Nvidia is just at the start of their gen 2 deployment phase, says BofA's Vivek Arya
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- เผยแพร่เมื่อ 14 ต.ค. 2024
- Vivek Arya, Bank of America senior semiconductor analyst, joins 'Squawk Box' to discuss Nvidia's stock performance, why he believes the stock is relatively underowned, state of the chip sector, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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Thank you for the update, I already own shares of PALANTIR, TSLA, NVDA and APPL. I don't mind having other equities sit around for a while, but I'd also appreciate short term opportunities that could fetch huge return! I've got a $200k portfolio that I want to grow into 7 figure before staying 100% cash.
no one knows when the market is going to hit its peak, nor do we know when it is going to bottom out, but ideally, it is best to consult a well knowledgeable advisor both for short and long term investing
True, 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 licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $550k to nearly a million as of today
glad to have stumbled on this comment, quite inspiring! could you be kind enough with details of this professional assisting you please? in dire need proper asset allocation
‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
I don't like "10% on average" sure, money you had 20 years ago might be 200% larger, People hear high figures associated with NVIDIA and are expecting more than 10%, which isn't going to happen. I wish to cover up with short term investments.
Perhaps seeking help from financial experts would be very helpful.
@@hullbruce Regardless it's best to consult an advisor before making any decisions. As a business owner and eBay reseller of all categories, I can attest to the fact that everyone is running out of money.
@@Jaymilnere Investing Is more than reading quarterly reports. Learnt this from Peter Lynch's book. they are people who do this for a living, and I just delegate the task to them. That's how I make money from the market to be honest.
Investing Is more than reading quarterly reports. Learnt this from Peter Lynch's book. they are people who do this for a living, and I just delegate the task to them. That's how I make money from the market to be honest.
@@Higuannn I've been getting suggestions to use one, but where and how to find one has been challenging, Can i reach out to the one you use?
.I bought NVDiA at $126, and its surge has grown my portfolio to $260k, but I'm worried about a correction and wonder when to exit. Market highs can lead to corrections, but timing them is difficult. Sighs, this is making me consider adjusting my portfolio or exploring defensive investments.
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a ~20% profit. It's best if you consult with a fiduciary advisor in situations like this so you can make informed decisions.
Agreed, partnering with the right advisor is invaluable, my portfolio is well-matched for every season of the market, and recently hit 140% rise from early last year. I and my FA are working on a 7-figure ballpark goal, tho this could take another year.
I'm glad I stumbled across this discussion. If you don't mind, could you tell me how to reach this financial adviser?
Lauren Marie Ehlers” 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.
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.
Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.
Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.
Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.
Could you kindly elaborate on the advisor's background and qualifications?
I started working with Linda Aretha Reeves back in June, and my financial goals have never been clearer. It’s like having a strategic partner for my money with a solid track record. She was my hope during the 'bear summer' last year.
thanks for sharing, i did a quick web search and was able to find her, i wrote her a mail and i hope she responds soon
I currently own $170,000 in NVIDIA. My sole intention in investing in stocks is to generate revenue to cover the cost of necessary medical infusion treatments. I'm aware that it's a dangerous game, particularly for someone like me who doesn't pay close attention to the market. All I want to do is avoid making any mistakes. Should I sell and buy back, or hold? Sincere request for any guidance...
You don't sound like a very conservative investor like me. Lol.....Hold on. you're in for a long run... ROARING KITTY ATW!!!
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a 10% loss. It's best if you consult with a fiduciary advisor to get informed buying & selling decisions..
You're right, I and a few Neighbors in Bel-Air Area work with an advisor who prefers we DCA across other prospective sectors. Instead of a lump sum purchase, Following this, my portfolio grew by close to 30% in the last quarter.
I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
I'm cautious about giving specific recommendations since everyone's situation varies, but I've worked with "Kristin Amber Landis" for years and highly recommend her. Look her up to see if she meets your criteria.
It was stupid of me to sell $76,000 worth of NVDIA stocks without reinvesting. I might turn to cash soon if I don't. Any particulars? (Buying bonds or CDs is not for me).
With the uncertainties that is experienced in this current recessive economy, It’s important to consult with a financial advisor before making major inveestment decisions.
You're right, I and a few work colleagues work with a CFA who prefers we DCA instead of a lump sum purchase, Following this, my portfolio grew 40% in the last quarter. I wouldn't have known this awesome strategy had I continued investing by myself.
nice! once you hit a big milestone, the next comes easier.. who is your Advsor please, if you don't mind me asking?
Kathleen Cheryl Constantz is who I work with and she is a hot topic even within the finance elite . Just browse, you’d find her webpage. `
Her name is 'Kathleen Cheryl Constantz’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
10X ...patience.
What happens to Nvidia if China takes over Taiwan? 😬
Oh man, if that happens, it's gonna be like a rollercoaster. Taiwan is huge in the chip-making world. Nvidia could be in some deep trouble.
For real. Nvidia relies on TSMC in Taiwan for their chips. If China takes over, who knows what will happen. Stocks could plummet or skyrocket depending on the political landscape.
Well, there goes my retirement plan! 🥲 Just kidding... kinda. But seriously, the market could go nuts.
That's why you gotta have a good financial advisor.
I've been working with Desiree Ruth Hoffman, and she's really good at handling these tricky markets. I definitely recommend her!
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 know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.
..
Nvidia 🎉🎉🎉
10 years ago I bought 5 things made me an on paper multi millionaire. AVGO, NVDA, SOXX, SMH and VGT. See mom, a 9th grade education does work! LOL!
Gen 2 they have not delivered any chips lead to any thing significant but layoffs.
It’s already pretty good
There are a lot of demand for their Gen 2 Blackwell chip.
yet they keep investing billions into something that will not even give them a decent return on investment
Christ, can’t BOFA buy him a better microphone/laptop/connection? Vivek, your thorough semiconductor analysis (which I’ve followed for a couple of years) lose credibility when your voice sounds like you’re talking via a modem connection
📈🟢⚫️ Blackwell -> Rubin 💚🖤🇺🇸
All the so called analysts have gotten stupid about nvidia they are lowballing the competitors nvidia currently have no competition but it’s not too far that competition will catch up and currently al the ai thing is too overhyped soon the demand for chips will fall down I am guessing from late august and the stock will take sharp corrections
"soon the demand ...will fall.." ??? The AI Data Center build outs are ONLY beginning .. and the exponential growth rate in computing will require those data centers to do major upgrades every 1-2 years. The demand for AI GPUs will ONLY keep increasing for the entire foreseeable future. That said... Nvidia continues to grow market share and increase margins ... because their product cycles are too short for any competitors to catch up to the point of having anything of value to sell.
If the so called analysts are really smart, they make money themselves. Why do they tell you how to get rich? They say something only to entice you to buy the assets their company want to sell you.
@@KrustyKlown The magnificent six (excluding Nvidia) are forming an alliance to make new chips that will be much cheaper than Nvidia stuff. Otherwise, the cloud company will never be able to get any profit without spending overly to build their AI infrastructure. AMD is now releasing its own one now. Amazon already had its own chips to support cloud computing and AI tools. It sucks when it comes to 200 K USD for an Nvidia chip. Crazy. How much would you pay for the AI service?
good luck lol
@@albertho1259 do some research .. NVDA has a lock on the chips, racks, software.. the entire full stack. Nobody is competing with that anytime soon. NVDA continues to increase market share and increase gross margins. AND, the other magnificent 6 are some of Nvidia's biggest customers. The sales, earnings, market share and growth are all supportive of the current share price.
Lastly you don't seem to understand what AI will enable in the future, it's not some consumer service to be purchased to make cartoons of your cat. AI will enable humanoid robots, self driving cars, automate medical imaging diagnosis, identify/design drugs, crack the human DNA code, create entire movies, design engineered components, optimize production processes, ... there is no limit to the highly valuable services that will be enabled in the future. In 10 years the compute capacity of these data centers will increase 1 Million fold, the capability will be staggering.
I've been in this for several years, and the most biggest growth is yet to come.
Dude has no idea what he saying
Peace and love fellow trader Love the strategy!!!! Keep kicking that good ol knowledge!!!!🦝
Nvidia stock rises because someone pushed up the price during the pre-market trading when the traded volume is very low. This lures the retail investors to buy the stocks. Ha ha, the so called analyst.
Lol
It sucks. Amazon chips better. HA HA the so called analyst???
The GPU Amazon chip rely on is Nvidia…
@@YAOSHINCHENG AWS Inferentia 2 and AWS Trainium Amazon's in-house chips. Do you know that Amazon has been developing these chips for several years? Even though Amazon also provides NVidia-based service, they have their own chips for cloud computing.