A lot of people don’t see the POTENTIAL behind AI as much as NVIDIA has it and it shows but I’m going to be a long term holder of Nvidia. Nvidia future is bright and I will have generational wealth
I watched all your videos. You always said don’t chase the girl (NVDA). You always had lower intrinsic value than the current value for NVDA. Now, I don’t understand that all of the sudden you have NVDA stocks as one of the largest position in your portfolio. This make me a conclusion that you actually don’t have to much NVDA stocks or your actions are different of what you are saying in your videos.
From your perspective, Adam said don’t chase the girl and seem like he is chasing it now. Since Nvidia is now at 127, are you going to chase it? He already said he closed, did a re-evaluation and bought more. I myself also sold off all my positions in NVDA after Adam’s initial analysis but I did not buy them back after Adam’s revaluations. Did I cry about it? Yes. But who do I blame, myself. C’mon, dude. If everybody can predict the markets, price and direction, we would all be driving Ferraris and Lambos for our grocery runs. Grow up mate.
Your discount rate is not based on your theory in the chart! Based on your formula, the discount rate should be around 12%, which make a huge difference to the valuation of the stock. Can you elaborate your method for a further step? Thanks!
Given the uncertainty and unpredictability of Nvidia cash flow forecast and the current high interest environment, agree with you to use a higher discount rate. What is your intrinsic value based on discount rate of 12%? Adam may have accounted for the risk by considering the lowest end of the analysts forecast in one of the scenario or higher margin of safety. May come to the same conclusion if we use the more prudent scenario.
Excellent video as always, Adam. Would be interesting to see other examples such as PANW, which you mentioned in the past that you added to your portfolio when it dipped last month.
As I compared your analysis with the rest of the world, I felt that you have a much more depth than them. They are so superficial as compared to yours. A lot of crappie jargon and very little data. But you have a lot more figures and deep researches done. Adam, you are the real ‘enlightened’ guru. You have reached nirvana in the financial world.
Like the video like usually. Only this: 20:45 Margins decreasing from 53 to 45 isn't conservative. Decrease to 30% would be conservative. Additionally 30% was their typical margin.
The outcomes of Tesla's stock splits in different years varied. **2020 Split**: The stock price increased by approximately 60% from the split date to the end of 2020. **2022 Split**: Conversely, the stock price decreased by approximately 30% from the split date to the end of 2022.
Hi Adam, just wanna know your thoughts on most of the capital gathering in a few particular stocks (Nvidia is one of it) that drives the bull market. Is it consider a "healthy" environment? Appreciate your expertise on that. Thanks.
Finally, a refreshing analysis on stocks with logic, technical and fundamental analysis. Unlike "master" Leong. This guy just gambling on HOPE. Terrible consequence to traders who follow "master" Leong.
Thank you very much Adam. I appreciate your insight. I just don't understand why you use free cash flow in your valuation instead of operating cash flow in this case? I have your course and I think according to the rules you should use rather operating cash flow in this case?
A bit wrong on the part where Apple is going to use GPU to do AI computations. Most of these computations in the future are going to be done on the NPU instead. So is Qualcomm developing an ARM version for other on-device computations.
Hi Adam, may I ask that you share your analysis of Crowdstrike? It was just added to S&P500 and seems like a potentially strong company, appreciate your advice, cheers!
Big elephant point is missing in your evaluation. Come mid-2025 US chip restrictions to China will fully be functional, 40% revenues of Nvidia from China will be gone.
You can add less order instead of buying and selling, and if the compqny goes up, then just move up the sell order, it this way you wont loose money for taxes when buying and selling...
It was you. The irresponsible dumbfcuk douchebg dude who accused people lying, making a scenario and saying GOOG was never 200 dollar. Just stop watching Adam's videos if you are accusing him of lying.
NVDA is more than just a click- click company. NVDA will revolutionize everything you touch from your keyboard, your steering wheel, your food, and your self. Sinners. Tesla has entered the chat
NVDA depends on AI promise. Recent study showed that companies adopted AI didn't get any productivity boost. Does this mean AI is hype? Only time will tell
@@HtetMyatSoe-x8q Is it hype or is it just technological progression? AI can be everywhere not just for productivity boost that's my take. Once AI is self learning... there's no stopping AI. Imagine humans but 300x smarter in ur devices, appliances, everyday life. Why do you think Elon Musk is making Neuralink?
i had $30 invested before the split and couldnt get out of the trade before the market closed, now the stock is at $120 from $1,200 and its saying i have -$300... should i stay in or did i fuck up...
i could be wrong but id say the platform you're in didnt update yet, mine didnt. And if you had 30 and it showed as mine it would be 30-900% which would be around -240$. A visual thing. A friend of mine got the opposite his 2000€ investment was up by 900% in degiro xD Bugs bugs
Thank you so much Adam!! What a great explanation of the things I never knew I always wanted to know. I could not make sense of the continued hype last year, and then how it stopped sort of abruptly just over 1200, like everyone had the same valuation in the back of their mind.. Now I clearly see where I missed the boat, I'm still very new to investing and valuations, yet it still seems to me the tech/programming moat is undervalued. If we are talking millions of US units next two years.. it feels like the current fair price would just be the start of another lengthy run up. Because, what about other buyers from around the globe? There could be so much more growth in the two years ahead. I learn so much from your videos. It makes it so much more interesting to really begin to understand what is going on. Thank you again!
Hi Adam, the discount rate that you used is 8.1%. However, i do not see this number in the Discount Factor row (which is 0.93, 0.86, 0.79, 0.73....... to 0.21). Did you make mistake for this entry?
A lot of people don’t see the POTENTIAL behind AI as much as NVIDIA has it and it shows but I’m going to be a long term holder of Nvidia. Nvidia future is bright and I will have generational wealth
This last few words, they make you buy :D
Hey Adam,I really hope it drops. I really badly want to own NVIDIA
I watched all your videos. You always said don’t chase the girl (NVDA). You always had lower intrinsic value than the current value for NVDA. Now, I don’t understand that all of the sudden you have NVDA stocks as one of the largest position in your portfolio. This make me a conclusion that you actually don’t have to much NVDA stocks or your actions are different of what you are saying in your videos.
From your perspective, Adam said don’t chase the girl and seem like he is chasing it now. Since Nvidia is now at 127, are you going to chase it? He already said he closed, did a re-evaluation and bought more. I myself also sold off all my positions in NVDA after Adam’s initial analysis but I did not buy them back after Adam’s revaluations. Did I cry about it? Yes. But who do I blame, myself. C’mon, dude. If everybody can predict the markets, price and direction, we would all be driving Ferraris and Lambos for our grocery runs. Grow up mate.
Nice video! May the Markets the be with all of U$
Your discount rate is not based on your theory in the chart! Based on your formula, the discount rate should be around 12%, which make a huge difference to the valuation of the stock. Can you elaborate your method for a further step? Thanks!
Given the uncertainty and unpredictability of Nvidia cash flow forecast and the current high interest environment, agree with you to use a higher discount rate. What is your intrinsic value based on discount rate of 12%? Adam may have accounted for the risk by considering the lowest end of the analysts forecast in one of the scenario or higher margin of safety. May come to the same conclusion if we use the more prudent scenario.
It's like traveling back in time to the seventies and buying IBM stock!
Great insight video on Nvidia. Super awesome 👏
Thank you Adam for this video
Great analysis on Nvidia. Please provide similar analysis on Crowdstrike.
Thanks Adam, I will wait till it dropped to 60 usd then buy the share.
Thank you so much Mr.Adam for your in-depth analysis. Always looking forward to your new videos.
Excellent video as always, Adam. Would be interesting to see other examples such as PANW, which you mentioned in the past that you added to your portfolio when it dipped last month.
As I compared your analysis with the rest of the world, I felt that you have a much more depth than them. They are so superficial as compared to yours. A lot of crappie jargon and very little data. But you have a lot more figures and deep researches done. Adam, you are the real ‘enlightened’ guru. You have reached nirvana in the financial world.
Exactly why he is my go to coach, will enter into his courses when I can
You are the best Adam. Thank you
Very informative as usual. Thanks Adam ❤
Great info, thanks for all the time you invested on all your videos.
Glad you like them!
Hi Adam, could you do the analysis for the market till the end of this year ?
Thanks a lot Adam for a very insightful sharing. I will access Nvidia situation before deciding to add or hold.
As usual another quality, data driven video from you. I never miss a video of yours! Keep it coming!
Like the video like usually. Only this:
20:45
Margins decreasing from 53 to 45 isn't conservative. Decrease to 30% would be conservative. Additionally 30% was their typical margin.
The strong earnings are from a very few companies
The outcomes of Tesla's stock splits in different years varied. **2020 Split**: The stock price increased by approximately 60% from the split date to the end of 2020. **2022 Split**: Conversely, the stock price decreased by approximately 30% from the split date to the end of 2022.
if its going down next target 96$ and 75$ will be for me the best oportunity to buy
Hi Adam, just wanna know your thoughts on most of the capital gathering in a few particular stocks (Nvidia is one of it) that drives the bull market. Is it consider a "healthy" environment? Appreciate your expertise on that. Thanks.
Stock concentrations are perfectly normal
@@AdamKhoo Well noted. Thanks!
Thanks, Adam. I appreciate your insight.
Can’t stop watching your videos.
Amazing.. thank you for that and all the knowledge that came with it!
it's fine until the earnings come out.
Thank you Adam. it’s really helpful and I appreciate all the hard work going into the research and analysis.
Glad it was helpful!
@Adam Khoo why do we sell put option at the 3 strike price instead ?
Adam, excellent analysis and very informative.
Adam will consider increasing your nvidia position to no.1 in your portfolio? (Means way high than >5%)
For your information, CUDA applications can be run with near-native performance on non NVDA hardware.
Finally, a refreshing analysis on stocks with logic, technical and fundamental analysis.
Unlike "master" Leong. This guy just gambling on HOPE. Terrible consequence to traders who follow "master" Leong.
Love the 'wave up wave down'. 😅 23:06
Great analysis as usual, thx Shifu
❤ Adam Khoo
Thank you 🙏 ❤❤❤❤
Why didn't you go and see the intrinsic value before selling at $380?
Thank you so much for your analysis
Your video are addictive…. Waiting for your next video. While trying to be really patient.
Thank you master ADAM!
Super video, the best. Love the analysis. Thanks
Thank you Master Khoo 🙏
Thank you very much Adam. I appreciate your insight. I just don't understand why you use free cash flow in your valuation instead of operating cash flow in this case? I have your course and I think according to the rules you should use rather operating cash flow in this case?
Thank you very much for the update, Adam! Appreciate you very much!
thank you so much!❤
Thank you
Im waiting for a correction to load up the charts look parabolic
Wait long long it’s the AI boom now
Wise man
thank you for sharing Adam
Thanks for this informative vid. New subscriber 🙋🏻♂️
A bit wrong on the part where Apple is going to use GPU to do AI computations. Most of these computations in the future are going to be done on the NPU instead. So is Qualcomm developing an ARM version for other on-device computations.
Hi Adam, may I ask that you share your analysis of Crowdstrike? It was just added to S&P500 and seems like a potentially strong company, appreciate your advice, cheers!
Big elephant point is missing in your evaluation. Come mid-2025 US chip restrictions to China will fully be functional, 40% revenues of Nvidia from China will be gone.
Adam is this point valid,pls address
who is the elephant?
Great sharing
Extremely entertaining and on top of it I make money.
thank you Adam!
what is the risk of nvdia?
ive just signed up to your wealth academy but i do forex is it still possible for me to impliment the stock analysis into forex?
Thank you❣
So Apple iphone to have battery drain issues w AI
Super analysis. Thank you. I always learn
I LOVE YOU ADAM
Still buy if you don't you missing out and its dividends good
AK 🥳🥳🥳✌️✌️✌️
Nvidia the CISCO of the next decades
You can add less order instead of buying and selling, and if the compqny goes up, then just move up the sell order, it this way you wont loose money for taxes when buying and selling...
It was you. The irresponsible dumbfcuk douchebg dude who accused people lying, making a scenario and saying GOOG was never 200 dollar. Just stop watching Adam's videos if you are accusing him of lying.
They have 80% of market and have more cash reserves than AMD and Intel.
thanks!
Very confusing for laymen 💀
Now… Tesla is also not just a car company 😆
Just wait it drops to 100 next week then yall can load up
Adam khoo the Nvidia toxic bulls
31:05
👍🏻
Intrinsic value doesn’t apply to NVDA…. lol
Your taxes will kill you on this
Adam dun jinx lah😂
TLDR... SOMEONE?
NVDA is more than just a click- click company. NVDA will revolutionize everything you touch from your keyboard, your steering wheel, your food, and your self. Sinners.
Tesla has entered the chat
the first comment :)))
First
NVDA depends on AI promise. Recent study showed that companies adopted AI didn't get any productivity boost. Does this mean AI is hype? Only time will tell
yep it can be, that is why I hate FOMO. Let the dust settle down.
Post study here, please thank you
But in the long term still more cost effective?
@@dalefxclub That is how I become FOMO
@@HtetMyatSoe-x8q Is it hype or is it just technological progression? AI can be everywhere not just for productivity boost that's my take. Once AI is self learning... there's no stopping AI. Imagine humans but 300x smarter in ur devices, appliances, everyday life. Why do you think Elon Musk is making Neuralink?
Nvidia stk price now is really too high...matter of time it would drop
Thanks for sharing this useful information about NVDA, 👍
Excellent analysis as usual Adam!
Adam historically every spit the stock goes to 50 fib level before going up it can go up but it’s only worth $900
If Nvidia sells off, market will crash. So the split may actually cause a crash ironically if enough sell into the split hype
Not gonna happen
i had $30 invested before the split and couldnt get out of the trade before the market closed, now the stock is at $120 from $1,200 and its saying i have -$300... should i stay in or did i fuck up...
i could be wrong but id say the platform you're in didnt update yet, mine didnt. And if you had 30 and it showed as mine it would be 30-900% which would be around -240$. A visual thing. A friend of mine got the opposite his 2000€ investment was up by 900% in degiro xD Bugs bugs
I would wait for the market to open. Looks like some trading platforms aren't tallying the split properly. My balance is wonky this morning too.
My little investment went down too. I don't understand this whole split stuff 😂
Thanks Adam. Great video
Thanks Adam, how do you assume the discount rate?
Thank you so much Adam!! What a great explanation of the things I never knew I always wanted to know. I could not make sense of the continued hype last year, and then how it stopped sort of abruptly just over 1200, like everyone had the same valuation in the back of their mind.. Now I clearly see where I missed the boat, I'm still very new to investing and valuations, yet it still seems to me the tech/programming moat is undervalued. If we are talking millions of US units next two years.. it feels like the current fair price would just be the start of another lengthy run up. Because, what about other buyers from around the globe? There could be so much more growth in the two years ahead. I learn so much from your videos. It makes it so much more interesting to really begin to understand what is going on. Thank you again!
This analysis is Good
It is just clearly bubble that what it is . 😅😅
Not at all
Fantastic analysis
Great video.
Can you tell me simple way how to evaluation the a company.
Thanks.
Tough one to watch as I sold it in the 200's.
perfect video Adam! Thank you
Excelent analysis!
Hi Adam, the discount rate that you used is 8.1%. However, i do not see this number in the Discount Factor row (which is 0.93, 0.86, 0.79, 0.73....... to 0.21). Did you make mistake for this entry?
Awesome perspective presented, imagine one has to do it himself would have spent tons of hours to arrive at any meaningful view.