$800 is probably not crazy nor ridiculous. I remember my college buddy doing a presentation on Nvidia back in 2003 when we were in college. I did mine on Olympus camera manufacturer. Back then, Nvidia was less than $3 per share (0.30 cents in todays' post split price). Nvidia looks to have even greater outlook now than they had in 2003, and so I feel Nvidia's growth is still in its 1st, 2nd, or 3rd inning out of 9. I see Nvidia being the dominator for the next 20 years like Intel was the past 30+ years. I don't see some competition just taking over just like that in this industry.
Agreed but right now these valuations are insane. I would like to know which method is being used to value this company. What are hedge funds using etc.
@@kimb6508 expect it is all about future earnings, based on the experience of similar technologies of the past…. Then add what else can NVDA come up with…. Technology evolutions… smaller scale transistors in the angstrom level… Grow the other businesses that they have created already… Don’t fall for that trees don’t grow to the sky line… Some trees grow some really big branches… other trees grow into an entire forest…. The biggest companies used to be Philip Morris and Exxon… growing, finding and refining raw materials before selling… for pennies on the pound… Today one NVDA chip is made out of silicon (refined sand, dirt cheap), selling for near $50k per ounce… and they sell three chips at a time… a Grace and two Hoppers Amazing! 😃
@@mcbeavis6380 sure, why not…. They are turning sand, dug out of the ground, into something worth more than gold… The only thing they do to add value, is design the layout of the transistors that get printed onto that sand wafer… (not even design the transistors themselves) and support it with a bunch of software packages… NVDA has figured out a way to turn sand into gold, while the world lines up to buy more… and has a natural moat all around it. They are ahead of the competition, and move faster than they can catch up… (great management team) Go figure… Why does the world want accelerated computing? Why use a computer at all? Why are all of our cars so full of electronics today? Sensors, computers, electric motors, all stuff that works magically… Why do our cars have back up video, many have several cameras… and a braking system that saves it all when the driver is too slow to react. Cyclical stock? It has two cycles… grow fast, and grow faster… It has outlived slowness in the computer business, it has survived the variations in the crypto mining business… Get off the NVDA train before crashes… measured by the lack of interest in internet companies… Do you remember how boring Facebook is, kids will never use it, it is run by the guy known as the toddler CEO… google wastes all their money on self driving cars and RUclips videos… those will never catch on or get paid for… (things that sounded silly at first) Remember writing the same thing about the first trillion dollar company… Once you buy an iPhone…. Why would you buy a second? Where does all that money from the AppStore come from? Writers on Facebook don’t even get paid… they are the users. Stuff advertised for sale… more users. Turning sand into gold in chunks of 10billion dollars… The only thing holding them back… production rate of chips coming out of their favorite supplier takes a month to ram up… and they will have to perform this same type of ramp up next year when Maxwell is the old chip and Grace is coming on line… It is tough to pair up with people that do this stuff for a living… they know the future of technology, and make money for share holders at the same time… 😃
AI stocks will dominate the market. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 140% from NVIDIA. I'll also take these other recommendations you made.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
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.
Sophia Maurine Lanting is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
I appreciate this. After curiously searching her name on google and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Tired of the "recession is coming!" threat. Recessive periods come along with equivalent market opportunities if you are well informed and equipped, I've seen folks amass wealth in the midst of economic turmoil and even pull it off easily in favorable conditions. Invariably, the collapse is getting somebody somewhere rich
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. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
My CFA Lucinda Margaret Crist a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
I have been in Nvidia since 2011. Initial buy in price split adjusted $.60. I have 60,000 shares. $800 would make me $48,000,000. I would be happy with $200 in early 2025 and $12,000,000.😁👍😁👍
Sold my APPL before it tanked, will buy at next major drop. I’d definitely need to make use of the $250k liquidity elsewhere. So what should I be looking at? Large cap or small cap stocks? Maybe NVDA?
i love this analyst. in march when i was beginning to process what a gold mine i was sitting on (long term, large concentration in only NVDA) his appearance on here to discuss NVDA was what really helped me understand that it was all real and happening (i was expecting ai revolution but not until like 2030’s) THANKS Phil
Finally someone talkimg about real world penetration Use cases; Military Government(federal, state, local etc) Enterprise Software mega caps Healthcare Automotive Autonomous Operations streamlining Robotics Pharma And 1000s of single use apps for the consumer… Then every country on the planet is going to do the same? Did i miss anything???
imagine if someone created a product that cut the cost and improved the customer experience and overall operational efficiency by being able to take over and do their customers serive instead of miserable call centers. That hypothetical product would change an entire industry upside down. it would be worth an incredible amount of value. Nvidia *IS* that product essentially and can change not just customer service but literally everything and how we live life. The situation as far as a product/service and a company … there has never been anything ever as good as Nvdia right now.
Yes this is possible but they miss one major issue is the people, at the moment population workforce is declining and debt is skyrocket especially with 18-45 yrs old. It will be Ai bubble
I've been an investor in Apple,Tesla because I strongly believe in the company. I've always believed in the stock, but now I don't know if i am to re-distribute my portfolio and put some money in Nvidia. especially now that we are experiencing a market correction.
The setback with NVIDIA’S Blackwell line gave the market pause, and many of the speculators abandoned the stock. But, NVIDIA fundamentals, especially the high demand for their products, are rock solid.
There's not enough electric power in the US to run all the Nvidia chips that are forecast by extreme bulls (they use a lot). However, there will still be a lot of Nvidia chips bought by the hyperscalers, and they have the money to locate or build generation plants to run their own data centers. If the govt or military get on board in a big way, they will make electricity happen, but they have almost no experience or knowledge to run their own data centers, so they'll probably farm it out, but since they are so paranoid about security, it's a question mark. Certainly, the other smaller corporations won't be able to run their own data centers, they will use the hyperscaler infrastructure.
hey brian, good to see your comments. if things pan out as things look i wouldn’t be surprised if we see $20T by 2030. it is still five years away, we will be in a new world by then. revenues could be into the trillions by then once they get into the government spending and military, etc. and i am saying this objectively, not as my usually nvidia stan lenses. blackwell in 2025 earnings will give us a good idea of where things stand.
@@mcbeavis6380 I’ve been a slamming the table on NVDA since 2018. I literally “bet” my entire future on NVDA years ago, and I won already. I have lived through several 50% + draw downs with NVDA. I still believe it to be the best place (and once in a generation opportunity still) to our my money. It is fairly priced at the current multiple. I diversified a little in August 2024 because I see some other slam dunk opportunities at the moment. So my NVDA position went from 100% to 80% (still 7 figure position value and will continue to grow). Am I willing to “bet” on Nvidia’s future? F*** Yes.
He is making a great point, which I hadn't even considered. The local,state and fed government hasn't even started to invest in AI-related technologies. Once they do, this is gonna explode even further.
AI can analyze data and make decisions based on algorithms but cannot make ethical or moral judgments. It lacks the ability to consider broader social implications when making decisions, which is crucial in many real-world scenarios.
Yes, Tesla is going to need to program which animals it's cars are willing to mow down. Maybe a slider on the dash or knob so you can personalize which size animals you are comfortable running over? Or, are they going to slam on the brakes when a mouse, or frog, crosses the highway directly in front of you at 70mph. So many questions ...
I'm perplexed. Phil knows so much about Nvidia and the AI ecosystem, yet he can't make up his mind whether to pronounce it N-vidia 👍🏽 or NUH-vidia 👎🏽. 🤦🏽♂I've never heard anyone pronounce it both ways in one interview! lol
AI excels at identifying correlations within data but struggles with causal reasoning-understanding how one event leads to another. This limitation hinders its ability to make informed predictions about future events based on past occurrences.
“So you can tell a lot of thought went into this…” Truly some of the most amateurish analysis I’ve ever heard. He just projected out an incredible growth rate over the next 6 years and then assumed a ~30x p/s multiple on what would then be a $20 Trillion stock in a cyclical industry. This guy shouldn’t be allowed anywhere near other peoples’ money.
This guy is whacked AI for every structure in the world is absurd. Perhaps he should tell us about all the new use cases since he is saying 600 billion. Lmao
The Market have been suffering over the past month, with all the three indexes recording losses in recent weeks. My $400,000 portfolio is down by approximately 20%, any recommendations to scale up my returns before retirement will be highly appreciated.
$800 is probably not crazy nor ridiculous. I remember my college buddy doing a presentation on Nvidia back in 2003 when we were in college. I did mine on Olympus camera manufacturer. Back then, Nvidia was less than $3 per share (0.30 cents in todays' post split price). Nvidia looks to have even greater outlook now than they had in 2003, and so I feel Nvidia's growth is still in its 1st, 2nd, or 3rd inning out of 9. I see Nvidia being the dominator for the next 20 years like Intel was the past 30+ years. I don't see some competition just taking over just like that in this industry.
I agree
Agreed but right now these valuations are insane. I would like to know which method is being used to value this company. What are hedge funds using etc.
@@kimb6508 expect it is all about future earnings, based on the experience of similar technologies of the past….
Then add what else can NVDA come up with…. Technology evolutions… smaller scale transistors in the angstrom level…
Grow the other businesses that they have created already…
Don’t fall for that trees don’t grow to the sky line…
Some trees grow some really big branches… other trees grow into an entire forest….
The biggest companies used to be Philip Morris and Exxon… growing, finding and refining raw materials before selling… for pennies on the pound…
Today one NVDA chip is made out of silicon (refined sand, dirt cheap), selling for near $50k per ounce… and they sell three chips at a time… a Grace and two Hoppers
Amazing!
😃
Just to be clear, you’re talking about a $20 Trillion market cap for a cyclical stock. Does that really make sense?
@@mcbeavis6380 sure, why not….
They are turning sand, dug out of the ground, into something worth more than gold…
The only thing they do to add value, is design the layout of the transistors that get printed onto that sand wafer… (not even design the transistors themselves) and support it with a bunch of software packages…
NVDA has figured out a way to turn sand into gold, while the world lines up to buy more… and has a natural moat all around it. They are ahead of the competition, and move faster than they can catch up… (great management team)
Go figure…
Why does the world want accelerated computing?
Why use a computer at all?
Why are all of our cars so full of electronics today? Sensors, computers, electric motors, all stuff that works magically…
Why do our cars have back up video, many have several cameras… and a braking system that saves it all when the driver is too slow to react.
Cyclical stock?
It has two cycles… grow fast, and grow faster…
It has outlived slowness in the computer business, it has survived the variations in the crypto mining business…
Get off the NVDA train before crashes… measured by the lack of interest in internet companies…
Do you remember how boring Facebook is, kids will never use it, it is run by the guy known as the toddler CEO… google wastes all their money on self driving cars and RUclips videos… those will never catch on or get paid for… (things that sounded silly at first)
Remember writing the same thing about the first trillion dollar company…
Once you buy an iPhone…. Why would you buy a second?
Where does all that money from the AppStore come from?
Writers on Facebook don’t even get paid… they are the users. Stuff advertised for sale… more users.
Turning sand into gold in chunks of 10billion dollars…
The only thing holding them back… production rate of chips coming out of their favorite supplier takes a month to ram up… and they will have to perform this same type of ramp up next year when Maxwell is the old chip and Grace is coming on line…
It is tough to pair up with people that do this stuff for a living… they know the future of technology, and make money for share holders at the same time…
😃
AI stocks will dominate the market. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 140% from NVIDIA. I'll also take these other recommendations you made.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
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.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
Sophia Maurine Lanting is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
I appreciate this. After curiously searching her name on google and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
Tired of the "recession is coming!" threat. Recessive periods come along with equivalent market opportunities if you are well informed and equipped, I've seen folks amass wealth in the midst of economic turmoil and even pull it off easily in favorable conditions. Invariably, the collapse is getting somebody somewhere rich
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. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
My CFA Lucinda Margaret Crist a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
I have been in Nvidia since 2011. Initial buy in price split adjusted $.60. I have 60,000 shares. $800 would make me $48,000,000. I would be happy with $200 in early 2025 and $12,000,000.😁👍😁👍
Capitalism is amazing isn’t it?
2011 was a tough year to be an investor…
😃
Amezing
😂😂😂😂😂😂😂
Cap
@@ajaciedenniettestoppen71 ?
Sold my APPL before it tanked, will buy at next major drop. I’d definitely need to make use of the $250k liquidity elsewhere. So what should I be looking at? Large cap or small cap stocks? Maybe NVDA?
i love this analyst. in march when i was beginning to process what a gold mine i was sitting on (long term, large concentration in only NVDA) his appearance on here to discuss NVDA was what really helped me understand that it was all real and happening (i was expecting ai revolution but not until like 2030’s)
THANKS Phil
Finally someone talkimg about real world penetration
Use cases;
Military
Government(federal, state, local etc)
Enterprise
Software mega caps
Healthcare
Automotive
Autonomous Operations streamlining
Robotics
Pharma
And 1000s of single use apps for the consumer…
Then every country on the planet is going to do the same?
Did i miss anything???
use cases: literally everything you can imagine
imagine if someone created a product that cut the cost and improved the customer experience and overall operational efficiency by being able to take over and do their customers serive instead of miserable call centers. That hypothetical product would change an entire industry upside down. it would be worth an incredible amount of value. Nvidia *IS* that product essentially and can change not just customer service but literally everything and how we live life.
The situation as far as a product/service and a company … there has never been anything ever as good as Nvdia right now.
Cyclicality, competition and valuation.
Yes this is possible but they miss one major issue is the people, at the moment population workforce is declining and debt is skyrocket especially with 18-45 yrs old. It will be Ai bubble
@@mcbeavis6380 if you really feel that way about Nvidia you are hard to please sir. You won’t ever see anything like it again, do you understand?
This guy brought some great perspectives
What is Nuhvidia?? a subsidiary of Nvidia?
I've been an investor in Apple,Tesla because I strongly believe in the company. I've always believed in the stock, but now I don't know if i am to re-distribute my portfolio and put some money in Nvidia. especially now that we are experiencing a market correction.
I have also considered using an FA but I don't know how to go about it. Please, what are the steps for getting one? Like a really good one.
Thank you for the recommendation. I'll send him an email, and I hope I'm able to reach him and connect.
It can happen if you have the guts to buy and hold 🤩😎
He should be on more, I've wondered why he doesn't make the rounds more.
Yes, agreed
The setback with NVIDIA’S Blackwell line gave the market pause, and many of the speculators abandoned the stock. But, NVIDIA fundamentals, especially the high demand for their products, are rock solid.
i am holding. since january.
There's not enough electric power in the US to run all the Nvidia chips that are forecast by extreme bulls (they use a lot). However, there will still be a lot of Nvidia chips bought by the hyperscalers, and they have the money to locate or build generation plants to run their own data centers. If the govt or military get on board in a big way, they will make electricity happen, but they have almost no experience or knowledge to run their own data centers, so they'll probably farm it out, but since they are so paranoid about security, it's a question mark. Certainly, the other smaller corporations won't be able to run their own data centers, they will use the hyperscaler infrastructure.
Agree but more than 800
Deto!
Nvidia is undervalued i believe 2030 1000$
@@하하-y3i the way Palantir and Tesla is going up, thst makes you think, that Nvidia will also be defi itely 200 time Forward PE soon
20 Trilion dollar company? 💀
hey brian, good to see your comments. if things pan out as things look i wouldn’t be surprised if we see $20T by 2030. it is still five years away, we will be in a new world by then. revenues could be into the trillions by then once they get into the government spending and military, etc. and i am saying this objectively, not as my usually nvidia stan lenses. blackwell in 2025 earnings will give us a good idea of where things stand.
@@matt.stevickRight On Matty! 🥳🥳✌️✌️
@@matt.stevick $20 Trillion at ~30x P/S. Does that really seem reasonable to you? You willing to bet on that?
@@mcbeavis6380 I dont think anyone would bet in 2016 that Nvidia was 0.7$ that its would be where it is today either....
@@mcbeavis6380 I’ve been a slamming the table on NVDA since 2018. I literally “bet” my entire future on NVDA years ago, and I won already. I have lived through several 50% + draw downs with NVDA. I still believe it to be the best place (and once in a generation opportunity still) to our my money. It is fairly priced at the current multiple. I diversified a little in August 2024 because I see some other slam dunk opportunities at the moment. So my NVDA position went from 100% to 80% (still 7 figure position value and will continue to grow).
Am I willing to “bet” on Nvidia’s future? F*** Yes.
Very thoughtful interview. Thanks.
Need TSMC 2.0 for this to happen...no foundry no chips!!
He is making a great point, which I hadn't even considered. The local,state and fed government hasn't even started to invest in AI-related technologies. Once they do, this is gonna explode even further.
You got to be sh1t ring me. Local and state are still dealing with decades old tech.
Please let me know what you are smoking. 800 is ~6.4 from its current level. ~3 trillion * 6.4 = ~ 19.2 trillion
so what?%30 revenue growth yearly makes 5x already.
Nvidia is the front and center of the age of intelligence
That’s about 20 trillion dollar market cap
24t
Which is ridiculous! 10T is fine at 400
Or more, like 200 Trillion $
@@kameronrendek3546dont see trillions. Look at the growth and every quarter they are delivering profits and growth... income and cashflows increasing
AI can analyze data and make decisions based on algorithms but cannot make ethical or moral judgments. It lacks the ability to consider broader social implications when making decisions, which is crucial in many real-world scenarios.
Yes, Tesla is going to need to program which animals it's cars are willing to mow down. Maybe a slider on the dash or knob so you can personalize which size animals you are comfortable running over? Or, are they going to slam on the brakes when a mouse, or frog, crosses the highway directly in front of you at 70mph. So many questions ...
I'm also bullish on Nvidia, but i don't trust "experts" who can't pronounce Nvidia's name correctly.
WOW & WOW! I hope he's right!
If Warren Buffett can have a $600K stock, Nvidia is partnering with every company on earth, Mars and Jupiter, the stock should easily reach $1 Million
Exactly
No. I would say 1000+
They’ve done it before, I think they can again
@patricethomas5368 very possible if their technology can't be beat no doubt.
Nuhvidia
Opinion invalidated
Oooppsie he mentioned the word inevitable 😅
New Vidia
5x price action is quite reasonable for 5 years if we talk about nvidia.
Nothing negative about this lucky charm❤
He can't pronounce Nvidia and mentioned "Web 3" twice? WTF?
All Nvidia employees are bascially millionaires already can you imagine the insider selling pressure if price goes up more from here?
600 billion spent in 2030. So where is that 600 billion coming from? Not exactly change everyone has in their bank accounts.
Hopefully sooner so we get another split.
worked with this company 14 years ago... smart guys... what about medical
These are the guys rug pulling you when NVDA hits ATH.
20T at 800 a share.. if it does 400 be very very very happy
Only Jesus Christ knows what the stock will be by 2030.
Why can’t these so called analysts say NVIDIA right?
Chips are unhealthy I request all to eat leafy green vegetables.
How am I supposed to trust financial advice from someone that can't even pronounce the company's name correctly? Navidia?😂😂😂😂😂😂😂😂😂
He finally started pronouncing it right at the end
I'm perplexed. Phil knows so much about Nvidia and the AI ecosystem, yet he can't make up his mind whether to pronounce it N-vidia 👍🏽 or NUH-vidia 👎🏽. 🤦🏽♂I've never heard anyone pronounce it both ways in one interview! lol
AI excels at identifying correlations within data but struggles with causal reasoning-understanding how one event leads to another. This limitation hinders its ability to make informed predictions about future events based on past occurrences.
Bc thats up to the company
Why should Nvidia be liable for prediction
i better cover asap
“So you can tell a lot of thought went into this…” Truly some of the most amateurish analysis I’ve ever heard. He just projected out an incredible growth rate over the next 6 years and then assumed a ~30x p/s multiple on what would then be a $20 Trillion stock in a cyclical industry. This guy shouldn’t be allowed anywhere near other peoples’ money.
10000 with a PE of 634.
Lol
If he stopped saying nuh-vidia and haapaa I'd believe him
How much money are these analysts getting for pronouncing this stock NaVidEeUh? Please fix this.
I don’t want any comments. I just want them to fix this as soon as possible.
Thank you.
This guy is smart. 😂
19 trillion market cap 🙈
SEC should clamp down on BS talk right across all social media outlets..
19 trillion market cap 🙈
SEC should clamp down on BS talk and delusional grandeur right across all social media outlets..
smawt
Very
Blackell baby
😂😂😂, $800! That's like what...a $20T?
i cant help but laugh. Tesla will be 2000$ and nvidia will be 800$. 20 trillion dollar companies will apparently be common in 5 years 🤣🤣🤣
Yeah because everyone needs chips to train AI to write spam emails
@@ChrisMCP2 We need AI to summarize our E-mails 😂
also we will all be batteries in the matrix
Keep pumping the stock!😂
Doritos and kidney beans make me constipated and my farts smell real bad.
No. It will be 954
Yeah sure, vendor financing to buy their chips. Nothing is wrong with that 😏
You can't trust him. He can't even say the company name right.
Mawgan stanley
F's sake finance people, the logo lady didn't whisper N-Videa in our ears correctly for years just for you to butcher it to Nuh-Videa
JAN 2025 BLACKWELL RELEASE
This guy is whacked AI for every structure in the world is absurd. Perhaps he should tell us about all the new use cases since he is saying 600 billion. Lmao
Impossible 😂
Top is in when you hear stuff like this on TV
That’s what they would have said about Microsoft too years ago
📈🛐
Thomas Jason Davis Anthony Moore Jessica
$10 before pump 😂
🥳✌️
There you are. I see you on every Nvidia comment section! Lol 😆
@@bugnut82 Not every...lol...life gets busy at times. Party On friend! 🥳🥳✌️✌️
@@midwestcannabis I agree, and you too, thanks 😊
Don't forget about 5G Hype, EV hype, now we are on AI Hype.
All Rubbish.
It will go down to 80 dollars
Another analyst who can’t properly pronounce Nvidia….. why should anyone take him seriously?
It will be 8 before 800
The Market have been suffering over the past month, with all the three indexes recording losses in recent weeks. My $400,000 portfolio is down by approximately 20%, any recommendations to scale up my returns before retirement will be highly appreciated.
$800 by 2030 after 4 or 5 stock splits ?
Keep dreaming ya silly goose
NNNNNN_Vidia
Wilson Jose Harris Mary Thomas Amy