NVIDIA Just Did Something I've Never Seen Before...And Probably Won't Ever Again
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Heard someone say it's important to stick to stocks that are immune to economic policies. I'm looking at NVIDIA and other AI stocks. Or are there better recommendations? I've got $250k ready money and I'd love to invest to secure my future, I'm 31.
I find it more productive and safe to buy growth/blue-chip stocks rather than tech stocks. It's advisable to work with a fiduciary advisor for well-diversified portfolios instead of relying solely on speculations.
Agreed, After taking charge of my portfolio in early 2017, i stumbled into losses. Upon realizing that a change was necessary, I consulted a fiduciary advisor in 2020 and since then my $3.2m portfolio has gained 28% annually through restructuring and diversification using dividend equities, ETFs, mutual funds, and REITs.
great gains there! mind sharing details of your advisor pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time
Jessica Annabelle Rupp is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment
Thank you for sharing, I must say, Jessica appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call
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, aiming to retire comfortably
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.
Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.
Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with them?
'Melissa Rose Francks' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Why do you look at non-GAAP primarily (because not tainted / skewed by adjustments?)
We re at the beginning of an industrial revolution, this is not a speculative bubble. Just look at AI progress crushing expectations every 3 months. Nvidia feels more and more like a monopoly, I mean ~70% profit margins... you cant pull those numbers in a competitive market.
@@jgibbs6159when do you think the sell off of nvdia will start?
On the earnings call, Nvidia's CFO said they are "supply constrained as demand far exceeds supply" ... It sounds like, customers may get tired of waiting for their orders of chips to get filled, and spread those orders around to some of Nvidia's competitors like SuperMicro and AMD. Is that a wrong-headed interpretation?
01:38 Nvidia does not produce physical products. Its a software and fabless company which designs GPUs. Major difference
I kept telling my friends to add more shares. some did buy more and I have held NVDA shares for a couple yrs now. I will keep holding for the foreseeable future.
Why are people saying “what if AI demand fades” it’s like saying what if internet demand fades.. growth will slow but it’s not going away. But not now.. we are just at the start it’s like 1998 and people are already bearish.
Yeah being bearish against the overall market can make sense since it's rally has been insane, but to think that AI demand will fade AT ALL is stupidity.
Right now you cannot afford to not be in the market as once AI actually becomes functional enough to replace white collar jobs means these large companies will have significantly lowered their bottom-end and significantly increased their overall profitability.
The only question that comes into play is what government regulations will do to prevent poverty and civil unrest due to massive loss of jobs.
One of the best and most informative blogs I've ever seen. Subscribed!
Excellent report and very timely! Thanks as always Brian. I really appreciate you.
Excellent coverage of this! I don't hold Nvidia, but wow this is impressive. I don't think I've ever seen a better earnings report for such a large company
Remember nVidia is moving into the custom chip market. That market is currently worth $30 Billion. And what if the China export ban is loosened? What if nVidia moves into other markets? The moat is HUGE with this company because they have their own software/hardware ecosystem.
last quarter Nvidia had better growth in earnings and margins and their stock dove from 505 to 450. This time it has worse growth in margins, only 2% compared to 4%. It's revenue growth was flat at 5 billion, and the stock goes up 100$ a share.
Market is pretty random.
last quarter its the early hype so its basically "Sell on news"
this quarter is the overall market was euphoria on Ai stock thus that epic pump happened!! i guess some hedge fund that believe in sell on news get burned on that pump!
I bought 270 shares at $42 but now I'm wondering when to sell
One of my relatives worked at Nvidia for seven years since 2000 and held onto his stock options and still holds onto his NVDA shares.
I literally sold my shares the day before it jumped!
Still made money on it tho
I've owned NVDA for over 8 years. It's been up and down, but I believe in Jensen Huang and will stick with NVDA until Jensen says otherwise. I know that sounds crazy, but when the financial statements/Jensen, (same to me) tell me to sell, I will. I'm sure I won't sell at the top, but that's OK.
Top is here / near, 80+% crash coming.
@@LiberatedMind1 10k bitcoin bear club?
@@xtrash1ove Oh yeah.
Take a well deserved vacation with Dat money.
Wait till the end of the year before selling some when NVDA hits $2000
Prices are always too high when people chase the stock
Amazing content as usual.
It seems to me that using the TTM cash flow might mislead at that case since the quarters of 2B or even 6-7B per cash flow per quarter look like something we will not see again in the foreseeable future.
Using the reverse DCF, even when using pessimistic numbers for FY24's cash flow numbers, the required 10y implied growth rates are in the mid-teens.
Pretty crazy
Bravo Brians !! Great format !!! Didn't I say that dozens of times already ?
It seems we are in "New Paradigm" territory.
20B in a 30T economy
Hope Bit Digital (BTBT) takes off , I think small cap to mid cap companies will also perform well .
Thanks for continuing updates I'd rather trade the stock market as it's more profitable. I make an average of $34,500 per week even though I barely trade myself.
I'm favoured financially, Thank you Jesus $32,000 weekly profit regardless of how bad it gets on the economy.
How
..? Am a newbie in cry pto investment, please can you guide me through on how you made profit?
She's a licensed broker here in the states
As usual, excellent breakdown and analysis of this amazing company.
Now, imagine if NVIDIA sells chips in China. 🤯
AVGO is doing these operating margins for years....
Not to late to buy in my guy! 😃
Thanks for this informative video, Brian!
What you see there is the culmination of 30 years of evolution. Think of it as the iceberg effect: You can only see a fraction of what is really going on. There has been code developed for that long on a platform that is not really portable because nothing else quite does what it does. In the beginning, they had graphic cards, and people were trying to catch up with them. Then they offered a means of running your own code in the graphics card which enticed some people to mine bitcoins with their GPUs. Others are trying to catch up. The problem is that when you have a code base of the type needed to run LLMs and their training, it is far from trivial to port these to a different architecture. If what you want to do is USE AI tools, then what is there at present is NVDA.
If you want a road map, just go back to INTC 1995 and look at the curve.This is the inception phase.
NVDA is a software company equal to the hardware. If you don’t realize this, it doesn’t make sense.
Nvidia makes physical objects but they are also focussing more and more on software and features. AMD can make chips, technoloically the equal of nvidia's, but they can't compete on software and features. It's the reason why stealing market share from nvidia in the datacenters from nvidia will be very hard for AMD.
So why did this guy not invest in NVDA?
Because he is too dumb to know it. Im not insulting him 😂, just repeating what he said at 10:54
🎯
Because it's extremely expensive. People are pricing in all the posible growth of the entire AI future market for next 10 years. When the hype tempers down, the stock price will also do so
@@thestranger252 how can it be expensive if you buy only a few shares? It all depends on the number of shares you will buy.
@@thelowprofile9767 what does a person buying a few shares has to do with a company's valuation?
Am I mistaken. When I look on zacks and others NVDA trailing FCF is $17B not $27B. That means the DCF is really 31% growth needed. Is this correct?
Most recent quarter not factored in yet
I bought in after the China chip ban in 2022 (at ~135) and kicking myself that I didn’t buy more….
My advice to everyone is this : if you want to grow big this year especially in your finances. Be willing to take risks. Saving is great but taking risks puts you on a pedestal where you wouldnt have to worry about savings as you do now. Thanks to Alvarez Micheal, my portolio is doing really great and im proud of the decisions i made last year.
did they say they were buying back shares?
What if Nvdia today is like the old Amazon in the early 2000? And if AI is the new growth engine as was Internet was the growth engine 20 years ago, then you should own Nvidia today, it's not too late. AI is pervasive and it will be part of our daily lives in the near future.
2000 crash is coming
It’s exactly like early 2000 crash.
What if it's like Cisco? Or Lucent? Or JDS Uniphase? Or EMC? Or Sun Microsystems?
Where are those companies today?
With the world moving towards the use of A.I. the demand for their products will double or tripple each year for at least the next 10 years.
Спасибо большое 💞❤🎉
Thoughts on USD ETF. It has Nvidia but cheaper cost and it has been growing at a similar rate.
Don't buy leveraged at all time highs, wait for it to come down at least to the 30 week average. When it's time SOXL is better than USD. To hold for a long time SOXX is the non leveraged version.
@@travismartinson1813 Thanks for the advice.
Who are the data center customers ? And how much are they paying. Needs to be checked out.
40% of revenue is from alphabet, meta, Amazon, and Microsoft
Big tech companies. But thats not to say their demand will stay or increase forever.
@@user-kg1od9es5d demand is high but META, AMZN, GOOGL and MSFT/AMD are making their own AI chips. NVDA biggest customers will be their main competitors 3 years from now
@@jacoblentz2092yeah little companies 😂 bullish 🐂
Thank you for helping us make sense of the NVDA numbers, Brian S. Well done! Love your amazement of this strong earnings report and unbelievable growth story. I share your astonishment. Anybody who says he knows what will happen next with the stock is either a speculator, a liar or a time traveler.
Nice!
No mention of Coreweave.
Still undervalued
Bubblelicious, 😋 the next Cisco. AI ain’t gonna be your next customer.
This pace of growth will go on in an infinite number of coming quarters. Don't bet again NVDA.
lol, how much growth? conference call announced plenty more products n innovations waiting in the pipeline looking to break out
Extremely impressive earning reports. They have a monopoly currently and are far ahead of their competitors.
WTF is going on? 10% up after hours 7:45 pm west coast. I feel $$$$$
The bubble is sweet 😂
They do have a moat. Been using their products for about 25 years in the PC space. Other chip companies have tried and tried, fought tooth and nail to do what they do as well, but nVidia is always a step or two ahead. They have the best, smartest, most forward-looking people working for them, and they spend a ton on R&D that the other companies either don't or can't afford to, so it's always nVidia who leads with the latest new tech... it's insane. I have not found many companies like this.
They don't have a moat. NVDIA has an ocean. They are so far ahead of their competitors with the product that the largest countries and companies crave the most. It will be a long time before we see anything like this again.
I would like to know your take on AVGO
People will pay attention to NVDA like they did to Bitcoin/Ethereum in late 2017
Going to get my first spiffy pop today!!!
You can calculate and measure all day long and still not be able to predict anything. Stocks have a mind of their own.
MVDA target $1250
It will drop back to 300 this year
$2000 by Dec 2024
In your dreams. I’ll be amazed if this breaks 900 before dropping back to 300.
@@victoriacooper6892throw your phone away will ya
why di you think it will crash so hard?
@@EnterTheSoundscape
Please stop using the "Dumb Face" thumbnails.
NVDA has acquired businesses that they are having buy their chips, additionally they have taken controlling interests in businesses that use their chips, they are also loaning companies money to buy their chips. This whole thing seems a little hokey.
Imagine the US government told all these mag 7 companies including Nvidia to buy as many chips as possible to save the market.
I wish I had shares so I could sell and leave it before things burn down.
This mentality is precisely why you never acquired Nvidia when it was affordable. You missed the bull run. Ouch.
Couldn’t care less. I don’t understand this well enough and 99% of the investors don’t either. I’d rather not be invested.
You haven’t missed it it’s still undervalued but I guarantee you your not DCA into this… if money was just that easy to make risk free wouldn’t we all just be millionaires?
Tremendous growth, but what happens when/if AI demand fades? Forward P/E is at 90 and the stock currently trades like Tesla did a couple of years ago.
I'm not personally holding NVIDIA outside of the SP500...
I graduated in Computer Science with a 4.0 GPA, AI demand is not going to fade, infact most companies aren't really utilizing AI to an extent they should be.
Sure they are using algorithms for things such as search and google analytics, but actual general AI can be improved for almost every company as they can get advertising / product recommendations more personalized.
They can get workers to use more AI related tools to improve overall efficiency, etc.
We're also at the infant stage of general AI, general AI is going to become critical for every day life.
Imagine instead of 'just google it', you just use a general AI that tells you the result within a degree of certainty.
Google and Microsoft are fighting for that future and their investments alone are going to continue to expand as they become better at delivering that future.
Tesla is in a completely different market, the EV market is basically dying because the infrastructure and battery technology is not at the level it needs to be at in order to actually convince regular people to buy them. EV's are also massively dropping in price and also have a terrible depreciation because of the lack of confidence in battery technology and the cost related to fixing batteries. You can use old engines on ICE vehicles, but you cannot use old batteries on EV's as a replacement.
Such a hard business to value because they have always been cyclical.
Maybe investing in Nvidia wasn't such a bad choice but i think i did it a tad too early.
Maybe some day and some time it will click cos it definitely isn't clicking now.
@@PatrickJoules
Maybe there's something you doing wrong,
Because it's actually excelling well for me.
@@queenrobert-un3pi
Because of the inflation,
It's almost impossible to make profits but strategizing and implementing ideas gathered from people will surely change tides.
@@PatrickJoules
Good Investors know better than to rush into new Investments , particularly during period of inflation..
It's often pertinent and sacrosanct to seek advice from a finance manager or advisor in order to control recession and achieve high gains.
Doesnt this just mean its a huge bubble?
yes it will pop when companies like meta etc realise they dont need the chips since they wont get anywhere with new AI breakthroughs.
@@user-kg1od9es5dyou think only meta needs chips, every factory, car, computer, need chips. They won’t be able to fulfill the demand for next coming years
You obviously know nothing about tech companies
"wont get anywhere with new AI breakthroughs" Are you asleep? do you not see that AI is the next IPHONE? AI is literally taking over the world i nthe last 6 months. Every app is integrating some form of AI and its only in its early days.@@user-kg1od9es5d
How long will it go? Answer: As long as Nancy Pelosis husband has his insidedeal stocks in it.
Cool company but also a very risky one, if Nvidia underperforms the stock is gonna fall fast.
You will see it again, in the next revenue of Nvidia, then their results will be even much bigger and better. -
According to the pe ratios and profits companies like SHELL or EXXON should have bigger market cap than Nvidia😂
the huge difference is shell and Exxon are not expected to exponentially grow their earnings like Nvidia, oil is a relatively static industry and if anything with the contemporary focus on renewable energies it's being penalised, whereas for better or for worse ai is expected to grow a lot in the coming years
Nvda has already almost peak. No doubt, it is a very strong company, I would accumulate the stocks if it drops back to $500. For now, it is really expensive.
Why don’t we see similar growth in tsmc?
@@4b11t9 TSMC only build the platform for chip design. Nvda focus more on chip designs such as the H100 etc, which is the more profitable part of the business.
Enjoy missing out completely 🤣
@@MrGriff305 same...should have accumulate when it was around $200++
@@MrGriff305 It's either done or mostly done, not a good risk / reward to buy in here.
You want to see growth? TESLA BOTS 2026..........
Nvdia will reach 100k 2030
😂
@@my_test109 did you miss the boat ?
I sold most of my Nvidia stock a while back. Don't really regret it, it's just out of my risk tolerance as a stock.
Plus anyone who owns the SP500 already has decent exposure to this stock already, so not really necessary IMO.
Who is buying all these chips? No companies are saying they are buying, what end products are selling & where? Cooked books?
A simple google search will show you nearly all the big tech companies are buying all the Nvidia chips they can. Meta just announced a chip buy of nearly 10 billion dollars last month.
Big component like meta, Amazon, google and Microsoft are all major customers. Small companies like open ai, antropic and other ai startups are buying. Basically, everyone with skin in training ai models (a lot of startups) or selling services to run these models (cloud companies)
What a bullshit
A detail I picked up up on the call was that the newest data center GPU has a management service available for $3500 annual contract if I caught it correctly. If they’re capable of adding this on a significant percentage of hardware sales the gross margin will continue both improving and astonishing investors.
Microsoft and Meta - which spent $4.5 billion each on the chips last year - followed by Google parent Alphabet, Amazon, and Oracle. Even as those customers moved to develop their own AI chips and partner with its rivals, Nvidia's revenues from generative AI show no signs of slowing.
No human beening has seen the ability to beat human being, so don’t use your experience to judge…
I got you Brian, Nvidia to $798, target 2 $960. I’m the Nvidia to $700 last quarter guy check the comments on the last video. You’re welcome.
All I see is greed on the charts and in their business practices
the thing I don't get is why the fvck is just one stock a barometer for the US economy? its massively lopsided to the AI space and datacenters for that matter, I dont get it lol lol lol,,, hype hype hype
I don't own this stock, does it have moat I don't know, are any of the numbers justified, I don't know. If you don't know anything about NVDA, why are you in so much rush to analyze this company/post the video?? 🤔🤔🤔
Nvidia is literally priced in on hype. A lot of investors in the market of various categories believe into the AI buzzword. On the other side, theer are investors who see these idiots who buy into the hype and eventually will short them out of the market.
mark my words.
@@user-kg1od9es5d You seem to be the one who missed out, left with your own words whereas rest of us with nice juicy profit 🙂 Follow the numbers and you would get why it has been compounding for last a few years! There is not event distinct second at this time. Say in another 5 years AMD starts posing some threat but by that time we may already 100x our $$ so who cares! 😄😄😄
Nvidia is a fabless company they don't create the chips. Apple doesn't use Nvidia and I bet more companies will follow Apple's lead to design their own chips. ARM is a better investment than Nvidia in the long run imho
revenue is imaginary, all unfilled floated orders, insanity, literally rainbows and unicorns
more like... you're an imaginary account
@@ethandgregory imagine being triggered by an imaginary account.
Games addiction is growing. In the past best business was alcohol.
They don't have a moat, there are a tonne of big hungry wolves chasing at their heels that will soon start to bleed off these amazing demand-bubble margins and its an innovation led field with many innovators that could find a better way of doing AI GPUs that might (non-zero probability) take away this business. They will no doubt have a few very good years, but that doesn't deliver the long term income needed to justify current valuations.
You are making a statement with no real argument basis behind it. Okay, great, there are hungry competitors...Who when and how are they doing AI with these GPUs?
Competitors will do absolutely nothing. Its over
I can guarantee you it had no impact at all on the _US_economy_ and NVDA doesnt _make_ anything physical at all. They design ...
Something seems fishy with this company........... 🤔🤔 🤔