Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year.
Jenienne Miniter Fagan 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.
cool ,two favourites. anyways, Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference. If you are in cross roads or need sincere advise on the best moves to take now its best you seek a pro who knows about the financial markets. Cheers and good luck!
It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
I agree that many people are considering NVIDIA 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
Agreed, people often underestimate the role of financial advisors. Over 50 years of data reveal that those who work with advisors typically earn more than those who do it alone. I've been fortunate to work with one for 5 years now, resulting in a million portfolio.
That is just amazing. I've attempted to employ a financial advisor by doing some research on my own, but it's somewhat daunting. Would you kindly refer the people you work with?
I've experimented with a few over the past years, but I've stuck with the popularly ‘’Amber Michelle Smith” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Some experts say Plantir is the next Nvidia. I intend buying $200K worth of it soon. I’m well positioned with good blue chip companies and A.I stocks but concern is how to hedge against crash.
market crash is inevitable, but there are actually strategies to mitigate risk and profit consistently, tho such executions are usually carried out by investment experts
Agreed, people often underestimate the role of financial advisors. Over 50 years of data reveal that those who work with advisors typically earn more than those who do it alone. I've been fortunate to work with one for 5 years now, resulting in a million portfolio.
i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well
Can't divulge much, I delegate my excesses to someone of great expertise ''Katherine Nance Dietz'' preferably, you can look up the name on the web, her qualifications speak for itself.
curiously inputted Katherine Nance Dietz on the web, spotted her consulting page and was able to schedule a call session, no sweat. Ive seen commentaries about advisors but not one looks this phenomenal
My average split adjusted is $3.57/sh crazy, been invested since late 2017. In 2022 I double down when NVDA tanked almost 80%, it was scary but then BOOM...AI baby it just sky 🚀 and in August of this year 2024 when it dropped. I sold all my NFLX which I been holding since 2009 and bought on average of 91.64/share. Its been a crazy, scary fun ride😅. What I have hearing from my friends in Asia specifically Singapore. I am confident with conviction that NVDA will be very much in play for at least next 5 years. Wish everyone who have invested in NVDA 🍾 🥂 🥂 🎉🎉 💰 💰 💰 🏦 🏦 🏦 🏦 🏦
@@nicholas5396 China is currently facing economic challenges. My friends in Singapore and Hong Kong informed me that their economies are stagnant. Any disruption by Xi's policies could have a negative impact on the current state of the economy, something the communist government wants to avoid. Fun Fact: Most Western media didn't catch this when Jansen Huang visited Taiwan recently. He made a statement asserting that Taiwan is a country. Xi's administration responded by stating that in Chinese, the term "country" refers to a state, which implies that Taiwan is part of China. This response seems laughable and indicates that Xi may be avoiding upsetting Jansen. Only time will reveal Xi's true intentions.
Dan Ives has been right a lot more % times than otherwise. When PANW crashed few months ago, Dan said don't be shaken, it is a buying opportunity. Boy, was he right!
Nothing against Dan but being a permanent bull in the longest bull run in history means he bet on always saying number goes up and has to be right in the long term. His biggest superpower is never being bearish even in bear markets. It's proved quite lucrative
Ives is spot on about the supposed Microsoft client risk. Microsoft and the other hyperscalers are essentially middlemen for other enterprises. Microsoft also said this on their earnings call. CEO at Microsoft said something to the effect of "we have to spend aggressively on capex BECAUSE we see so much demand and we will have to continue for as long as we see the demand". You only become concerned for Nvidia once you start seeing capex decrease at these hyperscalers
Agreed. Give it a couple years or if a recession starts hitting their bottom line. Hyper scalers don't love spending that kind of cash so at the earliest signs they can slow down they will. In which case nvidia will be selling gpus for their msrp of $7k a pop instead of $30k a pop. Margins will compress at the same time as revenue falls. Investors will watch in awe as the algorithms sell so fast the exit door will be so over crowded they'll just have to watch the chart nose dive. Hopefully I'm wrong but it is a very conceivable possibility.
I thought Josh (and Michael) was/were lightening up on NVDA. This was music to my Labor Day. Love the additional depth on why we are in the first inning.
We need more characters like Dan I love his passion and knowledge of this AI domain his colorful attire also brings me a lot of joy ! Josh’s attention to detail is also commendable love the whole team at the compound Thankyou for the continued content !
The main reason the price dropped was simply two words......."unrealistic expectaions". Wallstreet is greedy and not rooted in reality. Ives knows this and Jensen is smart. Dont listen to wallstreet, the media or so called analysts. Pay attention to the hyperscalers and governments arpund the world. They have the big money and most of it is rooted in Nvidias chips. We're good people.
This was a very informative video about NVDA......thank you very much! Jensen came from a very humble background.....he did not grow up with a silver spoon in his mouth. That is probably the main reason why he is so smart and so extremely successful! I am a holder of NVDA stock for the long run. This recent downturn in the price of NVDA is just a blip in the chart in the long run. I think they should not have split the stock because it is easier for the market to manipulate it with all the crazy types of puts and calls etc......gamblers are taking charge of the stock because of it's low price.
2 years ago Dan Ives was only talking about 5G supercycle for Apple and everyone. None of it played out the way he envisioned. Somehow nobody is asking him about it anymore, people forget and more on to the next big thing.
Good point. I like Dan Ives personally, but I honestly get tired of the "Godfather of AI' stuff, and the Messi of AI when talking about Palantir, etc. etc. It was funny and cool the very first time I heard it, but now it's really, really played out. I think we Dan Ives talks about a $8 to $10 multiplier for every dollar spent on Nvidia hardware, I'm thinking we might need to chop those numbers in half to be more realistic. More like $4 to $5 for every 1 dollar of hardware. But still, even if that's the case, NVDA is still headed for 4 trillion and then 5 trillion not too long after that. I still like Dan, I think he's a good guy and means well, I just wish he could tone down a bit of the hyperbole
Jensen keeps saying it but these analysts didn’t understand- they are investing in the software side - Cuda libraries are integrated into the most common programming languages - Python , C++, R, Java
Love JB. The man has made me $$$. Would be interested in an interview of an analyst who covers the infrastructure build of AI Data Centers; Building materials, electrical, cooling, logistics, etc.
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference. If you are in cross roads or need sincere advise on the best moves to take now its best you seek a pro who knows about the financial markets. Cheers and good luck!
The Blackwell mask fix is to improve manufacturing yields during wafer production. Not uncommon in sending a design to the foundry, where semi professionals critique in detail the mask layout to meet foundry yield manufacturability goals.
The foresight of buying Mellanox is still under appreciated. Infiniband is what allows high speed inter-server communication and nvidia’s rdma over IB is a huge part of the secret sauce. 800 gigabit infiniband is on the horizon and will represent another huge leap in performance. Competitors are trying to build on Ethernet (RoCE) but it’s a generation behind.
At what point would you abandon a dca ? My personal concern is when we see company’s that were A plus at one point and people felt confident. I don’t hear much about when to accept a loss Would you look at basically when earnings hit a certain point ? Change of management possibly Awesome videos 👍
Ironically, this guy selling NVIDIA harder than a WallStreetBets poster sells a penny stock made me extremely nervous as an otherwise bull for the stock. At least feign some potential risks for the stock's outlook as a counterbalance my guy ...
Wasting weekend re-selling dreams. Only time will tell. I think the big boys sold ITM calls and brought it down for Options to expire, and that's the explanation. NVDA will definitely creep back up. I appreciate Josh & Dan Ives being always positive. It would have been good for Dan to list out a few stocks that will be next NVDA
"First Inning" a company valued at $3T dollars, is the 3rd largest company in the world, and trades at 50x times earnings. Hmmm. OK, I'll play... What inning is it for a company that is in Series A and valued at under $2M?
If said company is on the verge of going out of business it would be like the last inning wouldn’t it? Most Series A don’t make it to Series B do they?
@@curiousoffice I like that thought exercise. One angle to be considered is the longevity, whereby cash assets and a Lindy Effect are in play, so IBM >>> NVDA >>>>>>>>>> Series A startup. Albeit, I think the main point of the analogy was growth. I'd argue the growth is behind, Feels like top of the 8th or 9th to me. The ChatGPT hype of Oct 2022 and everyone going gonzo on GPU data centers relying almost entirely on NVDA is nearing an end. Amazon, Apple, Microsoft, and Google have begun to develop their own GPUs. Google already had TPUs. The days of no competition are nearing their end and and thus the fumes of the hype cycle are also nearing their end. There's also some potential attack vectors for Trumps Tariffs to affect NVIDA's GPU sales (it did prior too) as well as geopolitical issues in the South China Sea as a black swan.
great point at the 12:00 min mark about INTC missing the point about nvda creating the ecosystem with software, etc… thats was the whole point of how Wintel originally captured the PC market! i think the future risk to this is having an intermediary language (maybe triton or mojo) that can speak cuda to nvda chips or whatever AMD has without the software engineers needing to care.
I just for the first time invested in Nvidia purchased 100 shares at $125.12 a share Wednesday afternoon before the earnings report; I was expecting the stock price to go up after earnings. I was wondering if I purchased Nvidia too late. I will be 49 years old in October so there is a still a chance my 100 shares of Nvidia will be worth at least $500,000 before I am 65 years old.
Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.
Interesting interview, thanks for the information on NVDA. Do you think there are strategies to 3x gains ?
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year.
Could you kindly elaborate on the advisor's background and qualifications?
Jenienne Miniter Fagan 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.
cool ,two favourites. anyways, Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference. If you are in cross roads or need sincere advise on the best moves to take now its best you seek a pro who knows about the financial markets. Cheers and good luck!
It seems like there's potential, but caution is warranted. hence I will advice you get yourself a financial advisor that can provide you with entry and exit points
No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.
Now F PE is 25/26. This is a screaming buy now as of today
How can I reach this advisers of yours? because I'm seeking for a more effective investment approach on my savings?
The balls this man has, to have this in depth meaningful conversation while wearing those glasses. Bravo sir
It would have been good for them to discuss a little bit of SMCI who builds servers using AMD and NVDA
As a board certified plastic surgeon I can see how important is nvda for medicine and plastic surgery. It’s just the beginning 😮
@@MordcaiBlau That is very interesting
@@MathGPT LOL
Good for him. Party on Dan
I agree that many people are considering NVIDIA 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
When diversifying, spread investments across sectors and assets to lower risks. Research and consult a financial advisor for aligned decisions.
Agreed, people often underestimate the role of financial advisors. Over 50 years of data reveal that those who work with advisors typically earn more than those who do it alone. I've been fortunate to work with one for 5 years now, resulting in a million portfolio.
That is just amazing. I've attempted to employ a financial advisor by doing some research on my own, but it's somewhat daunting. Would you kindly refer the people you work with?
I've experimented with a few over the past years, but I've stuck with the popularly ‘’Amber Michelle Smith” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks.
Loved this convo, 2 of my favorite analyst. Now invite Tom Lee for a talk please
Information overload
Hahahaha … that’s a lotta sugar
everyone loves downtown and Dan Ives
I wish
And Meet Kevin
This is an excellent video. I love both the Host and the Guest are very precise and to the point. It is outstanding conversation.
Thanks for bringing him on! Dan's views have been correct over the past few years.
Great show. They make me feel like not such a complete idiot for putting most of my investment $ in NVDA.
Ives and Brown. Two big personalities aligned to the monsters of Tech. It’s always the ecosystem that wins not the product. Sum of the parts!
We hear from Dan on CNBC, but these are just 5 minute segments max. I like hearing him go in-depth to explain the why and how. Cheers Josh!
Excellent discussion with Dan Ives. Thanks, Josh!
Both of your opinions and analysis are very much appreciated and respected! Very few out there I can say that about...
Some experts say Plantir is the next Nvidia. I intend buying $200K worth of it soon. I’m well positioned with good blue chip companies and A.I stocks but concern is how to hedge against crash.
market crash is inevitable, but there are actually strategies to mitigate risk and profit consistently, tho such executions are usually carried out by investment experts
Agreed, people often underestimate the role of financial advisors. Over 50 years of data reveal that those who work with advisors typically earn more than those who do it alone. I've been fortunate to work with one for 5 years now, resulting in a million portfolio.
i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well
Can't divulge much, I delegate my excesses to someone of great expertise ''Katherine Nance Dietz'' preferably, you can look up the name on the web, her qualifications speak for itself.
curiously inputted Katherine Nance Dietz on the web, spotted her consulting page and was able to schedule a call session, no sweat. Ive seen commentaries about advisors but not one looks this phenomenal
Dan Ives and Josh Brown are the best IMHO!! Hey DAN!
This is the best version of Josh Brown. This is a great interview.
Thanks!
Thank you both for a great episode on a market holiday.
Jensen Huang is the real boss! Started out washing dishes in restaurant in college and look where he is now!😆
Josh here - thanks for watching! My new book is officially released tomorrow! Pre-order here: amzn.to/3yZhW8D
How do I get an autographed copy?
Hey Josh, whats with the 2025 figures in the charts? Should be 2024 or are they projections as the language would imply otherwise?
@@leenglishman1605 fiscal '25, companies are often on their own fiscal calendar for various reasons - JB
@@TheCompoundNews Thanks Josh
So many nuggets of gold listening to you guys. Thank you
NVDA will be $162 before end of year
I love listening to Dan Ives he is equally informative as he is entertaining
My average split adjusted is $3.57/sh crazy, been invested since late 2017. In 2022 I double down when NVDA tanked almost 80%, it was scary but then BOOM...AI baby it just sky 🚀 and in August of this year 2024 when it dropped. I sold all my NFLX which I been holding since 2009 and bought on average of 91.64/share. Its been a crazy, scary fun ride😅. What I have hearing from my friends in Asia specifically Singapore. I am confident with conviction that NVDA will be very much in play for at least next 5 years. Wish everyone who have invested in NVDA 🍾 🥂 🥂 🎉🎉 💰 💰 💰 🏦 🏦 🏦 🏦 🏦
Hopefully China doesn't ruin your thesis in or around 2027🤞
Stop typing like a 12 year old
@@nicholas5396 China is currently facing economic challenges. My friends in Singapore and Hong Kong informed me that their economies are stagnant. Any disruption by Xi's policies could have a negative impact on the current state of the economy, something the communist government wants to avoid.
Fun Fact: Most Western media didn't catch this when Jansen Huang visited Taiwan recently. He made a statement asserting that Taiwan is a country.
Xi's administration responded by stating that in Chinese, the term "country" refers to a state, which implies that Taiwan is part of China. This response seems laughable and indicates that Xi may be avoiding upsetting Jansen. Only time will reveal Xi's true intentions.
cool
I didn't know who or what this company was back then
Love your sunglasses just like your witty brain Dan. Thank you man!!
Two of my favorites! Not only because they both bring great insights but they both seem like good human beings!
Insane! The 2 most important opinions in tech. Outright. Thanks.
My average cost on Nvidia is $23 split adjusted. I think Dan Ives is right. We are still early in the game.
Nice! Mine is 79. I w as a little late to the party but still have made some dough.
The only thing stopping everything is the election
Mine is 50.08. Bought early but not enough. Now fully vested. 😊
Mine is $6.24
@@mistapikkles SAD for you 😢
One of my favorite Tech Dan’s!
Great conversation!!!! Thanks for doing this guys!!
Thanks for watching, glad you enjoyed it!
Another winning show Josh. Thanks for the great content!
Thanks Josh and Dan. I follow you both on CNBC also. L-T NVDA holder.
I aspire to afford Dan's style. Love it!
Dan Ives has been right a lot more % times than otherwise. When PANW crashed few months ago, Dan said don't be shaken, it is a buying opportunity. Boy, was he right!
Nothing against Dan but being a permanent bull in the longest bull run in history means he bet on always saying number goes up and has to be right in the long term. His biggest superpower is never being bearish even in bear markets. It's proved quite lucrative
@@nicholas5396 You raise a very good point!
Josh Brown & Dan Ives, it does not get any better than that!!!
Thanks!
Let’s go Dan Ives and Nvidia NVDA 💚🖤
Awesome conversation - great questions Josh, learned a lot.
Ives is spot on about the supposed Microsoft client risk. Microsoft and the other hyperscalers are essentially middlemen for other enterprises. Microsoft also said this on their earnings call. CEO at Microsoft said something to the effect of "we have to spend aggressively on capex BECAUSE we see so much demand and we will have to continue for as long as we see the demand". You only become concerned for Nvidia once you start seeing capex decrease at these hyperscalers
Agreed. Give it a couple years or if a recession starts hitting their bottom line. Hyper scalers don't love spending that kind of cash so at the earliest signs they can slow down they will. In which case nvidia will be selling gpus for their msrp of $7k a pop instead of $30k a pop. Margins will compress at the same time as revenue falls. Investors will watch in awe as the algorithms sell so fast the exit door will be so over crowded they'll just have to watch the chart nose dive.
Hopefully I'm wrong but it is a very conceivable possibility.
I thought Josh (and Michael) was/were lightening up on NVDA. This was music to my Labor Day. Love the additional depth on why we are in the first inning.
Brown did sell some of his NVDA, said it on CNBC halftime show.
My two favorites, Dan / Josh
Right On Brother! 💪💪🥳🥳✌️✌️
The best !
Great convo! Also, really appreciate the Labor Day content for us stock market degens!
Great interview !!!!!!! Super good information NVDA 💰🚀💰🚀
Great show. Dan explains things in great way.
Glad you enjoyed, thanks!
Great show, Downtown JB
These two and Tom Lee are the only ones I listen to for investment advice.
Holiday vid, the man from downtown doesn’t stop. LFG
Thanks for watching!
Compound Team - Been a while since Tom Lee has been on the show. Make it happen!
Buy NVDA, thanks for the analysis guys!
Dan has THE MOST SWAG/STYLE on Wallstreet!!! 🥳🤠😂
We need more characters like Dan I love his passion and knowledge of this AI domain his colorful attire also brings me a lot of joy ! Josh’s attention to detail is also commendable love the whole team at the compound Thankyou for the continued content !
Great show this is the kind of show we love… quality picks with the details
Great video…love both of you !!! Insightful
Thanks!
Well done, thank you.
The main reason the price dropped was simply two words......."unrealistic expectaions". Wallstreet is greedy and not rooted in reality. Ives knows this and Jensen is smart. Dont listen to wallstreet, the media or so called analysts. Pay attention to the hyperscalers and governments arpund the world. They have the big money and most of it is rooted in Nvidias chips. We're good people.
Excellent and hugely informative discussion. Great!!!
Great stuff, gentlemen! 💣
This was a very informative video about NVDA......thank you very much! Jensen came from a very humble background.....he did not grow up with a silver spoon in his mouth. That is probably the main reason why he is so smart and so extremely successful! I am a holder of NVDA stock for the long run. This recent downturn in the price of NVDA is just a blip in the chart in the long run. I think they should not have split the stock because it is easier for the market to manipulate it with all the crazy types of puts and calls etc......gamblers are taking charge of the stock because of it's low price.
Thank you - the “best”!
Fantastic discussion, much appreciated!
Fun discussion guys. Thanks.
Thanks for watching!
2 years ago Dan Ives was only talking about 5G supercycle for Apple and everyone. None of it played out the way he envisioned. Somehow nobody is asking him about it anymore, people forget and more on to the next big thing.
Good point. I like Dan Ives personally, but I honestly get tired of the "Godfather of AI' stuff, and the Messi of AI when talking about Palantir, etc. etc. It was funny and cool the very first time I heard it, but now it's really, really played out. I think we Dan Ives talks about a $8 to $10 multiplier for every dollar spent on Nvidia hardware, I'm thinking we might need to chop those numbers in half to be more realistic. More like $4 to $5 for every 1 dollar of hardware. But still, even if that's the case, NVDA is still headed for 4 trillion and then 5 trillion not too long after that. I still like Dan, I think he's a good guy and means well, I just wish he could tone down a bit of the hyperbole
Thank you! ❤
Dan Ives is the man!
Dan Ives guidance made many new millionaires.
Jensen keeps saying it but these analysts didn’t understand- they are investing in the software side - Cuda libraries are integrated into the most common programming languages - Python , C++, R, Java
Are those updates recent?
when Dan Ives speaks, we all listen...
...with our eyes shut.
Ives and Brown GOATS....
dan ives is the jensen huang of josh browns
Love JB. The man has made me $$$. Would be interested in an interview of an analyst who covers the infrastructure build of AI Data Centers; Building materials, electrical, cooling, logistics, etc.
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.
Problem is that NVDA is addicted to the datacenter, their mobile offerings are terrible. Inference needs to happen at the edge (mobile) and training will not have the same amount of demand as time goes on. NVDA is a major bet on aggregation of resources (compute) but this is cyclical as we have seen dozens of major shifts in this industry. Remember when Citrix aggregated desktops with VDI and then it imploded because VDI has a problem with latency? AI Inference in the datacenter has the same problem with latency. AAPL and Samsung are the best buys for AI now that we are transitioning from training to inference. If you are in cross roads or need sincere advise on the best moves to take now its best you seek a pro who knows about the financial markets. Cheers and good luck!
This is going to really start heating up with Blackwell.
Heating up they say.... 😅
Wonderful insights. The ai revolution is real
Dan also said NVDA would have a " drop the mic moment " when the latest earnings were released. Not quite.
Beautiful polo Dan!
Wow Nick Swardson knows a lot more about NVDA than I would’ve thought
Great insight gentleman
My God.....Dan is too damn cool.
dan ives is the man!!
Great show
The Blackwell mask fix is to improve manufacturing yields during wafer production. Not uncommon in sending a design to the foundry, where semi professionals critique in detail the mask layout to meet foundry yield manufacturability goals.
These two are so bloody good
The foresight of buying Mellanox is still under appreciated. Infiniband is what allows high speed inter-server communication and nvidia’s rdma over IB is a huge part of the secret sauce. 800 gigabit infiniband is on the horizon and will represent another huge leap in performance. Competitors are trying to build on Ethernet (RoCE) but it’s a generation behind.
Excellent !!
Job well done men!
🐐 living his best life 😎
great fucking conversation. thank you
I drink the Dan Ives Kool-Aid! 🤑
At what point would you abandon a dca ?
My personal concern is when we see company’s that were A plus at one point and people felt confident.
I don’t hear much about when to accept a loss
Would you look at basically when earnings hit a certain point ?
Change of management possibly
Awesome videos 👍
Ironically, this guy selling NVIDIA harder than a WallStreetBets poster sells a penny stock made me extremely nervous as an otherwise bull for the stock. At least feign some potential risks for the stock's outlook as a counterbalance my guy ...
Strong Island Representing ❤
Wasting weekend re-selling dreams. Only time will tell. I think the big boys sold ITM calls and brought it down for Options to expire, and that's the explanation. NVDA will definitely creep back up.
I appreciate Josh & Dan Ives being always positive. It would have been good for Dan to list out a few stocks that will be next NVDA
Cool hat!
Think Price range Will be between 120- 160
But 3-5 years spand it Can grow to 300+
God bless Dan Ives
"First Inning" a company valued at $3T dollars, is the 3rd largest company in the world, and trades at 50x times earnings.
Hmmm. OK, I'll play... What inning is it for a company that is in Series A and valued at under $2M?
If said company is on the verge of going out of business it would be like the last inning wouldn’t it? Most Series A don’t make it to Series B do they?
@@curiousoffice I like that thought exercise.
One angle to be considered is the longevity, whereby cash assets and a Lindy Effect are in play, so IBM >>> NVDA >>>>>>>>>> Series A startup.
Albeit, I think the main point of the analogy was growth. I'd argue the growth is behind, Feels like top of the 8th or 9th to me. The ChatGPT hype of Oct 2022 and everyone going gonzo on GPU data centers relying almost entirely on NVDA is nearing an end. Amazon, Apple, Microsoft, and Google have begun to develop their own GPUs. Google already had TPUs. The days of no competition are nearing their end and and thus the fumes of the hype cycle are also nearing their end.
There's also some potential attack vectors for Trumps Tariffs to affect NVIDA's GPU sales (it did prior too) as well as geopolitical issues in the South China Sea as a black swan.
Ives is a rock star
Nvda deserves its multiple, but the hype factor by many including TV land can be over done at times.
Amazing.
dan with the drip
great point at the 12:00 min mark about INTC missing the point about nvda creating the ecosystem with software, etc… thats was the whole point of how Wintel originally captured the PC market!
i think the future risk to this is having an intermediary language (maybe triton or mojo) that can speak cuda to nvda chips or whatever AMD has without the software engineers needing to care.
I just for the first time invested in Nvidia purchased 100 shares at $125.12 a share Wednesday afternoon before the earnings report; I was expecting the stock price to go up after earnings. I was wondering if I purchased Nvidia too late. I will be 49 years old in October so there is a still a chance my 100 shares of Nvidia will be worth at least $500,000 before I am 65 years old.