Sir, I usually don’t comment. But your videos are insightful. Expecting more videos like this on each stock analysis or multiples as well. It will be helpful for US stock market beginners like us.The layman terms and tamil slang is Vera level
I ended up holding Nvidia purely based on ur content else would've exitted 8 months back , but as u said its already crossed 2 b mark well before 2028 which made me to take a call to exit @ 916 versus my buy price of 160 $ which i could've invested more
Very informative video as usual... Would kindly request to consider teaching to fish, with explanations on certain shares such as MSFT, AAPL and also some selective stocks from India?
We also need to factor in the competition from other hardware nvidia is likely to face. Other hardware approaches like systolic arrays and analog solutions will take market share.. although can buy those companies out
Thanks sir, Super detailed explanation. Kindly post HDFC & HDFCBANK merger this will good for investors to invest at this time and your style view please…
Hi Sir , In Indian markets, there are a few stocks that are consistently compounding, other than index can you please help in identify in such stocks in US markets . Stocks like Hdfc bank, Infosys etc
I would never bet against the economy or a company or a person. If I don't like a business, I would just look for other businesses I like. Betting on someone's failure just gives too much negativity in our life. But then, thats me. Good Luck to you!
I would never pay more than 15 -16 times sales premium ......or more than 3 years P/S my target entry price is not more than 280 ..will wait for the bad quarter to enter hopefully
Sir in this same channel I heared you saying nobody can time the market and these analyst predictions will not 100% correct and sometime it will go total opposite. Also the earnings yield of nvidia for last 5 years is 1.2%. So 100% this over valued now. I will not touch this stock for now.
Rise of ChatGPT played an important role in demand for NVIDIA chips. All companies want to get their own GPUs from NVIDIA and train their Large language Models(LLM) which is causing a spike in demand and hence the share price spiked. This demand wont last long since Hardware is a one time cost for most companies. I am no way saying NVIDIA wont grow from here. Just saying this crazy demand wont last. Coke makes more money than the refridgerator manufacturer. In the same way , companies who makes good software out of these AI Chips will make more money than NVIDIA
AI is notoriously famous for going active and in-active cycles. Google "AI Winter" and learn more about the risks of this cycle. It is not a typical hype cycle that other inventions usually undergo. So, be careful and don't put all your eggs in one basket!!!
Super video sir, forward earnings and sales multiple semaya explain panninga.
Video post panra frequency konjam adiga paduthunga thalaiva.
Midnight la கேக்குறது ❤நல்லா இருக்கு. next time day la video upload pannuga
It's evening in his country l, where his most viewers are
11:32 Enga santhikka mudiyuthu. Neenga frequent ah vdo potta nalla irukkum
Sir, I usually don’t comment. But your videos are insightful. Expecting more videos like this on each stock analysis or multiples as well. It will be helpful for US stock market beginners like us.The layman terms and tamil slang is Vera level
Nice details. Lot to digest. But valuable information to assess before investing in a hype. Great job, Vijay 🎉
Thalaivare!! Innaiku sambavathukku oru video podunga !!
Adutha paarthathum padithathum la cover pannidalaam.
Final touch superb ❤
Can you make a video on the same topic this year?
You're really awesome sir. Keep up the good work 👍 pls make us for the Nvidia CEO bio if possible
Now it's around $,1000, to be more precise $974 right now
I first bought Nvidia around $160, further averaged down to $120
Awesome content.Learned lot from this video 😃
Super Anna on Gem 💎 and stone comparison .:)
Thank you so much Mr Vijay Mohan
Very interesting explanation
I ended up holding Nvidia purely based on ur content else would've exitted 8 months back , but as u said its already crossed 2 b mark well before 2028 which made me to take a call to exit @ 916 versus my buy price of 160 $ which i could've invested more
Athula kotta vittachi, vera ethula pudikkalam atha sollunga boss
Sir, what is your view on PYPL stock? It is falling 80% from the ATH. It would be great if you put a video about it as it is in underrated value😊
Sir, could you please analyze nifty midcap index fund and equal weight index sir?
Thanks sir. I have invested in Proshares Ultra Semiconductor ETF which is 1x now.
Thanks Sir 🙏
Thalaiva, semma analysis
Very informative video as usual... Would kindly request to consider teaching to fish, with explanations on certain shares such as MSFT, AAPL and also some selective stocks from India?
You nailed it in our Nellai Slang !!!
Great Sir, Expecting similar kind of analysis for Microsoft
Very good analysis
Thanks Vijay 😊
Can you kindly explain about stock dilution in a company,
Is it good or bad
Thanks!
Bro, can you please make one video with Rathinam stocks in all over market you came across..
Basics basics. Semma sir. Was a gamer quite some time and happy to see NVDA grow this big but missed thinking about investments 😁
IMO, you nailed it with all good details.
I work in data center for 18+ years and this is a good explanation.
We value you as a gem🫡.. youtube il kidaitha rathina kal
Good one, keep going 👏 👍
Can we expect any video about infinite banking concept?
Quality content ❤
Nice one Viji. I like the valuations video. The insight is superb.
nice informative brother
Yr videos r superb but if can talk slowly in video it will be good sir.the facts cannot be grasped if u go fast sir.thank u sir.
Nice episode 😊
Sir, Please do a video on recommended usa index funds
Its already there: ua-cam.com/video/KdCs3EWGJvQ/v-deo.html
Got it, thank you sir!
Very Informative Video Sir , Kudos !!!
First Comment from india
sir please post your update to NVDIA valuation now 🙌 since it moved above $1 Trillion! Great insights!
Legend 🙏🏻
come to more videos ur are good expalination
Thanks Sir 🙏
Howbto buy Nvidia stock in india
Excellent video. Can you share similar analysis/videos for buzzing Indian stocks too?
Thnks❤
i have invested in nvda in 2017 ...is it better to hold or sell ?
Do you see it as a gem or a stone?
i understand ...it is a gem so i feel its better to hold...thanks thalaiva
Sir AMD stock review plz
8:13 enga businessku scope eh ila😃😁
Great content
This in nataq 100 index?
Yes it is with 7% weightage as of Today.
After seeing an addition of 247B market cap in a single day, NVDA is at a different level!
We also need to factor in the competition from other hardware nvidia is likely to face. Other hardware approaches like systolic arrays and analog solutions will take market share.. although can buy those companies out
Redbull case ❤
Excellent analysis 👍
hi Sir, Expecting more US stock analysis please
Thanks sir, Super detailed explanation.
Kindly post HDFC & HDFCBANK merger this will good for investors to invest at this time and your style view please…
Thala nama always index than.
Thanks
Sir plz can u make same analysis for AMD
I think Quantam computing would overtake GPU in next couple of years , for high performance needs to scale AI and ML’s compute demands
Sir ,can you evalute nvidia now?
I will touch upon its earnings in the next paarthathum padithathum episode.
Less than 12 months, NVIDIA market cap crossed 2.5 Trillion $
At this rate, many trillions might be crossed soon. 😜
Hi Sir , In Indian markets, there are a few stocks that are consistently compounding, other than index can you please help in identify in such stocks in US markets . Stocks like Hdfc bank, Infosys etc
Facts
PayPal stock analyse pannunga sir pls
Interesting
தெய்வமே எனக்கு ஒண்ணுமே புரியல நீங்களே பார்த்து கொஞ்சம் இந்தப் பாமர மக்களுக்கு கொஞ்சம் புரியிற மாதிரி சொல்லுங்க
Index fund vazhga 🎉🎉🎉
Time to buy puts
I would never bet against the economy or a company or a person. If I don't like a business, I would just look for other businesses I like. Betting on someone's failure just gives too much negativity in our life. But then, thats me.
Good Luck to you!
@@InvestmentInsightsTamilwell said. Lost lacs of money in options.
Nvidia ku competitor yae illa ya sir.
♥️
I would never pay more than 15 -16 times sales premium ......or more than 3 years P/S my target entry price is not more than 280 ..will wait for the bad quarter to enter hopefully
It's never gonna happen 😮
எனக்கு தெரிந்து Sony Phones மட்டுமே Nvidia பயன்படுத்தியது.
Index gives your peace of mind 😁
Is there any good competitor for GPU making? Why is it Nvidia only? Intel also will start making GPU rgt if demand is high?
AMD is the biggest competitor so far. They are catching up on hardware. But they are lagging behind significantly on software side.
Qcom and few other startups like cerebras sambanova are also fighting
Sir in this same channel I heared you saying nobody can time the market and these analyst predictions will not 100% correct and sometime it will go total opposite. Also the earnings yield of nvidia for last 5 years is 1.2%. So 100% this over valued now. I will not touch this stock for now.
US time good morning
Rise of ChatGPT played an important role in demand for NVIDIA chips. All companies want to get their own GPUs from NVIDIA and train their Large language Models(LLM) which is causing a spike in demand and hence the share price spiked. This demand wont last long since Hardware is a one time cost for most companies. I am no way saying NVIDIA wont grow from here. Just saying this crazy demand wont last. Coke makes more money than the refridgerator manufacturer. In the same way , companies who makes good software out of these AI Chips will make more money than NVIDIA
We have to wait and see how this plays out.
The big cloud vendors cannot make a profit if the chips are so costly. They will break this cycle
Value investor pov: neer ethai kuurinalum athai yerka yen manam marukirathu 😂
Today it's Price is 541 USD 😅
over valued stock PE and EPS lower then other top company's
AI is notoriously famous for going active and in-active cycles. Google "AI Winter" and learn more about the risks of this cycle. It is not a typical hype cycle that other inventions usually undergo. So, be careful and don't put all your eggs in one basket!!!