to work with to set up an appointment.

    • @NoorJari406
      @NoorJari406 6 дней назад

      Thank you for sharing, I must say, Aileen 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

  • @jirislovencik3936
    @jirislovencik3936 6 дней назад

    F the "whisper" numbers these idiots are completely missing what is NVDA accomplishing... We are FAR from the top..

  • @Truthtoat
    @Truthtoat 6 дней назад

    Huge thanks always man

  • @rayghoward
    @rayghoward 6 дней назад

    I do not think semiconductors will be as cyclical due to the rise of artificial intelligence. The computational power needed will continue to grow for years upon years.

  • @RichardGeorge-pz3wm
    @RichardGeorge-pz3wm 6 дней назад

    The market, whether in recession or not, will always be positive to shrewd investors. You just have to know your way around the market. The recent Fed cut is a big advantage also that any serious person will take advantage of. No better time to let the economy work for you than now.

    • @JeffWilliamfick
      @JeffWilliamfick 6 дней назад

      Same thing I keep saying. Choose quality stocks and follow them up keenly. If you're not one for such complexities, then work with an Adviser to grow your portf0lio. You can't go wrong with a seasoned CFA. Things will become bullish in no time and the diligent inveestors will smile to the bank. Don't forget the last quarter of the year is upon us.

    • @EdwinBoettcher
      @EdwinBoettcher 6 дней назад

      You're right, I and a few colleagues in NY work with a CFA who prefers we DCA across a number of prospective sectors instead of a lump sum purchase. Following this, my account grew by more than 40% in this 4th quarter.

    • @KimberlyFlores-kr1bz
      @KimberlyFlores-kr1bz 6 дней назад

      This is very insightful. Hope you don't mind me asking you to recommend your CFP

    • @JeffWilliamfick
      @JeffWilliamfick 6 дней назад

      Becky Lou Gordon is the advisr I use and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

    • @KimberlyFlores-kr1bz
      @KimberlyFlores-kr1bz 6 дней назад

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @ccgear4367
    @ccgear4367 6 дней назад

    So basically garbage "whispers".

  • @Sysh24
    @Sysh24 6 дней назад

    excellent analysis

  • @charlesdidonato5478
    @charlesdidonato5478 6 дней назад

    The market is so short sighted. NVDA is the best long term investment right now. Silly hedge funds and Wall Street traders. 😮

  • @Lauragravessmith68
    @Lauragravessmith68 6 дней назад

    I am a btc . holder who is very confident, the more it dips is the more opportunity to add to my holdings. To me it genuinely felt like everything has been selling off for literally no reason, I mean companies with enough cash on hand to pay off debt like NVDA, PLTR and many others... This is the time to buy I mean many altcoins are down over 50% off their highs and in the dumpster, I've been buying continuously and am gonna continue to buy as cash comes in because there is a huge rally waiting to happen.Thanks a lot to Leasie Aiken, I was able to implement her method and adhere to her guidance, earning almost 9B TC in about two weeks.... Thanks to Leasie for informing me, I no longer hold the view that the only meaningful investments are in stocks and real estate.

    • @Lauragravessmith68
      @Lauragravessmith68 6 дней назад

      She's mostly on Telegrams, using the user name

    • @Lauragravessmith68
      @Lauragravessmith68 6 дней назад

      LeasieAiken

    • @Harperwalker6535
      @Harperwalker6535 6 дней назад

      Thank you. I have searched, her and message her on her ‘Telegram’s, I think I am satisfied with her experience

    • @Gavingendron1793
      @Gavingendron1793 6 дней назад

      if you ask me what is special about Leasie Aiken compared to the other traders I have worked with in the past, Leasie Aiken has numerous great features, simple, easy, and reliable signals and analysis.

    • @Garylasko5763
      @Garylasko5763 6 дней назад

      We steadfast believer in Leasie Aiken because she is always right on the money.

  • @jonathanlaue3460
    @jonathanlaue3460 6 дней назад

    Nvidia is far from a boom or bust business model under Jensen. It wouldn’t surprise me to see him evolve and put some software and data centre companies out of business. Bet against Nvidia at your peril.

  • @chaz4609
    @chaz4609 6 дней назад

    Jai Hind. with Cuda, Nvidia will reap the fat margins to continue its free cashflow run.

    • @sylvainh2o
      @sylvainh2o 6 дней назад

      By the time all customers get the chips it will be time to upgrade almost

  • @mediacafeonlinellc8728
    @mediacafeonlinellc8728 6 дней назад

    Thanks for sharing so quickly after the call! Appreciated 🙏

  • @garyscott9261
    @garyscott9261 6 дней назад

    You care about a fractional miss when it comes to Nvidia but real miss by Tesla is a bullish sign? Double standards and something is fishy. Hard to trust you guys.

  • @garyscott9261
    @garyscott9261 6 дней назад

    You care about a fractional miss when it comes to Nvidia but real miss by Tesla is a bullish sign? Double standards and something is fishy. Hard to trust you guys.

    • @dds9322
      @dds9322 6 дней назад

      Thank you for that remark. They can't get enough of Tesla and it's bullshit valuation based on earnings but NVDA is somehow overpriced. Not to mention Apple and their anemic growth.

    • @albertofourie3294
      @albertofourie3294 6 дней назад

      Tesla and Palantir are the darlings of investors and in their eyes these two companies can do no wrong. Good, bad or indifferent it's all bullish!