Is Nvidia Stock Expensive? (தமிழ்)
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- เผยแพร่เมื่อ 1 ส.ค. 2024
- Is Nvidia Stock expensive? How to valuate a company like Nvidia is explained in detail with different scenarios (In Tamil with English subtitles).
00:00 Intro
00:44 Nvidia's business
01:06 CPU Vs GPU
01:38 Nvidia's market focus
02:50 Crypto Windfall
03:06 Nvidia's Revenue breakdown
04:33 How to valuate Nvidia?
05:19 Current scenario
06:44 Base Case scenario
07:42 Bull case scenario
08:57 Redbull Case Scenario
09:38 Risks
References:
www.nvidia.com/content/cuda/s...
www.macrotrends.net/stocks/ch...
www.mckinsey.com/capabilities...
seekingalpha.com/news/3975072...
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LinkedIn: / vijay-mohan-sn
Twitter: / invstmntinsght
Instagram: / vm.investmentinsights
Web: vijaymohans.com/
DISCLAIMER:
The content of this video is my own opinions and is for information purposes only. It is not intended as a substitute for professional financial advice. It is only intended to provide education about investments.
#VijayMohan #InvestmentInsights #InvestmentInsightsTamil #AI #GenerativeAI #NVDA
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Super video sir, forward earnings and sales multiple semaya explain panninga.
Video post panra frequency konjam adiga paduthunga thalaiva.
Nice details. Lot to digest. But valuable information to assess before investing in a hype. Great job, Vijay 🎉
Sir, I usually don’t comment. But your videos are insightful. Expecting more videos like this on each stock analysis or multiples as well. It will be helpful for US stock market beginners like us.The layman terms and tamil slang is Vera level
Thank you so much Mr Vijay Mohan
Very interesting explanation
11:32 Enga santhikka mudiyuthu. Neenga frequent ah vdo potta nalla irukkum
Midnight la கேக்குறது ❤நல்லா இருக்கு. next time day la video upload pannuga
It's evening in his country l, where his most viewers are
Thalaiva, semma analysis
Awesome content.Learned lot from this video 😃
Very Informative Video Sir , Kudos !!!
Final touch superb ❤
Nice one Viji. I like the valuations video. The insight is superb.
Super Anna on Gem 💎 and stone comparison .:)
Nice episode 😊
Thanks Vijay 😊
Very informative video as usual... Would kindly request to consider teaching to fish, with explanations on certain shares such as MSFT, AAPL and also some selective stocks from India?
Basics basics. Semma sir. Was a gamer quite some time and happy to see NVDA grow this big but missed thinking about investments 😁
nice informative brother
Good one, keep going 👏 👍
Very good analysis
IMO, you nailed it with all good details.
I work in data center for 18+ years and this is a good explanation.
Great Sir, Expecting similar kind of analysis for Microsoft
Quality content ❤
You're really awesome sir. Keep up the good work 👍 pls make us for the Nvidia CEO bio if possible
Thanks Sir 🙏
We also need to factor in the competition from other hardware nvidia is likely to face. Other hardware approaches like systolic arrays and analog solutions will take market share.. although can buy those companies out
Thnks❤
Thanks
Great content
Bro, can you please make one video with Rathinam stocks in all over market you came across..
Can you kindly explain about stock dilution in a company,
Is it good or bad
Thanks!
Can you make a video on the same topic this year?
Excellent analysis 👍
We value you as a gem🫡.. youtube il kidaitha rathina kal
Excellent video. Can you share similar analysis/videos for buzzing Indian stocks too?
Sir, could you please analyze nifty midcap index fund and equal weight index sir?
Hi Sir , In Indian markets, there are a few stocks that are consistently compounding, other than index can you please help in identify in such stocks in US markets . Stocks like Hdfc bank, Infosys etc
Thanks sir. I have invested in Proshares Ultra Semiconductor ETF which is 1x now.
Thanks Sir 🙏
Can we expect any video about infinite banking concept?
Athula kotta vittachi, vera ethula pudikkalam atha sollunga boss
Yr videos r superb but if can talk slowly in video it will be good sir.the facts cannot be grasped if u go fast sir.thank u sir.
Interesting
I think Quantam computing would overtake GPU in next couple of years , for high performance needs to scale AI and ML’s compute demands
come to more videos ur are good expalination
Thanks sir, Super detailed explanation.
Kindly post HDFC & HDFCBANK merger this will good for investors to invest at this time and your style view please…
Legend 🙏🏻
Sir, what is your view on PYPL stock? It is falling 80% from the ATH. It would be great if you put a video about it as it is in underrated value😊
hi Sir, Expecting more US stock analysis please
You nailed it in our Nellai Slang !!!
sir please post your update to NVDIA valuation now 🙌 since it moved above $1 Trillion! Great insights!
Sir plz can u make same analysis for AMD
Now it's around $,1000, to be more precise $974 right now
I first bought Nvidia around $160, further averaged down to $120
I ended up holding Nvidia purely based on ur content else would've exitted 8 months back , but as u said its already crossed 2 b mark well before 2028 which made me to take a call to exit @ 916 versus my buy price of 160 $ which i could've invested more
First Comment from india
Howbto buy Nvidia stock in india
Sir, Please do a video on recommended usa index funds
Its already there: th-cam.com/video/KdCs3EWGJvQ/w-d-xo.html
Got it, thank you sir!
Facts
8:13 enga businessku scope eh ila😃😁
Thala nama always index than.
Sir AMD stock review plz
PayPal stock analyse pannunga sir pls
Redbull case ❤
♥️
This in nataq 100 index?
Yes it is with 7% weightage as of Today.
i have invested in nvda in 2017 ...is it better to hold or sell ?
Do you see it as a gem or a stone?
i understand ...it is a gem so i feel its better to hold...thanks thalaiva
Is there any good competitor for GPU making? Why is it Nvidia only? Intel also will start making GPU rgt if demand is high?
AMD is the biggest competitor so far. They are catching up on hardware. But they are lagging behind significantly on software side.
Qcom and few other startups like cerebras sambanova are also fighting
US time good morning
Nvidia ku competitor yae illa ya sir.
After seeing an addition of 247B market cap in a single day, NVDA is at a different level!
Rise of ChatGPT played an important role in demand for NVIDIA chips. All companies want to get their own GPUs from NVIDIA and train their Large language Models(LLM) which is causing a spike in demand and hence the share price spiked. This demand wont last long since Hardware is a one time cost for most companies. I am no way saying NVIDIA wont grow from here. Just saying this crazy demand wont last. Coke makes more money than the refridgerator manufacturer. In the same way , companies who makes good software out of these AI Chips will make more money than NVIDIA
We have to wait and see how this plays out.
I would never pay more than 15 -16 times sales premium ......or more than 3 years P/S my target entry price is not more than 280 ..will wait for the bad quarter to enter hopefully
It's never gonna happen 😮
Index gives your peace of mind 😁
Sir ,can you evalute nvidia now?
I will touch upon its earnings in the next paarthathum padithathum episode.
Less than 12 months, NVIDIA market cap crossed 2.5 Trillion $
At this rate, many trillions might be crossed soon. 😜
Sir in this same channel I heared you saying nobody can time the market and these analyst predictions will not 100% correct and sometime it will go total opposite. Also the earnings yield of nvidia for last 5 years is 1.2%. So 100% this over valued now. I will not touch this stock for now.
Index fund vazhga 🎉🎉🎉
தெய்வமே எனக்கு ஒண்ணுமே புரியல நீங்களே பார்த்து கொஞ்சம் இந்தப் பாமர மக்களுக்கு கொஞ்சம் புரியிற மாதிரி சொல்லுங்க
Time to buy puts
I would never bet against the economy or a company or a person. If I don't like a business, I would just look for other businesses I like. Betting on someone's failure just gives too much negativity in our life. But then, thats me.
Good Luck to you!
@@InvestmentInsightsTamilwell said. Lost lacs of money in options.
The big cloud vendors cannot make a profit if the chips are so costly. They will break this cycle
எனக்கு தெரிந்து Sony Phones மட்டுமே Nvidia பயன்படுத்தியது.
over valued stock PE and EPS lower then other top company's
Value investor pov: neer ethai kuurinalum athai yerka yen manam marukirathu 😂
Today it's Price is 541 USD 😅
AI is notoriously famous for going active and in-active cycles. Google "AI Winter" and learn more about the risks of this cycle. It is not a typical hype cycle that other inventions usually undergo. So, be careful and don't put all your eggs in one basket!!!