When to Sell the A.I. Rally
ฝัง
- เผยแพร่เมื่อ 1 ต.ค. 2024
- A.I. will continue to flourish, we only have two “macro” sell triggers for when to get out of NVDA/SMCI, etc., notes Peter Andersen. He discusses when to sell the A.I. rally. He talks about the case for energy as it relates to A.I. Tune in to find out more about the stock market today.
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Nah. Just keep buying NVIDIA as it will double from here. These talking heads have been saying the same thing since NVIDIA was $600. NVIDIA moat is basically impenetrable.
preach!!! nvidia is going to grow very fast from here on out see yall in 2030
u buy now then.
What the hell is he even talking about? Someone working in Burger King and come up with a model on how the human brain works?? I wanna know how this guys brain actually works now
Such a guy would have gotten picked up by Standford and hired by Nvidia. The professor in the garage coming up with a breakthrough doesn't happen anymore.
Someone working in a coffee shop can come up with a new idea to build a new AI model😅 yes, definitely, a smarter way to brew coffee😂
I remember them saying this about the Internet in the 90'a and early 2000's. Back then I should have bought more Apple, Google and Amazon.
I worked at Intel from ‘99-17. When Nvidia launched CUDA in ‘07, Intel understood the threat. It’s Intel’s playbook- make the silicon easy to code. Nvidia has been on this data center journey for about 20 years and it’s just born fruit in the last year or two. I believe we are 3 - 5 yrs into a 10 yr cycle. Intel dominated the market for 20 to 30 years. Nvidia will do the same. My first position in NVDA was in 2018 at a split adjusted cost of $62 (about to be $6.20😎). I bought more NVDA at $405. I’m close to $200 K in profit on a $27K investment. Amongst MSFT, AMZN,AAPL, TS LA, NVDA has been my best ever performer, and it remains my highest conviction pick
There are hundreds of Hypotheticals. This is bs.
this guy understand nothing about AI!
Sounds like you trade options. Watch when expiration occurs lol
Totally agreed, Nvidia is not a single company who makes chips there is intel and many more.. if its product like Microsoft Ms office its make sense as no oone could beat it till now.
This guy is a clown. Keep buying and holding Nvidia
😂 crazy talk
🥴 ok, no one is building an ai system with off the shelf parts. Does this guy even understand the amount of compute power that’s needed to train an AI system?
this is just hilarious
Nvidia is yesterday’s story Quantum is next - that is how our brains are wired And is linearly scaled and energy efficient Around the corner when no one is expecting holding bags of outdated technology
Andersen’s hypothetical is fundamentally flawed - the world “could” be destroyed by an asteroid at midnight tomorrow😂. There are real threats to the AI trade, but he didn’t cite any of them…
lol. Nobody working at burger kind is going to develop a novel learning algorithm the makes GPU's useless. People have spent billions of dollars, Thousands of PhD researchers, etc. to develop these systems.
you're out of touch with reality if you don't believe educated people with PHD's have and do work at burger king, the economy is rough having a PHD doesn't guarantee anything today.
you never know. a lot of the tech super stars came from humble beginnings in a garage. next time you order a whopper you better be polite 😂
@@BA-pz3lo Name one.
@@AquAcid Lol. If you're a PhD working at BurgerKing, you suck.
Also, I never said there aren't any PhD's working in fast food. I said there's thousands of researchers working on developing technologies every day. 1 researcher that can't find a good can't compete with the thousands that are good enough to work at these tech companies.
@@julienbonin you're out of touch with reality is all, there's plenty of people that can blow your mind with what the information and skills they know but they haven't sold out to corporate america, hackers don't usually sell out.
🖤💚📈🇺🇸 Good guest and informative takes.
And.. he makes up ridiculous stories. Macro event might be a PRC-Taiwan war. Not the Burger KIng employee. Geeeesh.
i think as long as huan comes up with a new platform, i am not going to unload unlike your guest
There is no influencer that controls a market,, if someone comes out and says I do not like the price of gold at $2400, I can guarantee if it sells down to $1900, $1800, or less, there will be buyers this is what makes a market, not commentators telling followers what to do. The Kitty guy is just a joke nothing more or less
what an ignorant human being. an influencer is going to tank the stock by saying he's trimming. News flash, Druck told us he sold 70% of his shares. He said that when the stock was at 900. Or did this guy mean Kanye West level influencer?
So his analysis involves a hypothetical influencer rather than facts in terms of revenues being generated by the company. $26 billion per quarter is not a fad. It’s not a wild imagination.. can’t believe this guy actually manages other peoples money🥴
Whatever you do do not sell Palantir Technologies PLTR
That stock is such a dumpster fire lol
@@theunbearablebull😂how is that? Clearly you don’t understand what’s coming
@@nickv8816 Little boy, get back to your little 50k account
I will only buy if it down to 18
this guy really said influencers could bring down AI. I think NVDA will pull back after the split, basically the old buy the rumor sell the news rug pull
Anything is possible 😮
All businesses eventually reverse so selling a stock at some point is required to make money.
Wish this guy would tell me when. 😂
This guy seems to be talking to fill air time 😢
Burger King? LOL! Who is this guest? He doesn’t appear to be informed on GPU engineering. Schwab you can do better.
Arguably, the biggest waffler on planet earth. Mankind needs to be protected from him.
We don't need to know how to rebuild the brain if we can give it instructions using 1s and 0s, which we know we can.
What about tomorrow suddenly we realize there's a huge comet flying towards and we are all gonna die? What nonsense is this lol
This guy probably doesn’t even know what Hugging Face is
Ok a salesman told me that chatgpt isn't set up like the brain. Where does this guy get the nerve? He's a huckster!
What a qaste of my time. And if a big potato falls from the sky the AI investments will be worthless.
He just started his own sentiment 🤣he just wants to add more shares on a lower price he got it at 20 but not enough … in Jensen Huang we Trust !
Yes. I will run my company on a second class chip.😅😅😅
Sell??? hahahahahahahaahah
Do it i dare you !!!!! 🤣😂😂
Slow day for the FUD news apparently
Those who buy the chips see something we don't see, yet
This guy was not able to
own NVDA that’s why he was saying what he is saying
If he owned NVDA he wud not hv said what he is saying now
N wud encourage investors to keep on buying NVDA
this guy has no idea what he's talking about
This guy has no idea what he is talking about.
What a silly discussion. Buh bye
Worst investing channel and advice
Both of his possibilities are so dumb
Bro 😂😂😂😂😂😂 Whaaaaat?
If "ifs" and "buts" where candy and nuts we would all have a merry Christmas... Yes there is a possibility, I think Issac Newton right after he finished his shift in McDonald's started working on his laws- legend has it he wrote them on the box of a happy meal. 😅
What?? Does he even know what AI is? Someone who can innovate an AI model as a SOTA, would not be working at Burger King.
What’s is this guy saying
So Mr.Expert says his sell macro trigger 1 is some luddite waxing ignorant on the tech, AI, and applucability. Oh yeah and having a streams of lemmings following a sell off to a cliff. Great, more stock, at a short term lower prices for me. Macro sell trigger event is wbat ? A B King worker who has a billion dollar plus chip fabrication lab in their garage ? I assume it has the requisite clean rooms and air scrubbing gear and nano fabrication presses etc. Not to mention pipelines of suppliers for the material. Pretty big garage this burger flipper has.
Bullish 🤷🏻♂️
It's funny how these drones keep talking just because they need something to talk about
I bet this guy boots up his phone & has no idea of what makes it work. We’re going to the next level as a species.
The human brain is not really what AI is striving to become but rather what AI is striving to surpass.
lol
Never
These guys are fools. They have been eating too much Burger King
I’ve ran 28 marathons. It does not get easier overtime 😂
What about Aliens…….😂
This guy is a brain expert?
Buy until the singularity
AI 🎉🎉🎉
Go ahead and sell, I will buy
Just show time
Goat 🐐
A.I = Palantir
AI (stock market in general) depends on power infrastructure. Good thing the grid is secure and reliable!
Sprinkling in that bear talk