Pressure Points: Nvidia 3Q'25 Earnings

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  • Опубликовано: 25 дек 2024

Комментарии • 91

  • @RayaMarcus
    @RayaMarcus Месяц назад +193

    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 Месяц 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 Месяц 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 Месяц назад

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      @raymond-i2v Месяц назад

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      @Jordan8568-l4u Месяц назад

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  • @kortyEdna825
    @kortyEdna825 Месяц назад +111

    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 Месяц назад +1

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

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      @carssimplified2195 Месяц назад +1

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      @NoorJari406 Месяц назад +1

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      @carssimplified2195 Месяц назад +1

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      @NoorJari406 Месяц назад

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  • @JulianBarnes-dd2iq
    @JulianBarnes-dd2iq Месяц назад +121

    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 Месяц назад +1

      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 Месяц назад +2

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    • @bsetdays6784
      @bsetdays6784 Месяц назад +3

      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 Месяц назад +2

      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 Месяц назад +1

      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.

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    @WayneShaw-r6j Месяц назад +49

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    • @SandraElliot21
      @SandraElliot21 Месяц назад +2

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    • @JesseWatford-qe9sv
      @JesseWatford-qe9sv Месяц назад

      Do you invest with a professional broker? 
I'd appreciate it if you show me how to go about it.

    • @WayneShaw-r6j
      @WayneShaw-r6j Месяц назад

      Can't share much here, I take guidance from ‘Sophia E Haney’ a renowned figure in her industry with over two decades of work experience. I'd suggest you research her further on the web.

    • @WayneShaw-r6j
      @WayneShaw-r6j Месяц назад

      Use her name to quickly conduct an internet search.

    • @WayneShaw-r6j
      @WayneShaw-r6j Месяц назад

      SHE’S MOSTLY ON TELEGRAMS APPS WITH HER NAME.

  • @RobertDonaldddd
    @RobertDonaldddd Месяц назад +46

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    • @LMattew-l2r
      @LMattew-l2r Месяц назад

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    • @StacynNguyen
      @StacynNguyen Месяц 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.

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      @PhilipDickerson-t2d Месяц назад

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      @JessicaThomas08r5 Месяц назад

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    • @RobertDonaldddd
      @RobertDonaldddd Месяц назад

      she's mostly on Instagrams, using the user name

  • @ronpdavison
    @ronpdavison Месяц назад +12

    Did you sign off with "Bye for now," or "Buy for now?"

  • @mediacafeonlinellc8728
    @mediacafeonlinellc8728 Месяц назад +3

    Thanks for sharing so quickly after the call! Appreciated 🙏

  • @charlesdidonato5478
    @charlesdidonato5478 Месяц назад +9

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

  • @DonaldMark-ne7se
    @DonaldMark-ne7se Месяц назад +4

    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 Месяц назад +4

      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 Месяц назад +3

      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 Месяц назад +3

      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 Месяц назад +3

      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 Месяц назад +1

      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.

  • @jonathanlaue3460
    @jonathanlaue3460 Месяц назад +8

    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.

  • @RichardGeorge-pz3wm
    @RichardGeorge-pz3wm Месяц назад +31

    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 Месяц назад +2

      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 Месяц назад +1

      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 Месяц назад +2

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

    • @JeffWilliamfick
      @JeffWilliamfick Месяц назад +2

      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 Месяц 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.

  • @jimpurewal2661
    @jimpurewal2661 Месяц назад +9

    There is zero pressure points. Company gave conservative guidance and will beat next quarter by several billion. All the noise is a joke.

  • @KSunMMA
    @KSunMMA Месяц назад +6

    guidance was $37 billion, but they will blow it away with +$39 billion, those NVDA GB200 NVL72 sell for $3 million a closet, this ain’t ur Hopper GPUs no more, we need Physical AI now!

    • @ChelovekOdin
      @ChelovekOdin Месяц назад

      are you sure we need it? once that thing is running there is no way back, millions is out of work. fear your wishes. world do not revolve around your portfolio.

  • @Truthtoat
    @Truthtoat Месяц назад +2

    Huge thanks always man

  • @mrabdul2195
    @mrabdul2195 Месяц назад

    Love these short vids ❤

  • @rayghoward
    @rayghoward Месяц назад +3

    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.

  • @garyscott9261
    @garyscott9261 Месяц назад +14

    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 Месяц назад +4

      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 Месяц назад +1

      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!

  • @Zizo8182
    @Zizo8182 Месяц назад

    thanks for the summary

  • @Sysh24
    @Sysh24 Месяц назад +1

    excellent analysis

  • @clifftanch
    @clifftanch Месяц назад

    Into 2025 -> Mid 2025 = More persistent prod delays, doesn’t it??

  • @goodneighborsnetwork
    @goodneighborsnetwork Месяц назад

    Thank you so much for posting this insightful yet accessible analysis. Keep up the good work!

  • @joelam931
    @joelam931 Месяц назад +2

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

    • @EJM2525
      @EJM2525 Месяц назад

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

  • @tabbott429
    @tabbott429 Месяц назад

    Thanks

  • @chaz4609
    @chaz4609 Месяц назад +1

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

    • @sylvainh2o
      @sylvainh2o Месяц назад

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

  • @dluchin1998
    @dluchin1998 Месяц назад +1

    I want to invest in whatever is making Gene's hair grow back

  • @jirislovencik3936
    @jirislovencik3936 Месяц назад

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

  • @juniorharris778
    @juniorharris778 Месяц назад

    He and others are what keeping the stock down bullshit

  • @midwestcannabis
    @midwestcannabis Месяц назад +1

    🥳🥳✌️✌️

    • @AC-jk8wq
      @AC-jk8wq Месяц назад +1

      🎉🎉🎉 😃

  • @ccgear4367
    @ccgear4367 Месяц назад

    So basically garbage "whispers".

  • @HieouyaAgnèsDoyo
    @HieouyaAgnèsDoyo Месяц назад

    !I am at the beginning of my "investment journey", planning to put 285K into dividend stocks so that I will be making up to 30% per year in dividend returns. any good recommendation on great performing stocks will be appreciated..

    • @HaholBarton
      @HaholBarton Месяц 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.

    • @AnastasiaAngelinaPetrova
      @AnastasiaAngelinaPetrova Месяц 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..

    • @HaholBarton
      @HaholBarton Месяц 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.

    • @AnastasiaAngelinaPetrova
      @AnastasiaAngelinaPetrova Месяц 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.

    • @HieouyaAgnèsDoyo
      @HieouyaAgnèsDoyo Месяц 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?

  • @juniorharris778
    @juniorharris778 Месяц назад

    He is talking bullshit

  • @garyscott9261
    @garyscott9261 Месяц назад +3

    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.