BUY NVIDIA BEFORE EARNINGS? Here's What We Know About The Blackwell Delay
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- Опубликовано: 9 сен 2024
- In this video, I will talk about Nvidia stock and the recent reported delays. Is NVDA a buy or sell?
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Thanks, Couch. I continue to buy on all weaknesses. It's my best performing stock.
NVDA is one year ahead . If you take off the supposive 3 month delay; NVDA is still 9 months ahead of schedule!
They are two years ahead. Unless you test these chips vs AMD, you don’t know that.
This is only for hardware. Software is years ahead.
Man they are 3 years ahead 😂
I expect NVIDIA to beat analysts expectations in their Q2 report.
Just wanted to say that down the line (in the next 1-5 years) NVIDIA May produce a quarter which does not fully meet analysts expectations (similar to Amazon last week)
That doesn’t mean Nvidia all of the sudden turns into a bad company if they miss expectations by a little as long as they show continuous growth and profitability. I think long-term the company will be fine. I believe Apple had a few earnings misses during growth stages (I could be wrong on this though)
I just think it’s good to be prepared mentally for a slight earnings miss down the line (if it ever happens). The company will still grow.
I feel like some people view this stock as an all or nothing. I.E it either goes to the moon or collapses. I don’t think this is the case.
I think NVIDIA is established enough to grow slow and steady (once it stops growing rapidly like it has in the past 1-2 years) for the next 10+ years, similar to a Microsoft or Google.
Let me know your thoughts
Very articulate and well written. As a veteran professional, I watched AAPL and GOOG grow from 2007 and on, the excitement for NVDA makes Apple and Google’s rise seem like child play. I can’t remember missed quarters (to expectations or analyst estimates) and how the stocks reacted to said quarter specifically which is a good sign. I do remember 2016 apple really slumping and going below $100 at the time (split adjusted around $25/ share) and this is around the time Warren Buffett saw it was under priced and bought and profited incredibly well from it.
The current Beta (volatility) of NVDA has been wild, and I am a long time pound the table and large concentrated shareholder (was 6 figure now 7) since 2018 so I know exactly how much skepticism there has been and how many 15%-50% drawdowns I had to endure on top of the skeptics of their technology. What comes to mind the most is spring / summer 2019 after crypto crash (I bought more) and the worst was long 2022, I bought more in the fall at its lows before exploding.
Nvidia is the best company of all time and founded by the best CEO of all time Jensen. It has briefly become but will do it again - the most valuable company in the world. It’s not going anywhere and if there is ever going to be a company to continue growth, Nvidia is the poster child of that. Apple, Microsoft and Nvidia are basically essential to operate, exist and grow in this world. I worked for the 3 USA big banks and worked for Merrill Lynch during the 2008 financial crisis, and like them - Nvidia is Too Big (and important) to fail in this fast paced world we are in today.
Exactly. One quarter or even two Q's doesn't change a thing when we talk about these types of companies.
got some at 97.85 today, I won't be surprise if it continues to go down with this volatile market but I cannot miss this opportunity of 20% down when I think we weren't even at the peak before. Thx for the video
Nice price you got!
Few things to consider -
1. Nvidia is THE leader in the space, its easier for other competitors to follow once Nvidia shows the world how it's done.
2. A LOT depends on Blackwell, imagine rolling out the chips and finding these issues in production which would be horrendous not only for Nvidia but also for other megacaps. Its good they are testing it rigorously, fixing things before the industry takes the big leap.
3. Competitors don't even know what it would take to develop a competent chip. Why can't they faulter?
Overall, I feel its a small blip in larger scheme of things. Other companies are way way behind Nvidia.
Nobody has a MOAT like NVDA CUDA.
In computing, CUDA is a proprietary parallel computing platform and application programming interface that allows software to use certain types of graphics processing units for accelerated general-purpose processing, an approach called general-purpose computing on GPUs
Indeed Robert. Which is why I keep mentioning software when talking about Nvidia.
I think it's a strong buy at this price and definitely a company with better future than tesla or intel
You are absolutely right , it’s only the beginning each company currently trying to to change the old compute to a new way of AI and let me tell you the companies which delay in implement new compute power will stagnate or even stop in their growth.
Also when I hear : NVDA will soon have a competition in their space 🙈 this people clueless what are they talking about. It took NVDA A dictate to release this innovation they will be a monopoly at least for another 5 to 7 years
Indeed, people think that making chips takes weeks..
NVDA to at least $175 by the end of the year
I hope you are correct
Probably should buy before earnings, but I don't have diamond hands like you, sir. I'm trying to get better.. but I don't mess around till after earnings to see where it lands and go from there
Buying nvidia before earnings with these kinds of high expectations is not diamond hands, it's gambling.
If we're at 100 or below going into earnings, I might just gamble
@@CouchInvestor well long term of course it's gonna work out, but what's gonna work out the best? It doesn't matter how low nvidia is, if the earnings are underwhelming it'll drop lower, if the earnings are overwhelming, it'll drop higher and never look back. That's why it doesn't matter what price nvidia is at before earnings. Buying nvidia before earnings isnt about profiting or not, it's about maximizing profits, through what is essentially a gamble with only a single variable that you have minimal knowledge about. AI is already seeing meaningful real world application so ai development and therefore nvidia chip demand won't stop, long term you can't lose. The better question isn't if nvidia is gonna rise, it's what is the best company affiliated with ai with massive realistically achieveable growth potential. To me it's micron and smci as they work on all the high performance datacenters needed for ai development. Without major competition in their respective fields really.
Well done!
Thank you!
Stop putting out these positive videos man Trying to land me some NVDA under $90 😂
sorry sorry!
Thank you great video! Im also very curious about CELH earning looked good and stock still around 40 usd im wondering about your opinion when its good time to add
I guess the market didn't like Monster's earnings
@@CouchInvestor yes this was my guess too, but considering all that do you think its a good time to add CELH ?
Next year after Q3 2025 pe=50 would be 200$
In comparison now pe=50 is 90$
I bought Super Micro at 565 on Tuesday. Could have got it even cheaper but I mistimed the purchase thinking it would bounce back. Still, not a bad price. Luckily i got Nvidia at pre stock split price $425 ($42.50 post stock split). I hear good stuff about Sound Hound. Any opinion? I bought it at $7.50 few months ago.
NVDA to 200 after this dip Couch
Nvidia won't hit 200 share this year maybe 160 in 9 months and 200 in 13 months
U think its going to add 3trillion in value 😂
@@alfredwilson846 By 2025 end maybe
I'm thinking 125-130
It was already at $3T btw
This will go up from here. Giving earnings will be coming out soon I only wish it would dip one more time
18 days left for it to dip
Of course, since the market is a bear market, it is defined as a period of decline in the share price of more than six months, when the share price drops to new lows, then the share price will lose 0.33 and it is not advisable to rush to make a decision, because it says to wait 4-5 years for a decision. Because it is
+20% drop is a bear zone for a stock no?
My biggest concern with NVDA is its valuation. I think it’s priced at levels of unrealistic growth and also assuming they have zero competition. I do think it’s a phenomenal company
They do have Zero competition. Their chips use much less electricity and that is the main expense for AI training.
Value is not high PE sub 50% is extremely cheap for this growth…
Is it unrealistic to grow +30% with +70% margins?
Thanks
Welcome
Hey Couch. Would you please do a video covering $RKLB amazing report. Really appreciated man.
Will do!
hey futon
@couchinvestor what do you think about Snowflake earnings coming up??
I would like to know more about the data breach and how that has impacted them. Other than that I think they'll do well but I would only add after the ER
If there is another dip before earnings should I purchase NVDA, I purchased another AI based company and I have got around a 20 percent increase in a few days. Still mad that I sold NVDA stock at 87 dollars just a few months ago.
Why did you sell is the question you need to answer
@@CouchInvestor Oh, I sold because I had absolutely no idea what I was doing, plus I only bought 40 dollars worth. So, it wouldn't have made a big difference anyways lol.
I'm kicking myself for missing NVDA under 100.
I’m kicking my self for buying at 107 for the 3rd time made 3000 for the 2 and out 19500 for 185 avrg 107
I'm kicking myself for buying Nvidia in 2019 and selling two years ago...
🎉🎉
Super 👌
Thank you
What about Paycom?
What about it? Have they reported?
@@CouchInvestor certainly they will (sooner or later)😊
No!!! It's over praiced. When AI buble brust a lot of people will lose alot of money. Pluse company is not going to grow forever. And there anather companys who makeing AI cheeps.
That's not an argument
Yes, it is . Nvidia costs as much as Mirosoft but does not make as much money like them. P/E 40 Problem is people are blinded whit greed, and when the buble burst, They will say the market is riged and they never see it coming. Nvidia is a great company but at the momen to overpraiced. You do you, my man, but I am telling you what's go up must go down.
the reail community dont like cheap stock.. they will start buying after the company when its going abit expensive.
Us per usual
Did you just compare PP and SoFi to Nvidia, lol
Nope, I did not compare the businesses
CEO Nvidia has been sold millions on his own stocks since June into August 8th
He's been selling for a while and the stock kept going up
@@estefanopicci4020 His holdings are worth Billions. So what if he sells a few millions worth. A guy has to take some small change out to play with, new car, new house, help his family etc
🥳🥳✌️✌️