Nvidia is king of the AI hill, says Wedbush's Matt Bryson

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  • Опубликовано: 6 июн 2024
  • Matt Bryson, Wedbush Securities senior VP of equity research, joins 'Power Lunch' to discuss the chip wars among the big semiconductor companies and Intel's newest AI chip.

Комментарии • 34

  • @ScottLarrry
    @ScottLarrry Месяц назад +39

    Have you observed the movement in Nvidia's stock this year?

    • @LeahLewis-ny9iu
      @LeahLewis-ny9iu Месяц назад +9

      Indeed, it's been remarkable. I've heard Wendy Joyce Wood foresaw this at the outset of the year.

    • @OliverLiam-px3vx
      @OliverLiam-px3vx Месяц назад +8

      Is that so? What insights led Wendy Joyce Wood to make such a prediction?

    • @MelissaHobbs-qm8wi
      @MelissaHobbs-qm8wi Месяц назад +7

      @@OliverLiam-px3vx Wendy Joyce Woods possesses a profound comprehension of market dynamics and technological trends. Her foresight is quite remarkable.

    • @EricaWaters-lr6zw
      @EricaWaters-lr6zw Месяц назад +5

      Impressive. I should certainly consider consulting Wendy Joyce Wood's predictions before making any financing moves.

    • @WhitneyRoss-dj4rf
      @WhitneyRoss-dj4rf Месяц назад +4

      Wow, that's impressive! I've heard of her. I'm excited to hear about her success stories. I've actually had my mortgage paid off by following her guidelines calls.

  • @keeganpenney169
    @keeganpenney169 Месяц назад +4

    The fact this guy's talking about CUDA, I'd say he actually knows what's up. I use to knock on CUDA and Nvidia until about 2015 or 2016 when I finally saw the light. I was in the camp "GPUs can't get any better/good enough" camp for so long. I'll never forget the night I installed a CUDA based card with real time raytracing abilities (RTX series) and I was floored and intrigued at the same time. My friends and I were playing this silly game called 7 days to die and I had played with them 20 minutes prior on an ATI chipset, and right out of the gate seeing the difference and wondering How is this distinct visual difference possible without changing any settings, same code but different hardware and architecture with it, as I originally bought it as it was required for software I wanted to use, but overall I became a believer almost over night quite literally. Learning the history of CUDAs development also helps me get behind what this guys saying, NVIDIA will maintain its kingship in the chip innovation and development market, AI besides the point. I think AI helped showcase to the world use cases for pallelel processing with code architecture based computing. If your still on the fence, and for the record I have no nvidia shares, you should do yourself a favour and read up on CUDA and at least how it works over classical computer architecture before it.

  • @pjdava
    @pjdava Месяц назад +4

    CNBC Television, Yay! I liked this video so much, it made me smile!

  • @jeffrose5622
    @jeffrose5622 Месяц назад +2

    NVIDIA is the future of all technology. They have 90% of the market share and CUDA! No one will ever have a software stack like CUDA, which is why NVIDIA is a decade ahead of everyone. The competitors will fight over the remaining 10% of scraps.

  • @henryjames2484
    @henryjames2484 Месяц назад +1

    NVIDIA Stock dips as investors pay their tax bills. Perhaps good time to jump in while it’s low.

  • @jacquelinekim5622
    @jacquelinekim5622 Месяц назад

    Morgan Stanley analyst Joseph Moore raised Nvidia's stock price target from $795 per share to $1,000. The new forecast represents a 17% upside from Tuesday's close.

  • @usntheboy1
    @usntheboy1 Месяц назад +1

    Intel has stiffed innovation for long enough. They've have been left behind for good.

  • @jacquelinekim5622
    @jacquelinekim5622 Месяц назад +2

    🥰😍🤩💘💝💖Nvidia is a winner!!!

  • @darrenhere5856
    @darrenhere5856 Месяц назад +3

    tech companies have spent $50B on chips, and only have realized $3B in revenue so far. hype is always greater than actual

  • @slyktech1860
    @slyktech1860 Месяц назад

    Does Nvidia actually have the data? No, they are just good at providing resources to those that have the data.

  • @dgaz3057
    @dgaz3057 Месяц назад +5

    NVDA is the new Apple

    • @muratshogenov9563
      @muratshogenov9563 Месяц назад +1

      AAPL is still strong and solid!

    • @R4dr1ar
      @R4dr1ar Месяц назад +1

      Captain obvious strikes again... NVDA is exactly what TSLA was 2 years ago: Massive demand pull-forward during massive hype. Then competition came in and margins eroded...

    • @dgaz3057
      @dgaz3057 Месяц назад +3

      @@R4dr1ar competition is years away

    • @MatthewMS.
      @MatthewMS. Месяц назад +1

      @@R4dr1arthat comparison is not smart

    • @R4dr1ar
      @R4dr1ar Месяц назад

      @@MatthewMS. you are not smart.

  • @platoscavealum902
    @platoscavealum902 Месяц назад

    🤖📈

  • @Bradgilliswhammyman
    @Bradgilliswhammyman Месяц назад

    Plunge prot team out in force

  • @mmercato7174
    @mmercato7174 Месяц назад

    Amd

  • @forecaster.biz_official
    @forecaster.biz_official Месяц назад

    Matt probably use our software ❤

  • @jacquelinekim5622
    @jacquelinekim5622 Месяц назад

    Morgan Stanley analyst Joseph Moore raised Nvidia's stock price target from $795 per share to $1,000. The new forecast represents a 17% upside from Tuesday's close.