NVIDIA is The Biggest AI Investment Opportunity (Buy Now Or Regret Forever!)
ฝัง
- เผยแพร่เมื่อ 9 มิ.ย. 2024
- Stacy Rasgon, Bernstein Research senior analyst, ranked in the top 5% of U.S. analyst for 2023, just said that Nvidia is the cheapest AI play in the stock market right now. The arguments he made are:
0:00-1:01 | Introduction and Analyst's Perspective on Nvidia
1:02-2:09 | Forward Price to Earnings Ratio and Market Comparison
2:10-3:49 | Nvidia's Market Position and Financial Health
3:50-5:01 | Investment Considerations and Future Prospects
5:02-6:28 | Market Dominance and Industry Trends
6:29-7:59 | Long-Term Viability and Revenue Projections
8:00-9:00 | R&D Spending and Growth Trajectory
Nothing in this video constitutes tax, legal, financial and/or investment advice, nor does any information in this video constitute an invitation and/or solicitation to invest in a particular security. This video merely expresses the author’s opinion and should be viewed as such. Before proceeding with any investments, you should do your own research and seek advice from an independent licensed professional.
The author of this video does NOT accept liability for any investment decisions, as this video is provided only for educational and entertainment purposes. Although the author has endeavored for the information in this video to be correct and accurate, he does NOT assume liability nor does he guarantee that the data will be updated, correct and/or accurate at all times. - ภาพยนตร์และแอนิเมชัน
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At 1:03 -- Anyone know the website or platform or app that Tom's referencing to assess the analyst? *Please & TY.*
It’s called Stock-mvp.com
do you know the website at 2:54?
I am up $2.53M profits on my NVDA and SMCI stocks and I’m not selling 1 single share and holding forever
✍ Join my PATREON here: www.patreon.com/tomnash
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I bought nvidia back in 2016. I spent my entire tax return(2k) on it. I read that it was a leader in gaming and I felt esports was about to take off. I sold it through out the years cause I really didn’t know how investing works. I still have some but not as much as I could have. 4K% increase, $11 average after split. Wish I knew then what I know now about investing. Buy, and hold.
Same here I bought it at $15.50 and low twenty’s pre split…. And sold way too soon
I bought it @$2.78(split adjusted) in 2013, and still holding ...
I bought NVIDIA on 5 August 2015 because of my interest its driverless car chips. It has 30x over that period. Unfortunately, I sold 85% of it in the first few years due to its outrageous performance and size relative to the rest of my small portfolio. If I'd have held it I would be sitting on $500k right now - unfortunately I'm not because I sold it!🤣
So what’s your next pick ? 😅
Winning is still winning. Don't beat yourself up over it. At the end of the day, you were still in the green.
Glad to see the channel growing Tom, I was a early early sub probably in the 4 digits
The whole issue is in the "unless they screw up". First of all, analysts tend to have a "hot hand" fallacy. They expect compagnies to keep delivering on the same level long term. This has very rarely been the case long term. On top of that, there are a lof of players that have good products that can become great. I strongly advise caution on investing massively in NVDIA.
There was also a piece recently about how managers earning crazy amounts are starting to chill because of how much their stock options already bring them, leading to complacency....
That’s good feedback
IMO the AI plays with the best value, are TSLA, NVDA, and PLTR. Add Meta for the whole add game and capture some of the AR wave.
Those are the literal 3 I bought over the last few months.
I’m really hoping this most recent run we get past the 500 mark. This will be like the 5th time we’re hitting it and then we get kicked down. Currently sitting at 495, and we’re not getting knocked down hard so maybe we just need another 1-2% day to keep it going and then steadily surpass the 500 level. From there we’ll be good to go.
Thank you for sharing this! Looking at their consecutive quarterly reported gross earnings, I see exponential growth. This company is a winner! 💰
Just sold my Walmart stock today and was wondering where to put it. Think I have my answer.
Relatively new to investing but you are one of the top 3 channels I have been watching and have made wise investments because of it. I do have a question though. Not having a whole lot of money to invest at the moment I have stayed with the stocks that are more affordable (Palantir, tesla etc...). I have thought about buying into invidia because I do believe in the company but its just a little high. Does it make sense to buy ore of the cheaper companies I believe in or by less of the more expensive? Thanks!
Forward P/E is based on what analyst believe the growth will be however NVDA is an infra play it will not continue growing at the rate that it did in 2023. Next phase is software which will have explosion of growth
What’s TLDR? and how can it help investors understand navigate stock options
When do you think that NVDA will do another stock split?
Last split was announced around the $600 level
Excellent take
Already been in this because im a gamer so been in it since the stock was $160
what is the site at 2:54 to view P/E of companies and their income statements?
As Elon said, Nvidias grip will only last so long…
I feel that 500$ is psychologically high stock price and logical resistance level to buy NVIDIA. If it was splitted to 1/4 I think we were higher on total market cap. AMD trading much higher forward PE and they are estimated to get only 10% of AI-chip market. Anyway I'm not buying more because market cap is already so high that bull case is "only" 2-3x at current levels.
What is their supply chain risk? Chips have crazy supply chains with thousands of steps.
See 1 year chart for MOD. Nice 184% run. At that price possible to double again in next year
how do you play infrastructure play
Guys I’m a bottom 2% analyst. I agree
Hey Tom,
I got in under 160 and I am holding until I retire.
@wallacegrant3666 curious if you’re still holding or did you take profit? 👀
@@bxboro4662 still holding
I don't know my friend, to me it just seems way overhyped and fueled by wishful thinking. I never owned it and I'm not buying it now at this high of a price. I'll stick with TMF which I believe has much more of a chance of 5x-10x'ing my investment over the next 24-36 months. Also lately thinking of hedging with a position on UVIX given the VIX is at almost ATL's...how much lower can that get.
i thought you were adamant about tsly being overly priced.
i guess you changed your mind.
thanks for the video.
Good shit right thar!
on top of its current drivers, i think nvda wants to get into the consumer cpu space, and they're positioning to do just that. Dont bet against nvda
They have so pissed off the consumer, they might find it hard to sell. Intel is slowly winding up on them too.
Hi Tom, did this analyst ever upgraded and video while it was on its 200% run? If not I don’t care how good he is I wouldn’t take his advice if he had Miss that 200% run and now telling you that stock is cheap.
He has been saying buy since 2019
Are not confident in PLTR?
🎉🎉🎉🎉Yea baby!🎉🎉🎉🎉
That explains why literally every single analyst price target for Nvidia is well above current market price. Only question now is, when is it gonna finish firming this awkward looking base, 5 months and running
I would say jump into Nvidia after next earning since they will likely to miss the target due to ban on China shipment. But after that, I am expecting the stock will skyrocket
nvda don't make cpus that i know off, amd is the leader in that space and is close enough to nvda in the gpu with better prices.
You cannot compare the CPU-GPU industry with a consumer product industry (Tesla).
PE ratio can be translated into Projected Years of earnings to justify current stock price.
The CPU-GPU-Cloud servicing industry is a way higher competitive industry with Zero brand fidelity. A soon as a better AI architecture that can compute faster (Intel, AMD, DOJO, any new from AI players such as Google, Meta, etc.) is on the market, as soon as clients turn-around. Instantly!
Another way of looking at it is: do you think Nvidia will still making the same earnings in 2050? Or double current earnings still in 2040?
prefer amd
Tesla is the cheapest AI play as far as i’m concerned
In the gold rush the millionaires are the people selling shovels not the people digging for gold
@@KrynvelhatNvidia will own the man ( teslabot)
Unquestionably, Nvidia silicon as Elon said is on borrowed time.
@@flaviosalatino8192Tesla has better chips…. They are only using Nvidia temporarily.
@@Krynvelhatwrong comparison, Nvidia are the equivalent of MAKING the shovels, they make low margins when shovels are commoditised.
After talking so much which stock to buy?
I’ll stay with my $TSLA 😎
NVDA is too high for me to FOMO into. I’ll wait. I don’t think it’s cheap anymore. I can’t be persuaded. There are many other companies out there that are less hyped that have plenty of room to run.
If I could only buy one stock, it would be NVDA !!!!!!!!!!!
The idea of investing a significant sum of money may be both thrilling and intimidating. There seems to be potential for considerable wealth increase with the correct strategy. How can one take advantage of the present market to grow one's retirement savings over time?
What is the risk that NVIDA will lose their monopoly to other companies developing custom AI chips like Tesla, Microsoft or Apple?
High, they’re all developing them.
Etched 8xSohu
Everyone is after AI hardware. Immediate threat to H200 chip is AMD M300 on sale from Dec-23. But Nvidia has already built an ecosystem not only GPU accelarator .They are up with first time CPU-GPU combo nammed grey Hooper chip. Most importantly AI supported next get ethernet for faster communication for AI. This internet business has tocuhed $10 billion anually runrate. They have sold AI foundry to companies like Service now , Oracle as initial customer .Foundry helps build the private LLM for customer then export that private model to customer own environment for copilot features in Service Now like product.Private AI model is the real game, no one will expose internal data to OpenAI.Whoever comes up ,you have to beat this ecosystem of product . Techonology ever changing , US has bar import to China(justified) almost solid 20% business of Nvidia is in threat.
When does the forward earning become the present.
In the future 😂
thank you for teaching us how to fish
He’s got a girl’s first name. But never mind.
Now that is sound financial analysis, right there!
3 months later and the stock is beyond $800. $1,000 in summer
Hey Tom, you say Nvidia's CEO is top 3?
Who else is in the top 3 (I'm guessing Elon. Meaning you have to take one of the good ones off..)
Perhaps a video about this?
Tom mentions his top 3 in his other video.
Aren’t all their biggest customers in the process of making their own chips? Wasn’t a huge part of their sales China stock piling?
Competition is coming so estimates are too high.
The best AI play right now is Innodata. Do your own research but it’s a steal.
Really? Where does Jim Kramer rink just answer that question
This video aged well 😂
PLTR 10x
I appreciate your clear and simple breakdown on financial pitfalls . Even with the current dip in cryptocurrency , I'm still glad I can smile back at my portfolio of $ 87,569 built from my trade I'm having my fourth withdrawal in 14 business days
👍🏾
I wonder what analyst 298 says and believes 🤔 …
Wouldn’t AMD be the cheapest
AMD PE ratio is higher than NVDA
Learn your multiples
I'm OK with NVDA high mutilples as I am currently sitting on 18, 000% gain (bought in 2013)
Prices always drop....don't last long.
90% of my portfolio is NVIDIA..
I'm 100% in TSLA Loooooooooong term 😎
buy AMD also..
I like ANET stock better
I made a video about it a while ago
Hive Digital is the cheapest AI play
Get as many sheep in so they can pull the rug next year just in time for the crash. Nice
I think the Market of nvidia would get commoditized.
It's big risk
At what point is this financial advice 😂
🦾AMD🦾
AllianceBernstein :)