'Nvidia is priced for a good decade, not just a good year', says 3Fourteen's Fernando Vidal
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- เผยแพร่เมื่อ 3 ต.ค. 2024
- Fernando Vidal, 3Fourteen Research Co-Founder, joins 'Closing Bell Overtime' to discuss why he believes Nvidia is overvalued. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/2NGeIvi
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I've had the majority of my holdings in tech stocks and, regardless of market changes, I've done pretty well, especially with Apple's P/E (price to earnings ratio) increasing by more than 30% over the last decade. Now my question is, what stocks do you think will be the next Apple in terms of growth over the next decade?
It may be difficult to locate the next Apple within the tech stock sector; Apple has performed far better than the others; perhaps search outside of tech stocks.
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@@harod033 How does the coaching process work, mate?
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@@harod033 I must add that Ruth’s profile seems to be pretty knowledgeable, so I appreciate the tip. I completely read through her resume, educational history, and qualifications after finding her online, and I must admit, they were extremely remarkable. She responded to my message, and we have scheduled a session.
This guy missed out obviously
Hahahaha, definitely
A layman talking about something way over his head.
These Analysts need to start talking to more computer nerds. NVIDIA's "hardware," literally comes out of the same factory as other chip makers. What has always made the company special, is the SOFTWARE!!! Google, Amazon, even AMD and Intel are years behind NVIDIA. Just the type of software (hardware acceleration, BIOS, and system architecture) puts google and amazon at a disadvantage near term. It is s tough gap to close.
Even Tesla, whom designed all new motor and actuator systems for Optimus, have copped to buying as many commercial GPUs as they can. I think Hopper GPUS retail over 100K. NVIDIA is going to be raking it in for at least 5 years.
AMD is next most likely to have a decent AI GPU. Risc-V is something to pay attention to also.
Well a lot is correct. I think AMD and Nvidia are great companies. If I asked you would you buy Nvidia at its current evaluation I would love to hear your response. Great company but not worth the premium. I would look to invest elsewhere. Not saying Nvidia isn't great but it's paying for future perfection. What we all know about the future is its unpredictable.
@@Zombai-nz5yh Well a computer doesn't boot without a BIOS program. your CPU wont have any data to process without drivers. That's NVIDIA's Ace. They write the software that lets all the different parts of a computer work together better.
They are doing it better than anyone in business right now and the earnings call today bore that out. Dont bet against them lol
Cisco was overvalued too in the 90s when the internet was coming of age and they were the picks and shovels leader in a revolutionary technology. They fulfilled their promise and yet it took over 20 years for the stock to recover.
Sorry this guy screwed up
LOL...."experts" have been saying NVDA was uninvestable even back when I got in around $80 (split-adjusted)....NEWS FLASH: NVDA is a long term investment not a swing trade.
Now the earnings grew 12 times in ONE year.... and i expect it at least double or tripple next year. little slowing.
Makes sense, however when you have players like tesla saying they will buy every piece of silicon they can create just for one use case in driveless vehicles. I don't think they will fall in the bear case. Also Chat GPT more advanced form might be able understand diagrams, more compute intensive... Also Robotics, and also and also.
He's trying to analyze technical data to value Nvidia stock. This is the issue. Once self driving expands enough Nvidia stock will propel on this. As well as any other AI innovations.
Self driving tech is very far away, people are trying to price in now something that is literally decades away is ridiculous.
nvda biggest bubble in history
@@estring123 you invested in Nvidia?
@@simulateandtrade that’s where you’re wrong. And that’s supports the point how it’s not in the stocks yet. This will happen before 2025.
@@CPATuttle I am excited for Nivida DRIVE Thor
It's fomo and way over valued
The analysts and big investment firms have seniors in their 60's who don't know sh** about AI and just want to participate by all costs
No it isn't
The Bear clearly does not want to give them the potential segment that will provide the highest margins which is software. This is where having the monopoly on chips and selling software along with it will boost them into that Apple status, multi trillion dollar company. Just checkout their partnerships with Service Now and Snowflake, should tell you enough where they are going, not just chips.
NVDA revenue in 2023 is $27B. $15.8B is from data center platform. $11B is from GPU. So the software revenue is probably from the remaining $0.2B other revenue. That is about 0.7% of total revenue. Software revenue probably will not make a difference until it hit $1B or more. That will take a while
the analyst makes it sound so easy to to build up AI chip, if it is so easy then why nobody is doing it before?
AMD's AI chip is coming at the end of the year. more will follow. there has to be a first for everything. google wasn't the first search engine.
@@asnmdnss if you know what happened and how the whole eco system works, you will know AMD has long way to go
@@felizh82 Im just saying there will be other ai chips, to say that nvidia is the first so they'll never have any competition is shortsighted
The opportunity costs of listening to this analyst advice would have been painful.
And this guy is ? Hahahahaha venga Juan vete a dar una vuelta
ajjajajajajaj
Ouch
I hope NVIDIA stock stay low for very long time i still have to earn money to invest in while it is cheap.
Nvidia needs to buy out all competitions next 10 years to hold this perfect valuations
It will
buy
Sounds like a hater
there's also FPGAs where it replaces the traditional need for GPU--- such as microsoft with chatgpt is already using FPGAs instead. Plus, there's other codes/software that can already extend the shelf life of GPUs; then there's application-specific integrated circuits (ASIC), chips manufactured for one very specific AI task; not to mention neuromorphic chips(intel).
But I do think nvda will come up with something since they've managed to do so for past couple of times.
Makes a lot of sense!
What are the names of cloud services companies?
FINALLY ~~~ ONE GUY WHO SAYS IT RIGHT RE NVDA
Short it tonight
😂😂😂
How are you holding up my friend ? Jhahahahahah nice listening to this guy keep it up buddy
$NVDA P/E = 237.33 😂 CNBC showing the Fwd PE @ 50.33 to try and make it look less expensive. Pumpers!
Yes, forward PE is based on speculation and not reliable
Until they don't all of a sudden because companies bought enough chips. Nvidia already had wrong predictions some years ago@@Zombai-nz5yh
Forward PE more closer to 30
Let those bears burn 😂😊
😂
Lol go ahead and short nvidia
Beyond nose bleed valuations take Microsoft historical valuations and compare to Nvidia now
buy buy buy
Looks like host owns NVDA shares, competing against Google, MSFT, Amazon, and Meta!
Guys, if nvidia doesn't grow, he's right. check out Tesla's $2 price in 2012 (split adjusted). now at $250. Apple was already covered..
Wrong, they have to grow *beyond* high expectations *every single time without exceptions*
Tesla is different, their business model was not proven back then.
This guy has no clue what he’s talking about nvdia has been making money off of software for decades.
I’ve been saying NVDA is a bit over valued at this point. It went up too much too fast.
What do to you expect if the earnings grow 12 time in one year..
Nvidia=Apple
Wrong, no company is like another
@@R4dr1ar wrong
Wrong!@@keto6789
The guy just wants more data to steal. He's reading a script off the screen to try to get more data from Nvidia.