nvda is sort of played out as a stock - the unchecked growth can't continue - they will have major competition from upstarts and those companies are the real opportunities. people don't want the cloud -they can run llm faster and cheaper locally with more features and privacy. The next major inflection will be when smb mkt enters fray and of course quantum to turbocharge ai but these are years and years away - the hype for these will start within the next few years and it isn't a bubble - savvy investors will look to index funds of their own making to lower exposure but still be invested in these sectors where there is massive growth and most of the companies are secular gainers
This is a very sneaky way (or perhaps creative ways)of acquiring a company without buying a company. They might just getaway without scrutiny😅😅
Very clever. Eliminate competition by bringing it in house!
very good move by satya nadella
Microsoft should call their devision the "Nvidia devision", really
Not Ethernet switches 😂🤣
She has been saying that for the past day or 2! 😂
That's so revolutionary 😂😂
Better than ethernet hubs.
This could have been a thing instead of Battlefronts.
Embrace 4th industrial revolution
Leading up to mark of beast. The world will end soon. Man is setting himself up for failure.
$100 Trillion? Can Mr. Jensen Huang at least lower the price of GPUs so I can buy a nice gaming PC? :)
nvda is sort of played out as a stock - the unchecked growth can't continue - they will have major competition from upstarts and those companies are the real opportunities. people don't want the cloud -they can run llm faster and cheaper locally with more features and privacy. The next major inflection will be when smb mkt enters fray and of course quantum to turbocharge ai but these are years and years away - the hype for these will start within the next few years and it isn't a bubble - savvy investors will look to index funds of their own making to lower exposure but still be invested in these sectors where there is massive growth and most of the companies are secular gainers
An upstart isn't going to threaten NVDA anytime soon.They are so far ahead of the existing competition, how is an upstart going to be a threat?
LOL! What a complete DF! NVIDIA will be a minimum $1,200 stock in the near future.
Played out? LOLx10!!! NVDA just posted over $ 26 billion with a B reasons why you are sadly mistaken.
Wow! This post certainly didn't age well did it?!
Pi isnt good. That is why they all left.
Nvidia PEG Ratio1.19, Chipotle Mexican Grill PEG Ratio 2.54, but it's Nvidia, powering the tech AI revolution that's in some kind of pricing bubble🤣
nvidia cares less and less about the gpu in my computer and so i care less and less about nvidia
jensen "wong?" lol.. at least learn how to pronounce his name correctly ffs. dude is worth $78 BILLION.
That is actually exactly how you pronounce it. Juang is pronounced like “Wong”
Because the J is silent and has a W sound.
Can't help but cringe at both of them at 1:46 (*throws bad joke* "Ha ha")
This guy is a cheat.
Who?
Who
Who?
@@kcdiazWTVWho