Has the Nvidia (NVDA) and SMCI Bubble Burst?

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  • เผยแพร่เมื่อ 30 ต.ค. 2024

ความคิดเห็น • 226

  • @Cdictator
    @Cdictator 2 หลายเดือนก่อน +30

    Couldn’t agree more on SMCI. It’s just not worth the risk.

  • @victorc8028
    @victorc8028 2 หลายเดือนก่อน +8

    Great info Adam, especially The Enron and Worldcom story. Good teaching lessons for the younger viewers. Thank you very very much Adam, you're awesome!

  • @luqman9480
    @luqman9480 2 หลายเดือนก่อน +18

    2 vid in a day ! Awesome

  • @MaryroseBarbot
    @MaryroseBarbot หลายเดือนก่อน +3

    God, why I didn't find this channel earlier??? This is amazing place for everybody who interested about investments

  • @AgripinaZeier
    @AgripinaZeier 2 หลายเดือนก่อน +7

    you are truly the goat, me and my partner have learnt so much from you and we’re truly grateful for the work you put in and the lessons that you teach! Changing lives!

    • @MagesaKulwa
      @MagesaKulwa หลายเดือนก่อน

      Hi I wanna join his trading course is it worth

  • @MichaelScott69
    @MichaelScott69 2 หลายเดือนก่อน +47

    I'm still bullish on nvidia.

    • @MsPaperbear
      @MsPaperbear หลายเดือนก่อน +1

      it's going to 200

  • @120Lok
    @120Lok 2 หลายเดือนก่อน +31

    exactly what I did yesterday, the second I saw the news I did not even have a second thought and go straight to sell all my SMCI despite down 45%

    • @emedlearning9035
      @emedlearning9035 2 หลายเดือนก่อน +2

      Same for me

    • @toshy24tosh
      @toshy24tosh 2 หลายเดือนก่อน +7

      Very smart, take the L and move on. All they do is make computer racks...put it all in nvidia and you'll make it all back.

    • @jasonxjia84
      @jasonxjia84 2 หลายเดือนก่อน +4

      Ya true, sometimes it’s just hard to swallow that 50% drop, yeah, possible it might bounce back, but not worth taking the risk.

    • @GabbarSingh-TX
      @GabbarSingh-TX 2 หลายเดือนก่อน +4

      You could have waited for a day... just saying.. minimize the damage..

    • @LordBagdanoff
      @LordBagdanoff 2 หลายเดือนก่อน +3

      Crazy it will definitely rebound

  • @jirojiro1029
    @jirojiro1029 2 หลายเดือนก่อน +10

    NVDA for me has too much volatility and limited upside at current market cap. I finally cashed out at $130. It could go up but I’m at peace with it

    • @Xgeneralll
      @Xgeneralll 2 หลายเดือนก่อน +1

      Did same thing. locked in all profits and put all my profits and cash raised into my already big AMZN and PLTR positions

  • @juanpuebloknowyumama3831
    @juanpuebloknowyumama3831 2 หลายเดือนก่อน +6

    I’m 65 years old and have never seen anything like this before. Every year, companies like NVIDIA perform exceptionally well, which raises questions about their practices. How long can they sustain this performance? It seems like NVIDIA might have some undisclosed agreements with the government, potentially manipulating their financial statements. Despite these suspicions, no one seems to question them. It's crucial to understand that NVIDIA is involved in various government contracts, which are publicly disclosed. They are also subject to regulations, such as the Stock Trading on Congressional Knowledge Act, which requires government officials to disclose financial transactions involving stocks like NVIDIA.

  • @LaverneWhitman
    @LaverneWhitman 2 หลายเดือนก่อน +5

    Strong BUY. Still early innings. NVIDIA is the dominant leader in Al and the preferred technology partner globally.
    Even a new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin.
    Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

    • @newmanicdevices6837
      @newmanicdevices6837 หลายเดือนก่อน

      Retaining 85% market share when, especially when you only own IP and you're fabless, and there are so many competitors, and EVERY SINGLE CUSTOMER/COMPETITOR is motivated to eliminate the industry's dependence on IP like CUDA, and you're facing monopoly lawsuits, all while LLMs have peaked for the time being... sure, yeah, they're undervalued, lmfao.

  • @felipeturbayr
    @felipeturbayr 2 หลายเดือนก่อน +2

    Thanks you so much Adam for your input for NVDA and SMCI! your advice is much appreciated!

  • @sr4847
    @sr4847 2 หลายเดือนก่อน

    Enjoy your videos and commentary Adam. Thanks for keeping it simple, clear and balanced.

  • @benjaminchang8210
    @benjaminchang8210 2 หลายเดือนก่อน +17

    On the verge of requesting for this video (shamelessly).
    You Sir, saved me some dignity 😂

  • @2023gainer
    @2023gainer 2 หลายเดือนก่อน +4

    Both the EV and AI sectors Surging Today to end the month. Dip-buying .. VHAI....GFAI and NVDA...Thumbs Up video/ comments. Thanks.

  • @semenkononov140
    @semenkononov140 2 หลายเดือนก่อน

    Your channel is a real storehouse of knowledge about trading. Thank you for your valuable help and support!

  • @toshy24tosh
    @toshy24tosh 2 หลายเดือนก่อน +6

    To summarize...SMCI is garbage, Nvidia is still a beast and this is clearly billionaires in their secret chat groups trying to cause panic, buy the dips and stay the course. Thanks Adam

  • @ThomasLivoti
    @ThomasLivoti 2 หลายเดือนก่อน

    I love how you try all these strategies, it shows that you care.

  • @КириллСорокин-й8о
    @КириллСорокин-й8о 2 หลายเดือนก่อน +1

    Always makes trading and making money more of a hobby..thanks for the articles

  • @LordBagdanoff
    @LordBagdanoff 2 หลายเดือนก่อน +2

    Same company that accuse SQ as well. Really nonsense. Fundamentals of SMCI still hasn’t changed. Buying and holding!

  • @MarcS777
    @MarcS777 2 หลายเดือนก่อน +1

    Thank u Adam for being so clear-cut abt SMCI. Not saying it will go bad 100%, but i do take yr comments seriously. THANKS!

  • @AnastasiyaFrolova-h4o
    @AnastasiyaFrolova-h4o 2 หลายเดือนก่อน

    Your advice helps me improve my trading results.

  • @kinyungwong8970
    @kinyungwong8970 2 หลายเดือนก่อน +4

    Thank you adam! I want to know more of your view on PDD if possible

  • @dhananjaykandekar4454
    @dhananjaykandekar4454 2 หลายเดือนก่อน

    Thank you Adam for your insights... I am learning a lot from your videos.

  • @mariamtownsend4985
    @mariamtownsend4985 2 หลายเดือนก่อน +1

    Thank you for sharing your deep knowledge in investing. You have made a huge impact to stay focus in d right direction.

  • @NadDanBetterLiving
    @NadDanBetterLiving 2 หลายเดือนก่อน +10

    NVDA still a buy for me….Ignore the market nonsense

    • @LordBagdanoff
      @LordBagdanoff 2 หลายเดือนก่อน

      Of course it is.

    • @MsPaperbear
      @MsPaperbear หลายเดือนก่อน

      yea. people don't know the scaling that blackwell can give

  • @elliotowen2011
    @elliotowen2011 2 หลายเดือนก่อน

    Your trading videos are always interesting and useful to me.

  • @syedarmaghanhassan4652
    @syedarmaghanhassan4652 หลายเดือนก่อน +1

    Thanks Adam, you are great! great INFO!

  • @LatonyaHassey
    @LatonyaHassey 2 หลายเดือนก่อน

    GOOD EXPLANATION THANK YOU

  • @Cecitrader
    @Cecitrader 2 หลายเดือนก่อน +1

    Thank you Adam for the great information.😊

  • @JackF0372
    @JackF0372 2 หลายเดือนก่อน

    Love your analogies in your videos!

  • @joshyong7318
    @joshyong7318 2 หลายเดือนก่อน +5

    Thks Adam so much, that i have been eagerly waiting for on SMCI. I have been always following your videos, almost every episode. Appreciate you have made things clear and I know what to do moving forward. Unfortunately, I did buy SMCI when it was 'correcting' itself, based on your recommendation video. i have lost thousands of $ by now. I wouldn't buy if I read your written post. May i suggest that you correct your stand with a video sooner (not just by written posts), not when the unfortunate thing has happened. Secondly, may i request a video coverage on PDD.

    • @bentobox7788
      @bentobox7788 2 หลายเดือนก่อน

      Watching a youtube video is just a starting point. It's up to you to research further and draw your own conclusion.

  • @lisbethsalander1723
    @lisbethsalander1723 2 หลายเดือนก่อน +1

    Thanks for reminding us about ENRON. Have watched the documentary movie on it " Smartest Guy in the Room"- scary reminder but I needed it. Just sold most of the SMCI stock at a loss.
    I am your regular TH-cam viewer. Not sure how I have missed your caution for the stock,

  • @Shanel-f4l
    @Shanel-f4l 2 หลายเดือนก่อน

    What a miracle Thank you so much sir 100% strategy working I tried 7 trades on this strategy all are win I'm your fan

  • @lsbm1511
    @lsbm1511 2 หลายเดือนก่อน

    Thank you very much for the warning 👍

  • @dakalabanka9214
    @dakalabanka9214 2 หลายเดือนก่อน +4

    Without fail your presentations are informative and entertaining…what a terrific job of integrating useful information in an enjoyable and watchable format- - i am very glad that i became a UIP member

  • @evadeanu1
    @evadeanu1 2 หลายเดือนก่อน +1

    Adam, you always deliver! Great video again.

  • @jonathanyeap5459
    @jonathanyeap5459 2 หลายเดือนก่อน +4

    Great video ! Thank you sir

  • @raym6747
    @raym6747 หลายเดือนก่อน

    Thx Adam, insightfull..

  • @dannysanders4327
    @dannysanders4327 2 หลายเดือนก่อน +3

    Wow Adam on a roll today

  • @stang3299
    @stang3299 2 หลายเดือนก่อน

    Thank you, Adam!

  • @UziGameGP
    @UziGameGP หลายเดือนก่อน

    Would love to see your take and intrinsic value of Micron.

  • @hm8298
    @hm8298 2 หลายเดือนก่อน +1

    Thank you so much Adam guru for your precious thoughts 🙏🙏😊
    Really appreciate the SCMI perspective 😅
    Legend!
    For those who have not taken the whale investing course but have an educational degree instead…. Sigh!!
    This is not promotional but mine was life changing lesson after taking the course , now investing for long term and up 50%+
    Warm
    Regards 🎉

  • @ngoziobilo5216
    @ngoziobilo5216 2 หลายเดือนก่อน

    Thanks for your care❤

  • @minoltamind1909
    @minoltamind1909 2 หลายเดือนก่อน +1

    Awesome preaching thanks alot Adam.❤😂

  • @antareschen4451
    @antareschen4451 2 หลายเดือนก่อน +2

    Thanks so much

  • @daniloitaliano
    @daniloitaliano 2 หลายเดือนก่อน

    excellent video on how to use cash secured puts to buy with a
    margin of safety. thanks!

  • @jleong902
    @jleong902 2 หลายเดือนก่อน +1

    Which is a better stock NVDA or PLTR if were to choose 1?

  • @LabanReiter
    @LabanReiter 2 หลายเดือนก่อน

    Your strategy has helped me turn my trading around. I'm finally seeing some real profits!

  • @Jamesjerome0
    @Jamesjerome0 2 หลายเดือนก่อน

    just sold part of my Nvidia stock to protect my profits, but I'm holding onto some for the long run because of the company's strong growth prospects. In addition, I'm thinking of expanding the variety in my $400K stock portfolio, but I'm not sure how to handle risks going forward.

  • @maddstaxx
    @maddstaxx 2 หลายเดือนก่อน +4

    "im not selling shit" had me in tears

  • @jenntjie6815
    @jenntjie6815 หลายเดือนก่อน +1

    should we sell SMCI as it is being sue? what to do when we have the stock ?

  • @miamiboating
    @miamiboating หลายเดือนก่อน

    Another Great Video! You are one Khool Dude!

  • @ASaulat
    @ASaulat 2 หลายเดือนก่อน

    Great analysis

  • @darrell3752
    @darrell3752 2 หลายเดือนก่อน +1

    Thx Adam.

  • @andypot2179
    @andypot2179 2 หลายเดือนก่อน

    Fantastic presentation thx.

  • @Mind-Development-AB
    @Mind-Development-AB 2 หลายเดือนก่อน

    Thank you Adam!

  • @AndyB72
    @AndyB72 2 หลายเดือนก่อน

    Thanks for this really precious video

  • @chongchyechia4208
    @chongchyechia4208 2 หลายเดือนก่อน +5

    Thanks alot, Sir .. After you video, I clear all my SMCI shares immediately

    • @mt8073
      @mt8073 2 หลายเดือนก่อน

      Why don't you short it now?

    • @WanderMindChronicles
      @WanderMindChronicles 2 หลายเดือนก่อน

      @@chongchyechia4208 thanks for the 💰

    • @WORLDCITIZEN2004
      @WORLDCITIZEN2004 2 หลายเดือนก่อน

      @@mt8073 SMCI is not a good idea to short.....

  • @ikhmalmal7930
    @ikhmalmal7930 2 หลายเดือนก่อน +1

    Nvdia is good bro..blackwell gonna be game changer

  • @jeffl8549
    @jeffl8549 2 หลายเดือนก่อน

    I asked for a nvidia video. Thanks!

  • @ralfmeschino6934
    @ralfmeschino6934 2 หลายเดือนก่อน

    Thank you Adam, very sound advice, Cheaters NEVER prosper in the long term :)

  • @Anamaria-h2o
    @Anamaria-h2o 2 หลายเดือนก่อน

    I congratulate you for your channel and I thank you for what you teach, I would like to recommend that you include in your videos Spanish subtitles because we are many Latinos who follow your channel and that would help us to be more sure of what we learn thanks to you, and God bless you and may you continue to succeed day by day.

  • @sunnytan6952
    @sunnytan6952 หลายเดือนก่อน

    Thanks for another great video Adam. Truly appreciate it.

  • @AliciaCrone
    @AliciaCrone หลายเดือนก่อน +2

    It does seem like both NVIDIA and SMCI have been riding a wave of excessive optimism, especially with the AI boom. If these companies can’t keep up with the market’s high expectations, a significant correction could be on the horizon

    • @alanpedrick1562
      @alanpedrick1562 หลายเดือนก่อน

      Optimism spawned by every major media and investment platform. It's not that the company itself is causing the boom.

  • @thyrathlach634
    @thyrathlach634 2 หลายเดือนก่อน

    Thank you.

  • @lakying-236
    @lakying-236 2 หลายเดือนก่อน +1

    Big thanks ❤🎉

  • @zippy79
    @zippy79 2 หลายเดือนก่อน +1

    Been waiting .. thanks!

  • @rodgertim2881
    @rodgertim2881 หลายเดือนก่อน +1

    A burst bubble would mean a sharp decline in their stock prices, which could hurt investors who bought in at the peak. It might also impact the tech sector more broadly, as both companies are seen as leaders in AI and high-performance computing

  • @khairulashrafazemi781
    @khairulashrafazemi781 2 หลายเดือนก่อน +1

    Thanks

  • @Greg-O-rama
    @Greg-O-rama 2 หลายเดือนก่อน

    Back paddled on initial buy call, well highness sight is 50/50

  • @wenjielee6018
    @wenjielee6018 หลายเดือนก่อน

    Adam, tsm seems like a great stock? do you avoid it because its a huge capex companies? what about its moat?

  • @salilmahadik9396
    @salilmahadik9396 2 หลายเดือนก่อน

    Good video and analysis.
    Can you do a video about Intel stock and it's future ?

  • @HarmeetSingh-jo3sg
    @HarmeetSingh-jo3sg 2 หลายเดือนก่อน +1

    When would consider taking some profits then?

  • @danielmartin8847
    @danielmartin8847 2 หลายเดือนก่อน

    Thank you good video

  • @Muller_Andr
    @Muller_Andr 2 หลายเดือนก่อน +2

    Increasing tax rates are the reason i rolled over my 401k to a roth. i Don't want to be 59 paying taxes on current income on withdrawals made from my retirement account.

  • @landisk3530
    @landisk3530 2 หลายเดือนก่อน +2

    Words of Wisdom!

  • @seandelaney1700
    @seandelaney1700 2 หลายเดือนก่อน

    First time viewer, great stuff, subscribed.

  • @GlenCarroll-v7s
    @GlenCarroll-v7s 2 หลายเดือนก่อน

    my wife and I are subscribed to your channel and we like your videos a lot, we are from the Dominican Republic, we are learning from your strategies and we would like if it is possible for you to make a strategy with indicators for the OTC market on weekends, we are new to trading. Thank you very much for sharing your knowledge.

  • @muhammadkabir3033
    @muhammadkabir3033 2 หลายเดือนก่อน +1

    You are great

  • @JackOng-xb6xn
    @JackOng-xb6xn 2 หลายเดือนก่อน +2

    Can review Intel? Will it go back to glory days after completion of its foundry?

  • @MYB9797
    @MYB9797 2 หลายเดือนก่อน

    thank you!

  • @kelvinfok
    @kelvinfok 2 หลายเดือนก่อน +2

    great value in the video, thanks Adam!

  • @jiarongmusic
    @jiarongmusic 2 หลายเดือนก่อน +1

    great video

  • @tuanho8367
    @tuanho8367 หลายเดือนก่อน

    New CFO starting 2021 : David Weigand
    Old CFO case 2020 : Howard Hideshima

  • @EthanWalter-wn3mk
    @EthanWalter-wn3mk หลายเดือนก่อน

    Nvidia’s growth has been phenomenal, especially in the AI and data center space. Their GPUs are pretty much the gold standard for AI workloads. I think their leadership in AI gives them a solid edge for the future.

  • @narasimhar8803
    @narasimhar8803 2 หลายเดือนก่อน +2

    You can dream for 95. I may not go below 114

  • @JonesThomas-s8q
    @JonesThomas-s8q 2 หลายเดือนก่อน

    I previously believed that all investors experienced financial ruin during economic downturns, but i now realize that some of them actually make a fortune. In summary, while some people face recessions, others seize profitable opportunities, and it all begins with having the correct mindset. As a result, I have allocated some of my savings for future investments. Regrettably, I lack experience in this area.

  • @WanderMindChronicles
    @WanderMindChronicles 2 หลายเดือนก่อน +7

    Going all in on SMCI

    • @WORLDCITIZEN2004
      @WORLDCITIZEN2004 2 หลายเดือนก่อน +1

      They made a mistake .. Maybe they don't make a mistake again.

  • @jerryyapkh
    @jerryyapkh 2 หลายเดือนก่อน

    Adam, if that's the case, can we short financial irregularity company?

  • @chinchowpowpook
    @chinchowpowpook 2 หลายเดือนก่อน

    Is dell still worth buying at recent low?

  • @xavier_lucas
    @xavier_lucas 2 หลายเดือนก่อน +1

    Increasing tax rates are the reason i rolled over to a roth. i Don't want to be 65 paying taxes on current income on withdrawals made from my retirement account.

  • @MarjorieRyanJoy
    @MarjorieRyanJoy 2 หลายเดือนก่อน

    I feel like my focus on ETFs might be limiting growth rather than just managing risk. They seem quite over-diversified with too many securities, which might be reducing the potential for higher returns from standout performers like Nvidia. Just my thoughts

  • @hernstv
    @hernstv 2 หลายเดือนก่อน +1

    The best!

  • @hopemeng7263
    @hopemeng7263 หลายเดือนก่อน

    What do you think about nio?

  • @stephendunn132
    @stephendunn132 หลายเดือนก่อน +1

    Buffett is doing similar selling to what he did before the 2008 stock market crash. The smartest stock market money maker the world has ever seen. Ah well that's what he thinks, so what.

  • @gekkogordon
    @gekkogordon 2 หลายเดือนก่อน

    Double top and correlated with the S&P500

  • @drcmbasu
    @drcmbasu 2 หลายเดือนก่อน

    Adam blackwell chips are 7 times more powerful than hopper and more power efficient. It will sell at a price double at that of hopper. Cost of manufacturing will not double. Profit margins will increase. Eps will fly. When blackwell sales saturate, you book profits unless nvidia comes up with an upgraded product which has even higher demand.
    In investing, you anticipate the future.

  • @michaellai0216
    @michaellai0216 2 หลายเดือนก่อน +1

    thx !

  • @Kxle12
    @Kxle12 2 หลายเดือนก่อน +1

    Adam sensei missed the opportunity to talk about VEEVS' beat and raise. Who is managing his content? A good scolding is in order.

  • @pennygeno5629
    @pennygeno5629 2 หลายเดือนก่อน

    How did you calculate the intrinsic value?