It will take half a decade to put a dent in the 'Nvidia monopoly' on chips, says Chris Rolland

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  • เผยแพร่เมื่อ 19 พ.ค. 2024
  • Chris Rolland, Susquehanna, joins 'Closing Bell Overtime' to talk Nvidia earnings.

ความคิดเห็น • 148

  • @xavier_lucas
    @xavier_lucas 2 หลายเดือนก่อน +339

    No brainer. Semiconductor and AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I have Made more than 200% ROI from NVIDIA with the assistance of my fa, I won’t fail to mention. I agree the stock would go higher in the next couple of days.

    • @Paullookman
      @Paullookman 2 หลายเดือนก่อน +2

      One of my goals is to employ the service of a financial advisor this year. I've seen some off LinkedIn but wasn't able to get a response. Could you recommend who it is you work with?

    • @Rachelkkk66
      @Rachelkkk66 2 หลายเดือนก่อน +1

      It's good you make your own research. and make sure whoever you work with is licensed n verifiable with a repute, this monica looks the part but i'd do my due diligence. I set up a call, tnks.

  • @tommychestnut5335
    @tommychestnut5335 2 หลายเดือนก่อน +165

    Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist asides Nvidia? I’ve been trying to grow my portfolio of $350K for sometime now, my major challenge is not knowing the best entry and exit strategies.. I would greatly appreciate any suggestions.

    • @Robertgriffinne
      @Robertgriffinne 2 หลายเดือนก่อน +3

      You’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner.

    • @traviswes7082
      @traviswes7082 2 หลายเดือนก่อน +4

      A lot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for certified advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $200k to $650k.

    • @Alejandracamacho357
      @Alejandracamacho357 2 หลายเดือนก่อน +3

      How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.

    • @traviswes7082
      @traviswes7082 2 หลายเดือนก่อน +3

      The CFP is Debra Ella Nicholas, very superb at what she does. Debra maintains an online presence, you look her up

    • @Alejandracamacho357
      @Alejandracamacho357 2 หลายเดือนก่อน +3

      Thank you for sharing, I must say, Debra appears to be very knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call

  • @geraldt331
    @geraldt331 2 หลายเดือนก่อน +135

    Market highs can sometimes be followed by corrections, but predicting the timing and extent of it is challenging. I've heard some analysts talk about a 'massive' correction. It makes me wonder if it's time to adjust my $2M portfolios or maybe even consider some defensive investments.

    • @yeslahykcim
      @yeslahykcim 2 หลายเดือนก่อน

      Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.

    • @Jadechurch-ql3do
      @Jadechurch-ql3do 2 หลายเดือนก่อน

      I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.

    • @lucaswilliams9992
      @lucaswilliams9992 2 หลายเดือนก่อน

      impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

    • @Jadechurch-ql3do
      @Jadechurch-ql3do 2 หลายเดือนก่อน

      Evelyn Alicia Schoenholtz' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @brianwhitehawker1756
      @brianwhitehawker1756 2 หลายเดือนก่อน

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @alkayboe652
    @alkayboe652 2 หลายเดือนก่อน +20

    Yes Dan has been overly negative for years. -And he has been wrong.

  • @JoelNJohnson
    @JoelNJohnson 2 หลายเดือนก่อน +8

    love the jensen's kitchen background

  • @Druuhew
    @Druuhew 2 หลายเดือนก่อน +55

    What a dumb remark about wondering why the stock is up 9-10%, completely ignores the fact that it shed 8% before the print. The market literally just reverted back from it's bear anxiety attack it went through for 2 days.

    • @keto6789
      @keto6789 2 หลายเดือนก่อน +11

      These people are all short term traders. I hold NVDA cause I KNOW that it'll be over $1000 in 1.5 years ....

    • @zayntan859
      @zayntan859 2 หลายเดือนก่อน +2

      @@keto6789 i sold it when it was 300 literally dumbest move

    • @aeromotive2
      @aeromotive2 2 หลายเดือนก่อน

      buy it dont trade it @@zayntan859

    • @psesh362
      @psesh362 2 หลายเดือนก่อน

      @@keto67891000 is a bear case tbh lol

    • @christian15213
      @christian15213 2 หลายเดือนก่อน +1

      Dan needs called out he's doing it on live TV and that's not right.

  • @TakemetoSKY-ee8us
    @TakemetoSKY-ee8us 2 หลายเดือนก่อน +14

    its just at 39 multiples. Microsoft has higher multiple . I think this stock will easily touch 900 and 1000 by year end.Nvidia has clear monopoly

    • @prolific1518
      @prolific1518 2 หลายเดือนก่อน

      ​@@JohnPMillergovernment is behind making it a monopoly goofy. Biden won't do a single thing to it while he's pouring money into it.

    • @Herr.Mitternacht
      @Herr.Mitternacht 2 หลายเดือนก่อน

      China has entered the Chat... 🇹🇼💣🇨🇳

  • @sanesanyo
    @sanesanyo 2 หลายเดือนก่อน +9

    Ok so why the heck they just dont rename whisper numbers as the analyst average expectations instead. Seriously you guys keep on moving your yardstick. The nunbers were solid, end of story.

  • @randy74989
    @randy74989 2 หลายเดือนก่อน +18

    Think about this: Jensen Huang is the new Steve Jobs, except so much more!

    • @user-nd3fp5fl8n
      @user-nd3fp5fl8n 2 หลายเดือนก่อน +6

      Not at all. Steve Jobs was not an engineer and built consumer products. Jensen, an engineer, builds a highly technical component, and the consumer side of the business is diminishing.

    • @DISstockmagic
      @DISstockmagic 2 หลายเดือนก่อน +4

      @@user-nd3fp5fl8n "History doesn't repeat itself but it sure does rhyme"

    • @brandonderrick006
      @brandonderrick006 2 หลายเดือนก่อน +1

      Put some respect on Elon’s name.

    • @user-kg1od9es5d
      @user-kg1od9es5d 2 หลายเดือนก่อน +1

      pls stop comparing Steve like this. Steve was a genius, someone who turned a crazy vision into reality. Jensen has a grand vision for gen AI that wont happen. Just watch! companies will buy up hardware but itll just sit there. No real game changing products will come out of its use from Meta, alphabet etc. The software is what makes the hardware useful not the other way round.

    • @Herr.Mitternacht
      @Herr.Mitternacht 2 หลายเดือนก่อน

      That's an insult for Mr Huang. He's a CEO that actually knows what he's talking about.

  • @gtash0010
    @gtash0010 2 หลายเดือนก่อน +10

    Why is clueless Dan even on TV? 😂 Let Chris, who actually knows what he's talking about it speak.

    • @bobbyt7448
      @bobbyt7448 2 หลายเดือนก่อน +1

      Yes, he needs to go!

  • @leechen7235
    @leechen7235 2 หลายเดือนก่อน +6

    We have never seen anything like this, beating by Billions quarter after quarter. It is nearly impossible for ramping up production (by TSMC) to meet the demands in such a short time. It will continue to be supply constrained in the near term. Nvidia specialty is beat and raise, it could have $25 to $30 Annual EPS, in an upbeat market, $1K stock is not only possible, but likely.

    • @bavarois25
      @bavarois25 2 หลายเดือนก่อน

      Just buy and hold!

    • @prolific1518
      @prolific1518 2 หลายเดือนก่อน

      Easy to do when all their customers are getting government handouts. Nvidia is the new welfare company like Tesla was. Congrats Biden is Nvidia holders daddy.

  • @spsp3232
    @spsp3232 2 หลายเดือนก่อน +16

    Dan has been negative for years

    • @darrellshirar4411
      @darrellshirar4411 2 หลายเดือนก่อน +2

      Negativity is his middle name

    • @ajj53
      @ajj53 2 หลายเดือนก่อน +2

      Guy too for the most part. 2 stooges

  • @thelowprofile9767
    @thelowprofile9767 2 หลายเดือนก่อน +6

    Even with the China restriction, they still beat expectations. Imagine if there was no restriction.

    • @user-ll9qk2el4d
      @user-ll9qk2el4d 2 หลายเดือนก่อน +1

      No restrictions would be great for investors, but I'd rather make less money than give China any advantage.

    • @thelowprofile9767
      @thelowprofile9767 2 หลายเดือนก่อน +1

      @@user-ll9qk2el4d I'm totally with you. I really don't want those bullies usurping American technology.

    • @saloninegi147
      @saloninegi147 2 หลายเดือนก่อน

      Absolutely!

    • @Herr.Mitternacht
      @Herr.Mitternacht 2 หลายเดือนก่อน

      Imagine if China invaded Taiwan.

    • @R3tr0v1ru5
      @R3tr0v1ru5 หลายเดือนก่อน

      ​@@thelowprofile9767 And the US hasn't bullied anyone? It's been much worse than China.

  • @bobbyk9939
    @bobbyk9939 2 หลายเดือนก่อน +11

    Dan always hating with bias talking on Nvidia

    • @KrustyKlown
      @KrustyKlown 2 หลายเดือนก่อน +2

      he's trying to influence the price to match his low forecasts, lol.

  • @christian15213
    @christian15213 2 หลายเดือนก่อน +5

    Dan really needs to be called out for all of the bear takes and shorting the position. Like just say you are short so people can understand why you keep dogging the stock.

  • @johnchieze530
    @johnchieze530 2 หลายเดือนก่อน +4

    this huang fella is carrying the stock markets on his back, nothing short of incredible. j. cramer's right to dub him the taylor swift of wall street

  • @user-cf2px2ko8y
    @user-cf2px2ko8y 2 หลายเดือนก่อน +5

    These guys have no background in engineering and make those comments as if they understand what they are talking about...

  • @kyaghleah
    @kyaghleah 2 หลายเดือนก่อน +3

    Buy on any dips and hold for 3 or more years.

  • @jeffhucle6436
    @jeffhucle6436 2 หลายเดือนก่อน +3

    only in the stock market will you ever hear 5yrs called "HALF A DECADE" LOL

  • @sunnyrobinson2128
    @sunnyrobinson2128 2 หลายเดือนก่อน +4

    Dude is tripping with the hate

  • @user-en5is4lr9v
    @user-en5is4lr9v 2 หลายเดือนก่อน +3

    Danny’s face says it all… lol

  • @shammuk02
    @shammuk02 2 หลายเดือนก่อน +1

    Thats what they said about TSLA... but it only took a few years for BYD to catch up to it

  • @louisaparker
    @louisaparker 2 หลายเดือนก่อน +6

    Nvidia designs its chips, but it does not physically make chips. I just can't understand it. What is so special about Nvidia design?

    • @thomasflynn8712
      @thomasflynn8712 2 หลายเดือนก่อน

      I don’t know but it’s a beast

    • @aeromotive2
      @aeromotive2 2 หลายเดือนก่อน

      does nike manufacture its own products? would you rather invest in factories in Vietnam and China? Good luck

    • @louisaparker
      @louisaparker 2 หลายเดือนก่อน +1

      @@aeromotive2I didn't know that about Nike. What is so special about Nike, if it doesn't even make its own products? The same question for Nvidia.

    • @christian15213
      @christian15213 2 หลายเดือนก่อน +1

      Designing chips is not really what's going on. They actually build chips but they are so nice and kind that they actually let others take those designs and manufacture their own chips and sell them. The licensing and royalties goes to nvidia from that. Then their foundational chips, like those in their own data centers, the honkers driving all of this, are built and manufactured for them. It's hardware development at that point which is the same as Iphone for example. So an example chip and then everyone goes off and copies that and builds it for themselves and they build and sale or use the really really good ones. That plus world class software that is computational driving all of this AI.

    • @user-ll9qk2el4d
      @user-ll9qk2el4d 2 หลายเดือนก่อน +5

      What makes Nvidia chips valuable isn't the materials used to make it. It's the patented design. We're not making potato chips here. Nvidia has over 20 years of experience and knowledge in developing GPUs. It's not just the chips but software ecosystem that is widely used in AI machine learning.

  • @ktcool4660
    @ktcool4660 2 หลายเดือนก่อน +2

    Microsoft, Meta, Google & Open AI is already ditching CUDA. People are underestimating AMD & opensource source AI ecosytem.

  • @markburnham7512
    @markburnham7512 2 หลายเดือนก่อน +2

    Can't imagine buying NVDA here without a very tight stop.

    • @24theMoney
      @24theMoney 2 หลายเดือนก่อน

      Tight AF is right

  • @rebelpan9269
    @rebelpan9269 2 หลายเดือนก่อน +1

    Why does CNBC hate Nvidia so much

  • @NicoleBarker-he2vp
    @NicoleBarker-he2vp 2 หลายเดือนก่อน

    This year will really boom, especially for AI stocks. I think it's important to stick to stocks that are immune to economic policies. I'm looking at NVIDIA and other AI stocks. Maybe there are other recommendations?

  • @GregRyanFitness
    @GregRyanFitness 2 หลายเดือนก่อน +2

    Cisco 2.0 Talking heads saying the exact same thing they did in 1999 Im a Bull but you have to be crazy to buy at these levels.

    • @afridgetoofar1818
      @afridgetoofar1818 2 หลายเดือนก่อน

      But is this 1999 or 1997? It’s your choice.

  • @madhukiranvaddi4312
    @madhukiranvaddi4312 2 หลายเดือนก่อน

    How it can grow beyond what they have today .1.7T cap..

  • @funrecent
    @funrecent 2 หลายเดือนก่อน

    Hello my dear friend! thank you for the cool video! keep filming! I'll wait for new videos

  • @ciscodiy8276
    @ciscodiy8276 2 หลายเดือนก่อน

    The same way they were talking about Tesla, look where Tesla is now.

  • @sertacsertler3275
    @sertacsertler3275 2 หลายเดือนก่อน +1

    1100 is guaranteed by EOY. 850 makes one laugh, if you believe they will remain the dominant force in AI and when IT market fully recover.

  • @mehdilushi7895
    @mehdilushi7895 2 หลายเดือนก่อน +3

    Just think nvida is worth more than Australia or Canada gdp or half of Germany gdp 😂
    This will be funn 🤪

    • @aeromotive2
      @aeromotive2 2 หลายเดือนก่อน +1

      im from canada, gdp wise im not surprised.. country is a dump in terms of economy. Its got natural resources but that doesnt figure into a gdp

    • @briantep458
      @briantep458 2 หลายเดือนก่อน

      for now yes until AI becomes commoditized. AI is software, it only needs hardware to train and eventually that will slow down but not for another 3-5 years

    • @TakemetoSKY-ee8us
      @TakemetoSKY-ee8us 2 หลายเดือนก่อน

      Market Cap and GDP are very different numbers. Population rate going down .AI is the need .

    • @user-kg1od9es5d
      @user-kg1od9es5d 2 หลายเดือนก่อน

      AI is going to drive everything to zero!! once energy becomes free [through the use of nature and less reliance on oil] cost of compute goes to zero... Cost of products that leverage AI go to zero.. basic shizzz. the only thing thatll stop it/halt it is corporates who want to maintain the power of the dollar.@@briantep458

  • @rickhayes-oh2zm
    @rickhayes-oh2zm 2 หลายเดือนก่อน

    100%

  • @darrenhere5856
    @darrenhere5856 2 หลายเดือนก่อน

    and if TSM fabs end up under control of china ??

  • @FreaksSpeaks
    @FreaksSpeaks 2 หลายเดือนก่อน +1

    In yearthis would be £500

  • @24theMoney
    @24theMoney 2 หลายเดือนก่อน +1

    The only think that can take down NVDA right now is if Taiwan semi factory is shutdown for some reason.

    • @user-ll9qk2el4d
      @user-ll9qk2el4d 2 หลายเดือนก่อน

      ..or taken over by China in an invasion.

    • @cate9963
      @cate9963 2 หลายเดือนก่อน

      If TSMC is shut down, so will Apple, and a bunch of other US big companies.

  • @Thesudarshan94
    @Thesudarshan94 2 หลายเดือนก่อน +1

    what does muted from here means ? Looks like he does not know what is saying.

    • @christian15213
      @christian15213 2 หลายเดือนก่อน

      nothing lol. Dan just wanted to hear something to make him feel better. He was like yea muted meaning nothing.

  • @corneliuswalker3319
    @corneliuswalker3319 2 หลายเดือนก่อน +3

    Funny way of saying just 5 years …

    • @KrustyKlown
      @KrustyKlown 2 หลายเดือนก่อน

      "just" .. a perpetual 5yr lead is what is more likely. In 5yrs Nvidia will be onto their next gen products.

  • @AH-fm7rj
    @AH-fm7rj 2 หลายเดือนก่อน

    The funny part is Ernie from Baidu doesn't use NVIDIA and still it is outperforming ChatGPT😅

  • @BerniecePiette445
    @BerniecePiette445 2 หลายเดือนก่อน

    Real estate investors losing money is music to my ears. They are a major reason why the real estate market is the way that it is now......

    • @Lida-sh6ee6667
      @Lida-sh6ee6667 2 หลายเดือนก่อน

      Please i need help...

    • @Lida-sh6ee6667
      @Lida-sh6ee6667 2 หลายเดือนก่อน

      Thanks for the info . Found her website and it really impressive...

  • @gloriajaimesa2811
    @gloriajaimesa2811 2 หลายเดือนก่อน +1

    At fast losses show, Dan is shining with his legendary negativity. there's nothing good. get him off the stage.
    5 years will be a quasi monopoly, software on top leading hardware.
    Let's stay calm and collected

  • @Koushi82
    @Koushi82 2 หลายเดือนก่อน

    Bubble bubble confirmed

  • @Srednicki123
    @Srednicki123 2 หลายเดือนก่อน

    5 years? He might want to google Groq chips

    • @KrustyKlown
      @KrustyKlown 2 หลายเดือนก่อน +1

      in 5yrs, Nvidia will have a 5yr lead .. perpetual

    • @toke182
      @toke182 2 หลายเดือนก่อน

      muted means no upside and no downside, what is usually called lateral

    • @user-kg1od9es5d
      @user-kg1od9es5d 2 หลายเดือนก่อน

      that doensnt mean much - nvidia has to continue developing and delivering new meaningful innovations.@@KrustyKlown

    • @user-kg1od9es5d
      @user-kg1od9es5d 2 หลายเดือนก่อน

      yeah i see nvidia cruising once the supply-demand equation settles. but itll decline when folks no longer need to rely on nvidia and I dont think they will be the player long-term to house the software ecosystem to develop Gen AI Apps.@@toke182

  • @rossgeller729
    @rossgeller729 2 หลายเดือนก่อน +1

    Mortgage your house max out credit card 10x margin all in NVDA $1000 calls and you will make billions in no time!

  • @lawrencefearon6830
    @lawrencefearon6830 2 หลายเดือนก่อน +1

    The stock has a Forward P/E of 18. It's undervalued for the accelerating growth. It could double to $1,450 and still be reasonable.

  • @podangadubukus
    @podangadubukus 2 หลายเดือนก่อน +3

    Why is Dan here - always wrong and loud mouth

  • @jeffrose5622
    @jeffrose5622 2 หลายเดือนก่อน

    What a DF!!!!! Their estimate is $850 and he says "we're a bit muted from here". Guarantee you'll never see this DF post online in the future!! LOL!!!

  • @madhukiranvaddi4312
    @madhukiranvaddi4312 2 หลายเดือนก่อน

    What software eco system you are talking about ? 90% of the chips integrated with MS, AWS, META software … CUDA is a just API , no recurring revenue

    • @user-kg1od9es5d
      @user-kg1od9es5d 2 หลายเดือนก่อน

      Lol yeah hes an idiot. He's thinking software ecosystem like the apple app store...

  • @starship519
    @starship519 2 หลายเดือนก่อน

    extremely overvalued

  • @jrjames5148
    @jrjames5148 2 หลายเดือนก่อน

    A lot of shorters right here 😂

  • @LumenMichaelOne
    @LumenMichaelOne 2 หลายเดือนก่อน

    China get's the 🪓 on AI.

  • @Anthony-dj4nd
    @Anthony-dj4nd 2 หลายเดือนก่อน +2

    Nvidia is almost $2T today, imagine in 10yrs!😮

    • @shadh2530
      @shadh2530 2 หลายเดือนก่อน

      yeah thats what cisco stock buyers thought when they bought the stock at $80 24 years ago.

    • @ryen49
      @ryen49 2 หลายเดือนก่อน

      @@shadh2530 uh huh lol

    • @felizh82
      @felizh82 2 หลายเดือนก่อน +1

      @@shadh2530Costco didn’t really makes money at its peak 😂

    • @rajnit5769
      @rajnit5769 2 หลายเดือนก่อน

      @@shadh2530 Tech was not this evolved 24 yrs ago. If you are smart, start buying $100 worth NVDA a month for your kids and throw cisco thoughts away

    • @keto6789
      @keto6789 2 หลายเดือนก่อน +1

      @@shadh2530 NVDA ain's Cisco and tech wasn't a big deal back then ...

  • @g86money
    @g86money 2 หลายเดือนก่อน

    This analyst’s firm owns NVDA and they have other IB conflicts. Duh he’s bullish.

  • @jaycrypto2024
    @jaycrypto2024 2 หลายเดือนก่อน

    AGIX
    Singularity Net
    Will be top AI crypto project of 2024
    You're welcome 💎

  • @VinnyViral
    @VinnyViral 2 หลายเดือนก่อน +1

    Cringe Green Screen

    • @afridgetoofar1818
      @afridgetoofar1818 2 หลายเดือนก่อน +1

      It’s horribly unprofessional 😂

  • @darrellshirar4411
    @darrellshirar4411 2 หลายเดือนก่อน

    Chris don’t know what he’s talking about

  • @thetradersam6157
    @thetradersam6157 2 หลายเดือนก่อน +2

    half a decade my ass!! Intel will be at par with Nvidia by Q2 2025 in GPU performance...

    • @aeromotive2
      @aeromotive2 2 หลายเดือนก่อน +3

      lol ok bag holder

  • @eh7599
    @eh7599 2 หลายเดือนก่อน +1

    Wrong! Nvidia is a joke

    • @StewieGriffin
      @StewieGriffin 2 หลายเดือนก่อน +1

      lol they have backlog from amazon, google, microsoft, and other tech companies. they are going to beat april earnings easy

  • @mmercato7174
    @mmercato7174 2 หลายเดือนก่อน

    AMD FTW ! 255$