I Can't Stay Quiet on Nvidia Stock (NVDA) Crashing Any More

Поділитися
Вставка
  • Опубліковано 6 чер 2024
  • You can protect your privacy and support the channel by getting 20% off DeleteMe at joindeleteme.com/SYMBOL20
    #nvidia stock ( #nvda ) has gained over $1 TRILLION in value since #openai released #chatgpt over a year ago thanks to their Hopper GPUs. But just this month, Nvidia stock CRASHED by 15%!! What gives? Is NVDA stock one of the best AI stocks to buy now or is this "the beginning of the end" for Nvidia? 🙄
    » Mass Unsubscribe from UA-cam channels: www.howtogeek.com/unsubscribe...
    » Top Stocks for 2024: • Top 10 Stocks to Get R...
    » SMCI Stock Deep Dive: • HUGE GROWTH: Why I'm B...
    » Get My Stocks & Price Targets: www.tickersymbolyou.com/survey
    » Main Street Data (Best Financial Charts): mainstreetdata.com/subscripti...
    » Simply Wall Street's Nvidia (NVDA Stock) Valuation: simplywall.st/stocks/us/semic...
    » Tesla (TSLA Stock) Valuation:
    simplywall.st/stocks/us/autom...
    » Palantir (PLTR Stock) Valuation:
    simplywall.st/stocks/us/softw...
    » Podcast: • E5: Our Top 5 Stock Ma...
    » Twitter: / tickersymbolyou
    » Patreon: / tickersymbolyou
    Timestamps for this totally necessary Nvidia episode:
    00:00 My Mistake on NVDA Stock
    01:03 Reason for Nvidia Stock Crash
    03:14 Important Nvidia Stock Data
    13:21 My Thoughts on NVDA Stock
    Resources & References:
    » Nvidia GPU Advances: • Nvidia's Breakthrough ...
    » Nvidia AI Advances: • Bigger Than ChatGPT?! ...
    » OpenAI Dev Day: • OpenAI & Microsoft's H...
    » Google AI War: • The AI War Has Begun! ...
    🙏 Thanks for watching!
    Disclosures:
    All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
    See additional disclosures at tickersymbolyou.com/disclosures/
  • Наука та технологія

КОМЕНТАРІ • 529

  • @TickerSymbolYOU
    @TickerSymbolYOU  Місяць тому +21

    You can protect your privacy and support the channel by getting 20% off DeleteMe at joindeleteme.com/SYMBOL20
    P.S - I can't wait to see all the comments from people who didn't actually watch the video 🙄

    • @blaizel3748
      @blaizel3748 Місяць тому

      damn I'm a gaming nerd that was always passively in stocks did good on apple luckly in 2016 I had google for awhile but I bought nvidia at a fat premium and I don't even care will be with the company the rest of my life. Always bought nvidia chips wish I was smart enough to buy and hold the stock since 2016

    • @blaizel3748
      @blaizel3748 Місяць тому

      I like bitcoin too definitely going up in the near future

    • @Masuiatfres
      @Masuiatfres Місяць тому

      I'm favoured financially, Thank you Jesus $32,000 weekly profit regardless of how bad it gets on the economy.

    • @TeffddCVxCVh
      @TeffddCVxCVh Місяць тому

      How
      ..? Am a newbie in crypto investment, please can you guide me through on how you made profit?

    • @Masuiatfres
      @Masuiatfres Місяць тому

      Sure I am a born again Christian I recommend and share what is good and profitable, (Sandrina Edmondson). That's her name

  • @eddhernandez9410
    @eddhernandez9410 Місяць тому +183

    I've been holding NVDA for about 10 years now. My basis is $33.64 and it will keep holding for the next 10 years.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Місяць тому +26

      Respect!!

    • @zunzoo7080
      @zunzoo7080 Місяць тому +6

      Wow, what else are you holding for a long time

    • @jimbarnes9140
      @jimbarnes9140 Місяць тому +12

      Long term holder/fanboy as well. Current basis $53.75 (2018), also holding. (I'd already doubled profits from long before, taken profits, kicked myself, and got back in!) Yes, there were times (years) when I wondered if I should sell, when the stock wasn't rising as others were. I held. Why?...
      Nvidia pioneered the GPU graphics cards for PC's - fueling the PC gaming market.
      Nvidia stayed in front, keeping its graphics cards on the cutting edge, which validated my reason to buy, and to hold in the harder years. Nvidia was always one step ahead of the competition.
      Then Nvidia started getting into Databases...
      Then came the crypto mining. (Boost!)
      Also self-driving car applications. (Boost!)
      These breakouts from the GPU world into new markets are the key to stair-stepping up NVDA's value.
      Now AI - a huge boost as the near monopoly supplier. (This could be transformational, in the same way as going from dirt roads to the interstate highway system transformed the USA, making the unheard of, possible. The AI runway is a long one...)
      Meanwhile all of Nvidia's GPU/database/parallel processing capabilities are only getting stronger and continue to stay in front of the competition. That's par for the course, for NVDA. Leading a market over decades is a rare track record among investments. Other companies won't find it easy to match Nvidia's tech, and when they do, Nvidia will have something new for them to chase. My take is that NVDA still has plenty of room to grow from here, and has the income and drive to continue the investments in future tech/R&D to stay firmly in front.
      It is not hard to see that Nvidia tech is the most likely engine underlying Virtual Reality systems (and who knows what else!) that people only dream about today. These will not be stored maps/content, but will be generated by AI on demand. That's WILD to think about.
      Thus, I hold with firm conviction, and will weather the cyclical drops that are inevitable.

    • @qianxu5533
      @qianxu5533 Місяць тому +3

      sell calls monthly 😂

    • @cindyhayslette306
      @cindyhayslette306 Місяць тому +1

      What’s the current stock under $60 you see performing in a similar manner?

  • @KrustyKlown
    @KrustyKlown Місяць тому +116

    9:10 Cathie Wood !!! .. WHY is she considered the tech guru of investing?? Her damn ARKK fund has lost 80% of investors it once had, and produced ZERO GAINS over the last 6 years, ZERO!!!!!

    • @ZinnNasty
      @ZinnNasty Місяць тому +11

      @KrustyKlown Thank you, she's nuts and her fund has only grown 70% over the span of 10 years or more. I'm sorry but that's not acceptable if you ask me. She's not someone anyone should be listening too unless you don't want gains.

    • @KrustyKlown
      @KrustyKlown Місяць тому +9

      @@ZinnNasty Seems like she appears on media channels to Pump her bad decisions. It's not proving profitable.

    • @R3N3G
      @R3N3G Місяць тому +5

      @@KrustyKlown She is an industry plant/ paid actor serving ulterior motives, I've picked up on patterns & signals in the market, just about anytime she massively promotes buying anything, It soon after plummets, yet sometimes, much less frequently rises & it hit me over & over again that Ark Invest makes $ in other ways or makes other people $, @ this point it's obvious & like a catcher communicating with pitcher w/ hidden signals, definitely as a catalyst for waves in the market from my viewpoint

    • @MusicAndParkour
      @MusicAndParkour Місяць тому +8

      Reverse Cramer is more legit probably lol

    • @fredpotgieter7329
      @fredpotgieter7329 Місяць тому

      Nice the witch is improving

  • @TK.000
    @TK.000 Місяць тому +32

    I'm hanging on to NVIDIA.

  • @factotums
    @factotums Місяць тому +38

    My favorite anecdote is that Fidelity says their most successful investors are people who have either died or forgot they had an account (not sure how that happens but anyway)...
    'time in the market not timing the market'

  • @thestocksource8393
    @thestocksource8393 Місяць тому +14

    I’ve been watching you nearly since you started. You started singing the praises of NVDA and it was hanging around $200.
    I figured I’d invest but wanted to wait for a drop. Needless to say it never came, I never bought, and I learned my lesson.

    • @Christineperkins-uw8ow
      @Christineperkins-uw8ow Місяць тому +1

      I suggest buying the new tesla innovation shares at this point as they are relatively cheap and are sure to yield long-term profits

  • @jeffrose5622
    @jeffrose5622 Місяць тому +43

    NVIDIA stock did not crash! The market dipped. NVIDIA dipped. Always buy the dip with NVIDIA!!! Earnings are in less then 4 weeks and they will be BLOWOUT! NVIDIA will be over $1,000 soon!

    • @Ultrajamz
      @Ultrajamz Місяць тому +5

      Because nvidia is the market right now

    • @MatthewMS.
      @MatthewMS. Місяць тому +1

      I appreciate the enthusiasm. If they do not blow out earnings or investors get scared of the bucking brono that is NVDA … remember … never sell. Ever.

    • @jeffrose5622
      @jeffrose5622 Місяць тому

      @@MatthewMS. Made my first large buy with NVIDIA in 2017 and have literally been buying monthly ever since. I'll think about trimming some at $1,200 per share (pre-split).

    • @RRan-dk7ct
      @RRan-dk7ct Місяць тому +1

      How can you loose when your already ahead 40%......???

    • @LotusLovee
      @LotusLovee 7 днів тому

      Its over 1k now!

  • @laCruz40oz
    @laCruz40oz Місяць тому +19

    nvidia was the first stock i ever bought (i buy their cards was my only thesis lol.) and remember at the time it was the end of my world when my small position of 500 bucks dropped like 20% over a week (didn't panic sell.) now it's 80% of my net worth and i find calmness in the volatility.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Місяць тому +7

      Well said. Holding Nvidia stock forced me to grow in a lot of ways over the years as well.

    • @jimbarnes9140
      @jimbarnes9140 Місяць тому

      That's called, "letting your winners run!"

  • @leechen7235
    @leechen7235 Місяць тому +46

    I was lucky to purchase Nvidia at $132 in 2021, and as a tech investor who is based on fundamentals for my investment, I made 4 additional Nvidia purchases over the last 6 months $482, $750, $882, and $804. The last 20+ trading days, when the stock made its massive profit taking and corrections from its peak of $974, I was happy to pick up more shares as I believe it is a cheap stock based on the continuing strength of its unique position in AI system, and forward PEG.

    • @killamatrix1
      @killamatrix1 Місяць тому

      You got in late

    • @binfernus
      @binfernus Місяць тому +1

      Possibly still early, only time will tell.

  • @westbrook3616
    @westbrook3616 Місяць тому +9

    Thanks for your hard work on the NVDA and the chip space. You save us investors a lot of time. I'm in at $40 a share, and it's now my largest position at around 15% of my portfolio. I have sold 15% of my position when it was above $900 a few weeks ago or so. Here is my issue, I never want to take profits again. My goal as a long-term buy and holder is to literally be an owner of these companies for 10-20 years and not have to keep up with the day to day news. Just wanted to share my thoughts, I know my investing strategy isn't for everyone.

    • @moonshine9278
      @moonshine9278 Місяць тому

      I completely feel the same way. I would be golden if I didn't peek at my stocks for about 10 to 20 years. That volatility is scary.

  • @wuminzhao
    @wuminzhao Місяць тому +66

    NVDA BULL here!

  • @akasqueezer
    @akasqueezer Місяць тому +64

    Down 20% is not a crash.

    • @TickerSymbolYOU
      @TickerSymbolYOU  Місяць тому +7

      My point exactly

    • @CjJohnWynn
      @CjJohnWynn Місяць тому +9

      Depends on your perspective. If you're in at the top it sure feels like a wreck lol

    • @kennymaster900
      @kennymaster900 Місяць тому +2

      especially after a +1000% ..

    • @lamine38
      @lamine38 Місяць тому +1

      @@TickerSymbolYOU I also trade crypto. Yes down 20% is nothing lol.

    • @Scorch428
      @Scorch428 Місяць тому +1

      thats how a crash starts

  • @allenaxp6259
    @allenaxp6259 Місяць тому +3

    Excellent video, Thanks for the update and info....

  • @medicomrah1977
    @medicomrah1977 Місяць тому

    Just came across your channel. Great analysis. Liked and subscribed.

  • @roberteslan4278
    @roberteslan4278 Місяць тому +15

    NVDA currently has a 9.6 out of 10 stock rating by Fidelity.

    • @Currancchs
      @Currancchs Місяць тому +1

      Was 9.9 for the longest time before that. With all of the other tech companies only announcing more orders than previously estimated and the quickness with which it rebounded after it's recent 10% fall, I'm more bullish than ever!

    • @TickerSymbolYOU
      @TickerSymbolYOU  Місяць тому +2

      Kind of tells you everything you need to know, huh?

  • @jollyjack5856
    @jollyjack5856 Місяць тому +1

    just found your channel. big thumbs up for your no-noise no-nonsense straight-to-the-point style! thanks, and thanks for not holding us hostage! :)

  • @SilviaD-zg5ov
    @SilviaD-zg5ov Місяць тому +8

    Great information . NVDA my fever stock NVDA going 1.400$ per share soon. I bought NVDA 266$

    • @tompham8660
      @tompham8660 Місяць тому +1

      I got in at $785 and Can’t wait to accumulate more

  • @ethangasca1551
    @ethangasca1551 Місяць тому +74

    Here we go again, market analysis in circles. Finally, Bitcoin moved, but nothing grows like my wallet with Eledator, they can bring profit, that's the real deal.

  • @markrobertdevison1227
    @markrobertdevison1227 Місяць тому +12

    Even with the sell off in SMCI, I'm still up 240%. I always tell my friends, buy more NVDA. I'm up almost 600%. I'm holding both companies for years. High growth stocks always have wild swings. Best to buy more when there is a sell off. There was a time nobody was better than TMF. Most of my biggest winners I got from that site. When one of the brothers (David) mostly retired, their picks haven't been as good. His stocks picks beat his brothers easily. This channel is very good, I'll keep watching.

    • @kadd4415
      @kadd4415 Місяць тому

      Yes, it's the wild swings, the volatility, that make it harder to hold on to- and it's great to have individual investors share their strategy and experience.

    • @snailedlt
      @snailedlt Місяць тому +4

      If you're up 240% on SMCI you haven't held it for years.
      I bought it last year at near all time high and I'm up over 900% since my first buy in

    • @Alex-pm8wr
      @Alex-pm8wr Місяць тому +1

      @@snailedlt and SMCI couldn't pre-announce EPS as usual because they did a secondary offer on 3/14 or so. And they offered GS another 30 days. Hence, by rule, they can't. WFC was wrong as usual.

    • @wiscsteve2
      @wiscsteve2 Місяць тому +1

      I personally was in SMCI while the shorts lost 3 billion dollars over 5 months. My thesis was correct, SMCI saves energy costs, builds better quicker (stickyecosystem...
      ect.) Vacation happens, I jump ship. My loss & great learning moment. Professionals traders willing to blindly lose LG amts of money, on a stock they could manipulate to make one Billion. & lose 4 billion... Meaning... when you know your right. Don't let the fools w/money take you down or shake you. Japan's financial SOFI just announced their fully investing in an AI centric endeavor for X billions of $... That makes 3 plus countries fully investing untold amts in AI centric centers. How many countries left...? Quite a few will be following very soon. No One will want to be left behind... NVDA is golden for how many yrs & how many industries...? At GTC they announced partnership with over a thousand Robtics companies... This is clearly a buying opportunity... Thank you Alex... you have provided exceptional advice. I now invest with confidence.

    • @rickchang-qt6jn
      @rickchang-qt6jn Місяць тому

      I appreciate you can tell me what does it mean by TMF, thank you.

  • @AlexC-O_O
    @AlexC-O_O Місяць тому +7

    Market corrections will test your resolve. It's during those times that you can make the most money, either by buying on weakness or simply just not sell the bottom.

  • @Jimmerca
    @Jimmerca Місяць тому +1

    Lots of good advice in this video… Thanks for sharing👍🏻👍🏻

  • @BashEri
    @BashEri Місяць тому +3

    Great info...
    Much appreciated.

  • @burtbed4547
    @burtbed4547 Місяць тому +2

    Thank you. Very informative video

  • @yyung2
    @yyung2 Місяць тому

    Really good approach, Alex. Thanks, and good luck!

  • @augustlkkegaard3719
    @augustlkkegaard3719 Місяць тому +2

    great video man. keep up the good work!

  • @Kim-so1bo
    @Kim-so1bo Місяць тому

    Do you have any video that explain the "science behind the stocks" :) Thanks! Would love to watch

  • @russellsmith6417
    @russellsmith6417 Місяць тому

    Thanks for your candor and for "showing your work". Much appreciated, helps me understand it all.

  • @davidcook7847
    @davidcook7847 Місяць тому +1

    Good video Alex. Very wise and helpful advice. I think I will stay subscribed to YOU

  • @ADaza1015
    @ADaza1015 Місяць тому +7

    As usual great video. Never worried about NVDA, because fundamentals are strong and so the future functions.

  • @jackwebster9381
    @jackwebster9381 Місяць тому

    Great work dude. I think a video on super micro computer would be cool too. I liked your video before, but that stock has been all over the show! I guess their upcoming earnings will be very insightful in terms of where they’re heading

  • @peter47544
    @peter47544 Місяць тому +2

    I'm a newbie and doing exactly what you say ! I listen to multiple sources and compare - the best often coincide in their views - that is when I know I'm on the right track. The NOISE out there is deafening and often manipulative. Thank you for your excellent work, attention to detail, and most of all your honesty. And since I am focusing on Tech sector, disruptive technologies, AI ... your channel is priceless for me. I don't have a penny in the market yet - I have resisted investing until I understood at least the basics. I missed the dip on NVDIA and it's partner, but I've learned that isn't the end of the world, I missed on TSLA too. I'm OK with that. I will wait and let more earning reports filter out, and look buying on Monday. The market is so volatile right now, I am staying risk averse. BTW I joined delete me and the service is excellent.

    • @kadd4415
      @kadd4415 Місяць тому

      When I started investing, I read multitude of articles and was just frustrated that it was often a 50-50 divide between bears and bull on the same stock. The NOISE is still deafening and I think driven by the 24-hour news cycle, minute by minute hoopla but recognizing that is the first step to desensitizing to it. I wish you the best, you are wise to learn all you can and stay cool!

  • @shaystocks305
    @shaystocks305 Місяць тому

    I think you're amazing.Thank you so much for all of the information.It's been so helpful.Can you tell us some more about poet when you get a chance?Thanks

  • @esra_erimez
    @esra_erimez Місяць тому

    Do you have any thoughts about Tenstorrent?

  • @dancover3624
    @dancover3624 Місяць тому +1

    What's your thoughts on TSM and also smci

  • @decartessansthoughts7972
    @decartessansthoughts7972 Місяць тому +1

    Awesome video Alex thank you!

  • @subhash00
    @subhash00 Місяць тому +1

    Great video delivered with passion, honesty and conviction. Thank you.

  • @Beachbumartist
    @Beachbumartist Місяць тому +1

    I think you have a great channel. Thanks man

  • @mircanika7770
    @mircanika7770 Місяць тому +1

    Outstanding content. Very honest and to the point. Love it.

  • @GuilloInvest-bm7nn
    @GuilloInvest-bm7nn Місяць тому

    Hi Alex. Thank you for all the valuable information you gave away. I am a beginner investor, and I really put attention to it. Last week, you talked about the ticket POET, It is moving up about 75% since I invested into it. Thank you

  • @MicroRevolution
    @MicroRevolution Місяць тому

    To clarify, its much better to invest before may 20th? due to the report of earings coming out?

  • @jeffrose5622
    @jeffrose5622 Місяць тому +4

    What most people either don't know or forget is NVIDIA's "AI Enterprise Software Subscription" program. On top of the chip price, NVIDIA is charging $4,500 per chip per year for all the CUDA software support. Estimates for 2025 are that NVIDIA will have manufactured 4 million chips. 4M x $4,500 = $18 Billion in software support for a single year AND IT"S CUMULATIVE. So add in 2024 and 2025 and 2026 and that is another $45-$50 BILLION dollars (on top of all the chips, automotive, etc) EVERY YEAR!! This is how NVIDIA is going to grow their revenue stream! Everyone keeps asking if the chip sales are sustainable, well SOFTWARE SUBSCRIPTION is how they bridge that gap. No one is going to stop buying their chips and in buying those chips you have to buy the software subscription.

    • @2023video4u
      @2023video4u Місяць тому

      I did not know that. I thought it is the one time chip fee bet 20,000 to 30,000 ish

  • @herpadjerpmaplurp3721
    @herpadjerpmaplurp3721 Місяць тому +3

    Told my brother about poet on sunday evening, I didn't buy, he did. it casually did 150% this week. I did buy clsk at 3 bucks in july 2022 because of you ;)

    • @maradaniel5218
      @maradaniel5218 Місяць тому

      I bought also poet but not much and now I am crying should bought more! Also because of him 😃

  • @MatthewMS.
    @MatthewMS. Місяць тому +9

    WONDERFUL VIDEO 👏🏻👏🏻👏🏻📈🇺🇸. Wow. I’ve been long NVDA since 2018 and all in and pounding the table since *(edit: 1st week April 2020, immediately after the Covid March flush)* I am doing well financially now. I’ve held and bought more during several huge unrealized losses down 50%. I knew enough about Nvidia and the moat that it was a matter of time. You own it don’t trade it. GREAT JOB! 👍🏼

  • @cannastartup2794
    @cannastartup2794 Місяць тому +1

    Thanks…it takes a lot to think for yourself and stand up to all the big boys and girl out there.

  • @dreamphoenix
    @dreamphoenix Місяць тому +1

    Great analysis, thank you.

  • @michaelxu1589
    @michaelxu1589 Місяць тому

    What do u think of nvda in terms of its competitive advantage over companies that use tpu in inferences

  • @howardbetts9133
    @howardbetts9133 Місяць тому

    You're still top of my UA-cam list Alex. Thanks for another great video.

  • @cecillouden8662
    @cecillouden8662 Місяць тому +1

    Thanks sir Alex. Well done.

  • @EstherLeyva-Richko-mx3ex
    @EstherLeyva-Richko-mx3ex Місяць тому

    Love the Honesty. Definitely enjoy listening to you. keep up the good work.

  • @LeeAlison-dk2ud
    @LeeAlison-dk2ud Місяць тому

    Nice content. I am slowly adding to my NVDA postion. And I expect NVDA to hit $1400 by end of year, so today's prices don't seem so high to me. Sentient machines are going to need real-time compute and inference. Inference is already close, but compute has a ways to go, and nVidia is far and away the dominant hardware player in what will be and incredible bonanza!

  • @FinneganTempestus
    @FinneganTempestus Місяць тому

    Does this mean I should wait until earnings and a respective dip before entering into phase II?

  • @andreljungberg4255
    @andreljungberg4255 Місяць тому +1

    Thank you! Wish I just got it years ago! Now it’s so easy to recognize what channel/person is legit and who is only in it for the money.
    Will keep watching!

  • @weisland2807
    @weisland2807 Місяць тому +1

    i really like that u say enn-vidia and not ne-vidida like a lot of tubers have been gaggling about..

  • @zigavojska1672
    @zigavojska1672 Місяць тому

    Why do I hear for SMCI for the first time, did you mention it before?

    • @TickerSymbolYOU
      @TickerSymbolYOU  Місяць тому

      Yes several times, including a full video on them and they’ve been on my lists for a while

  • @HEBEcoin
    @HEBEcoin Місяць тому

    Great video Alex, I just joined as a paid member. Your content is invaluable... Cheers friend 😄

  • @attic1project776
    @attic1project776 Місяць тому +1

    Psychology of stock market is the most difficult thing to overcome. Your channel is valuable ❤

  • @srbbuzgau
    @srbbuzgau Місяць тому

    Wasnt it the case that Nvidia stock price was based on the assumtion that it will keep rising by a largw pwrcentage year over year for about 10 years? Something like 50% per year for 10 years?

  • @jjs23888
    @jjs23888 Місяць тому

    Hi, how will the recently announced Taichi photonic chip affect the future prospects of traditional GPUs and how will Nvidia deal with this threat?

  • @NanoWealthGuy
    @NanoWealthGuy Місяць тому +4

    Cathie wood is such a joke. I’m not convinced she understand most innovative companies she invest in.

  • @SJP-gu2nn
    @SJP-gu2nn Місяць тому

    Very impactful and relevant data. Keep up the great work! Always appreciate your content.

  • @BR.
    @BR. Місяць тому

    What is the massive bombshell you're talking about in the thumbnail?

  • @melissascott3400
    @melissascott3400 Місяць тому

    Thanks Alex! Love your videos. I regret not buying NVDA last year!
    My Tsla account has me worried with a basis of 330 a share. I invested at the wrong time apparently.

    • @wiscsteve2
      @wiscsteve2 Місяць тому +1

      Everyone has done that.

  • @Barb_aka_Mimi
    @Barb_aka_Mimi Місяць тому

    Thanks for this video Alex. I have to admit I was a tiny bit concerned with the dip, but you’ve made your case & I’m holding! 🙂

    • @Christineperkins-uw8ow
      @Christineperkins-uw8ow Місяць тому

      Don't sell your shares
      It will yield profits in the long term. You should buy the latest Tesla innovation shares

  • @nikolaskakavros
    @nikolaskakavros Місяць тому

    Thank you for producing and bringing us this high quality, top shelf content and advice. I bought NVDA last year, and am waiting for a good dip in NTFX (which might be now) based off of your recommendation. You're definitely an important voice to us tech investors, so thank you. 🙂

  • @julioerodriguez6097
    @julioerodriguez6097 Місяць тому +1

    Alex, I love your channel and how your gives us insight about Nvidia (NVDA). Your GTC coverage was impressive and I thank you for that!
    I heard rumors about NVDA splitting the stock sometime this summer. Also, Jensen Wong is getting interview this upcoming Sunday on "CBS Sunday Morning" show. Do you think that He is announcing the stock split this Sunday? That will be "out of the norm" for Jensen and NVDA, but plausible since the stock is being down last week. Your sapience in this matter will be appreciated. Thank you!

  • @RobertMann-xh3lv
    @RobertMann-xh3lv Місяць тому +1

    Another Geat Video. Thank You

  • @jimpurewal2661
    @jimpurewal2661 Місяць тому +8

    First of all, NVDA did not crash. After the massive run up it is good to have a 10%+ correction and consolidation. NVDA has a multi-year runway for people who understand the company and the fact there is no competition and custom chip design is not it. Bought in March 2020 and now on a 13X and do not plan to sell a single share anytime soon.

    • @RajDeelish
      @RajDeelish Місяць тому

      Runway has nothing to do with stock. Future runway could already be priced in.

  • @billykyles1941
    @billykyles1941 Місяць тому

    Just stopped for a look see and liked , will be looking (You) up more. Great info

  • @drdvrm
    @drdvrm Місяць тому +4

    It's ok to be wrong, it's ok to be right. Thanks for condensing info we voluntarily choose to watch and saving us time to spend with our loved ones in the process. Don't feel pressured even if it gets applied - it's not representative. Know that a likely vast majority of your audience simply appreciates the work and doesn't have time to get too involved. Keep it up, mate! Much appreciated. My first and likely last comment :-) Cheers

  • @maguilla
    @maguilla Місяць тому +7

    Will be $1000+ soon

  • @KenEvoy
    @KenEvoy Місяць тому

    GREAT vid, Alex. You know, sometimes the simplest concepts are the hardest to execute. Here is my favorite tough one…
    But low, sell high.
    I found this vid to be so valuable that 2 other points come to mind. This first one I have found to be really helpful. It is the first time I’ve ever written about it…
    When a stock drops by 50%, yes, you do have to make 100% to return to where you were. But that is merely a mathematical “trickery” of little significance. Think about any significant loss you have had. You then made yourself more depressed by this simple, but misleading, math oddity. And yes, you have repeatedly earned it back as easily as you lost it (plus or minus).
    Why? Think of that same loss of 50%, say from $10,000 to $5,000. To make back that $5,000, you have to make, um, duh, $5,000. And assuming that the stock is not a dog, it’s just as easy to make $5,000 as to lose it (a bit easier, actually, as you have demonstrated here, Alex).
    When I think about a loss like that, it’s much easier on the nerves by thinking in dollar terms, again assuming that I really do know that company.
    This is true for any loss. Take blackjack, which I used to profitably play 45 years ago, by counting cards. If I took a one-day loss of say, that same $5,000, I always made it back, although not usually in one session (for reasons that should be clear if you really think about why - see if you can figure this little puzzle out before I explain it below :-) ).
    I hope that this rule helps someone here think differently about losses…
    “It’s the dollar amount that matters, not the percentage.”
    My second point… I mentioned above that it takes longer to make it back. Here’s why…
    I’ll keep this to blackjack since it’s easier to follow, but you’ll be able to translate that to Nvidea. It might take me months of playing 100s of hands per day until I finally have such a bad day. It would, of course, also take me that long to make that much (shorter since I had a 1% advantage, but let’s ignore that).
    OK, here’s the big point… to make it back, I’m on the clock. It only took me a day to lose AFTER MONTHS OF NORMAL PLAY, but I have to make it back, starting now, not starting on my next really great day.
    I trust you see how this generalizes to volatile stocks…
    Be patient - you WILL earn it back.
    If you really internalize these 2 points, I guarantee you’ll deal with big losses much better.
    That said, I’m 70 now. I’m not sure how to deal with Alex’s point that it could take 8 years to earn that back. I guess I’ll leave instructions in my will! 😂
    NOTE: 1 edit for typo, 1 for clarity

  • @alfredadler9140
    @alfredadler9140 Місяць тому +4

    Jim Cramer says Own Nvidia, don’t trade it.

    • @HepCatJack
      @HepCatJack Місяць тому

      Jim Cramer also said your money was safe in Bear Sterns before it closed forever.

    • @maribatcric
      @maribatcric Місяць тому +2

      Back around October 2022 he was saying that people should short it. I remember watching the clip. He said that because cryto was down, people were not buying Nvidia chips to mine them. He also said that the artificial intelligence promise was too far in the future, and the gaming business fell off, so it wasn't worth holding. He flips and flops like a lot of people on CNBC. That's why I don't watch it as much anymore

    • @System_Down
      @System_Down Місяць тому +3

      Jim Cramer 60 million years ago. 'I'm bullish on dinosaurs'.

  • @rollie5579
    @rollie5579 Місяць тому +1

    Great call on POET.

  • @user-uc2qk8wg6z
    @user-uc2qk8wg6z Місяць тому

    never seen this way before 6:48, this a very interesting chart

  • @alexguy01
    @alexguy01 Місяць тому

    Nice video. I’m gonna buy some now!

  • @bodcare1332
    @bodcare1332 Місяць тому

    I really enjoy this video. Balanced, insightful and real. Cheers.

  • @Larry-jh8gf
    @Larry-jh8gf Місяць тому

    It takes awhile to get used to -10% drops and not being affected. Anyone who's a tech investor understands that and simply doesn't listen to those crazy comments.
    Nice video Alex! I'm hoping to see one on MU in the near future.

  • @abidingdude222
    @abidingdude222 Місяць тому +2

    How worried are you about SMCI's earnings actually though?

  • @addy_mha6376
    @addy_mha6376 Місяць тому

    @alex can you do another deep dive on Pltr DNA and TWST those are think can be winners long term

  • @kevindittler6524
    @kevindittler6524 Місяць тому

    Best days still to come, just getting a chance to get a few more shares

  • @true4life8
    @true4life8 Місяць тому

    What happened to how many times the stock split?!?

  • @JimMcNutty
    @JimMcNutty Місяць тому

    MSFT, META, and Google spending is through the roof. Who are they spending it with NVDA and AVGO.

  • @yvettefannell224
    @yvettefannell224 Місяць тому

    That was such a good video. Thank you.

  • @BenSchippers
    @BenSchippers Місяць тому

    Great video! Thanks.

  • @yuzaR-Data-Science
    @yuzaR-Data-Science Місяць тому

    I loved that one even more than your "usual" videos: it's USEFUL (the most important!), honest, transparent, emotional, high quality in production - my definition of amazing content! Thanks Alex!

  • @Jeekay-qp7ec
    @Jeekay-qp7ec Місяць тому

    Appreciate, what a mind boggling data presentation plus personal experience detailed ! Who on earth does such revelation!? Hats Off my dear Alex😍

  • @kencarp57
    @kencarp57 Місяць тому

    Great discussion of NVDA!

  • @robbymovick465
    @robbymovick465 Місяць тому

    You never did state your long term outlook ??

  • @GF-vw6sz
    @GF-vw6sz Місяць тому

    Is NVDY ok for taxes?

  • @rogerhartop2097
    @rogerhartop2097 Місяць тому

    Best and most honest vid I’ve seen in a long time

  • @christanornido4527
    @christanornido4527 Місяць тому

    really like the way he doesnt push you to watch all the video, all info on front

  • @supafly8
    @supafly8 Місяць тому

    Congrats on your investing journey. I'm sure it was not easy

  • @BillSmith-fx7xx
    @BillSmith-fx7xx Місяць тому

    Alex, I loved your '0% Line' Loss Chart ! ! ! It really tells the story of so many well know tech stocks for the last 50 years. MSFT to NVDA, & every other long-lived tech. It really puts the short-term viewpoint in the proper perspective. I.E., it is irrelevant when shown against the back drop of great companies with great mngmt producing great products ! Very illustrative of the ups/downs & times spans ! :-)

  • @cbongiova
    @cbongiova Місяць тому +1

    NVDA just got into about 5-9 year wait period. This run up was historically high and it’s extremely likely to be maxed out.
    The reasons are their profit margins will be coming down hard which will prevent them from increasing earning much.
    Also since their margins are so high theirs sooo much incentive for competition and alternative provides to undercut them.
    Tesla, Google and others who are buying these chips are also investing in making their own. So the rush for chips will end soon.
    The power usage of AI chips is getting crazy high and we will run out of electricity to run all of these soon so the growth will slow drastically because of other limitations.
    Lastly, these chips and amount of computing they provide is so much that companies will run out of data to process.
    Lots and lots is headwinds for NVDA currently. People jumping on now are dumb money. Time to sell for sure.
    Return back after a 50-70% correction.

    • @christianjoachimgruber2773
      @christianjoachimgruber2773 Місяць тому

      That's the view, if you see the primary light of nvidia (to be a chip maker), but nvidia has always been a system ...c

    • @mstefa007
      @mstefa007 Місяць тому

      The idea that companies are running out of data to process is like bill gates saying that nobody needs more 8kb or RAM memory. We just started. In fact we are reluctant to create data as we don’t have processing power to do anything with it. Internet is around 30-40 years and we just started really using it last few .. AI is a year old. So, no, that argument is weak.

    • @cbongiova
      @cbongiova Місяць тому

      @@mstefa007 I don’t think so. The entire internet data is about 100 exabytes (100 million terabytes).
      One H100 delivers 3 terabytes per second of processing power. NVDA can make 300,000 H100 per month. So in 1 month worth of H100 production they will have enough processing power to process all that data on the internet in about 2 minutes.
      I know it’s not that simple and it will take longer to optimize models on this data. But at the same time they won’t be able to get all this data for many reasons.

    • @mstefa007
      @mstefa007 Місяць тому

      @@cbongiova I work in hardware industry and NVDIA has order book going to November this year for H100. So, no, no, you’re way off.

  • @magnitudematrix2653
    @magnitudematrix2653 Місяць тому

    They trying to let us get in. You have about six months.... Helllooooooo!

  • @akki2020
    @akki2020 Місяць тому

    One of the best videos about Nvidia or investing! Keep it up.👍

  • @flutist001
    @flutist001 Місяць тому

    Jim Cramer said Jensen Huang will be on 60 Minutes this Sunday. Buy some NVDA premarket on Monday-just a thought.

  • @kenthoover3573
    @kenthoover3573 Місяць тому

    Not trying to dunk on you, but what’s your plan with teladoc? Totally sold out?

  • @Cryobolt
    @Cryobolt 17 днів тому

    Invested 2k back in 2007. Still holding. Not selling until I need the capital and I'll do it on a per need basis. Shares at $1000 and I need to replace an appliance? I'll sell two shares.

  • @nishg9886
    @nishg9886 Місяць тому

    Your the best at Analysing the tech future * market stocks ❤🎉🕉