The fundamental story on Nvidia remains very strong, says Haverford Trust's Hank Smith

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  • Опубликовано: 13 сен 2024
  • Hank Smith, Haverford Trust head of investment strategy, joins 'Squawk Box' to discuss Nvidia's quarterly earnings results, the impact on the broader markets today, and more.

Комментарии • 110

  • @JacobPaul-n6p
    @JacobPaul-n6p 10 дней назад +155

    The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

    • @DhanaPayar
      @DhanaPayar 10 дней назад +3

      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 most importantly consider financial advisory for informed buying and selling decisions.

    • @Mathew-zs3nz
      @Mathew-zs3nz 10 дней назад +2

      A lot of folks downplay the role of advisors 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

    • @Agatha.wayne0
      @Agatha.wayne0 10 дней назад +3

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @Mathew-zs3nz
      @Mathew-zs3nz 10 дней назад +2

      Absolutely, Jessica Lee Horst is the FA I use. Just google the name. You’d find necessary details to work with and set up an appointment. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @Thompson-e7h
      @Thompson-e7h 10 дней назад +2

      I searched for her name on the internet, found her page, and reached out via email to schedule a conversation. Thank you.

  • @BarbaraMercer-t4u
    @BarbaraMercer-t4u 7 дней назад +179

    Everyone on WS is expecting big numbers from Nvidia...As 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, looking for companies to make additions to boost performance

    • @NatalieFormor
      @NatalieFormor 7 дней назад

      Safest approach i feel to go about it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert

    • @annaj.osorio
      @annaj.osorio 7 дней 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.

    • @DanielOrstein
      @DanielOrstein 7 дней назад

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @annaj.osorio
      @annaj.osorio 7 дней назад

      Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

    • @MonaMarieKafoury
      @MonaMarieKafoury 7 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.

  • @petergskipton
    @petergskipton 13 дней назад +122

    I dont think people appreciate quite what happened with the carry trade unwind. All those sellers had buyers. Who bought? A bunch of folks who were previously short selling the market. There isnt a massive level lower where big money will sell barring a black swan event so that is basically the bottom. It may sound odd but now that those short sellers spent a bunch of capital buying those shares we are likely priced below where most people think we should be. It might take days, weeks, or possibly months before we have another big reversal. Barring major recession issues popping up that was the bottom. If we do hit a recession I could see us going back to April lows, but lower than that is likely off the table for the market as a whole.....currently I've been engaged in active trading, which is generally safer, allowing investors to weather market volatility and also managed to grow a nest egg of around 2.3Bitcoin to a decent 24Bitcoin....I'm especially grateful to Aria Cookings, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

    • @petergskipton
      @petergskipton 13 дней назад

      Aria Cookings program is widely available online.

    • @HuyPhạm-r7i
      @HuyPhạm-r7i 13 дней назад

      Her technical analysis is excellent and her interpretation/projections of the market is so accurate I sometimes ask myself if she is human haha. Point is, Aria is the perfect trader to follow for advise and daily signals.

    • @lauraGo9
      @lauraGo9 13 дней назад

      I was big on gold and silver but a few months ago I discovered Bitcoin and Ethereum . Listening to lots of stuff from Cookings has been really helpful in my journey.

    • @Josealjornaavila
      @Josealjornaavila 13 дней назад

      It doesn't matter if you are a current holder or a newbie, you can capitalize on the fluctuation of bitcoin by trading with good strategy/signals

    • @22lsmall
      @22lsmall 13 дней назад

      The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional.

  • @KarenDuncan-o5s
    @KarenDuncan-o5s 15 дней назад +99

    As a soon retiree, keeping my 401k on course is my top priority. I have been reading of investors making up to 250k ROI in this current crashing market, any recommendations to scale up my ROI before retirement will be highly appreciated.

    • @BarbaraLouise-i3r
      @BarbaraLouise-i3r 15 дней назад

      The current market might give opportunities to maximize profit within the short term but to execute such a strategy, you must be a skilled practitioner or be working with one.

    • @MelindaMatsuda
      @MelindaMatsuda 15 дней назад

      @@BarbaraLouise-i3r 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.

    • @KarenDuncan-o5s
      @KarenDuncan-o5s 15 дней назад

      @@MelindaMatsuda Who is the coach who guides you? I urgently require assistance; my stock portfolio is stagnating, and I need investment advice for retirement.

    • @MelindaMatsuda
      @MelindaMatsuda 15 дней назад

      @@KarenDuncan-o5s Victoria Carmen Santaella is the licensed advisor I use. Just search the name. You’ll find the necessary details to work with to set up an appointment.

    • @KarenDuncan-o5s
      @KarenDuncan-o5s 15 дней назад

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

  • @auboisdaline
    @auboisdaline 15 дней назад +107

    Honestly, this situation makes me uneasy, especially with the potential depression, not just a recession. I'm not sure about my $130K investment strategy given the economic uncertainty.

    • @MariaTeresaAlejandro
      @MariaTeresaAlejandro 15 дней назад +2

      If you're not familiar with market investing tactics, you should get advice from a financial counselor.

    • @muizdh
      @muizdh 15 дней назад +2

      I agree! That's why I work with one. My $520K portfolio is well-prepared for all market conditions, having grown 85% since early last year. My advisor and I are planning for this year too. my opinion, financial advisors are among the most important professionals, just like doctors.

    • @phuc2583
      @phuc2583 15 дней назад +2

      I think could really use the expertise of an advisor like that.

    • @muizdh
      @muizdh 15 дней назад +1

      Her name is Bonita Jeanette Rodriguez. Just look her up.

    • @muizdh
      @muizdh 15 дней назад

      Her name is BONITA JEANETTE RODRIGUEZ. You can research her

  • @HelenaTichmann59
    @HelenaTichmann59 15 дней назад +135

    What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.,..

    • @HunterZ64
      @HunterZ64 15 дней назад

      There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist

    • @SummerBear74
      @SummerBear74 15 дней назад

      I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders

    • @AgataRadizikowska
      @AgataRadizikowska 15 дней назад

      Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.

    • @SummerBear74
      @SummerBear74 15 дней назад

      NICOLE ANASTASIA PLUMLEE' is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

    • @AgataRadizikowska
      @AgataRadizikowska 15 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.

  • @kortyEdna825
    @kortyEdna825 13 дней назад +5

    I've owned NVDA for over 8 years. It's been up and down, but I believe in Jensen Huang and will stick with NVDA until Jensen says otherwise. I know that sounds crazy, but when the financial statements/Jensen, (same to me) tell me to sell, I will. I'm sure I won't sell at the top, but that's OK.

    • @carssimplified2195
      @carssimplified2195 13 дней назад +2

      Kept $105k in CIT Bank HYSA at 5.05% but i now plan to invest in the stock market. What are your thoughts on that? What stocks should I look out for as a newbie to safely grow my money?

    • @brucemichelle5689.
      @brucemichelle5689. 13 дней назад +2

      Apt!! I was self-managing my portfolio but suffered heavy losses in 2022 and i knew i couldn't continue like that, so i consulted a fiduciary advisor. By restructuring and diversifying my $1.2M portfolio with dividend-paying stocks, ETFs, Mutual funds and REITs, I significantly boosted my portfolio, achieving an annualized gain of 28%.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 13 дней назад +2

      I regret selling stocks 2021 and my strategy ever since has been pretty much buying Gold and silver to protect my wealth but if I could come up with a way to profit from this bull run, that would be brilliant. I've missed so much already. can you share more info?

    • @brucemichelle5689.
      @brucemichelle5689. 13 дней назад +1

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

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io 13 дней назад +1

      Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.

  • @Leonardo-ze6lz
    @Leonardo-ze6lz 15 дней назад +6

    Strong buy at open,10% easy

    • @karmasutra4774
      @karmasutra4774 15 дней назад

      I jumped in and waiting to see if I will get more

  • @otherZinc
    @otherZinc 15 дней назад +2

    This guy is Intelligent!

  • @amatuer2
    @amatuer2 15 дней назад +1

    Analyzing Data Center's revenue composition, sales to China increased sequentially and accounted for a "significant" portion, despite stringent U.S. regulations limiting the sale of the company's most powerful processors to Chinese AI customers. However, Nvidia acknowledged that China's share of DC revenue remains significantly lower than the pre-restriction levels of approximately 20%. Still more room to grow.

  • @ravingcyclist624
    @ravingcyclist624 15 дней назад +10

    People aren't understanding how powerful AI is. I never use an internet browser anymore. I use AI for everything!

    • @80sguy27
      @80sguy27 15 дней назад

      It's a fad. People will eventually get bored with everyday AI, which may then restrict AI to the cutting edge of computing.

    • @karmasutra4774
      @karmasutra4774 15 дней назад

      I agree. I think it's not a fad like someone just suggested. I think the way we use it will change and it'll be integrated just like the Internet was and social media. We use it for everything and we thought it would be a fatd also - and it's not.
      This is just as big as the Internet, I think.
      I use three different chat bots AI 🤖 for everything I do and double check the answers myself because this is all still new

    • @ryanpadilla7851
      @ryanpadilla7851 15 дней назад +2

      @@80sguy27 AI will be normalized exactly like how old people back then said the internet was dumb and worthless.

  • @OspreyVision
    @OspreyVision 15 дней назад +1

    The key 🔑 now is to find the "NEXT" NVDA! .......

  • @beautifulpeoplealways
    @beautifulpeoplealways 15 дней назад +30

    nvidia or apple which is a better investment now? just got my inheritance of 600k and would love to put my money to work, so i can earn in dividends, i'm also looking at paying mortgage where rates are not so high.

    • @justlikekingsolomon
      @justlikekingsolomon 15 дней назад

      Both are crap for dividends.

    • @VictoriaMartins-s4u
      @VictoriaMartins-s4u 15 дней назад +3

      Put it at nvda and in 3 years you will 99% probabilities be 1 Milion

    • @everceen
      @everceen 15 дней назад +2

      The issue is people have the "I will do it myself mentality" but not equipped for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since covid-outbreak to date, summing up nearly $1m.

    • @evelynlukmon
      @evelynlukmon 15 дней назад +1

      @@everceen bravo! mind sharing info of the professional guiding you please? been looking at financial advisory for a while now, but my challenge is where and how to find a fiduciary

    • @everceen
      @everceen 15 дней назад +1

      I've stuck with ‘’Katherine Nance Dietz” for 4 years now, and her performance has been consistently impressive. She’s quite known in her field, you can confirm her on the internet.

  • @kisamelives7307
    @kisamelives7307 15 дней назад +3

    Diamond hands

  • @sahil17ghai3
    @sahil17ghai3 15 дней назад +1

    Worth investing in PLTR compared to AMD and AVGO (Broadcom)?

    • @ryanpadilla7851
      @ryanpadilla7851 15 дней назад

      PLTR and NVDA go hand in hand. PLTR is a monster in it's infancy. NFA, but I'm already up over 5% on it since the dip yesterday lol

  • @thebadasseryfactory
    @thebadasseryfactory 15 дней назад +18

    dumb money selling off

  • @graces.2827
    @graces.2827 15 дней назад +3

    AI will dominate many areas. BUY the dips! $NVDA, $TSLA, $MSFT, $GOOG...

  • @OspreyVision
    @OspreyVision 15 дней назад +1

    Limited upside from here. At $3T market cap now. Can NVDA double to $6T? The US economy is $28T. NVDA valuation at 20% of the US 🇺🇸 economy seems unrealistic! 💯 Facts!

  • @sanjuro2024
    @sanjuro2024 15 дней назад +2

    💎 🖐️ 💪

  • @ronmatthews2164
    @ronmatthews2164 15 дней назад +5

    $ 180 by the end of this year ?

    • @karmasutra4774
      @karmasutra4774 15 дней назад

      150 is the target I saw. More reasonable. I prefer for this to grow with a solid base slow and steady. That is how you build real wealth. Start young and invest more conservatively and you will sleep better at night and still be a millionaire by your early 30's

    • @ryanpadilla7851
      @ryanpadilla7851 15 дней назад

      most likely. A lot of retail investors are just finding this hype monster

  • @ichoudhury007
    @ichoudhury007 15 дней назад

    Smaller companies will not build out their AI clusters for chaining models. However, they will be consumer of model that are leased out, rent out or sold by proud providers and other big businesses data centers.

  • @33Treez
    @33Treez 15 дней назад

    The Graph... GRT... Decentralized Indexing Infrastructure... 50+ Networks including Bitcoin!! Absolutely Amazing! DeFi, RWA's / DePins need Indexing to create WEB3 Platforms and DApps...

  • @rahulitrc
    @rahulitrc 15 дней назад

    i just don't get it. today morninh almost all wall st analysts raised their targets for NVDA after a very very good Q2 results, still stock is down today

  • @2023gainer
    @2023gainer 15 дней назад +1

    The AI sector Bulls are Charging Hard today. VHAI.. Vocodia holdings... SoundHound Voice AI tech . Nvidia Dip buying today and tomorrow. EV sector Surges...Frey... NKLA.. Nikola.. Lilm.. Lillium Evtol Jets..Blink Charging...Evgo .. Rivian.. Lucid and more.

  • @robertjanhoning3922
    @robertjanhoning3922 15 дней назад

    Where are those killer apps in finance and other specialist areas that do give 100% of accurate responses and thus can be trusted? Anybody a view. If they are not there, when will they be? Who is going to buy and make huge profits on the infra that the hyperscalers are building?

  • @OspreyVision
    @OspreyVision 15 дней назад

    Once everyone has AI, the demand will shrink. People are talking about the next generation of AI being a one-off. Won't need a new upgrade in a very long time ⌛️

  • @NomadJoe0323
    @NomadJoe0323 15 дней назад

    Were you at the nvidia watch party? 😂 Becky is the queen of all business news hosts

  • @user-hx1sp2zu6p
    @user-hx1sp2zu6p 15 дней назад +5

    Today 160 by end

  • @dgaz3057
    @dgaz3057 15 дней назад

    OIL and GAS

  • @OspreyVision
    @OspreyVision 15 дней назад

    NVDA's own success will ultimately lead to its failure as future demand dries up after the next deliveries.....

  • @yogeshpande1101
    @yogeshpande1101 15 дней назад

    Nvidia is best option in present...
    They atleast some goal!!!!!!

  • @far1762
    @far1762 15 дней назад

    Alceva,,,? 🙄🙄

  • @chuyenpham3336
    @chuyenpham3336 15 дней назад

    Okkkk

  • @far1762
    @far1762 15 дней назад

    Ce, vad, acum, e, fryka, prima, parte, pakat, ca, nu, vad, cei, ascuns

  • @Hadyreley
    @Hadyreley 15 дней назад +1

    I glad to have an adviser who is excellent in what he's .....doing , you changed my entire life and I will continue to preach and song your praises on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Julie Brown Investment!

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      @mark-s2g 15 дней назад +2

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      @jacksteven4245 15 дней назад +1

      last 2 years since paying off the mortgage and saving and investing 35-40% a year.* *Married with 2 kids and funding their 529s per month as well, 2year worth of emergency fund saved up and have 0 debt of any kind. Hoping to reach at least 3M by 55. Started at 10k net worth at age 48 so made quite the progress just in 2 years.

    • @ЕвгенийГузев-д8ц
      @ЕвгенийГузев-д8ц 15 дней назад +1

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      @mark-s2g 15 дней назад +1

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    • @Hadyreley
      @Hadyreley 15 дней назад

      Run a quick online research with his name...

  • @far1762
    @far1762 15 дней назад

    Cit,?, e, tympu, va, decide, hai, da, toțu, și, din, mine a, ai? 😮😅😅😮😳🙄👁️

  • @rickhayes-oh2zm
    @rickhayes-oh2zm 15 дней назад

    and no dividend. pay a dividend stock will go up.

  • @user-hx1sp2zu6p
    @user-hx1sp2zu6p 15 дней назад

    Good luck buying a 40000 dollar chip