Here's how investors should view Nvidia

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  • เผยแพร่เมื่อ 15 พ.ค. 2024
  • The Investment Committee discuss the latest Nvidia news following Jim Cramer's interview with Nvidia CEO Jensen Huang.

ความคิดเห็น • 122

  • @CharlesFarren
    @CharlesFarren 4 วันที่ผ่านมา +185

    I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.

    • @MarieSmith-xe8bl
      @MarieSmith-xe8bl 4 วันที่ผ่านมา

      The safest approach I feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.

    • @GeorgePeeler
      @GeorgePeeler 4 วันที่ผ่านมา

      @@MarieSmith-xe8bl It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.

    • @CharlesHagen-lo7xu
      @CharlesHagen-lo7xu 4 วันที่ผ่านมา

      @@GeorgePeeler This is considerable! think you could suggest any professionals/advisors? I'm in dire need of proper portfolio allocation.

    • @GeorgePeeler
      @GeorgePeeler 4 วันที่ผ่านมา +1

      @@CharlesHagen-lo7xu My CFA ’ is “Victoria Carmen Santaella”, 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.

    • @CharlesHagen-lo7xu
      @CharlesHagen-lo7xu 4 วันที่ผ่านมา

      @@GeorgePeeler Appreciate this recommendation, hopefully, I can get some insight into where the market is headed and strategies to beat the downtrend when I hear back from Victoria Carmen Santaella.

  • @Greghilton3
    @Greghilton3 หลายเดือนก่อน +150

    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 64k.

    • @Elkemartin213
      @Elkemartin213 หลายเดือนก่อน +5

      Microstrategy CEO bought $155million worth of bitcoin, so yes BUY!

    • @Jamesbrown1126
      @Jamesbrown1126 หลายเดือนก่อน +4

      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.

    • @Davidstowe872
      @Davidstowe872 หลายเดือนก่อน +4

      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.

    • @CindyValenti
      @CindyValenti หลายเดือนก่อน +3

      @@Davidstowe872 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.

    • @Davidstowe872
      @Davidstowe872 หลายเดือนก่อน +4

      There are several independent advisors you could research. However, I have been working with “Melissa Rose Francks” for almost four years, and we get along great. If she appeals to your judgement, you could continue with her. I support her.

  • @chrisbluebird5037
    @chrisbluebird5037 หลายเดือนก่อน +103

    I agree that 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, aiming to retire comfortably.

    • @alicegomez7232
      @alicegomez7232 หลายเดือนก่อน +2

      AI, in my opinion, will be the next big thing. Refraining from making snap decisions based on transient fluctuations is essential for long-term growth similar to META. Put patience and a long-term view first, and if you want to make well-informed purchasing and selling decisions, consult a financial advisor.

    • @mesutserim1595
      @mesutserim1595 หลายเดือนก่อน +2

      Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.

    • @lucasanderson8993
      @lucasanderson8993 หลายเดือนก่อน

      Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with them?

    • @mesutserim1595
      @mesutserim1595 หลายเดือนก่อน +3

      She goes by ‘’Heather Lee Larioni'’. I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @lucasanderson8993
      @lucasanderson8993 หลายเดือนก่อน +1

      Thank you! I entered her full name into my browser, and her website came out on top. I filled her form and i hope she gets back to me soon.

  • @arnoldbailey8803
    @arnoldbailey8803 หลายเดือนก่อน +54

    In full transparency.... last summer around june or july Josh told us to take at least half of our holdings off the table because the run was pushing the too good to be true levels. I followed his lead and in hindsight left the biggest gains of my portfolio on the table for someone else. do your own research. These guys aint perfect.

    • @slytherben
      @slytherben หลายเดือนก่อน +9

      Thank you for speaking the truth. Josh (and most of CNBC analysts) have made huge mistakes over the last year. I know they're not personally accountable, but the truth is, they are misleading ordinary people and it's been really painful.

    • @twyscape
      @twyscape หลายเดือนก่อน +11

      Never, ever follow these guys lead. They are running their own financial businesses and they are manipulating retail for their own gain. Follow your own dd and path. I’ve been in this game long enough to know analysts are not there to help the average retail investor.

    • @slytherben
      @slytherben หลายเดือนก่อน +1

      @@twyscape let me ask you something. I saw this chart where retail and institutions diverged last November. Institutions sold and completely misunderstood the direction of the market. Retail bought and got in early on this historic bull run. If you’ve been doing this a long time, from where you’re standing, are retail investors leading? MM’s don’t even know what a teraflop is

    • @Tradernotahater
      @Tradernotahater หลายเดือนก่อน +1

      Yeah, Josh emphatically recommended toast TOST about six months ago and the next day it went down 15%

    • @DoseBoi303
      @DoseBoi303 หลายเดือนก่อน

      Yeah I hear you, their perspective is trading stocks, not long term investing

  • @mnewman1991
    @mnewman1991 หลายเดือนก่อน +21

    Huge L for Josh here. This stock will be 1200 plus by end of year.

    • @How2bFIRE
      @How2bFIRE หลายเดือนก่อน +5

      I think it will be $1600-$1700

    • @thegamingelite9609
      @thegamingelite9609 หลายเดือนก่อน

      Good job guessing a high number!@@How2bFIRE

  • @JackKen649
    @JackKen649 หลายเดือนก่อน +59

    Great video! I really do have a quick question. For someone with less than $10,000 to invest, How would you recommend we enter the market? I am looking study some traders and copy their strategy rather than investing myself and losing money emotionally. Whats your take on this approach?

    • @justinnicasio1306
      @justinnicasio1306 หลายเดือนก่อน +2

      Focus on long term investments in property, stocks, and bonds. Avoid copying, daytrading and 'chart astrology'. Diversify across different geographies, industries, and value chain stages - to reduce your risk. You can do this with ETFs, or by selecting different stocks yourself. This is the best way to invest for more than 90% of people

    • @drinkkatie1395
      @drinkkatie1395 หลายเดือนก่อน +1

      I tried copy trading, just when I started investing last Christmas. Had a poor experience, the guy I copied made many small trades, slowly loosing money. What good came out of it was that it gave me an insight into how the market really works. Make sure you do your homework!

    • @Paulakanyutu
      @Paulakanyutu หลายเดือนก่อน

      it's all about finding the right moment to take advantage of and generate colossal profit, which is why you need to do your research

    • @ZeeMatthias
      @ZeeMatthias หลายเดือนก่อน

      Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.

    • @MelanieJuliette305
      @MelanieJuliette305 หลายเดือนก่อน

      How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

  • @bobbyk9939
    @bobbyk9939 หลายเดือนก่อน +23

    Josh is wrong. Not like Qualcomm back in 1999. PE at 35 compared to Qualcomm 200 PE.

    • @redda2
      @redda2 หลายเดือนก่อน +1

      Nvidia PE is 90. What are you talking about

    • @bobbyk9939
      @bobbyk9939 หลายเดือนก่อน +4

      @@redda2 nope forward PE is 35. Do the math Einstein.

    • @R4dr1ar
      @R4dr1ar หลายเดือนก่อน

      forward PE is a scam, its not based on facts/reality but hopes and dreams for the next year(s) to make seem the numbers better...@@bobbyk9939

    • @R4dr1ar
      @R4dr1ar หลายเดือนก่อน

      you can always make the forward PE seem cheaper if you use 2-year forward or 5-year (like scam company ARKK does) forward PE and so on...

    • @minervaj7504
      @minervaj7504 หลายเดือนก่อน

      Was Qualcomm at 200 PE FORWARD?

  • @albertinsinger7443
    @albertinsinger7443 หลายเดือนก่อน +5

    There is Nvidia and there is Nvidia. The competition is a million miles behind.

  • @xiangweichen
    @xiangweichen หลายเดือนก่อน +7

    They are comparing Nvidia to QualComm... lmao~ They really have no idea! $NVDA will be 10T in 5 years!

  • @incipidsigninsetup
    @incipidsigninsetup หลายเดือนก่อน +7

    The chip isn't the thing to focus on. It's 2x its last chip. The value is in the software and the pipeline. In that regard, they are way ahead. Even if a conpetitor comes up with a faster chip, it will have to produce robust and a capable software ecosystem that would suprass Nvidia. The Nvidia ecosystem establishes a virtual monopoly and a competitive advantage that will not be overcome without government intervention.

    • @tranquilitymaster139
      @tranquilitymaster139 หลายเดือนก่อน

      Its like standard oil back in the days and jensen is the new rockefeler

  • @slytherben
    @slytherben หลายเดือนก่อน +22

    Don't listen to Josh. Go watch the presentation, it's on youtube for free. The new DGX weighs 3000lbs and has 600,000 parts. The world changed yesterday and these CNBC script readers haven't even watched the presentation

  • @davidcook7847
    @davidcook7847 หลายเดือนก่อน +10

    NVDA still relatively cheap. Josh sounds sour

    • @DT-tg5ps
      @DT-tg5ps หลายเดือนก่อน +1

      Exactly. Josh sold 20% of NVDA and now he’s bitter.

    • @beachgal2023
      @beachgal2023 หลายเดือนก่อน

      @@DT-tg5ps Josh has been wrong so many times.

  • @DoniCato
    @DoniCato หลายเดือนก่อน +6

    Just hold
    Tooooo early to sell !!!

  • @artchiu584
    @artchiu584 หลายเดือนก่อน +4

    it's not just new chips....looked at all those robots....

  • @anna_kendrick
    @anna_kendrick หลายเดือนก่อน +1

    Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are alot of wealth transfer in this downtime if you know where to look.

    • @Jessrobbie
      @Jessrobbie หลายเดือนก่อน

      I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.

    • @Ariellasegal.
      @Ariellasegal. หลายเดือนก่อน

      Impressive can you share more info?

    • @KennethBaxter
      @KennethBaxter หลายเดือนก่อน

      Try and recommend better person.

    • @Jessrobbie
      @Jessrobbie หลายเดือนก่อน

      Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’BRITTNEY COHEN ROSE ” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.

    • @Jessrobbie
      @Jessrobbie หลายเดือนก่อน

      Britney Cohen Rose, out reach worldwide on the internet With her name first on the internet.

  • @martinwegner9802
    @martinwegner9802 หลายเดือนก่อน +12

    Nvidia will prove you all wrong next quarter. The market is like 100 trillion usd and they are only covering 60 billion last FY. They will crush earrings in may. Mark my words

    • @R4dr1ar
      @R4dr1ar หลายเดือนก่อน

      wow you are so smart you can repeat press releases and hype from influencers/ paid analysts

  • @leeback2007
    @leeback2007 หลายเดือนก่อน +1

    Josh, you were saying reduce before the last earnings and the stock is up 20%. You say it’s discounting a lot. Well if it were the same p/e as Amd the stock would be 3000

  • @user-is9gp4pp6p
    @user-is9gp4pp6p หลายเดือนก่อน +2

    Short story on how they should view it: Buy, Buy, Buy!

  • @starmount326
    @starmount326 หลายเดือนก่อน +1

    GTC financial Analyst Q&A
    Question: How does NVIDIA sustain the current business scale while mag companies spend 50% huge capex on datacenters but only make 10% of profitability
    Jensen Answers : each year for approximately 10 to 20 years spending about $250 billion on data center CapEx per year . And this spending does not include AI yet. NVIDIA only guide 22 billion revenue in the coming Quarter. JOsh it is not too late to buy your shares back.

  • @groundhog5923
    @groundhog5923 หลายเดือนก่อน +1

    NVDA is going to be a leader for more than 5 years. What they unveiled extended it another 5 years IMO.

  • @nightknight9415
    @nightknight9415 หลายเดือนก่อน +2

    Josh is exactly right, (even while drunk) we've both been in Nvidia since IPO & still know that this level of demand can't go into perpetuity... but we'll enjoy the ride while it lasts in our hedge funds!

  • @Agent77X
    @Agent77X หลายเดือนก่อน

    Jim Lebenthal is a pretty shape analyst on Nvidia stock! I think he knows the company better then the CEO Jensen Huang!😊

    • @R4dr1ar
      @R4dr1ar หลายเดือนก่อน

      nope he said it was overvalued and when the stock rose, he bought some... fool

  • @user-oe2bf4rz3s
    @user-oe2bf4rz3s หลายเดือนก่อน

    If this drop in movement will mean that the ceo will vote back on the proposal

  • @Agent77X
    @Agent77X หลายเดือนก่อน

    Jim Lebenthal needs to step and take control of Nvidia!😊

  • @ronmatthews2164
    @ronmatthews2164 หลายเดือนก่อน +9

    Nvidia $ 2,200 THIS YEAR

  • @user-xr6zm8cx6r
    @user-xr6zm8cx6r หลายเดือนก่อน +1

    Entire Market rely on NVDIA as if there no stocks in the index. Next level hype .Josh is right why would any one will buy for 100 points up at the price of 920

  • @bmwxpicasso
    @bmwxpicasso หลายเดือนก่อน +4

    Josh looks hungover but is still spot on.

    • @brianthered
      @brianthered หลายเดือนก่อน

      Hungover probably.. but if in 3 mo’s taiwan is under the ccp’s boots there wont be any chips. So co’s buying are also hedging based on losing Taiwan. There are no other big players. So until the is a NVDA in the US - most of the Mag 7 is squared in the cross hairs of the ccp.

  • @rahhjur
    @rahhjur หลายเดือนก่อน +1

    Huge respect for josh and how opinionated he is, but hes wrong on this one.

  • @ronsilva7394
    @ronsilva7394 หลายเดือนก่อน +2

    In other words , take your profit before these money managers do .

    • @JnMyNy
      @JnMyNy หลายเดือนก่อน

      Or, in other words, do the opposite of what they say. They sold early, now they want the market to rank so they can get better prices on stocks.

  • @Gunrun808
    @Gunrun808 หลายเดือนก่อน

    General ourpose robotics is an bottomless demand of gpu's

  • @jacquelinekim5622
    @jacquelinekim5622 หลายเดือนก่อน

    🥰😍🤩 NVIDIA👍👍👍🙏

  • @user-rk1nj4dh7t
    @user-rk1nj4dh7t 9 วันที่ผ่านมา

    Everyone who sells NVidia before the sales numbers of Blackwell are revealed, will be really sad in the end. Just hold and buy new dips this stock is the real deal in the 2020s.

  • @erandeser5830
    @erandeser5830 หลายเดือนก่อน

    Who sold nvda and buy amd some 10 days ago ?

  • @edwinyangtw
    @edwinyangtw หลายเดือนก่อน

    Embrace 4th industrial revolution!

  • @WarriorChampion47
    @WarriorChampion47 หลายเดือนก่อน +1

    Who is not doing what they supposed to do? lol..Who's the competition with this eco system? Closest is AMD at best..you can forget about intel and others as this sort of eco system needs years to build. You can't build an eco system overnight. Look at apple, who has their eco system with high adoption rate?

  • @AbdulSalam-zt2kz
    @AbdulSalam-zt2kz หลายเดือนก่อน +6

    NVDA will go to 10000.

  • @alphabeta8403
    @alphabeta8403 หลายเดือนก่อน

    4:50 *NVDL > NVDA*

  • @BMLEATHER
    @BMLEATHER หลายเดือนก่อน

    If you saw the 1 on 1 Jenson had, he claimed the single server row shown in the background was "probably more power than all the computers in the world" If that is true, which I have no reason to doubt him. That is going to change the world. And they have 100% of the market right now, AMD is very very far behind.

  • @Agent77X
    @Agent77X หลายเดือนก่อน

    Theses professional investors sound pretty negative on Nvidia stock!😂

  • @SamsungTubeYou
    @SamsungTubeYou หลายเดือนก่อน

    Tell Josh to find a mutual fund

  • @DoniCato
    @DoniCato หลายเดือนก่อน

    AI bubble is way far far far far far away to burst yet !!!
    Josh likely had sold a chunk of his NVDA coz last month he was broadcasting to hold DON’T sell NVDA

  • @sumittumba
    @sumittumba หลายเดือนก่อน +1

    This guy already sold before the last result, so lost the huge opportunity there. And hence keep on mocking others who are going holding at current price, but the fact is who is still holding is in much more profit than this guy.

  • @Agent77X
    @Agent77X หลายเดือนก่อน

    Analysts absolutely not impress with their future chips, software, FSD, BOTs!😊

  • @metatr0n777
    @metatr0n777 หลายเดือนก่อน +4

    3:21 Josh, you drunk ?

  • @MrKevinso
    @MrKevinso หลายเดือนก่อน +4

    Software services for the Nvidia system will generate even more profit, which these clowns 🤡 do not understand.

  • @illegalsmirf
    @illegalsmirf หลายเดือนก่อน +3

    Nvidia is the new Tesla

  • @khuti007
    @khuti007 หลายเดือนก่อน

    The shoe shine boys are talking stocks....if your old enough, you know what that means

  • @How2bFIRE
    @How2bFIRE หลายเดือนก่อน

    Josh is dead wrong, 30-40k chip is what they will have to pay or else they will gradually bankrupt

  • @azeemali7102
    @azeemali7102 หลายเดือนก่อน

    Let's grow america under $5 stocks advices....

  • @WarriorChampion47
    @WarriorChampion47 หลายเดือนก่อน

    Qualcomm doesn't not have a software eco system. Which company runs forever? Talking crap this guy. One other thing, you only talking about them these 5 years and never included new stuff that will keep coming out to stay ahead. Have a vision man.

  • @nickrook5519
    @nickrook5519 หลายเดือนก่อน

    One word Ðoge.

  • @musiccreation1198
    @musiccreation1198 หลายเดือนก่อน +1

    The big negative for Nvidia is. it' is "in the best possible position of any tech company for the next five years". Why continue to downplay the story of AI & Nvidia if you believe what you said?? It's a massive contradiction. Me? 2 - 2.5 years from now, I'll get cautious with Nvidia.

    • @user-is9gp4pp6p
      @user-is9gp4pp6p หลายเดือนก่อน +1

      funny

    • @musiccreation1198
      @musiccreation1198 หลายเดือนก่อน

      @@user-is9gp4pp6p happy to provide entertainment ;)

  • @Agent77X
    @Agent77X หลายเดือนก่อน +1

    Many professional investors are shorting Nvidia now!😮

  • @DoniCato
    @DoniCato หลายเดือนก่อน +2

    Josh said nobody wud say that NVDA wud be great for the next five years. Then what? per Josh
    The answer is “then u sell when the time comes n in the meantime for the next 5 yrs EARN what u cud, Josh!!! Are you that “naive”/dumb, Josh!!!
    Josh is saying those coz he sold too early
    Preaching everybody to hold don’t sell last month, coz he bought
    Now preaching everybody to sell coz he sold waaaay toooo early!!!!!!!!!!

  • @yairn1234
    @yairn1234 หลายเดือนก่อน +4

    biggest bubble since 1929

    • @szsszs9070
      @szsszs9070 หลายเดือนก่อน +3

      🌈🐻

    • @user-is9gp4pp6p
      @user-is9gp4pp6p หลายเดือนก่อน +2

      Sell all bro, save yourself! Put ur money in the bank, pull all.

    • @weedman420147
      @weedman420147 หลายเดือนก่อน +2

      Lol

  • @n.w.p.4315
    @n.w.p.4315 หลายเดือนก่อน

    That's not true. 40k is not that much money from a business standpoint. Plenty of small businesses could afford it, but how many need/want it is the question...