Haha. NVDA is trading with a forward pe in 30's. That's not a bubble. Nothing like CSCO in 00s. These jokers are not semiconductor analysts. Nothing objective here just one liners
its more the timing of it than anything for me. Its suspect that the AI hype started right at the October lows of 2022. With rates and inflation still high its a strange time to fearlessly rally so hard
The US needs to attract capital inflows to prop up the dollar, which would usually weaken after a pivot. So I agree it was fortuitous, to say the least.
Countries outside united states are building AI data centers too, that will not reduce or stop in near term. My own country Singapore has already built a big AI datacenter, it uses Nvidia products and software.
CNBC girl answer is “I do believe there could be a lot more” is that how nowadays analyst answer the question? No base and no analysis, just what her believe.
I. Run Pilot Sites 1. Get initial results a) Wacky 2. Deploy humans 3. Try again a) Get better results 4. Re-evaluate where you will actually deploy AI 5. Uh-oh
We went from computers collecting and retrieving data, calculations, to computers answering language questions and being creative, mimicking a human brain to a significant extent, and so the potential applications of computers multiplied. That rewards companies that make computers that make AI and it also rewards any computer company because they are all beneficiaries though to a lesser extent of the increased usefulness of computers.
I think the AI hype is real. You just need to know the companies that are going to be the backbone of AI 2.0. It's a 47 trillion dollar industry. Once you know these companies, the sky is the limit.
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@@Srednicki123 As long as we exist, we’ll need more chips. You get a new phone? New chips. Datacentres require an upgrade? More chips. We finally send people to Mars? Guess what, we’ll need chips.
NVDA training chips can also be used for inference, but inferencing chips hardly can be used for training. Why would a customer who uses NVDA chips to do training want to spend additional money buying inferencing chips?
NVDA already at 40% inference. These jokers are just parrotting bear cases from months ago. They are NOT semiconductor analysts. not even close. CNBC is a bunch of amateurs seeking ratings.
There have been other bubbles when certain things get over hyped. I’m not directly mentioning the last one as every time I do my posts get zapped! Even though they even mentioned that bubble in this video!
We will be in a constant state of chip cycling over the foreseeable future. What makes you think that chips manufactured today will be able to support technology needs tomorrow with such rapid advancement? This content is mis-titled. Should be called: "Commentator displays remarkable ignorance of an entire industry".
Of course it is. Networks like this needed to generate some reason for people to buy US semi stocks. Remember the hammer blow to QCOM who had 67% of their business with China. There were lots of our semis that lost Los of business w/ China. Fabricate some reason to lump up Semis. How much returns has there really been?
Look at the majority of the companies that comprise the Dow Jones….who thinks Honeywell, McDonald's, Wal Mart & Nike are going to outperform the market in the next 10 years ?
In my opinion I think Nvidia hit its wall. Nobody wants to pay $1,000 or more dollars for Nvidia. I don't think there's any more momentum to keep this on its incredible bull run and run it up another $200 or $300. I thought for sure after last night's after hours trading that maybe we were back on a momentum but then a part of me figured I should sell pre-market today I'm glad I did. I'll keep my eye on it but I really don't think we'll get past a thousand if much at all. It needs to have a stock split in order to have another good run again.
It absolutely is, already been stated. AI is the antithesis of capital progression. It may be up now, but it will not yield a more fruitful working environment for the world.
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Not much commercial ready AI apps to justify billions of investment by big tech. DC hardware has a lifespan, infra build up by big tech will not continue forever. Heavy capital investment force them to cut staff n other expenditures.
Partsinevelos (the CNBC woman to the far right) should go and touch up her make up, it's the only thing she can really talk about, A.I. & technology she's clueless on.
Nvidia stock is a fuqqing scam ppl. They cashing out on Nvidia while you're buying. And buying your dirt cheap stocks that y'all are selling like Nio, tesla and Boeing😂😂😂 at more than 65% discount.
@2:51 that sneeze was next level
253
and the 'bless you' made it 10x funnier🤣
we just need to get rid of all the high priced ignorant newscasters and replace them with AI bots
Not one of them know enough about AI to be talking about AI.
About as inspiring as reading Yelp reviews about AI…
These jokers are not AI experts not semiconductor analysts
Kristina is fine❤
She’s a beast
A lot of talk without really saying anything. Not really unique to her, almost all analysts/"experts" talk like that.
Do they really have to ask if 'is the AI rally over' every day?
They talk this negative crap so you will watch their pitiful stupid channel every day!
That sneeze was that guy giving us a sign!! 😮
Yes, we're definitely in an AI bubble
Short Nvidia with your Roth or 401k then
@@TaataGeocan't short Nvidia.
Haha. NVDA is trading with a forward pe in 30's. That's not a bubble. Nothing like CSCO in 00s. These jokers are not semiconductor analysts. Nothing objective here just one liners
See ya in 3 years pal.
its more the timing of it than anything for me. Its suspect that the AI hype started right at the October lows of 2022. With rates and inflation still high its a strange time to fearlessly rally so hard
The US needs to attract capital inflows to prop up the dollar, which would usually weaken after a pivot. So I agree it was fortuitous, to say the least.
buying every dip on semis for next 2 years
For the next 10 years at least
It’s the big “network equipment” from 1995-2001 all over again. 🎉
Ur wrong, its the replace all humans movement unfortunately.@@careerdog
NVDA to $2200 by the end of the year. Keep buying NVDA!
Countries outside united states are building AI data centers too, that will not reduce or stop in near term. My own country Singapore has already built a big AI datacenter, it uses Nvidia products and software.
CNBC girl answer is “I do believe there could be a lot more” is that how nowadays analyst answer the question? No base and no analysis, just what her believe.
That's most of the CNBC charlatans. 😂
Bless you to the dude @2:51
the woman on the far right is 8ft tall ?!?!?!?!
She’s big like NVDIA getting taller by the minute!!!
I. Run Pilot Sites
1. Get initial results
a) Wacky
2. Deploy humans
3. Try again
a) Get better results
4. Re-evaluate where you will actually deploy AI
5. Uh-oh
We went from computers collecting and retrieving data, calculations, to computers answering language questions and being creative, mimicking a human brain to a significant extent, and so the potential applications of computers multiplied. That rewards companies that make computers that make AI and it also rewards any computer company because they are all beneficiaries though to a lesser extent of the increased usefulness of computers.
I think the AI hype is real. You just need to know the companies that are going to be the backbone of AI 2.0. It's a 47 trillion dollar industry. Once you know these companies, the sky is the limit.
My crystal ball sees sellers of NVDA (and those underestimating the AI impact) sobbing uncontrollably in 2026
ahahah yeah man
Watch out for $AII, been hearing good things about them.
Yes .Market is too hot on Ai.Its a concept they don’t understand.Any bad news Nvidia is going to tank.
The headwind is the EU AI ACT, which was passed on Wednesday! 😮😮😮
That guy is allergic to BS
kristina is wild at home - she goes from 0 to 100 in seconds. How fun
The Sneeze 😂
Yes. Artificially propped up market.
See ya in 3 years pal.
See NVDA earnings, lol. What are talking about
These guys keep hyping the AI story now they question if it’s over hype
Rose 12 % Early Wed..* FSR... Fisker.. New EV sector major manuf with 300 % increase in Ocean Suv EV sales expected in 2024... * SOUN.. SoundHound.. Voice AI tech Leader..* GFAI.. Guardforce AI.. * BBAI.. Big Bear AI...* BFRG.. Bullfrog Ai, more. Investing in your future .. Today. ?
they are very expensive and if companies dont see fast ROIC they will slow spending way faster than stocks will pull back.
Everything requires chips. Unless we plan to go technologically backwards, we're always going to make new tech, that tech will require chips.
right, but not an infinite amount
@@Srednicki123 As long as we exist, we’ll need more chips. You get a new phone? New chips. Datacentres require an upgrade? More chips. We finally send people to Mars? Guess what, we’ll need chips.
NVDA training chips can also be used for inference, but inferencing chips hardly can be used for training. Why would a customer who uses NVDA chips to do training want to spend additional money buying inferencing chips?
NVDA already at 40% inference. These jokers are just parrotting bear cases from months ago. They are NOT semiconductor analysts. not even close. CNBC is a bunch of amateurs seeking ratings.
There have been other bubbles when certain things get over hyped. I’m not directly mentioning the last one as every time I do my posts get zapped! Even though they even mentioned that bubble in this video!
We will be in a constant state of chip cycling over the foreseeable future. What makes you think that chips manufactured today will be able to support technology needs tomorrow with such rapid advancement? This content is mis-titled. Should be called: "Commentator displays remarkable ignorance of an entire industry".
Of course it is. Networks like this needed to generate some reason for people to buy US semi stocks. Remember the hammer blow to QCOM who had 67% of their business with China. There were lots of our semis that lost Los of business w/ China. Fabricate some reason to lump up Semis. How much returns has there really been?
Look at the majority of the companies that comprise the Dow Jones….who thinks Honeywell, McDonald's, Wal Mart & Nike are going to outperform the market in the next 10 years ?
If you simply HOLD nvda asml lrcx msft etc, in 5 years you'll have A LOT more money ... plain and simple! ....
Couldn't agree more. I'm in Bitcoin and NVDA baby!
I have SMCI, NVDA and AMSL.
AMSL is falling behind though.
@@aharrymarry Not if you hold it for 5 years. Take a look at its return the last 5 year. The last 10 year, the last 20 years...... asml
@@keto6789 Yeah i know ,i meant compaired with NVDA en SMCI
2:51 lmfaoooo
I bet you, Jensen Huang knows exactly where his company is going to be in the next 3 to 5 years💰💰💰💰
In my opinion I think Nvidia hit its wall. Nobody wants to pay $1,000 or more dollars for Nvidia. I don't think there's any more momentum to keep this on its incredible bull run and run it up another $200 or $300. I thought for sure after last night's after hours trading that maybe we were back on a momentum but then a part of me figured I should sell pre-market today I'm glad I did. I'll keep my eye on it but I really don't think we'll get past a thousand if much at all. It needs to have a stock split in order to have another good run again.
hyped. Stacey Rasgon: "AMD has missed numbers like every quarter for the last year" -at these levels they better hit it out of the park !!
AMD is no NVDA. AMD is riding AI hype train as the maybe only competitor to NVDA. No substance. Stay with NVDA
i agree and i think stacey does too..@@gtash0010
DUH. 21 billion spent without a case.
Semiconductor industry is only gonna grow as we digitize the world even further, needed for all automation.. Think 10 years and you'll make a fortune.
It absolutely is, already been stated. AI is the antithesis of capital progression. It may be up now, but it will not yield a more fruitful working environment for the world.
in other words, buy Nvidia
Why do I have a feeling Im watching Bears? CNBC you guys Shorting? the boss shorting or something?
Pure market manipulation here...
Will be funny watching US stocks crater, whilst China is up 20% this week.
"The internet is just a fad"
some idiot is telling people to sell all the stocks i have. i think its bogdanoff
im no genius but i'm clever enough to know that all this ai hype is bs
That woman is a giant
5' 7" according to Google
Tesla Boeing NIO, Tesla Boeing NIO, Tesla Boeing NIO.
SHORT SQUEEZE HAPPENING TONIGHT!
Did she just call me a nerd?? Wth Kristina!
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Google pleaseeeee drop the AI Glasses. No iteration to the Apple Vision Pro.
ASML, Broadcom and TSMC are the best plays in the industry.
It seems like every other day it pulls back and then goes up.
AMSL is lacking these days...
AI Hype is 30% beer and 70% is froth
Yes
Capitalism...
Not much commercial ready AI apps to justify billions of investment by big tech. DC hardware has a lifespan, infra build up by big tech will not continue forever. Heavy capital investment force them to cut staff n other expenditures.
Countries are also going into AI
Bitcoin is Gold 2.0! #BTC #Bitcoin
Bitcoin, blockchain, smart city, big data
She so masculine in a good way
Yes. Its overblown.
Same discussion diff day no substance
FUD
I envy Charlie Munger
Cooler! Zwenty days.
free market competes to have cheap chips. Like China
2000 PTSD
She is telling this now lol
Cancel this show, all they want is talk bearish BS for attention.
They themselves don,t even believe their BS.
I always fart while sneezing 😂
Nvidia $10T by 2030💯
The hype for what ? AI is here to stay and change the world unfortunately. It looks like u live in a bubble if u think else.
There is a bubble, just not the one you think it is.
The easy money on AI semiconductors has already been made.
Partsinevelos (the CNBC woman to the far right) should go and touch up her make up, it's the only thing she can really talk about, A.I. & technology she's clueless on.
buy copper. China cuts production. Higher inflation. Oil higher higher inflation.
Nvidia stock is a fuqqing scam ppl. They cashing out on Nvidia while you're buying. And buying your dirt cheap stocks that y'all are selling like Nio, tesla and Boeing😂😂😂 at more than 65% discount.
to the moon the next 100x gems-BONK
Competition will come for NVDA. Short term their the best but next year things will change. AMD is so much cheaper.
AMD is for PC only...