Nvidia's margins are 'heads and shoulders' above competitors, says 3Fourteen's Fernando Vidal

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  • Опубликовано: 21 май 2024
  • Fernando Vidal, 3Fourteen Research Co-Founder, joins 'Closing Bell Overtime' to talk Nvidia's quarterly results.

Комментарии • 37

  • @donovantobs
    @donovantobs 27 дней назад +48

    I agree that many people are considering NVDA 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

    • @Monicamonasky-
      @Monicamonasky- 27 дней назад +1

      I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.

    • @AmithKaury
      @AmithKaury 27 дней назад +1

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    • @frankedwardark
      @frankedwardark 27 дней назад +1

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      @AmithKaury 27 дней назад

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      @frankedwardark 27 дней назад

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  • @briantep458
    @briantep458 28 дней назад +12

    this guy looks too scared to invest in AI

  • @halfMTstudios
    @halfMTstudios 27 дней назад +6

    He's just saving face because he was so wrong before.

  • @528sunchaser
    @528sunchaser 27 дней назад +6

    Vidal seems to think AI is just going to follow some linear path without considering that someone as smart and visionary as Jensen Huang will both invent and position Nvidia to stay well ahead of the curve. Eventually this guy (Vidal) will be right, but not anytime soon - and look what he’s already missed out on by not understanding this market…

  • @shaochiavang
    @shaochiavang 28 дней назад +12

    $1,200

    • @HeroDai2448
      @HeroDai2448 27 дней назад

      in 1-2 months imo

    • @tellusrs7773
      @tellusrs7773 25 дней назад

      @@HeroDai2448 can easily hit at some point up until stock split

    • @HeroDai2448
      @HeroDai2448 25 дней назад

      @@tellusrs7773 possible. I think 1150 before split is possible but then a pull back for sure

  • @PeterSedesse
    @PeterSedesse 27 дней назад +3

    Dude was bearish on nvidia last summer....he should never had been on tv after that

  • @dacmusr2260
    @dacmusr2260 27 дней назад +1

    He says inferencing will require less….😅

  • @crawfish91
    @crawfish91 27 дней назад +1

    he does not realized that last quarter, inference was about 40% of their revenue

  • @felizh82
    @felizh82 27 дней назад +3

    He is sitting there and saying things I don't think he knows what he is talking about~

  • @raynovicio7332
    @raynovicio7332 28 дней назад +2

    wow that guy is a bear on nvdia

  • @hbomb65
    @hbomb65 27 дней назад

    his sense of being says it all, tight cub, very tight cub...

  • @runningdonut
    @runningdonut 27 дней назад +1

    bro is so shook he can’t even get the words out. Let this be a lesson to anyone fading Jensen

  • @alanreyescreative
    @alanreyescreative 28 дней назад +10

    laughing at the bears.

    • @HeroDai2448
      @HeroDai2448 27 дней назад

      they still think it’s going back to 500 😂

  • @maguilla
    @maguilla 27 дней назад

    Split baby

  • @MeMy.I
    @MeMy.I 28 дней назад

    Modern day Miles Dyson from Cyberdyne Systems (Skynet)🥴

  • @MMoxie-lb4iv
    @MMoxie-lb4iv 27 дней назад +3

    Fernando does not appreciate the moat that Nivida has.

    • @HeroDai2448
      @HeroDai2448 27 дней назад

      just mad that he missed the bus 😂

  • @leechen7235
    @leechen7235 28 дней назад +4

    Fernando was wrong and clearly he lacks the vision about the future AI. In AI, we are like 1980 PC industry, there is at least 30 years of growth and progress ahead. Nvidia is not about AI chips, it is a complete software/hardware/networking ecosystem, there is no alternative today, no alternative in the next 2 years, not likely in the next 5 years.

  • @lujun823
    @lujun823 27 дней назад

    He is definitely not very happy with todays nvda move. Maybe he or his customers shorting?

  • @HeroDai2448
    @HeroDai2448 27 дней назад

    this dude is a bear 😂

  • @zhuzhang-qe8sl
    @zhuzhang-qe8sl 27 дней назад

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  • @leechen7235
    @leechen7235 28 дней назад +4

    There is no reason that Nvidia is not the most valuable company in the world. The growth, the expansion, the potential, the earning and the dominance. The AI is still in its early stage

  • @darrellshirar4411
    @darrellshirar4411 27 дней назад

    This guy is a negative bum

  • @scienceguo
    @scienceguo 28 дней назад +2

    it is the peak now.

    • @HeroDai2448
      @HeroDai2448 27 дней назад +1

      keep crying. It’s going to 1500

    • @scienceguo
      @scienceguo 27 дней назад

      @@HeroDai2448 EPS 5, price 1000. ThePE is 200 quarterly, and 50 annualy. Do you like to invest a 2% ROE product? and the growth is not continously due to the Google, Meta, OpenAI start their own NPU and GPU design.