Nvidia's demand is broadening and still exceeds supply, says BofA Securities' Vivek Arya
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- Опубликовано: 22 май 2024
- Vivek Arya, Bank of America Securities senior semiconductor analyst, joins 'Squawk Box' to discuss Nvidia's quarterly earnings results, how long Nvidia can sustain its competitive advantage, and more.
nvda will be over 1250 by the time it splits.
This analyst is the best in the semi sector. Never been wrong taking his advice.
Very thoughtful discussion, thanks Vivek!
gold rush
Stop pumping AMD, will you?😢😮😅😊
amd has their fanboys, and a CEO that is overrated and overpaid.
🖤💚👑🇺🇸📈
In this country the loser usually calls the winner and congratulates him/her. has lisa su called Nvidia? amd can't get out of their own way. 50 years of failure will do that for you.
Investing is not just business momentum. It’s also deciding and coming at a price. Everyone knows NVIDIA has good business now but why would someone buy it at a P/E of 60 is just beyond me.
These analysts just follow the market and keep increasing their target price for no reason
The AI revolution has just started. Demand is only going to increase and the rest of the competition is nowhere near NVIDIA.
remember every boom has a bust. Nvidia is only a chip designer. Apple moved away from nVidia a long time ago. Google, Microsoft, Tesla are designing their chips and will eventually stop buying from nVidia too.
Yes, will take 10 years by time they get it right and catch up, by that time you will miss out on another +1000%.
@@user-yq7rr9lh9c you need to see a psychiatrist. Good luck getting the help you need.