$1,000+ price targets on Nvidia 'will prove to be conservative', says Deepwater's Gene Munster

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  • Опубликовано: 21 фев 2024
  • Gene Munster, Deepwater Asset Management, joins 'Fast Money' to talk Nvidia soaring to new high after earnings.

Комментарии • 288

  • @carlossebastianriosfelix3492
    @carlossebastianriosfelix3492 3 месяца назад +380

    I'm DCAing in Blcktken300 as well. ETH heavier DCA and ALGO. I'm taking your advice and starting Google tomorrow with a 50 dollar purchase and continuing Microsoft and Apple. VTI and VOO on another app and longterm portfolio. Here we go family!

  • @Muller_Andr
    @Muller_Andr 3 месяца назад +235

    No brainer. Semiconductor and AI stocks will dominate 2024. 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 have made more than 200% ROI from NVIDIA with the assistance of my fa, I won’t fail to mention. I agree the stock would go higher in the next couple of days.

    • @FranciszekPawal
      @FranciszekPawal 3 месяца назад +2

      I bought NVIDIA around September last year because my financiaI-planner recommended it to me…said the company is selling shovels in a gold rush. It accounted for almost 80% of my market return this year.

    • @EmmaFritz90
      @EmmaFritz90 3 месяца назад +3

      That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see. I have made more than 350% through semiconductor stocks under my estate planner(fa) by alternative investing. The portfolio comes with perks as well in terms of travel and liquidity.

    • @Jennapeters144
      @Jennapeters144 3 месяца назад

      One of my goals is to employ the service of a financial advisor this year. I've seen some off LinkedIn but wasn't able to get a response. Could you recommend who it is you work with?

    • @EmmaFritz90
      @EmmaFritz90 3 месяца назад +2

      The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Monica Mary Strigle‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.

    • @simone_maya
      @simone_maya 3 месяца назад

      It's good you make your own research. and make sure whoever you work with is licensed n verifiable with a repute, this monica looks the part but i'd do my due diligence. I set up a call, tnks.

  • @user-og7vo1jl1q
    @user-og7vo1jl1q 3 месяца назад +424

    Let's discuss the Blcktken300 guys. This is failproof and barely any asset can be labelled failproof at all.

  • @RossiPopa
    @RossiPopa 3 месяца назад +389

    I am regretting not investing in stocks ever since but still grateful i kept money in the money market. With about $200k maturing soon, i plan investing in the stock market. What stocks should I look into as a newbie to safely grow my money?

    • @RichardMoore-jg5tl
      @RichardMoore-jg5tl 3 месяца назад +1

      Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.

    • @RusuSilva
      @RusuSilva 3 месяца назад +1

      I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.

    • @FusunTumsavas-cq7tp
      @FusunTumsavas-cq7tp 3 месяца назад

      Your advisor must be really good, how I can get in touch with them as my porfolio isnt doing well.

    • @RusuSilva
      @RusuSilva 3 месяца назад +1

      Karen Leigh Owens is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @FusunTumsavas-cq7tp
      @FusunTumsavas-cq7tp 3 месяца назад

      I appreciate it. After 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. A call has been scheduled.

  • @raiderytrideryt
    @raiderytrideryt 3 месяца назад +185

    Love the Blcktken300 content. I think this project is just as essential as HBAR and they both will be great movers

  • @geraldt331
    @geraldt331 3 месяца назад +413

    Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $2M portfolios or maybe even consider some defensive investments.

    • @JamesScott433
      @JamesScott433 3 месяца назад

      Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.

    • @lucaswilliams9992
      @lucaswilliams9992 3 месяца 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.

    • @yeslahykcim
      @yeslahykcim 3 месяца 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

    • @lucaswilliams9992
      @lucaswilliams9992 3 месяца назад

      Evelyn Alicia Schoenholtz' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @PWIviefynn
      @PWIviefynn 3 месяца 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.

  • @BtianHernandez-lp8il
    @BtianHernandez-lp8il 3 месяца назад +149

    That's a solid list! I'm also big on Blcktken300 , avalanche, algo, and matic too.

  • @tonysilke
    @tonysilke 3 месяца назад +78

    I agree that many people are considering NVDA 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, aiming to retire comfortably

    • @Dannyholt33
      @Dannyholt33 3 месяца назад +2

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.

    • @hankmarks69
      @hankmarks69 3 месяца назад +2

      Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.

    • @PhilipDunk
      @PhilipDunk 3 месяца назад +2

      Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with them?

    • @hankmarks69
      @hankmarks69 3 месяца назад +2

      She goes by Amber Dawn Brummit I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @PhilipDunk
      @PhilipDunk 3 месяца назад +2

      Thank you! I entered her full name into my browser, and her website came out on top. I filled her form and i hope she gets back to me soon.

  • @ToddyStu
    @ToddyStu 3 месяца назад +466

    My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term profit.

    • @catherinerea3569
      @catherinerea3569 3 месяца 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

    • @catherinerea3569
      @catherinerea3569 3 месяца назад

      MEGHAN MAUREEN KRISTENSEN 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..

    • @ShukriVikas
      @ShukriVikas 3 месяца назад

      Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance

  • @rolandogonzaleznavarro3633
    @rolandogonzaleznavarro3633 3 месяца назад +214

    I was sure last year would end terrible for me but I think Blcktken300 is spot on with what they do and how they do it. Cant say for how long its going to work and for sure it is overyhped right now but even if just half a year or something it would be smart to ride the wave and then jump away eventually, but the reason why this is smart right now is because its so cheap, wont ever find a better entry than now

  • @Elpanmigul
    @Elpanmigul 3 месяца назад +218

    In my opinion Blcktken300 has great Potential to Pump due to all the ai craze...

  • @johnben9
    @johnben9 3 месяца назад +144

    I plan to get into the fin market putting a portion of my income monthly, I believe consistent and steady growth would have me rewarded in some time, I wonder though if there’re smart ways to go about investing, picking and selecting stocks? I’ve recently tried but have been met with red on my portfolio, I’m open to options

    • @ritalorrigan
      @ritalorrigan 3 месяца назад +4

      I think you should become more passionate about investing, if you don’t become lifelong learner you won’t make profit.

    • @KevinClarke9
      @KevinClarke9 3 месяца назад +3

      Everyone has means and unique ways of operation, the point is ensuring you’re profitable, I’ve seen my $170k startup surpass a million and its been only eighteen months having an FA guide me on my investments. It’s a necessity going about the fin market if you want to be profitable nothing can match professionalism and experience.

    • @ScottArmstrong12
      @ScottArmstrong12 3 месяца назад +3

      Being heavily liquid, I'd rather not reinvent the wheel. Since this strategy works for you, how can I contact your advisor?

    • @KevinClarke9
      @KevinClarke9 3 месяца назад +3

      Carol Vivian Constable is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment

    • @ScottArmstrong12
      @ScottArmstrong12 3 месяца назад +2

      Thanks, her website popped up on the first page immediately I searched her, I read through her resume and seems pretty tight, so i wrote to her outlining my financial market objectives

  • @lawerencemiller9720
    @lawerencemiller9720 3 месяца назад +90

    I think it's important to stick to stocks that are immune to economic policies. I'm looking at NVIDIA and other AI stocks. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?

    • @alexyoung3126
      @alexyoung3126 3 месяца назад +4

      I bought into NVIDIA around September because my financial advisor recommended it to me. She said the company is selling shovels in a gold rush. It accounted for almost 80% of my market return this year.

    • @jessicamoore3093
      @jessicamoore3093 3 месяца назад +2

      One of my goals is to employ the service of one this year. I've seen some off LinkedIn but wasn't able to get a response. Could you recommend who it is you work with?

    • @jessicamoore3093
      @jessicamoore3093 3 месяца назад +1

      I looked up her full name online and found her page. I emailed and made an appointment to talk with her; hopefully, she gets back to me.

    • @sallyofc
      @sallyofc 3 месяца назад

      AI and robots (let's not forget robots powered by AI) is just beginning. Invest in not only semi conductor chip companies like NVDIA but generative AI development itself, virtual and augmented reality, cloud data centers, cyber security and robots. Everything we know will be AI, it is going to be so fantastic to live in this new world!

    • @sallyofc
      @sallyofc 3 месяца назад

      @@jessicamoore3093 don't waste your money, go self directed. The financial advisors who charge you about 1% no matter if your portfolio goes up or down will also be replaced with AI. The top investment companies like Fidelity, Schwab, etc have fantastic tools and learning for the self directed investor. You just have to do a little bit of work but you don't need to be a financial expert to do super well on your own.

  • @JamesGreen-jy5bs
    @JamesGreen-jy5bs 3 месяца назад +142

    Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $560K for sometime now, my major challenge is not knowing the best entry and exit strategie;s ... I would greatly appreciate any suggestions.

    • @MiramCole
      @MiramCole 3 месяца назад +1

      you are right but buying the right stock without a time-tested strategy is incredibly hard. hence I will suggest you get yourself a financial-Advisor that can provide you with entry and exit points on best stocks to buy now or put on a watchlist.

    • @JasonBush-lz7ky
      @JasonBush-lz7ky 3 месяца 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.

    • @JasonBush-lz7ky
      @JasonBush-lz7ky 3 месяца назад +1

      KAREN LEIGH OWENS 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..

  • @NusantaraCoinChannel
    @NusantaraCoinChannel 3 месяца назад +33

    Considering the rise of AI in the crypto space, it's intriguing to explore projects like Smart Aliens (SAS). With its unique concept of AI-driven alien NFTs and ongoing development efforts, SAS holds significant potential. Plus, the recent announcement of an upcoming open beta launch adds more excitement to the mix. Keeping an eye on SAS could prove rewarding in the long run!

  • @Max_Ivanov_Pro
    @Max_Ivanov_Pro 3 месяца назад +12

    Nvidia really is one of the biggest Technological Companies in the World!

  • @debwes1
    @debwes1 3 месяца назад +23

    Funny thing is if I buy it tomorrow, the price will drop down to $500 or less LOL. Really considering new buys this period. Looking at rebalancing my $300k portfolio. Curious about NVIDIA and the best strategies for potential market downturns. These experts are not helping...

    • @gatesbev
      @gatesbev 3 месяца назад

      Well knowledgeable Investors know where and how to put money during a crisis in order to reduce risk and maximize returns. See a market strategist with experience if you are unable to manage these market conditions

    • @georgeh.5126
      @georgeh.5126 3 месяца назад

      I agree. This is why I work with an investment advlsor. I currently have $490k in a well-diversified portfollo that has experienced exponential growth and is well-matched for every season of the market. We are now working on a 'more figures' goal this year.

    • @georgeh.5126
      @georgeh.5126 3 месяца назад

      She's a "Heather Lee Larioni", also maintains an online presence. Just make a simple search for her name online.

  • @leechen7235
    @leechen7235 3 месяца назад +52

    Dan still doesn't understand that Nvidia offers AI systems, not just a chip or chips. It has at least 5 years of technological lead over any competitor. The CUDA makes it a sticky business, and I don't think its market share is going to dip below 70% anytime soon, and the AI revolution is just at the very beginning. I would not be surprised if Nvidia becomes the most valuable company in the world

    • @uskv
      @uskv 3 месяца назад

      Most CNBC analysts are sore loser on NVDA. They have no clue what this technology is capable of doing and role NVDA will play in the years to come.

    • @HansMcGruber
      @HansMcGruber 3 месяца назад +5

      He's the resident perma bear, he poo poo's almost everything, non stop

    • @gtash0010
      @gtash0010 3 месяца назад +3

      I doubt Dan knows what CUDA is. He'd never acknowledge about how it creates a moat because It would go against his negative over confidence and bearish confirmation bias and running theme qtr over qtr while NVDA keeps scaling 😂

    • @thisguy73
      @thisguy73 3 месяца назад +4

      5 yrs is an eternity in tech get real

    • @user-kg1od9es5d
      @user-kg1od9es5d 3 месяца назад

      Just because nvidia has CUDA doesnt mean other players cant and wont compete with Nvidia. Nvidia has deep expertise.. sure no doubt this protects the short-term. However, it doesn't have the deep pockets of the Apple of the world who are not going to sit back and have their AI operations reliant on someone else to a deep extent.@@gtash0010

  • @Ray-iz7tv
    @Ray-iz7tv 3 месяца назад +16

    Jensen Huang should have been Time magazine's Person of the year in 2023.

  • @mikemanley903
    @mikemanley903 3 месяца назад +45

    If I buy it tomorrow, it will be back down to $600 by Tuesday.... 🙄

    • @Enjoyablewalks
      @Enjoyablewalks 3 месяца назад +2

      😂😂😂😂

    • @Inuus
      @Inuus 3 месяца назад +8

      Please, don't buy.

    • @sophiexu1482
      @sophiexu1482 3 месяца назад +17

      Please buy. So once it’s down I can buy more! Lol

    • @jeffsaba7602
      @jeffsaba7602 3 месяца назад

      Yep thats me 😁

    • @cksh4182
      @cksh4182 3 месяца назад +2

      BUY BUY BUY

  • @jacobkotowich5139
    @jacobkotowich5139 3 месяца назад +4

    Nvidia is literally free money. The stock doesn’t go down. $2000 price target. This stock goes way higher

  • @BenjaminMcLeod815
    @BenjaminMcLeod815 3 месяца назад +39

    I'm tired of these new buys every week, just to make up some assets with low percentage on my $236k portfolio and try to keep everything around 10%. Do you think these stocks you just mentioned are safe buys to outperform the market this year?

    • @Robertgriffinne
      @Robertgriffinne 3 месяца назад +2

      For me. I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Save your cash for when the market actually shows sign of recovery. Or hire a good market strategist

    • @sheltonPston
      @sheltonPston 3 месяца назад +2

      Agreed. I deal with an investment advisor for this reason. I currently have over $800k invested in a diversified portfolio that has grown exponentially and is suitable for all market seasons. Our current project for this year is a more concrete ballpark target.

    • @corrySledd
      @corrySledd 3 месяца назад +2

      May I know the name of the advsor who has been assisting you, please?

    • @sheltonPston
      @sheltonPston 3 месяца назад +5

      NATALIE ANN BRINKMAN is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment

    • @corrySledd
      @corrySledd 3 месяца 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

  • @RandomVideosFirst
    @RandomVideosFirst 3 месяца назад +3

    calling it now, Nvidia will go to 1500 by autumn , we could see Amazon SP numbers back in 2020 next year

  • @uskv
    @uskv 3 месяца назад +4

    Compare the FWD PE of Mag 7 and you will know why this will go to 1000.

  • @TheArfdog
    @TheArfdog 3 месяца назад +5

    Sure there's going to be a "dark day" for Nvidia.... just as there could be dark day for Microsoft, Amazon, Apple and Meta. It'll come one day, just not for 30 years.

  • @spsp3232
    @spsp3232 3 месяца назад +27

    Dan once again really negative on Nvdia nice

    • @KrustyKlown
      @KrustyKlown 3 месяца назад +5

      Dan ain't living in reality

    • @keto6789
      @keto6789 3 месяца назад

      He's an idiot

  • @handyhands2580
    @handyhands2580 3 месяца назад +6

    The internet was as much of a big deal, back than the best company with the biggest moat was Cisco their all time high didn't recover yet.
    Same in 3d printing, Cannabis, EV, Solar etc. Amazon had a crash of 87% and took a while to get back to even. This Doesn't mean hey don't recover or become the best in the class. Nothing goes straight up nothing.

    • @skipsassy1
      @skipsassy1 3 месяца назад +1

      Cisco split 7 times from 1990 to 2000 and reached 80 in March 2000 - then crashed 80% and 24 years later still a long way off its high. Most valuable company in the World back then.

    • @uskv
      @uskv 3 месяца назад +1

      10 years is very long time to make money. You need to trim and trade.

    • @frankabler
      @frankabler 3 месяца назад

      Rockets?

    • @jasonharsany2169
      @jasonharsany2169 3 месяца назад

      Stock price may not go up and to the right always this sharp. However, there will be huge dividends rolling in for years

  • @jhull5870
    @jhull5870 3 месяца назад +7

    Still amazed that CNBC still gives Dan" What if " Nathan and Guy" Look, I've been wrong " Adami air time. They both were totally wrong with the market direction in 2023. Throw in Mike Wilson and Liz Young.

  • @johnchieze530
    @johnchieze530 3 месяца назад +5

    thank you nvidia. thank you mr. j.huang for crushing the bears

  • @chrischoir3594
    @chrischoir3594 3 месяца назад +1

    Ironically a guy name "Rosenblatt" first conceived AI in the 50s with deep learning perceptron algo

  • @william53
    @william53 3 месяца назад +6

    Thank you Gene, these guys are the worst stock investment advisors for NIVIDIA/AI!

  • @bigmoose143
    @bigmoose143 3 месяца назад +3

    Be careful listening to Gene. He said before meta earnings call that it would go down and later after the call, said he was long

  • @kclyt07
    @kclyt07 3 месяца назад

    "Allocation" from last night's NVDA earning call.

  • @ElectricVehicleSpace
    @ElectricVehicleSpace 3 месяца назад

    I watch Fast money every evening and this individual Dan is wrong every day, every week! Why is he even allowed to be on this show? Aren't they tracking his performance? How can you be so wrong so blind and still push the envelope forward. It's just stupid that they allow him to share his thoughts and allow people to watch how clueless he is!

  • @ManishShah3
    @ManishShah3 3 месяца назад +2

    This is just a beginning for AI.....it is not just inference....They have to use GPUs for training and the training data will continue to grow....so many industries with private data are still not in AI yet...right now
    mostly big tech....this is going to continue for next 5 years....of course not going to grow at 100% every year but 30% CAGR for next 5 years is still reasonable.

  • @questioneryusef8264
    @questioneryusef8264 3 месяца назад

    Food for thoughts. Are they amking genera Ai. Astroboy? Were just not seeing one yet.

  • @Dematsa
    @Dematsa 3 месяца назад +2

    $44444 by May

  • @thetradersam6157
    @thetradersam6157 3 месяца назад +3

    all desktop and laptop computers need to be replaced with much powerful processors to process AI applications, Intel will have a big piece of this pie..

    • @uskv
      @uskv 3 месяца назад

      Many semi companies will have piece of very huge pie.

    • @SEALAX
      @SEALAX 3 месяца назад +1

      I'm replying on my Lenovo Laptop that sports an AMD Ryzen, AMD Radeon Graphics and NVIDIA GE FORCE RTX. Intel nowhere to be found on this laptop but I get your meaning.

  • @pedroewert143
    @pedroewert143 3 месяца назад

    What they dont tell you is that you dont have to buy at $800

  • @e61agem
    @e61agem 3 месяца назад +6

    Was Gene drinking some red Kool-Aide before this interview?😂

  • @scottd52843
    @scottd52843 3 месяца назад

    Could be over $1000 before summer.

  • @swedesam
    @swedesam 3 месяца назад

    I mean if you're going to pull out price targets, yank them from deep.

  • @user-vf2sn6op3s
    @user-vf2sn6op3s 3 месяца назад

    Blcktken300 gang in the house! Thanks for the analysis!

  • @meta4kl237
    @meta4kl237 3 месяца назад +1

    These nay sayers should go back to market reversal where they predicted NVDIA stock price would godown after their announced earnings.

  • @paulgermano7837
    @paulgermano7837 3 месяца назад

    Over $800 right now!

  • @KrustyKlown
    @KrustyKlown 3 месяца назад +7

    $1000 in "1 or 2 years" ... LOL, who is this guy??

    • @jacknguyen5677
      @jacknguyen5677 3 месяца назад

      Just conservative estimate
      Also they don’t want to be wrong.

    • @KrustyKlown
      @KrustyKlown 3 месяца назад +5

      @@jacknguyen5677 there's conservative and absurd. This guy talking, Dan somebody, is always negative on NVDA and proven wrong time and time again. $1000 in 1 to 2 months is more likely than 1 to 2 years.. it's at 800 after hours.. $1000 could be a week away.

    • @jacknguyen5677
      @jacknguyen5677 3 месяца назад

      @@KrustyKlown Dan Ives..

    • @lionheart93
      @lionheart93 3 месяца назад +1

      1000 tomorrow lol

    • @lionheart93
      @lionheart93 3 месяца назад

      y should it on hope or future earnings?@@KrustyKlown

  • @rikji
    @rikji 3 месяца назад

    the build out is more than 5 years. we have just scratched the surface. growth is in every single field simultaneously. this adds dimensions of growth not even mentioned. AI is 500 x growth more than anyone can imagine.

  • @heinzbucksandcastle2053
    @heinzbucksandcastle2053 3 месяца назад

    I love Gene because he just explained we have 3 to 5 years with no stock bust. This space is hooooot.

    • @MatthewMS.
      @MatthewMS. Месяц назад

      You don’t understand

  • @ddjjggdd
    @ddjjggdd 3 месяца назад +12

    This will blow past $1000 easy. By far the #1 leader yet somehow still the cheapest AI play. No-brainer buy.

    • @jdhoops4775
      @jdhoops4775 3 месяца назад +4

      Yep, it is still cheap.

    • @orenalbertmeisel3127
      @orenalbertmeisel3127 3 месяца назад +9

      Lmao. Did you even read the quarterly report? Revenue growth has slowed down from 88% in Q2 to 22% in Q4

    • @hiram7474
      @hiram7474 3 месяца назад

      Pusher here....Stop with ur greedy b.s.

    • @jamisongugino2887
      @jamisongugino2887 3 месяца назад

      It's crazy. I got into SMCI at 508 and started buying NVIDIA AT 680. Sold all my SMCI at 920 and bought more NVIDIA. Should have kept SMCI but can't complain. It was very good to me!

    • @joe49494
      @joe49494 3 месяца назад

      ​@@orenalbertmeisel3127yeah cause they are setting low competitive prices to acquire new customers. Their model is very stuck and soon those customers would be coming back to upgrade

  • @briantep458
    @briantep458 3 месяца назад +2

    its 97 not 99, the bubble can still grow

    • @keto6789
      @keto6789 3 месяца назад

      Why is it a bubble?

    • @briantep458
      @briantep458 3 месяца назад +1

      @​keto6789 because its a boom and bust cycle. You don't need to train AI forever once there is a foundational model established and it becomes commoditized. The runway is not infinite, with that being said I think its possible for NVDA to run up to 5T at the end of this cycle (3T is my lower estimate). There will be 3 phases in my opinion. Training and inference, AI software development, and finally robotics. I think the hyper growth in NVDA is only needed for the first phase, but I could be wrong. I am not an expert in the field, just a software developer.

    • @uskv
      @uskv 3 месяца назад

      @@briantep458good point. But reach to consumers has just started with ChatGPT and such. You will be amazed where it will lead like nobody knew when iphone launched almost 20 years ago that how the touch screen phone will revolutionize its application beyond just making calls.

    • @keto6789
      @keto6789 3 месяца назад

      @@briantep458 Huh? ...... All I know is I started buying NVDA at $144 and I'm incredibly happy. Just started small ARM and SMCI positions also. Gotta start somewhere. Also I'm a long time holder of ASML and LRCX.

    • @user-kg1od9es5d
      @user-kg1od9es5d 3 месяца назад

      I dont agree with your thinking, simply because its too broad and generic." AI software development," lol, as someone who is a software dev as you say, you do realise this is way off compared to Apple providing developers with an ecosystem and infrastructure to develop/deploy/sell apps on the app store right? This is exactly why Nvidia valuation is way off - right now they are then only game in town. However, the long term view is not tangible at all and the reality is, multiple players will contribute to the holistic AI play - its wayyyyy to broad to be owned by one player alone.@@briantep458

  • @user-gg8we2ot4b
    @user-gg8we2ot4b 3 месяца назад

    I agree with the Nvidia CEO, there will be multiple AI waves down the road, hitting every sector and government.

  • @2023gainer
    @2023gainer 3 месяца назад +1

    Just 5 days til FSR .. Fisker earnings report. Feb 29 th. Over 3,000 Ocean Suv EVs delivered 4 th qt ..New Dealership agreement in Germany just announced. SOUN.. SoundHound up 6 %..70 % Week. New Global Voice AI tech leader after acquisition of SYNQ3 Restaurant Solutions. Filling the Dips.?

    • @muzzy3472
      @muzzy3472 3 месяца назад

      U suggesting a buy in FSR? It’s rock bottom rn

  • @bobzacamano658
    @bobzacamano658 3 месяца назад +2

    FJB!

  • @MariaRuiz-cl8bp
    @MariaRuiz-cl8bp 3 месяца назад +1

    Blcktken300 is sparking intrigue. Let's unpack its potential!

  • @martytayman9138
    @martytayman9138 3 месяца назад

    Dan Nathan has NEVER had a money making thought.

  • @tachyon7777
    @tachyon7777 3 месяца назад +3

    This guy thinks, training is a one time event. We have a model, we train it and we are done. Time to throw the training infra to the trash. One would think they'd educate themselves at least the basics before talking so much on a topic they have no technical depth in.

  • @bhupesh0111
    @bhupesh0111 3 месяца назад +11

    $1500 by Dec 25

    • @afridgetoofar1818
      @afridgetoofar1818 3 месяца назад +1

      Merry Christmas 🎁

    • @thisguy73
      @thisguy73 3 месяца назад +1

      in 4 weeks

    • @bhupesh0111
      @bhupesh0111 3 месяца назад

      @@thisguy73 don't be stupid on steroids

    • @JoshuaHill182
      @JoshuaHill182 3 месяца назад

      I genuinely think itll hit 1k by the end of march. it wouldnt suprise me if we hit 900 by next friday but it will drop after and regain to 1k by end of march i think.@@bhupesh0111

  • @jasonlatimer55
    @jasonlatimer55 3 месяца назад

    You can tell he's from Minnesota

  • @sametsamet-sr3nj
    @sametsamet-sr3nj 3 месяца назад

    Everybody is so optimistic 😅 let's see

  • @99cya
    @99cya 3 месяца назад

    if the AI megatrend does not get fundamentally broken (e.g. AI proves to be much less useful than thought) the main AI stocks will go much higher.

  • @ddeboy002
    @ddeboy002 3 месяца назад

    Remember the bitcoin machine era? Remember the nvda ryzen era? Those are nothing compared to AI H1 chips. 2 huge investor companies have upgraded their pt to 1500+

  • @Koi-addict33
    @Koi-addict33 3 месяца назад

    Half its apparant success is the backlog of chips orders they had thats inflating its numbers these are not sustainable also they are with soun pretty much swapping chips for stock

  • @simondaughtry4619
    @simondaughtry4619 3 месяца назад

    3 to 5 years out? that's a lifetime .... :)

  • @shellywhite2145
    @shellywhite2145 3 месяца назад +1

    Investors have just turned back the clock on the Fed’s tightening campaign and cast aside the Fed fears that ruled them for 15 months. It just gets very daunting to me when I’m sitting there looking at charts and trying to determine if i’m right or wrong! I’ve been trying to grow my portfolio of $300K for sometime now, I would greatly appreciate any suggestions.

    • @laurawheeler-zh8gv
      @laurawheeler-zh8gv 3 месяца назад

      First of all, You could lose it all and you could win it all. It goes both ways. Secondly, what works for A may not necessarily work for B and you should not be a bandwagon investor. A good number of folks are raking in huge 6 figure gains in this downtrend, but such strategies are mostly successfully executed by folks with in depth market knowledge.

    • @laurawheeler-zh8gv
      @laurawheeler-zh8gv 3 месяца назад

      It’s unfortunate most people don’t have such information, I don’t really blame people who panic cos lack of information can be a big hurdle. I’ve been making more than $25k passively by just investing through an advisor, and I don’t have to do much work. It doesn’t matter if the economy is crashing, great CFA will always make good returns.

    • @shellywhite2145
      @shellywhite2145 3 месяца назад

      this is inspiring! could you be kind enough with details of your advisor please? highly suspect i'm much too small game lately to handle investing myself, figured out its best to consult a license professional at this point

    • @laurawheeler-zh8gv
      @laurawheeler-zh8gv 3 месяца назад +1

      ashley airagahi is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @shellywhite2145
      @shellywhite2145 3 месяца назад

      I appreciate it. After 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. A call has been scheduled.

  • @icq809124
    @icq809124 3 месяца назад

    Nvidia is a stock that concentrates virtually all of the free cash flow of the global financial system.
    The scale is so staggering that just one Nvidia (1.8 trillion) is comparable to the capitalization of national markets of leading countries. For example, the capitalization of all public companies in Germany is $2.3 trillion, France - $3.2 trillion, Italy - $0.8 trillion, Spain - $0.65 trillion, UK - $3.3 trillion, Russia - $0.65 trillion.
    Nvidia, having created almost 1.5 trillion in capitalization since the beginning of 2023, has shown the fastest and most massive increase in value in the history of the global financial system. The stock has grown 200 times in 10 years!
    No stock in the history of trading has had an accumulated trading volume of over $700 billion in a month by its own calculations.
    No company has ever formed an industry trend of similar strength, bringing all related companies together in a frenzied and frenzied rally. Nvidia is the trigger, followed by all the others.
    The sell-off in Nvidia since February 19 has led to a cascading collapse of overheated stocks in a tech sector awash in AI hype.
    No company has burned through as much as 1/4 of the US national savings to sustain the insane bubble.
    The US market is eating Nvidia and all the other companies.
    The closing of positions in Nvidia by the first wave of speculators from October 2023 - organized a rally in cryptocurrencies (selling profitable positions in Nvidia and moving hot money into crypto), the second limited wave went from February 7.
    About 500 million bucks of daily financial flow into Bitcoin-related ETFs is money mostly taken out of Nvidia by those selling the bubble to a new wave of waits in perpetual growth.
    There are two icons in the US market right now - Jensen Huang (Nvidia) or better known as "black leather jacket" and Sam Altman (OpenAI). All other infodumps and events are so insignificant and insignificant that they are unable to influence the market. The Fed together with Powell's speeches are declassified to children's amateur performance in the provincial theater, and nobody is interested in boring macro statistics anymore.
    The concentration of idiocy is so high that in order to maintain the Nvidia bubble, since the end of January they started to take cache from other stocks (most companies outside the technology sector went into a downward drift). Now the entire market, the entire financial system is working in the interests of Nvidia and a dozen other hypo-absorbers of AI.
    Nvidia has created the strongest rally in the history of mankind with 10 trillion since the beginning of 2023 (major spurt since November), 1.5 trillion of which is sitting in Nvidia itself, it is Nvidia that will bury this idiocy.
    Nvidia reported results that are expectedly strong, but don't justify the advance in the context of a capitalization run-up. A very detailed analysis of US company reporting will be given in March.
    Nvidia is now generating 22 bln in revenue and 12 bln in net income per quarter. Meaning it is well on its way to a potential of up to 100 bln in revenue and 50 bln in profit for the year (the actual 12 months are 61 bln and 29.8 bln respectively)).
    However, even with these results (they still need to be realized), the current valuation is about 3.5 times higher than the industry average.
    In order for Nvidia's 1.8 trillion capitalization to reach the historical average for its segment, it would need to show about 350-400 billion in revenue and 100-120 billion in profit, which is obviously impossible - there are not that many consumers of AI products.
    The fact that with what fierceness the market eats up any mention of AI indicates both insanity and deep insanity (similar things were already seen in the late 90s, but on a smaller scale). This is all well and good, but not at these prices.

  • @bhupesh0111
    @bhupesh0111 3 месяца назад +6

    Forward P/E just 37

    • @gtash0010
      @gtash0010 3 месяца назад +1

      ~28 ish now post earnings. Updates coming to sites

    • @bhupesh0111
      @bhupesh0111 3 месяца назад +4

      @@gtash0010 can u plz share from where u saw 28ish?

  • @rr1ee163
    @rr1ee163 3 месяца назад

    Yes, there will be glut once the majorities of the AI infrastructures are setup, but Nvidia will be salivating on the profits that will be made on both the softwares and hardwares when all their vast customers are signed up in a forever loop cycles of subscription and upgrade package deals in order to get the latest AI premium services for their companies.

  • @jonathanlaue3460
    @jonathanlaue3460 3 месяца назад

    The arrogance to predict an NVIDIA bust is a direct insult to Jensen. This visionary has proven he will adapt his company to meet evolving demands in various tech sectors.

  • @keto6789
    @keto6789 3 месяца назад +2

    I agree!!!!! NVDA price target $10000 by a year!

    • @user-ej5bd4oq5v
      @user-ej5bd4oq5v 3 месяца назад

      what are you smoking?

    • @nickgrace5363
      @nickgrace5363 3 месяца назад

      If Tesla has a price target of $48,000 for year 2035, then Nivida could be $148,000 per share for 2035.

  • @titusp9488
    @titusp9488 3 месяца назад

    gene: as a analyst I dont really understand there is four waves to this as Jensen tells it ...but there will be massive growth and then oversupply
    he provides no projections or analysis ... talking out of both sides ... no valuation concepts at all ... where is the financial analysis?

  • @xxxxl2333
    @xxxxl2333 3 месяца назад +10

    my target is $2500 by 2025 and I am very serious!!!!!!!

    • @nickgrace5363
      @nickgrace5363 3 месяца назад

      They said the same about Tesla

  • @user-ef1ng8th5l
    @user-ef1ng8th5l 3 месяца назад +2

    I think Nvdia & Apple will be the cutting edge co's in AI.. Nothing lasts forever but remember both of these co's are genius enough to reinvent themselves or reinvent where we are headed. I agree for next few years it's AI.. & then as usual things w tech get smaller & better & it goes on...

    • @zerozip3426
      @zerozip3426 3 месяца назад

      yeah but apple is pulling in 90b a qtr and Nvidia is 23b.. Nvidia is now larger than amazon and google. IMO not much more room up its already top 3 lol. Also if they miss one time it will be the fiercest correction in the last decade.

    • @user-kg1od9es5d
      @user-kg1od9es5d 3 месяца назад

      Google/alphabet is a stock that will be a future short. They are crazy exposed in every domain - I actually think their biggest future AI play is RUclips - RUclips is teh largest catalogue of media that only Google has access to do whatever it wants with it. AI-text consumption is the first step. Ai-video/audio consumption is the long tail play to provide a new interface/UX for which to bring new experiences to life.@@zerozip3426

  • @keto6789
    @keto6789 3 месяца назад +3

    Dan Nathan has been wrong forever and has a huge ego!

    • @uskv
      @uskv 3 месяца назад

      So true.

    • @gtash0010
      @gtash0010 3 месяца назад

      Does anyone actually take him serious?

  • @JnMyNy
    @JnMyNy 3 месяца назад

    So he thinks nvda has 15% upside??? Way low.

  • @johnnyquid-xj4kk
    @johnnyquid-xj4kk 3 месяца назад

    New paradigm, these people are a little behind.

  • @jasonharsany2169
    @jasonharsany2169 3 месяца назад +1

    Smci riding Nvidia wave, with much more room to grow!.. not investment advice. Just sayin

  • @rikji
    @rikji 3 месяца назад

    nvda will be 3000 by year end amd 400-500 this year

  • @waynepreston542
    @waynepreston542 3 месяца назад

    What is ROI on these AI chips? I suspect companies will soon realize its not near what they thought it would be. The "robots" are coming to take everyone's job never materializes.

    • @KrustyKlown
      @KrustyKlown 3 месяца назад

      LOL Nvidia gross margins are HUGE and growing, they have a huge market share too because they are so far out in front of competitors. It will stay this way for years.

    • @waynepreston542
      @waynepreston542 3 месяца назад

      LOL the companies buying these expensive chips need to see a return on their investment. This is yet to be seen.

    • @KrustyKlown
      @KrustyKlown 3 месяца назад

      @@waynepreston542 "This is yet to be seen." .. not by you for sure. You not looking at companies like Super Micro Computer Inc ... doesn't make what you believe true. Super Micro Computer Inc is making a profit and wildly growing revenue. Also, Nnvidia chips go in phones, cars, personal computers, etc.. everything.

    • @uskv
      @uskv 3 месяца назад

      @@waynepreston542it will be years before they realize that. There will be many winners and losers by then. But NVDA will be minting for next 2-3 years for sure. Application is real.

    • @Chad_Max
      @Chad_Max 3 месяца назад +2

      Large language models are pretty impressive. They’re not the “going to take over humanity” level and probably never will be but how they process natural language has widespread application across all industries. They hype there is definitely real…

  • @jekatskin3860
    @jekatskin3860 3 месяца назад

    By the time the margin get lower, they will reinvent themselves with new products, wonderful company to own

  • @talvoskamote
    @talvoskamote 3 месяца назад

    First the crypto mining now the ai generative, Nvidia and amd are both lucky

  • @travisstewart8655
    @travisstewart8655 3 месяца назад +1

    The best analyst around right now on TV.

  • @capitocapital
    @capitocapital 3 месяца назад

    It's like when Ron Barron talks about Tesla making 20 million cars a year... To the moon!!!

  • @spsp3232
    @spsp3232 3 месяца назад

    These bearish guys legit rooting for when earnings go down great….. they also stay bearish when earnings go down as if they never can go up or the stock

  • @happilyretiredfrommerrill9357
    @happilyretiredfrommerrill9357 2 месяца назад

    HERMAN MUNSTER

  • @nabilhafsa1887
    @nabilhafsa1887 3 месяца назад

    Every body talking about AI for a year , buy till now no body tells us how they make money from AI more than making deep fake animations video. Does AI will boost corporations sale and profit while people not have money to buy food?

  • @RVeizaga
    @RVeizaga 3 месяца назад

    Doomsday scenarios, bubble to burst , there are too many “experts” that will predict the future , the truth is nobody knows what the future holds.
    Few years ago no one predicted Nvidia will surpass Tesla, Amazon, Meta, Goggle . Is it possible Nvidia will surpass Microsoft and Apple? . Why not? …. Why not?. I compare Nvidia to its newest chip, Blackwell, incredible speed, innovative, efficient. AI computing will leap at a fast pace, new solutions, new answers Nvidia is the vessel that is taking us , :and we are all going to the future at warp speed, thank you captain MR JENSEN HUANG , true visionary.❤

  • @sinaguso1
    @sinaguso1 3 месяца назад

    Nothing but scam comments on stock vids. Is it ai?!

  • @Chris-kt3ok
    @Chris-kt3ok 3 месяца назад

    Did your adoption of electricity have a bust?

  • @hoochill
    @hoochill 3 месяца назад

    ironically it's retail, dumb money fading Nvidia

    • @briantep458
      @briantep458 3 месяца назад

      they'll get in a year or 2 later when its at the top

  • @motap001
    @motap001 3 месяца назад

    Guy has been on the wrong side since day one.

  • @josebecerra5958
    @josebecerra5958 3 месяца назад

    Considering Blcktken300 for its $10 potential. Curious to learn more about its journey in the market.

  • @weswest8666
    @weswest8666 3 месяца назад +3

    If everything is AI who will be purchasing all these products and services when we are all unemployed?

    • @vinz300000
      @vinz300000 3 месяца назад +3

      they will be forced to do UBI

    • @davestr7031
      @davestr7031 3 месяца назад

      @@vinz300000soylent green 😂

    • @uskv
      @uskv 3 месяца назад

      That’s what everyone thought when computers came out. “No more jobs” . And See where we are decades later..

    • @pingpong1727
      @pingpong1727 3 месяца назад

      @@uskv Sure but computers were never thought to be inherently labor replacing. If we are able to make essentially AGI, even if new jobs come about they will be taken by ai.

  • @user-bh6pq9oj9l
    @user-bh6pq9oj9l 3 месяца назад

    Buy the pull back at around 715-720. They will TRAP the bulls next week.

  • @Anibanks941
    @Anibanks941 3 месяца назад

    You don't have to be rich before you invest...
    Ask me how.

  • @john-ze7eu
    @john-ze7eu 3 месяца назад

    AI bubble coming..

  • @PeterZandorff
    @PeterZandorff 3 месяца назад

    CNBC: Almost 3 mill followers and only a 1000 likes for this bull crap hype and pump of the market 🤮

  • @jeffreysmith6161
    @jeffreysmith6161 3 месяца назад

    are there any billionaire analysts? Why do why care what these dudes think?

    • @nickgrace5363
      @nickgrace5363 3 месяца назад +1

      Elon musk is a billionaire on earnings calls , and look what happens to the stock . 😂

  • @mg7685
    @mg7685 3 месяца назад

    Meanwhile, rest of the economy is sliding with low demand and confidence. Pullback is coming y'all.

  • @ronmatthews2164
    @ronmatthews2164 3 месяца назад

    Nvidia
    Super Micro Computer

  • @sharkbait201
    @sharkbait201 3 месяца назад

    Wlp