I bought NVDA back in 2022. I added to my position recently for an average cost of $620. I listened to Jensen’s speech to Stanford and figured if I strike out with Jensen on my side, there’s worse mistakes I can make….
Hey Tim your point on Nvda is valid. If you bought MSFT up 2000X, that's right 2000 times you would have made 3000X on your investment. MSFT is up 5000X since its IPO.
No. It started at $0.10 2000X that is $200 3000X $200 is what you implied. No. Buying from the 2000X point and riding it to the 5000X point is 2.5X your money, not 3000X
Agree with Tom, except perhaps for his point that Nvidia is non-cyclical (11:44). It's true that Nvidia is attempting to become non-cyclical with its CUDA development platform on the software end and this play may indeed pay-off, but historically it has been cyclical as a hardware company.
You have to keep in mind that people are pricing in 50% growth, so the expectaion is high. If they come out with 30-40% growth, the market would be selling off. I am not saying they can't maintain this rate, but the risk is elevated. Make sure to do your research and manage your risk tolerance.
Great Analysis 👌on NVDIA.Every Company needs NVDIA for their growth, NVIDA is impacting each and every company and every sector to transition to AI, I think and my guess is it will be the first 5T company this year or next and may very well be first 10T company in next few years by or before 2030. even Tesla cannot reach its FSD Training and Compute with out NVDIA
Sounds about right, I don’t argue it won’t grow, good video. But no companies monopolise sector for decades. Look at Nokia, Google, Apple, Tesla. They are still big great companies (except Nokia 😅) but another great ones emerge to compete all the time. If NVDA skyrocketed ~300% it doesn’t necessarily mean it will add 300 more.
I bought Nvda in 2022 then sold it for Tesla. Then bought back in at 400$ then sold at 750$ then bought back just before earning at 668$ then sold it at 920$ and now I put all the gains and initial investment in nvda2x after nvda con .🎉
How can anyone short NVDA knowing that NVDA just can't supply enough to the big dogs who are absolutely busting for their GPUs. They are booked out for yrs, IMO. Also TSM will follow.
Dear Tom Thanks for the inputs. It is your inputs I had entered pltr and tsla. I am adding every now and then. My time frame is elastic. YOU compared AVGO. Is it comparable company with NVDA AND AMD. They recently bought VMWARE. HAS that warranted in comparing BROADCM. WHEN time permits share your thoughts. Thanks
Yo Tom! Always appreciate the professional insight Do you think we will see any sort of significant dip in the over all market between now and end of June??? (you know what I'm referencing...)
But what if there isn't 3 cuts this year by the fed? I suspect 1 at most, unless the AI bubble pops and takes the whole economy with it, which it might
How much gpu can the world absorb? Eventually they would run out of buyers? Maybe just a few companies will need to buy to train a need model but most companies will just use pretrained models because it's too expensive.
In this video he is using a software that you can easily enter different assumptions to sales and earnings projections to get a projected stock price. Does anyone know what the software is called?
60% EBIDTA growth for 5 years is not realistic though imho. Its a super bull case scenario. There is a chance their margin have to come down and their growth is lower for any reason. Then even the current valuation is barely justified... You mentionned Tesla at the beginning - their margins have come down since everyone was raving about it. Still very bullish on Tesla but I expect NVDA to move sideways from now on.
I'll just buy LEAPS on this and trade it but more longer term. Buying even just100k of this wont make me that much just buying stock alone...but thats just me.
I do see NVDA at least doubling within the next 2 years. But I can't justify buying it at these prices. Then again I've bought TSLA at every single price point since 2020 but I have high conviction there. PLTR is my number 2 hold and I prefer dumping money at these low prices.
Dojo is purpose built for FSD training, and is very limited. Nvidia Cuda is programmable for any AI purpose. To add insult to injury, Tesla still buys Cuda processors for their FSD training
@@mickeybeavison1053 That's highly depends on your assumptions. Nvidia currently has unsustainable growth and unsustainable margins, so the valuation is built on quicksand. Tesla on the other hand is suffering from high interest rates and general slowdown in cars sales, and it has many products in the works that would dwarf Nvidia and last much longer.
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I listened to Tom few months ago and bought 300 shares of Nvidia and now I am $50k up
Wow,good for you! I only have 10 shares so far.
Nicely done. Don't sell.
🫡
@@mikedowell8465I only have 7 😆 but that’s a lot for me personally so I’m good with it 😎
These bots...
Sold at 440. Bought it again at 633. Hardest thing to do in investing IMO.
!00% agree. When do you decide to sell?
Nvidia, Palantir & Tesla. That’s my daily Mantra.
The trifecta
I'm in for Tesla & Palantir. Wish I had more money for Nvidia.
I’m up 340% on nvda lol
Not so convinced re Palintir but do hold them from many years ago. Hoping to break even at least 😂
Been with Nvidia since 2019, best stock decision ever...
I bought NVDA back in 2022. I added to my position recently for an average cost of $620. I listened to Jensen’s speech to Stanford and figured if I strike out with Jensen on my side, there’s worse mistakes I can make….
Hey Tim your point on Nvda is valid. If you bought MSFT up 2000X, that's right 2000 times you would have made 3000X on your investment. MSFT is up 5000X since its IPO.
No. It started at $0.10
2000X that is $200
3000X $200 is what you implied. No.
Buying from the 2000X point and riding it to the 5000X point is 2.5X your money, not 3000X
Agree with Tom, except perhaps for his point that Nvidia is non-cyclical (11:44). It's true that Nvidia is attempting to become non-cyclical with its CUDA development platform on the software end and this play may indeed pay-off, but historically it has been cyclical as a hardware company.
I am surprised Tom’s channel isn’t bigger for the information and perspective he offers for nothing.
besides the information i love the camera quality of this channel.
❤️
Thanks for the great points 🤘No Doubt , NVIDIA is needed for each industry, each and every company for their growth. dont sleep on NVIDIA
You have to keep in mind that people are pricing in 50% growth, so the expectaion is high. If they come out with 30-40% growth, the market would be selling off. I am not saying they can't maintain this rate, but the risk is elevated. Make sure to do your research and manage your risk tolerance.
about time... NVDA was the sneaky investment worth the hype TSLA was getting these past 4 years!
Keyword is "was". I'm not sure it's a buy today. Remember what happened to Tesla when it was this popular?
@@andrasbiro3007Elon ain’t CEO of NVDA
@@mountainman6549
And who said he was?
Great Analysis 👌on NVDIA.Every Company needs NVDIA for their growth, NVIDA is impacting each and every company and every sector to transition to AI, I think and my guess is it will be the first 5T company this year or next and may very well be first 10T company in next few years by or before 2030. even Tesla cannot reach its FSD Training and Compute with out NVDIA
Sounds about right, I don’t argue it won’t grow, good video. But no companies monopolise sector for decades. Look at Nokia, Google, Apple, Tesla. They are still big great companies (except Nokia 😅) but another great ones emerge to compete all the time. If NVDA skyrocketed ~300% it doesn’t necessarily mean it will add 300 more.
I bought Nvda in 2022 then sold it for Tesla. Then bought back in at 400$ then sold at 750$ then bought back just before earning at 668$ then sold it at 920$ and now I put all the gains and initial investment in nvda2x after nvda con .🎉
Tom, did you buy it? Or you still hold only S&P500, Palantir and Tesla?
Ill stick with pltr, bigger upside long term in my view
NVDA brings together both the AI popular and crypto themes.
How does it do that? (Curious)
If you re crazy about it Tom , why do you have only 10 shares in it and not ALL in ???
At this point I would only buy nvda if they split. 900 is too much.
I lived through this in 1999. Kinda feels like that again. Oh well.
Hmmm yeah
Stock split coming soon also
Have been saying this since last year and nothing
Wow, you were right!
Do you think we will see an NVDA stock split anytime soon?
Analyst have been saying this all year and nothing
It's coming soon
Sorry but Microstrategy is the right answer. It will be worth more and is laughably undervalued compared to Nvidia.
How can anyone short NVDA knowing that NVDA just can't supply enough to the big dogs who are absolutely busting for their GPUs. They are booked out for yrs, IMO. Also TSM will follow.
What about Microstrategy?
Most people can’t afford nvda at this current price
Buy fractional shares
how do you do that?
@@ADM015
@@ADM015not all brokerages offer that option
Servus Tom!
Plse tell us about Ocugen.
Tom, what do you think of Micron?
Don't lie to me, Tom. Not today 😢
great content I feel there will be a stock split this year wich will encourage more buying
Dear Tom
Thanks for the inputs. It is your inputs I had entered pltr and tsla. I am adding every now and then. My time frame is elastic.
YOU compared AVGO. Is it comparable company with NVDA AND AMD. They recently bought VMWARE. HAS that warranted in comparing BROADCM. WHEN time permits share your thoughts.
Thanks
Good video, Tom! Thank you for breaking it down for us.
When can i enter into nvidia? Thanks Tom!
The best times to make big money is over . NVIDIA can’t grow over 100% yoy .
Bought 5 shares yesterday, now it's down $54 per share...where's the bottom?
@Christine_perkins13 No Nvidia?
bottom doesnt concern you . Nvida is for the future. You dont buy it for tomorrow price
Did you know Jensen Huang and Lisa Su (AMD) are cousins? 🤯
lol
Thought they were uncle and niece
Tom, would you recommend fractional shares on this ? Not financial advice of course.
And yes AMD announced they won't be competing with Nvidia on their top the line GPU
Hi Tom, which of your patreon levels would you recommend for someone who’s a beginner in trading, just start with the lowest one?
Yes
How about selling naked short puts? What could go wrong?
Yo Tom! Always appreciate the professional insight
Do you think we will see any sort of significant dip in the over all market between now and end of June??? (you know what I'm referencing...)
I prefer Tesla and Palantir at these prices. Though Nvidia is an incredible company.
Hi Tom. Can you compare Sofi against SQ (Block)? Thanks.
What are your thoughts on INTELC
I'm in the business of making money, not pissing on my face😂
Thanks Tom good video. M
This AI hype giving me flash back of the EV taking over the world hype year few years ago
Am buying till it's at least 5 trillion in market cap, if goes past 5 trillion I will still be buying but more cautiously.
But what if there isn't 3 cuts this year by the fed?
I suspect 1 at most, unless the AI bubble pops and takes the whole economy with it, which it might
Can we have some examples from the past that are exceptions to this same rule?
I’m wondering what to do with my Cisco- seems to be dead in the water 🤔
I wish I had the money for it. I’d pile it all in. But I just don’t, unfortunately.
Fractional shares. Buy $5 per day.
Wait for the split
My boat exactly!! Know what to do,unfortunately just have to keep box jabbing / DCA
@@ragmanintxwhere can you do that?
@@ragmanintxwhat if I just go ahead nd put $900 down ?
I love this dude
thanks for the valuable info Tom!
How many Michigan shirts do you own?
Not enough
grreat job Tom
Looking good Tom!
Thought you were all PLTR and TSLA???
How much gpu can the world absorb? Eventually they would run out of buyers?
Maybe just a few companies will need to buy to train a need model but most companies will just use pretrained models because it's too expensive.
AMD pe is skewed due to the xylinx acquisition
Tom its money on the table.
I say with love. Btw
love hw u present your videos ❤
E
Thank you! 😃
In this video he is using a software that you can easily enter different assumptions to sales and earnings projections to get a projected stock price. Does anyone know what the software is called?
Stock-mvp.com
Intel?
60% EBIDTA growth for 5 years is not realistic though imho. Its a super bull case scenario. There is a chance their margin have to come down and their growth is lower for any reason. Then even the current valuation is barely justified... You mentionned Tesla at the beginning - their margins have come down since everyone was raving about it. Still very bullish on Tesla but I expect NVDA to move sideways from now on.
That's the thing, the higher you go the harder it is to beat the previous years/quarters whilst expectations will remain the same or increase
NVDA will make more money?
Selling 1 grandma to buy some Nvidia 😅😅
Tom, what do you tou like better nvda or pltr?
What will end up being more valuable in 5yrs 10yr
Palantir has definitely much more upside, and far less risk.
I'll just buy LEAPS on this and trade it but more longer term. Buying even just100k of this wont make me that much just buying stock alone...but thats just me.
So I should put $900 down on nvda?
I think nvidia will split because the growth is exponential 🤓 I
WE ❤ TOM
I don´t have money to buy this stock, it´s too expensiv for me, sorry. Thank you for all good content videos.
U can buy fractional shares
Exactly…. you still benefit from the percentage gains.
Trading 212
@@DanielPryor-zk2hshow and where?
Crazy opportunity!!
I do see NVDA at least doubling within the next 2 years. But I can't justify buying it at these prices. Then again I've bought TSLA at every single price point since 2020 but I have high conviction there. PLTR is my number 2 hold and I prefer dumping money at these low prices.
Wait for the split!
@@timtorkelson7201when’s the split when’s the split.
@@timtorkelson7201when da split
@@timtorkelson7201when la split
Is it possible to buy fractions of NVIDIA stock?
Yes
Sold SMCI at 300$. Smh 🤦🏽♂️
When NVDA splits next it’s going to rocket…
Well, Cisco taught China how to make routers and switches.
AMD and Intel are not going to stand still
The chip sector is cyclical.
GO BLUE
Let’s go Tom! Big fan since 2021, just took profits on $AMZN, looking to buy $PLTR
I also took profits on $AMZN, and already bought $PLTR and I already own $NVDA.
with margin?
no thank you
Nvidia $ 2,200 in one year.
New subscriber!!!! Thank you for the education ❤🤓
One word, Tesla Dojo. Ok 2 words😂
Dojo is purpose built for FSD training, and is very limited. Nvidia Cuda is programmable for any AI purpose. To add insult to injury, Tesla still buys Cuda processors for their FSD training
It will at least 5x this yr
Peak sp longterm 1500. Imo
Not too shabby
i am going to sell everything and buy nvidia calls
Tsla waaay undervalued and oit of favor in financial news. Tsla pltr vs nvda. I will earn more pn these 2 stocks by % yes no.
@@mickeybeavison1053
That's highly depends on your assumptions. Nvidia currently has unsustainable growth and unsustainable margins, so the valuation is built on quicksand. Tesla on the other hand is suffering from high interest rates and general slowdown in cars sales, and it has many products in the works that would dwarf Nvidia and last much longer.
Tesla has been using nvda
@@richardyanez2344
Has been. They aren't using them in the cars, and in the process of replacing them in AI training.
Watching this video I suddenly feel sick that I have AMD calls.
Haven’t seen video but is this pltr??
Nope
Nice HC dude
Not cyclical?
I’m from Pakistan can I join you community?
I love you Tom ;)
Мой сын трайдер 20 лет
❤