Market views Nvidia's incremental raises as 'less impressive', says Deepwater's Gene Munster
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- เผยแพร่เมื่อ 9 ก.พ. 2025
- Deepwater Asset Management's Gene Munster joins 'Fast Money' to talk Nvidia's stock performance and why it saw a big drop today.
Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w 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.
This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.
When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
‘’Marisa Michelle Litwinsky’’ 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.
Excellent share, just inputted Marisa Michelle Litwinsky on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.
AI stocks are set to dominate 2024. I prefer NVIDIA because they're well-positioned for long-term growth and support other AI companies. I know someone who made over 200% with NVIDIA. I'll also consider the other recommendations you made.
I agree. Just because there are opportunities doesn't mean we should dive in without caution. We should look for market analysis or guidance, or seek advice from certified market strategists.
Absolutely, having a solid plan is crucial. My portfolio has been well-balanced and recently doubled since early last year. My financial advisor and I are working towards a seven-figure goal, although this might take until Q3 2024.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve my financial goals.
Her name is BONITA JEANETTE RODRIGUEZ. You can research her name to find the necessary details and set up an appointment.
Thank you! I searched her name online, found her website, and filled out her form. I hope she gets back to me soon.
Everyone on WS is expecting big numbers from Nvidia...As many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance
A lot of folks downplay the role of advlsors 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 $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Thanks a lot for the recommendation. I'll send her an email and I hope I'm able to connect with her.
Results soooo disappointing. Beat, Beat, Raise, Buyback. Sounds like my asian parents.
I love this analogy. Poor Jensen is getting scolded
You can't beat perfection. NVDA;s performance can't be compared to other stocks, only itself.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective most importantly consider financial advisory for informed buying and selling decisions.
A lot of folks downplay the role of advlsors 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 $275k to $850k.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
'Rachel Sarah Parrish' a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I merely Googled her name, and her website up right away. So far, it looks interesting. I sent her an email, and I hope she responds soon. Thanks
In my opinion, this is a actually good thing. Now, expectations will be tempered.
Exactly. I hope it stays ouf the spotlight. Just too much unrealistic expectations. It is good company and a good business, the future is bright. Doesn't have to punish the stock because earnings surprise was less than 10%. Come on... can you imagine if it had missed it? 😅
I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing strategies will be appreciated.
be sure that the stocks your'e buying into have market-beating yields and they pace with the market long term. It's best to seek guidance from a broker or financial advisor to gain clarity and guidance because the market is very volatile.
Exactly, I used to undermine the efficiency of a financial advisor until my wife company assigned her an investment adviser back in 2020 and tbh, it’s been the best financial decision I’ve made.
How did it help, did you make good profit, I’ve been worried sick about the current state of my portfolio.
Yeah, she is Jennifer Leigh Hickman, look her up. Anyone is free to contact her.
Yeah, she is Jennifer Leigh Hickman, look her up. Anyone is free to contact her.
It's not that the markets view NVDA earnings last quarter as less impressive or lackluster. As a matter of fact, the Street all rose price target all across the board. It's the mm and algos that are manipulating the stock putting downward pressure on it to scare retail and risk averse portfolio managers. If anything, the recent numbers should give you more confidence that NVDA has not reached it's ATH and with AI at the start of a boom (no at the peak currently), it will fly to the point when people question it's value.
Its a crowded trade and that is the issue above all else. The people who want to own the stock at a lower price are going to do stuff to knock others out. All those calls were the problem.
Maybe an end-of-month portfolio re-balance.
short term overhyped, long term under hyped
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*He mostly interacts on Telegrams, using the user-name*
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I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at 59k.
Microstrategy CEO bought $155million worth of bitcoin, so yes BUY!
It’s going to be a wild year for these sectors, so you should def. invest in crypto. 60% of my portfolio is spread across tech stocks, crypto and Crypto/Gold ETFs.
well the crypto market is expected to do way better than any other equity sectors this 2024 especially with the SEC crypto ETF approval but it’s a volatile market nevertheless and if you’re new to it, it’s best to reach out to an experienced adviser for proper guidance.
Yes, my asset manager advised I spread further into mutual funds and crypto Etf and boy am I glad I did. The whole idea is: Don’t get too greedy and also to exit at the right time, so generally I do find having an adviser very helpful, because what Avg. Joe really has time to watch and comprehensively analyse the market.
could you recommend some good advisers? don’t get me wrong, I already have an asset manager, but he seems not to know much about crypto.
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
@@TylerMohn-g9l The reason I decided to work closely with a brokerage adviser ever since the market got really tense and the pressure became so much(I should be retiring in 17months) so I've had a brokerage adviser guide me through the chaos, its been 9months and counting and I've made approx. 650K net from all of my holdings.
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@@Carrie-e8l “Victoria Carmen Santaella’’ You can easily look her up, she has years of financial market experience.
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As Nvda grows into a platform we will see a massive transformation I think.
Plenty of Green in the AI and EV sectors Thursday. Long-term investors enjoying the Dip-buying for larger wealth building gains.
Big investors will buy Nividias dip everytime.
So was TSLA. When a sudden surge happened…
Intelligence for intelligence sake or monitized intelligence. Garbage in garbage out. Finance analysts don't understand AI, just taking numbers.
Gene is a smart dude
3:35 he sounds silly, they’re literally working on creating AI without wifi for cellphones …….. some people refuse to believe in the elevation of humanity and technology as if we hit a cap ???? they just don’t see advancement in themselves. everyone truly lives different realities
who else in the market is more impressive than nvidia??? that's right, no body. These big funds will be kissing nvidia's butt real quick when they can't find another growth winner
The risk/reward is fantastic. Limited downside for at least 2 years while everyone else plays catch up. And 2x return in less than 2 years with at least 40% growth. The grass is not greener in other stocks.
3:17 every single evolution needs the “help” of its predecessor.
How th internet is more important than the light. If you need light to run it… it could go forever..
Exponential growth. Growth building on growth. That is why AI is bigger.
The intrinsic value of Nvidia shares using Discounted Cash Flow model showed they were being overvalued by the market by about 35% yesterday before the price drop
This is just a market correction and clearly the new financial statements that just released don't show enough improvement to adjust the fact that the stock price is so overvalued
It's why I haven't added Nvidia to my portfolio recently even though they seemed like a good pick based on all the hype and of course being the top performer over 12 months even though there will soon be high additional demand for additional processing power to feed the AI revolution
I personally think AMD would make a good choice, but they only recently started turning a profit and so I'd rather keep my bets on safer choices related to the software side of AI, such as Microsoft and Google, even though their earning potential is somewhat lower
I have total stock market ETF's mainly, but I do dabble a little in stocks. I have a small position in Google and same for NVIDIA . Hope it all works out by the time I sell it at retirement - another 14 years
35% premium for the best stock in the world sounds good to me
@@sunrizen Awesome, buy some more then!
*Your explanations are clear and straight forward It's always a honor to have you here as a mentor, I appreciate you for the time being spent to educate us financially. Regardless of how bad it gets the economy, I still makeover $28K every single week. I truly value Laura, and her helpful guides.*
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I know Laura, she has really set the standard for others to follow, we love her here in the UK as she has been really helpful and changed lots of lives.
Interesting! But I'm new here. How can I get to this person's guidelines??
SHE IS ON TELEGRAMs
@LauraGil52
That's it >>>>>>
All the social media stock market experts call Nvidia a Cisco type stock that has a very small short demand timeframe - commodity item.
It’s called a rug pull
1. This sector is cyclical, 2. NVDA IS THE EGG, software is the pick and shovel, and the end result is the chicken “3” it’s 9pm and the party has just started.
A robot chicken. What will they think of next? That show was funny.
couple days ago, when it fall to 123 something, a wall st guy proudly said on tv that he was glad to be able to buy nvidia stock because he has been waiting, the guy looked so excited when he talked, I wonder how he felt now
1 chicken said to the other she might have seen a fox. So all the other chickens Ran. Away. Stock and fox's are so scary 😅
Smart money will gobble up all the chicken feed.
I've been an investor in Nvidia for the past six years now because I strongly believe in the company and in the stock, but now I've been thinking of redistributing my portfolio of about $560k and buy other stocks. and asset classes. Maybe buy Tesla? They are also doing great things in the AI space. Some digital currencies too. What do you think?
investors like you should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
A good number of people discredit the effectiveness of financial advisors in exploring new markets, but over the past 10years I’ve had a financial advisor consistently restructure and diversify my portfolio/expenses and I’ve made over $3million in gains… might not be a lot but i'm financially secure.
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
Her name is. MARY TERESE SINGH . Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
Gene is the man
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Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Katherine Stewart too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much.
Better software >>>>>>>>>>>>>> better hardware in the long run
What a dumb fkin question. Internet is built on electricity yet it's bigger than electricity
Will nvda get into robots? I think everyone will own one 10 years from now
Yes
already are
I have had robots for decades now.. Roomba, pool robot
Sentient toasters and vending machines just like in Red Dwarf. AI will be everywhere.
Stocks like Dell and Marvel had just ok beats and are ripping higher. I guess street us soured on AI even though growth will be explosive over next decade. Guess we have to wait for Blackwell before buyers come back.
Someone has to play second fiddle. NVDA is the orchestra leader.
My motto always has been "when in doubt, get out". I will stay put since I think 2025 will be blowout year with substantial price rises. That being said, there will be many winners in the future but I always had trouble spotting them until I found Nvidia and have enjoyed the ride up. I just bought a laptop with AI and it performs extremely well.
The demand for Blackwell clearly isnt priced in for 2025. NVDA walks the walk. Other stocks just talk.
2:20
2 ...
No
100
The market thought tesla was done. Stupid wall street.
I have some decent size money coming in, but not in enough time to buy into this deep and eventual rise again, like it usually does. It'll either be bad timing if it does come back or good timing because it fall even further and I won't have lost any money. :)
I do NOT remember this is EXACTLY wot u said yest. Roll the tape.
Nvidia is undervalued with a forward P/E of less than 35. Blackwell revenue will be massive! Don't be stupid and sell. LONG NVDA.
duhGuystuh ... 😔 ... poor-poor-poor ... duhGuystuh ... 😞
Gene swearing himself off ‘explaining’ and then gets caught in Brian Sullivan’s inane question by explaining something about internet vs. AI.
Gene, you’re better than that. Why are you answering stupid questions from stupid people?
Read my comment I left to wally mart took it well.
Ok❤
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@Sharonteater0
She's mostly on Telegrams, using the user name
Access to good information is what we investors needs to progress financially and generally in life. this is a good one and I appreciate
Thanks for keeping it light and real at the same time. Much needed for us traders in times like these..
Sharon Tester program is widely available online..
💚🖤📈🇺🇸 Greatest Growth Stock in Stock Market History
2027? Who in the world cares.
Incompetent interviewer
!
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.,.
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
The company's ceo is Chinese and that's why the share price is down.
!I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated.
nice! once you hit a big milestone, the next comes easier. How can i reach him if you don't mind me asking?
Bubble
why is it bubble?
@@felizh82 only a handful of companies control thier demand, eventually they will stop buying. It's going to go lower
A couple of companies with tens of billions in free cash flow
@@Jeremias066nonsense. The supply can't meet demand.
Do your research.
@@johnb123-23
With plenty of others waiting in the wings.
What do you think is a bubble?
Ai?
50 billion buy back means they're not expecting growth.
😂 BIG SHARK SHORT YALL HOLD ON YALL
Gene is the best