Going through my YT financial channel subscriptions from 2024 and cleaning house. Removing all Pump and dumps, liars, pushers of political cult beliefs, and scammers selling courses that don’t help. You’re a keeper for 2025! THANK YOU 🙏🏽
Wall street is still questioning the justification for the current Gold rush investments in AI. Self driving cars and robotics are two AI use cases that will create a "ChatGPT" momentum in the near future. BYD is also using Nvidia Drive, and BYD is leading in EV sales head-to-head with Tesla. So adding Toyota, Volvo, Nio, Zeekr, Xpeng and others, to the list you could see that Nvidia Drive is the direct competition to Tesla. The next big TAM for Nvidia is the medical sector - watch out next weeks (14 jan) JP Morgan Health care conference, NVIDIA is confirmed to participate in the conference, with the management team scheduled for a fireside chat and a financial analyst Q&A session. AI Agents have probably the biggest market potential most don't yet understand. people don't understand the speed of AI exponential growth, the exponential is four times faster than the law of Moore.
He killed the quantum computing stock holders I sold off you at a $2000 loss on one of them. Glad I did I would have had so much more of loss if I didn’t. I just offset some gains so that’s how I’m looking at it to stay positive.
The reason Jensen did not mention Data centers at the CES Keynote, cause this is a Consumer Electronics Show. He mentioned everything that deals with everyday consumers and future products. Data Centers will still be the growing division on Nvidia for a few more years to come imho.
With AI revolution just started and NVDIA best strategies and products, NVIDIA as World Leader in Artificial Intelligence Computing and upcoming earnings report the stock could go to 160 by end of Feb and 220+ by end of 2025
If the news were great why the stock down like 6% on Tuesday? To me it seems like the investors were not satisfied with the presentation. Anybody can help me understand?
Your recent recommendation for sofi was to buy. Do you think sofi outperformed? Their earning report is around the corner. Can you do a video on sofi and if you still think it’s a buy or hold or sell?
I don't think it was a particularly impressive keynote. The current use cases for agent AI is still fairly limited and the next step physical AI is a bit of a slow burner I think. The Technology just isn't where it's "driving" every innovation yet. But of course we are getting there and it's important for big tech to keep investing. The part about driver-assists training in a simulated reality was pretty cool. But other than that it was very much the same story about the use cases. Generative AI and Agent AI is cool too, but I still prefer an individual articulating their own point of view or using their own creativity, over some clever and polished but canned prompt response.
Nvidia CEO downplay quantum computing so his company is the best,that the set up when let someone asks him this question and he knows how to answer before the insider is already short all the quantum stocks
They have a lot going with quantum too-- so he both has knowledge but also stands to benefit when/if some quantum companies falter and maybe need NVDIAs help or even acquisition... he just got NVDIA more into the QC space-- Jensen knows what he's doing. Lol... Plus they're pushing toward hybrid computing (makes sense to me), which will need NVIDIA chips within QC, instead of skipping over their main generator.. Again, he knows what he's doing
Bad decision. You panicked for nothing. This volatility is nothing new for long time investors and in the end it doesn't even matter, after hearing Jensen at CES, this year will be better than last, so let's talk again in June and see how much profit you didn't got. I will hold and buy more on Friday
@@Booky327thI'll do the same, there's no reason at all to sell now, after we have seen at CES, most people don't understand the impact of what was announced, but better for me, each time it goes down, I add a little more to my position, it's just a matter of time it doubles again
The gaming cards aren't impressive. They are around 30% faster than previews gen. The 5090 being 2x as fast as the 4090 is Bullocks. The claim only holds true if you disregard latency.
@@parkevtatevosiancfa9544 Tesla doesn't have the R&D resources to outpace Nvidia... IMO, eventually Tesla cars will use Nvidia chips for autonomy.... just like Musk is now buying Nvidia GPUs for Tesla AI training clusters.
The hype is great, but they do have a product. You can say it's not there yet. Noone else is there yet. Tesla does have some advantage with data, but it's not unsourmountable. Even if Tesla goes it's own way other companies will buy enough Nvidia chips to catch up if/when self driving will be a thing.
Going through my YT financial channel subscriptions from 2024 and cleaning house. Removing all Pump and dumps, liars, pushers of political cult beliefs, and scammers selling courses that don’t help.
You’re a keeper for 2025! THANK YOU 🙏🏽
Wall street is still questioning the justification for the current Gold rush investments in AI. Self driving cars and robotics are two AI use cases that will create a "ChatGPT" momentum in the near future. BYD is also using Nvidia Drive, and BYD is leading in EV sales head-to-head with Tesla. So adding Toyota, Volvo, Nio, Zeekr, Xpeng and others, to the list you could see that Nvidia Drive is the direct competition to Tesla. The next big TAM for Nvidia is the medical sector - watch out next weeks (14 jan) JP Morgan Health care conference, NVIDIA is confirmed to participate in the conference, with the management team scheduled for a fireside chat and a financial analyst Q&A session. AI Agents have probably the biggest market potential most don't yet understand. people don't understand the speed of AI exponential growth, the exponential is four times faster than the law of Moore.
Good morning from Japan. Thank you, doctor, for your super update.
Good morning!
Thank you for your great efforts.
My pleasure!
I saw that Orvis shirt you are wearing at Costco, I like it and got it plus the brown one they had as well.
He killed the quantum computing stock holders I sold off you at a $2000 loss on one of them. Glad I did I would have had so much more of loss if I didn’t. I just offset some gains so that’s how I’m looking at it to stay positive.
Never invest in something you don't understand.
@@nomnomnom298 I was trading quantum stocks on the hype. Not investing just trying to make some quick money. Which I did until I didn’t.
The reason Jensen did not mention Data centers at the CES Keynote, cause this is a Consumer Electronics Show. He mentioned everything that deals with everyday consumers and future products. Data Centers will still be the growing division on Nvidia for a few more years to come imho.
Thank you so much Parkev, great content as always👍
When should we buy?
How do you think TOP? Thank you?
By games and car sensors they can't stay on this level. Automotive+games?
With AI revolution just started and NVDIA best strategies and products, NVIDIA as World Leader in Artificial Intelligence Computing and upcoming earnings report the stock could go to 160 by end of Feb and 220+ by end of 2025
Thank you Parlev! Would love to hear your thought on Netflix stock, is it a good price to buy now?
I will check it out
If the news were great why the stock down like 6% on Tuesday? To me it seems like the investors were not satisfied with the presentation. Anybody can help me understand?
Economic data release, Biden restriction on chip exports contributed to the fall, it’s a good dip to buy in
buy the rumour, sell on the news
Potential increase in interest rate plays a role in the market downturn too..
Outstanding commentary as usual Professor. You are da man 👨 ❤
Thank you kindly
Hey professor, can you update us on your view for adobe?
so should I invest or not???
Buy now before it rebounds...great price now for long term investing.
-skyq --- thoughts video please
So you think is good to buy nvida stocks right now or wait because is being going down and up
hello Parkev, what is your strategy for buying GEVO stock in 2025?
Thank you! 🎉
Any time!
Praying that Nvidia will continue to buy back shares. 24 billion is a heck of a lot
Your recent recommendation for sofi was to buy. Do you think sofi outperformed? Their earning report is around the corner. Can you do a video on sofi and if you still think it’s a buy or hold or sell?
Buy @13.5
Can you talk about AMD? It keeps dropping!
I don't think it was a particularly impressive keynote. The current use cases for agent AI is still fairly limited and the next step physical AI is a bit of a slow burner I think. The Technology just isn't where it's "driving" every innovation yet. But of course we are getting there and it's important for big tech to keep investing. The part about driver-assists training in a simulated reality was pretty cool. But other than that it was very much the same story about the use cases. Generative AI and Agent AI is cool too, but I still prefer an individual articulating their own point of view or using their own creativity, over some clever and polished but canned prompt response.
Nvidia CEO downplay quantum computing so his company is the best,that the set up when let someone asks him this question and he knows how to answer before the insider is already short all the quantum stocks
Doesn’t a quantum computer need to be cooled to -458 degrees? Sounds really difficult and expensive.
They have a lot going with quantum too-- so he both has knowledge but also stands to benefit when/if some quantum companies falter and maybe need NVDIAs help or even acquisition... he just got NVDIA more into the QC space-- Jensen knows what he's doing. Lol...
Plus they're pushing toward hybrid computing (makes sense to me), which will need NVIDIA chips within QC, instead of skipping over their main generator..
Again, he knows what he's doing
Nvidia is one step forward 2 steps backwards
Amazing!!!!
Waiting for 130 to load the boatttt
Good news but still going down and down. Good that i saw my 2600 shares at $153
I have 3060 and will HOLD!
Keeping my 2k shares at least another 6 months. At that time, one of us is going to wonder why we made that choice back then.
Bad decision. You panicked for nothing. This volatility is nothing new for long time investors and in the end it doesn't even matter, after hearing Jensen at CES, this year will be better than last, so let's talk again in June and see how much profit you didn't got. I will hold and buy more on Friday
@@Unplugged704That's a wise decision, let's see talk again in June and see how much has grown your investment
@@Booky327thI'll do the same, there's no reason at all to sell now, after we have seen at CES, most people don't understand the impact of what was announced, but better for me, each time it goes down, I add a little more to my position, it's just a matter of time it doubles again
Is Nvidia going down to 130? What is your prediction?
The gaming cards aren't impressive. They are around 30% faster than previews gen. The 5090 being 2x as fast as the 4090 is Bullocks. The claim only holds true if you disregard latency.
If you say so. I guess it depends on the context. 30% is significant and I would be happy with 30% yoy for the next 20 years. (For my portfolio)
@ZoltanBojas-ug6nf 30% is not 200% as claimed by nvidia.
It is just the normal generational uplift after 2 years.
"They are around 30% faster than previews gen" WRONG
@@supernice_auto you fell for the nvidia smoke and mirrors?
@@bartdierickx4630 you're wrong lol
Why is Nvidia part of the Mag 7? It's a straight up Red vs Black Roulette bet at this point.
Oh really? Better check your facts
Not helping the stock to go higher...🥶🥶🥶
Tesla FSD computer is junk compared to Nvidia Thor. FSD ~72 tflops vs 2000 for Thor. Thor targets level 4+ autonomy, while FSD is only level 3 now.
Tesla is more about promotion than product.
@@parkevtatevosiancfa9544 Tesla doesn't have the R&D resources to outpace Nvidia... IMO, eventually Tesla cars will use Nvidia chips for autonomy.... just like Musk is now buying Nvidia GPUs for Tesla AI training clusters.
@@parkevtatevosiancfa9544finally, someone said it.
The hype is great, but they do have a product. You can say it's not there yet. Noone else is there yet. Tesla does have some advantage with data, but it's not unsourmountable. Even if Tesla goes it's own way other companies will buy enough Nvidia chips to catch up if/when self driving will be a thing.
@@parkevtatevosiancfa9544😂 yeah tesla is more like bla bla and no action 😅