Unleashing The Power Of Nvidia: Defending FOMO, Oracle Stock, Quantum Computing, And Sovereign AI
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- Опубликовано: 27 май 2024
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In this video, Chip Stock Investor discusses the concept of FOMO (Fear of Missing Out) in investing, particularly defending its strategic value in the tech industry, while cautioning against its excesses.
Nick and Kasey emphasize the importance of moderating investor behavior to avoid extreme market sentiment swings - in both directions - and highlight the booming AI trend that may have taken some investors by surprise. Specifically, we explore Oracle's growth and strategic positioning, thanks to its partnership with NVIDIA, in cloud computing and AI infrastructure services.
Oracle's successful use of NVIDIA technology in enhancing its cloud services and infrastructure is showcased, along with a detailed discussion on Oracle's financial performance and future prospects in related markets like sovereign AI and quantum computing development. Finally, we discuss one of our keys to smart investing for the long-term.
Access to all of our show notes and slides can be found on the Ko-Fi Shop, or via a subscription to our Discord server. And stay tuned later this week for more about semiconductor manufacturing, including part of Nvidia’s breakthrough with the new Blackwell GPU accelerated computing platform.
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Chapters:
00:00 Defending FOMO: A Surprising Perspective
00:30 NVIDIA and Beyond
04:43 Oracle's AI Ambitions Through NVIDIA's Lens
10:34 Exploring Sovereign AI and Quantum Computing with Oracle and NVIDIA
16:36 Investing Wisdom: Patience, Quality, and the Long Game
Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
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Nick and Kasey own shares of Nvidia
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Do one on Intel. They just got $20B from the U.S
You two are among the best sources of info on this industry I have. Thank you so much!
Well said - buy “quality” companies and then do nothing - compounding is not well understood. I learnt it the hard way. Had I not sold the AAPL stock I bought when Steve Jobs came back to AAPL in 1997 - I would have had multiples of what I have
Copy that. I bought AAPL i 1997 and after 12X, we sold the shares in 2007 to buy a house. In 2007 the iPhone was released and we could have bought 10 houses today, for the same shares.
why is OCI the only cloud provider for Sovereign AI? not Google, Azure or Amazon?
Thanks for the work you put in. Great info. Stay awesome.
buy quality, maybe not at the right time, but be patient - this is what i think when i look at my ACLS position ;)
Great discussion. Oracle is Silicon Valley royalty. Respect!
Biggest challenge to keep focus and patience...i bought some AMD Stocks before they released the first ryzen cpu, sold it later with 100% and spend it all in asia within a year while traveling. Today i could travel mutch longer :)
How do you feel with FOMO but also fear of buying the top? DCA and time?
FOMO who succumbs more into that Wall Street or retail?
Both, a massive chunk of Wall Street is set up to simply cater to retail
sitting on dead money for decades usually happens when you fomo. if you bought nvda at the highs the last time it took decades to recover your initial purchase.
Thanks you!💯
How long are these various NVIDIA partnerships? How (if any) will these partnerships tie other companies to NVIDIA for years to come? How strong are these partnerships?
Hard to say, but infrastructure hardware is sticky stuff. It will be multi-year partnerships at the very least.
Thanks again
nice speech ! There is a point there !
When will AMD, Ampere Computing and more catch up to Nvidia?
Then what will Nvidia be worth?
So Albania will be the next country to offer a golden visa 🤔
Thanks for the insight on Oracle. Isn't Arista Networks a direct competitor?
Hey Geordie, no Oracle's software and infrastructure is in a different realm. Arista is a switch/router and data center engineer.
How come Micron vent up by 14% in a day
Investors excited about the earnings outlook from AI systems
For DECADES! Here, here!
Could you do another video on intel. They just got $20B from the U.S
Nice video as always. I worked for Oracle briefly as a student. Since then I swore not to touch anything they make, sell or even look at :).
Ce ai, ceva😮, e😮😃
Would be funny if this was a bubble and everything dropped by 60-80% and stayed there for 5-10 years
Like the internet bubble🤔...
@@montyburnz the internet bubble seemed small compared to this.
@@sirus312 this is not like the bubble...were you investing then??? I was
The difference is looking at the companies whom Nvidia is selling to vs Cisco, back in the day, not to mention that Nvidia is nowhere near Cisco’s valuation in 2001.
All bears think like this. Everyday, all day. One day it will happen. Just not TOday😂