Nvidia's margins are 'heads and shoulders' above competitors, says 3Fourteen's Fernando Vidal

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  • เผยแพร่เมื่อ 21 พ.ค. 2024
  • Fernando Vidal, 3Fourteen Research Co-Founder, joins 'Closing Bell Overtime' to talk Nvidia's quarterly results.

ความคิดเห็น • 37

  • @donovantobs
    @donovantobs 23 วันที่ผ่านมา +48

    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, looking for companies to make additions to boost performance

    • @Monicamonasky-
      @Monicamonasky- 23 วันที่ผ่านมา +1

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  • @briantep458
    @briantep458 23 วันที่ผ่านมา +12

    this guy looks too scared to invest in AI

  • @halfMTstudios
    @halfMTstudios 23 วันที่ผ่านมา +6

    He's just saving face because he was so wrong before.

  • @528sunchaser
    @528sunchaser 23 วันที่ผ่านมา +6

    Vidal seems to think AI is just going to follow some linear path without considering that someone as smart and visionary as Jensen Huang will both invent and position Nvidia to stay well ahead of the curve. Eventually this guy (Vidal) will be right, but not anytime soon - and look what he’s already missed out on by not understanding this market…

  • @PeterSedesse
    @PeterSedesse 23 วันที่ผ่านมา +3

    Dude was bearish on nvidia last summer....he should never had been on tv after that

  • @shaochiavang
    @shaochiavang 23 วันที่ผ่านมา +12

    $1,200

    • @HeroDai2448
      @HeroDai2448 23 วันที่ผ่านมา

      in 1-2 months imo

    • @tellusrs7773
      @tellusrs7773 21 วันที่ผ่านมา

      @@HeroDai2448 can easily hit at some point up until stock split

    • @HeroDai2448
      @HeroDai2448 20 วันที่ผ่านมา

      @@tellusrs7773 possible. I think 1150 before split is possible but then a pull back for sure

  • @crawfish91
    @crawfish91 23 วันที่ผ่านมา +1

    he does not realized that last quarter, inference was about 40% of their revenue

  • @felizh82
    @felizh82 23 วันที่ผ่านมา +3

    He is sitting there and saying things I don't think he knows what he is talking about~

  • @dacmusr2260
    @dacmusr2260 23 วันที่ผ่านมา +1

    He says inferencing will require less….😅

  • @raynovicio7332
    @raynovicio7332 23 วันที่ผ่านมา +2

    wow that guy is a bear on nvdia

  • @hbomb65
    @hbomb65 23 วันที่ผ่านมา

    his sense of being says it all, tight cub, very tight cub...

  • @runningdonut
    @runningdonut 23 วันที่ผ่านมา +1

    bro is so shook he can’t even get the words out. Let this be a lesson to anyone fading Jensen

  • @alanreyescreative
    @alanreyescreative 23 วันที่ผ่านมา +10

    laughing at the bears.

    • @HeroDai2448
      @HeroDai2448 23 วันที่ผ่านมา

      they still think it’s going back to 500 😂

  • @maguilla
    @maguilla 23 วันที่ผ่านมา

    Split baby

  • @MMoxie-lb4iv
    @MMoxie-lb4iv 23 วันที่ผ่านมา +3

    Fernando does not appreciate the moat that Nivida has.

    • @HeroDai2448
      @HeroDai2448 23 วันที่ผ่านมา

      just mad that he missed the bus 😂

  • @MeMy.I
    @MeMy.I 23 วันที่ผ่านมา

    Modern day Miles Dyson from Cyberdyne Systems (Skynet)🥴

  • @leechen7235
    @leechen7235 23 วันที่ผ่านมา +4

    There is no reason that Nvidia is not the most valuable company in the world. The growth, the expansion, the potential, the earning and the dominance. The AI is still in its early stage

  • @zhuzhang-qe8sl
    @zhuzhang-qe8sl 23 วันที่ผ่านมา

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  • @leechen7235
    @leechen7235 23 วันที่ผ่านมา +4

    Fernando was wrong and clearly he lacks the vision about the future AI. In AI, we are like 1980 PC industry, there is at least 30 years of growth and progress ahead. Nvidia is not about AI chips, it is a complete software/hardware/networking ecosystem, there is no alternative today, no alternative in the next 2 years, not likely in the next 5 years.

  • @HeroDai2448
    @HeroDai2448 23 วันที่ผ่านมา

    this dude is a bear 😂

  • @lujun823
    @lujun823 23 วันที่ผ่านมา

    He is definitely not very happy with todays nvda move. Maybe he or his customers shorting?

  • @darrellshirar4411
    @darrellshirar4411 23 วันที่ผ่านมา

    This guy is a negative bum

  • @scienceguo
    @scienceguo 23 วันที่ผ่านมา +2

    it is the peak now.

    • @HeroDai2448
      @HeroDai2448 23 วันที่ผ่านมา +1

      keep crying. It’s going to 1500

    • @scienceguo
      @scienceguo 23 วันที่ผ่านมา

      @@HeroDai2448 EPS 5, price 1000. ThePE is 200 quarterly, and 50 annualy. Do you like to invest a 2% ROE product? and the growth is not continously due to the Google, Meta, OpenAI start their own NPU and GPU design.