The computing aspect of A.I. is dominated by Nvidia, says Altimeter Capital CEO Brad Gerstner
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- Опубликовано: 30 сен 2024
- Brad Gerstner, Altimeter Capital founder and CEO, and Stacy Rasgon, Bernstein senior analyst, join 'Halftime Report' to discuss Nvidia earnings report, the stock's current price surge, and the growing market for A.I. tools and technologies. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/2NGeIvi
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This guy has 50% in Snowflake LOL, only 8% in Nvidia
A.I. A.I. A.I. A.I. A.I. A.I. A.I. A.I. A.I.
Would love to see him go through a DCF model for his valuation
g=45%
I’ve been buying nvidia since 2020 cuz I think they have huge advantage with the cuda ecosystem. Last year the stock was going down like crazy so I sold them all at loss. Now it’s so painful to look back and think about how much money I would have if I just held on to it.
tradings chips is hard with big tech its easier you can use valutaion of 20-30PE, but nvidia right now is at 200 so where is the range? lol I just own soxx, just seems easier
Never sell. Buffet is a billionaire simply for never selling. Hold until it’s bankrupt if you need to - at least you can declare your losses on capital gains tax
No worries, this is a massive bubble stock and you'll probably get a chance to buy it in the 100s in the coming years
I did the same thing and bought back in 2010. Still haven't sold a share. CUDA started in 2007 and was clunky, but by 2010, developers and researchers were taking advantage of GPU parallel computing for things like the early stages of bitcoin mining to other math-intensive apps. It was the early beginnings for an ecosystem that allowed developers, researchers to write code against a GPU that traditional CPUs aren't designed to do. It's similar to when Apple created SDKs to allow developers to write their own apps to run on the iPhone 3G. However, I did not anticipate the AI aspect until 2015. All the AI students/researchers wanted Nvidia GPUs for their work due to CUDA.
Oops
Ok. NVDA will be 10 trln dollar company. Goodluck goto sleep.
As a shareholder I’ll say it, I’ve lost a lot of respect for Scott over the last year. At the lows he, josh brown, and Steve W were piling on the semi trade, warning of the cyclical nature in a slowing economy, and scaring everyday watchers deeming the space un investable based on chart technicals. Now, he sounds like what textbook would quotes as instigating a bubble, telling your audience they need to value AI growth different than other growth and such. But do your think Scottie, keep pumping my stock🤗
I think he always plays devils advocate. Like if a stock is down and people are all saying buy it because it’s cheap he’ll ask but what if they go lower? Like with Nvidia all the people saying the valuation can’t be justified he’ll ask but what if it’s different this time?
@@amcfluff1547 He's doing the opposite of being the devil's advocate. He gives no pushback to the current market consensus, both ways. I understand this is how the media maximizes eyeballs but if find it genuinely disgusting when they are providing financial news.
Should’ve bought it in October.
Owned it since 2017. Been a wild ride but worth it
BRAD IS ONE OF THE WORST TRADER ON WALL STREET .... GUY HAS LOST EVERY YEAR.....
NVIDIA stocks will be U$S 10,000 dollars (per stock) in a few years, save and remember my comment.
Wasn't he on saying he sold all his google stock when it was at like $100
At 120, up from 90. Bought back at 130. He was wrong and admitted it
Just buy and hold TSM, this company is the real beneficiary of this AI chip boom, if Nvidia gets to be more successful in the future, TSM will get more chip order from Nvidia, TSM will fully support Nvidia to gain the majority of the AI chip market share
Nvdia has a monopoly on supply and distribution. TSM is great for the inherent value of their holdings alone as well as their dividend
That was a very good interview.
too much positivity, too much high multiples, too much big expectation too little consumer experience... I mean the upside in the short run is so little. Can be worth 4000 in 10 years but in one year could go back to 100 like Cisco and Intel back in the 25 years ago big generational bubble. now just trade with Nvidia don't invest
lol we’ll see about that.
i'm calling for an urgent pivot in investment strategy -plow back into stox, get da hell outta precious metals assets! confirmed that the u.s. will default on its debt obligations
$1=1,50,000 INDIAN RIYAL RUPAIYA (IRR) INDUCTED RETURN RATE #ANTILLAONSALE #SAVEBJD #KALIUTKALARAJYA
CEASED AND LOGGED TILL 2027...I CARE FOR MY BROTHER-IN-ARMS...
7 MIN QSR FRANCHISEES...
Remember when metaverse was the fad?? Gosh 2022 seems ages ago
anyone know what was the price to sale ratio of intel back to jul 2000?
why is he taking a victory lap over his small position in NVDA when half of Altimeter's fund is in snowflake, which sold off 20% after earnings?
bring in new investors?
Suuuureeeeee it is suuuuuurrreeeeee
AI BUBBLE, LFG 🚀🚀🚀🚀🚀🚀
Will it sustain this earnings for the next 5 years ?
companies like nvda dont trade on earnings, they trade on buzzwords and demand
This guy is always bullish on everything!! Zero credibility!!
Why is everyone taking Jensen Huang's forecast without a shred of skepticism? A forecast, however certain, is not fact!
Journalists shouldn’t be pushing stocks like this
Just own SOXX and don't try to pick the winners and losers. It had two consecutive days of +6%. I'll take that.
Every goof in a bubble talks like thisl. Dont buy this guys bags. Let them hold it down 95%
this guy knows
This comment aged well. NOT.
He is joke 😂
These guys come on TV only bubble market ! And then disappear when retail is looking for help !! Don’t forget we are still in fed tightening cycle
The gpu prices will come down in the next 1 year
Been nearly a year now and they can't make enough to cover the demand.
BRAD HAS SUMMED UP EVERYTHING NICELY HERE
Better than Tesla in economy 2.0 world