Nvidia’s Plan To Dominate Amazon

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  • Опубліковано 30 вер 2024

КОМЕНТАРІ • 351

  • @JosephCarlsonAfterHours
    @JosephCarlsonAfterHours  3 місяці тому +8

    If you haven't tried the patreon, you're missing out: www.patreon.com/josephcarlson
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    • @fundrisefanfam
      @fundrisefanfam 3 місяці тому

      Fourth‼️ 🥉🥉

    • @inferno3080
      @inferno3080 3 місяці тому

      Can you make a bank stock video! With the biggest banks.

  • @tatianastarcic
    @tatianastarcic 2 місяці тому +1251

    Some AI Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are a lot of wealth transfer in this downtime if you know where to look.

    • @berniceburgos-
      @berniceburgos- 2 місяці тому +4

      you’re right! The current market might give opportunities to maximize profit within a short term, but in order to execute such strategy , you must be a skilled practitioner

    • @nicolasbenson009
      @nicolasbenson009 2 місяці тому +3

      It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.

    • @BridgetMiller-
      @BridgetMiller- 2 місяці тому +2

      Mind if I ask you recommend this particular professional you use their service? i have quite a lot of marketing problems

    • @nicolasbenson009
      @nicolasbenson009 2 місяці тому +2

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

    • @Michaelparker12
      @Michaelparker12 2 місяці тому +1

      she actually appears to be well-read and educated. I just did a Google search for her name and found her webpage, I appreciate you sharing

  • @nucreation4484
    @nucreation4484 3 місяці тому +1

    To be honest, I'm not really looking forward to visiting the OZ ride at HBO-land

  • @misterx7171
    @misterx7171 3 місяці тому

    GREAT INFO AND GOOD COMPARISON TO THE BIG COMPANIES OF THE 90s

  • @matthew.m.s
    @matthew.m.s 3 місяці тому

    how could nVidia be making such 3D Chess ♟️ business moves? Their own newest and most powerful GPU powered AI that only they have access to. 💚🖤🇺🇸

  • @derrickholfman2
    @derrickholfman2 2 місяці тому +1101

    The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

    • @Rachadrian
      @Rachadrian 2 місяці тому +4

      I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown

    • @Dantursi1
      @Dantursi1 2 місяці тому +2

      A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850K

    • @CindyValenti
      @CindyValenti 2 місяці тому +2

      This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @Dantursi1
      @Dantursi1 2 місяці тому +2

      Just research the name Annette Christine Conte . You’d find necessary details to work with a correspondence to set up an appointment.

    • @CindyValenti
      @CindyValenti 2 місяці тому +2

      She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @GillerHeston
    @GillerHeston 3 місяці тому +1157

    Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

    • @rogerwheelers4322
      @rogerwheelers4322 3 місяці тому +6

      This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.

    • @joshbarney114
      @joshbarney114 3 місяці тому +6

      When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan that includes AI looking into Nvidia, MSFT, Alphabet stocks among others with my Fin. Advisor, . It's been a year and half of steady growth.

    • @FabioOdelega876
      @FabioOdelega876 3 місяці тому +4

      @@joshbarney114 I appreciate the implementation of ideas and strategies that result to unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, mind sharing info of this person guiding you please?

    • @joshbarney114
      @joshbarney114 3 місяці тому +6

      Finding financial advisors like Marisa Breton Dollard who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

    • @FabioOdelega876
      @FabioOdelega876 3 місяці тому +5

      Excellent share, just inputted Marisa Breton Dollard on the internet, spotted her consulting page ranked top and was able to schedule a call session. Ive seen commentaries about advisors but not one looks this phenomenal.

  • @JoshuaMccaffrey-q4
    @JoshuaMccaffrey-q4 3 місяці тому +763

    Obviously AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

    • @larrypaul-cw9nk
      @larrypaul-cw9nk 3 місяці тому +2

      To minimise risks and maximise growth, I think investors should begin with S&P 500/ETFs for a strong foundation, diversify across asset classes, and continue with disciplined, frequent investing.

    • @sabastinenoah
      @sabastinenoah 3 місяці тому +1

      No doubt, having the right plan is invaluable, my portfolio is well-matched for every season of the market and recently hit 100% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, tho this could take till Q3 2024.

    • @Peterl4290
      @Peterl4290 3 місяці тому +2

      Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

    • @sabastinenoah
      @sabastinenoah 3 місяці тому +1

      Annette Christine Conte is her name. You may look her up online; she is a reputable financial counselor in the US with a license.

    • @Peterl4290
      @Peterl4290 3 місяці тому +1

      Thank you very much. Seeing her page allowed me to leave her a message.

  • @tonysilke
    @tonysilke 2 місяці тому +1283

    Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA.

    • @PhilipDunk
      @PhilipDunk 2 місяці тому

      Nvidia stock is roaring like many did during the 1990s bubble. But this time around, the hype around new chips is happening in a more mature demand environment.

    • @JefferyDuns
      @JefferyDuns 2 місяці тому

      People often underestimate financial advisors' importance. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $1 million portfolio, largely from early investments in AI and other growth stocks.

    • @PatrickLloyd-
      @PatrickLloyd- 2 місяці тому

      Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

    • @JefferyDuns
      @JefferyDuns 2 місяці тому

      “Sharon Ann Meny” is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @PatrickLloyd-
      @PatrickLloyd- 2 місяці тому

      Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

  • @donovantobs
    @donovantobs 3 місяці тому +592

    AI stocks will dominate 2024. Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

    • @rachelonigirl
      @rachelonigirl 3 місяці тому +3

      ...Let's face it... buying more st0cks & index funds during stock market c0rrections and bear markets is scary. Which makes it really hard to do for most people like me. I have 260k i want to transfer into an s&p but its hard to bite the bullet and d0 it.

    • @Monicamonasky-
      @Monicamonasky- 3 місяці тому +3

      ...I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

    • @Kaustavpatell
      @Kaustavpatell 3 місяці тому +1

      Smart, If i wanted to do the same with my retirement funds too, how do i get started trading?

    • @Monicamonasky-
      @Monicamonasky- 3 місяці тому

      I've had majority of my holdings in ETFs, tech stocks and I've had 45% increase in my portfolio, especially with Nvidia P/E (price to earnings ratio) adding few others, personally, MICHELE KATHERINE SINGH take good care of my holdings.

    • @Kaustavpatell
      @Kaustavpatell 3 місяці тому +1

      This recommendation is coming at the right time because i am literally grasping for straws atm! I verified her online and scheduled a phone call with her.

  • @investstan
    @investstan 3 місяці тому +224

    I think the hope is only for unimantic this year, other projects will not show themselves like it.

  • @benjamindavidson22
    @benjamindavidson22 3 місяці тому +511

    Additional earnings reports from major tech companies, driven by Nvidia, coupled with trader FOMO, could fuel a resurgence in market buying pressure. I'm considering investing over $300k, but I'm uncertain about risk mitigation strategies.

    • @carolpaige2
      @carolpaige2 3 місяці тому +5

      Nvidia stock is roaring like many did during the 1990s bubble. But this time around, the hype around new chips is happening in a more mature demand environment.

    • @emiliabucks33
      @emiliabucks33 3 місяці тому +3

      Agreed, After taking charge of my portfolio in early 2017, i stumbled into losses. Upon realizing that a change was necessary, I consulted a fiduciary advisor in 2020 and since then my $1.2m portfolio has gained 28% annually through restructuring and diversification using dividend equities, ETFs, mutual funds, and REITs.

    • @Johnlarry12
      @Johnlarry12 3 місяці тому +3

      Great gains there! mind sharing details of your advisor pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help build wealth over time

    • @emiliabucks33
      @emiliabucks33 3 місяці тому +3

      Carol Vivian Constable is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment

    • @Johnlarry12
      @Johnlarry12 3 місяці тому +2

      I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

  • @patrickjones1392
    @patrickjones1392 3 місяці тому +412

    I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.

    • @richarddamien4654
      @richarddamien4654 3 місяці тому +5

      AI is already showing tremendous potential. To achieve long-term success, like META, it's crucial to avoid impulsive decisions based on short-term market fluctuations. Prioritize patience nd a long-term perspective, nd consider consulting a fin advsr for informed investment decisions.

    • @clementdan9417
      @clementdan9417 3 місяці тому +4

      Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $200k to over $800k in a few years.

    • @patrickjones1392
      @patrickjones1392 3 місяці тому +5

      Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with them?

    • @clementdan9417
      @clementdan9417 3 місяці тому +3

      Jennifer Alaine is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

    • @patrickjones1392
      @patrickjones1392 3 місяці тому +2

      Thank you! I entered her full name into my browser, and her website came out on top. I filled her form and scheduled a call . i hope she gets back to me soon.

  • @ElLotdog
    @ElLotdog 3 місяці тому +72

    Important to note ciscos PE which was 500 during the bubble, Nividias pe is nowhere near that high

    • @pazuzuxx
      @pazuzuxx 3 місяці тому +1

      I'm still shorting NVDA. Thank me later 🙂

    • @goodmushroom
      @goodmushroom 3 місяці тому +1

      @@pazuzuxxinteresting, at what price?

    • @Ryan-pp4bx
      @Ryan-pp4bx 3 місяці тому +1

      77 PE is still shit

    • @belchmelch
      @belchmelch 3 місяці тому

      @@pazuzuxxshort term no doubt.

    • @tenzinpassang4812
      @tenzinpassang4812 3 місяці тому +2

      @@Ryan-pp4bx Wouldn't touch Nvidia bc i'm not close to their fundamentals but growing business by three digits YOY and having damn near 80% GM is very impressive. I'm surprised their PE isn't over 100.

  • @johnr1525
    @johnr1525 3 місяці тому +18

    I think you are misreading the Amazon NVIDIA partnership. NVIDIA is not building and operating their own data centers, they are basically just offering a more managed service on top of AWS, meaning AWS still gets paid to rent the space. If AWS gets their chips to a level that it can compete with NVIDIA, then what’s to stop them from pushing them out of their data centers? Also, you are forgetting that NVIDIA needs AWS because they are the largest CSP and have all the data. GPUs are worthless if you don’t have the training datasets, all of which AWS has.

    • @alexng4
      @alexng4 3 місяці тому +1

      " If AWS gets their chips to a level that it can compete with NVIDIA"...you defintely going full hard delusional. AWS has tough competition, you act like Amazon is the only hyperscaler in town that can build and operate their own data centers....Google, MSFT, Oracle. Building and operating a data center without Nvidia chips, Amazon data centers are useless against the competition. Also, anybody can build a datacenter if they have the money, It's mostly comprised of 3rd party suppliers/vendors and. Alot of companies outsource datacenter build outs to Oracle. But nobody can create a chip like Nvidia.

  • @liam7752
    @liam7752 3 місяці тому +15

    “Consider getting a job” shit had me laughing 😂😂😂

  • @George-f8h
    @George-f8h 3 місяці тому +45

    There is no bigger bully than Amazon, not only to private sellers but to their own employees.

    • @epbrown01
      @epbrown01 3 місяці тому +1

      Yeah, yeah…

    • @George-f8h
      @George-f8h 3 місяці тому +4

      @@epbrown01 Which part isn't true?

    • @epbrown01
      @epbrown01 3 місяці тому

      @@George-f8h The bullying of employees. I worked in a warehouse for years and the issue is the opposite. I once had a supervisor I didn’t meet until his last day, and it wasn’t unusual for me to not see them for weeks.

    • @mikebuchanan7610
      @mikebuchanan7610 3 місяці тому +1

      The beautiful thing about Nvidia is that they're growing like this with only 29,600 employees that are doing quite well financially. Nvidia doesn't over hire just to turn around and fire a lot of people.

  • @ambiven10
    @ambiven10 3 місяці тому +14

    Brah look at the leadership Jensen is once in a lifetime CEO. I trust a smart man in leather jacket who signs on women's bre*sts 😅😂. By the time other companies will catch up to Nvidia, they ll already move to something futuristic.

    • @711-v3k
      @711-v3k 3 місяці тому

      I wonder if that would work for me, get a leather jacket, and start signing bra’s, it’s worth a shot!

  • @dominiccastro6483
    @dominiccastro6483 3 місяці тому +80

    Jensen Huang is just the best ceo

    • @hotfeva9843
      @hotfeva9843 3 місяці тому +2

      A wolf in sheep clothing

    • @bolo34lx
      @bolo34lx 3 місяці тому

      @@hotfeva9843 He wears leather, not wool.

    • @dominiccastro6483
      @dominiccastro6483 3 місяці тому

      @@hotfeva9843 What

    • @couldntfindafreename
      @couldntfindafreename 3 місяці тому +4

      His company got big on the back of gamers, those he completely ignores now.

    • @striperkid
      @striperkid 3 місяці тому +1

      ahhhh, not the best but, he's up there with the likes of Alex Karp and Elon Musk.

  • @antiapatic
    @antiapatic 3 місяці тому +2

    NVDA is going to have double contraction - from their concentration in Datacenter and in their clients. Their only segment having the boom is datacenter and there their sales are concentrated on few big customers. Datacenter spending is going to be subject to cycle ... and that is known to all IT guys. As about NVDA margins, the competition is coming for them - is going to be the same situation as was with INTEL VS AMD. For maybe 2 decades Intel had the best of the best CPUs, yet, that didn't stop AMD. They had lower performance but better pricing and guess what, is the customer that will make the ultimate decision. And for a lot of customers cheaper will be de decisive factor.

  • @StephenGriffith-j1d
    @StephenGriffith-j1d 3 місяці тому +6

    The intro to the "Social Media Influencers Aren't Getting Rich" section was hillarious :)

  • @jadebrady5760
    @jadebrady5760 3 місяці тому +2

    When Joseph Carlson pulls up Cisco to compare Nvidia, I stop watching. Bye bye

  • @MrSauce-rw8qr
    @MrSauce-rw8qr 3 місяці тому +4

    Jensen Huang is a straight gangster 😎… and he rocks leather jackets better than Elon ever could!

  • @editorjohn8803
    @editorjohn8803 3 місяці тому +9

    Who knows that Jensen Huang said numerous times in his Taiwan visit that Taiwan is a country, and there’s no blowback, as we saw with John Cena and Lebron? Jensen is one in a billlion

  • @Allen-L-Canada
    @Allen-L-Canada 3 місяці тому +18

    Blackberry is another good example of hardware company failed in transitioning to a software company.

    • @TBasianeyes
      @TBasianeyes 3 місяці тому

      what are you talking about? you needed a special plan to have blackberry service. they also sold software so that companies could run their own blackberry servers which had per device fees.
      they had “as a service” income before it was a thing.
      blackberry messenger with group chats existed before whatsapp, imessage and facebook messenger where a thing.
      they had superb software but they missed the train when the iphone came out and didn’t come up with devices which people wanted.

    • @belchmelch
      @belchmelch 3 місяці тому +4

      blackberry failed because they were blindsided by the iPhone.

    • @rahhjur
      @rahhjur 3 місяці тому +4

      Nvidia already has a huge software moat, they don't need to necessarily transition to "sell" software. It's like how Apple doesn't necessarily sell software. They sell hardware products and the software ties it all together. Nvidia has dominated GPUs for more than 25 years and datacenter for more than 10 years.

    • @Neo_Finance1
      @Neo_Finance1 3 місяці тому +2

      The Touchscreen Vs. The Keyboard was the ultimate deciding factor that killed Blackberry. Then the Samsung Galaxy S that showed the Iphone what a touch-screen really should look like. The rest was history.

    • @WanderingExistence
      @WanderingExistence 3 місяці тому +1

      Nvidia has CUDA, Omniverse, NIMS, and Robotics software.... Nvidia is the Apple of the next couple decades.

  • @SkyNhett
    @SkyNhett 3 місяці тому +49

    I think you are reading too much into the Amazon-Nvidia story. It's a partnership that serves both parties. You cannot just "bully" Amazon into a partnership, it's just not their style.

    • @RK-um9tu
      @RK-um9tu 3 місяці тому +1

      Amazon always has the uphand with its "partners".
      So it is correct to say Nvidia is bullying them.

    • @TalesOfBrokenDreams
      @TalesOfBrokenDreams 3 місяці тому

      Eh it’s more like a brother bullying there fat brother if the fat brother is smart he will take it as motivation to be better

  • @iambored9872
    @iambored9872 3 місяці тому +2

    Costco has a forward P/E of 48
    NVDA has a forward P/E of 35
    AAPL Fwd P/E 28
    AMZN Fwd P/E 31
    Which one is factually overvalued?
    Joseph so biased against Nvidia he misses the forest for the trees.

    • @WanderingExistence
      @WanderingExistence 3 місяці тому

      Ugh, ikr! He really doesn't understand Nvidia. Oh well 🤷

  • @Darko-hh8ob
    @Darko-hh8ob 3 місяці тому +1

    NVDA is not a hardware company. They license IP to manufacturers such as TSMC and they sell software and related services. Maybe read the 10K before making a video on a company.

  • @BenJune09
    @BenJune09 3 місяці тому +3

    This guy is just salty on NVDA bc he missed the boat not knowing how to evaluate the stock...NVDA does not have a solid monopoly, it has competition, they're just behind.

  • @andreylitovchenko2669
    @andreylitovchenko2669 3 місяці тому +13

    Very informative, thank you

  • @AlexC-O_O
    @AlexC-O_O 3 місяці тому +7

    Intel's datacenters market share got eaten up not by AMD but by nvidia

  • @CoderDBF
    @CoderDBF 3 місяці тому +4

    Anyone care to explain to me how companies like Intel aren’t able to replicate what Nvidia does?
    As far as I understand GPU’s it’s basically a multicore chip that executes a piece of code in parallel over a block of memory.
    So why can’t Intel (or any other chip manufacturer) design a core and copy-paste it x number of times?
    They’re already capable of creating multicore CPU’s, so where exactly does the additional complexity come into play?
    A GPU-core should in theory be slightly simpler to design than a CPU-core as it doesn’t have to deal with I/O stuff, it’s mainly mathematical, which Intel already knows how to do.
    I don’t get it.

    • @WanderingExistence
      @WanderingExistence 3 місяці тому

      Nvidia invented the GPU. They have had a lot of time to perfect the silicon architecture for parallel compute in a way none of us will know about because they're company secrets, but a part of making that architecture really dense is using EUV lithography that Intel only just started doing. One big aspect is that Nvidia is Fabless, so that meant that they didn't have the CAPEX than Intel and could go to the best manufacturer. TMSC has a lot of CAPEX but they can focus on getting the EUV machines from ASML. They did just get a $350M EUV machine though. Intel was a monopolist that got lazy sitting on consistent profits, AMD hit their CPU game and Nvidia and AMD have sidelined them with parallel compute. They're in catch up mode with infrastructure, parallel compute, and general architecture research.

    • @jacqdanieles
      @jacqdanieles 3 місяці тому

      They can & they likely will. The question is when.
      Nvidia has a head start, & catching up in the semiconductor industry takes years. Nvidia is also offering a suite of products: chips, software, services, maintenance, etc. And pairing their chips with software is analogous to Apple's "ecosystem". Once users are locked in, it's very difficult for competitors to dethrone them.
      And while Intel is playing catchup, Nvidia continues to innovate. Ironically, this is similar to the 1990s when AMD was perpetually behind Intel.

  • @shaneoneil894
    @shaneoneil894 3 місяці тому +45

    Oh no those poor influencers. Let’s do a go fund me

    • @darrenhere5856
      @darrenhere5856 3 місяці тому +3

      🤣😂

    • @Allen-L-Canada
      @Allen-L-Canada 3 місяці тому +5

      yeah, we are so concerned....😂😂

    • @Martin-gh8uq
      @Martin-gh8uq 3 місяці тому +1

      tragedy 😢🤣😂🤣 Get real and get the job then let’s talk what is a real struggle. Most of the so called influencers is creating weak (auto generated) content why would they deserve more $$$!?

  • @qrf199
    @qrf199 3 місяці тому +1

    NVIDIA always had the software to backup the hardware, that is why AMD is no where near NVIDIA in datacenter space, because there support and software is very critical.
    so it is not really a transition but doubling down.
    NVIDIA's Acquistion of Mellanox is probably the best deal in history, bought for 7 billion, generated 11-12 billion already last year?
    NVIDIA has a complete product hardware + software , GPU+CPU+networking equipment and the software to go along with it.
    on the other hand how much did Xilinx cost AMD? and how much revenue does it generate?

  • @yeahyeah9068
    @yeahyeah9068 3 місяці тому +1

    Stop hating bro just buy and double triple yo money with Nvidia

  • @kashganja
    @kashganja 3 місяці тому +2

    so netflix loosing marketshare on absolute tv and streaming views. i guess we wont see a videocast on that one :p

  • @laCruz40oz
    @laCruz40oz 3 місяці тому +27

    bruh when insinuated jensen in his leather jacket looks like a high school bully.

  • @heyflo1
    @heyflo1 3 місяці тому +1

    Not to be rude but next time before talking about a company, be sure you have all the informations. NVIDIA has been a software company for a couple of years now too.
    They have a lot of softwares that only work on their hardware, they're also investing a lot into partnerships so their partners softwares could work better on their products, that's how their marketshare became so huge in the GPU space.
    Jensen has been a madman with money and has an history of acting like a total asshole with his partners. So I'm not really surprised by this news hahaha, Jensen is insane

    • @WanderingExistence
      @WanderingExistence 3 місяці тому +1

      Yeah, they released CUDA in 2007... Literally software that turns a GPU into a general purpose accelerator. But you're right Omniverse has been out for a few years now and is incredible with many corporate consumers that get lots of value from using Nvidia software.

  • @JeffWilliamfick
    @JeffWilliamfick 3 місяці тому +1

    Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

  • @yeahyeah9068
    @yeahyeah9068 3 місяці тому +1

    Nvidia is going to 300 in a year. See you then 🎉🎉🎉

  • @Clorisluta
    @Clorisluta 3 місяці тому +1

    Why I prefer NVIDIA is that they are better placed to maintain long term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA.

    • @catherinerea3569
      @catherinerea3569 3 місяці тому

      Over the years, I've been a part of numerous trading programs, sifting through a barrage of information. Yet, nothing has come close to the sheer clarity, depth, and precision of Sandy insights. It's akin to finding a diamond in a coal mine.

  • @keepitraw1
    @keepitraw1 3 місяці тому +4

    UBS analysts expect Nvidias Software revenue can reach 10-20b in the future. They have a big opportunity to offer pre made models and charge high tickets. They charge ca. 5k $ per User per year. Similar to cloud the demand could come from almost all industries

  • @awsguyeric8410
    @awsguyeric8410 3 місяці тому +6

    I wouldn’t bet on NVDA catching MSFT or AMZN. There have been plenty of purpose-built clouds over the years. If this is the justification for NVDA’s growth, I would be concerned. The breadth of AWS nearly addresses every single need of an enterprise. DGX will need massive investment to compete in any meaningful way. Sounds to me like DGX is the new FSD.

    • @vncstudio
      @vncstudio 3 місяці тому +1

      Amazon plus running open source models is great. Open source models will get better by the day and hopefully run on lighter hardware.

    • @cuteidd
      @cuteidd 3 місяці тому +2

      The only difference is that FSD has no opponents, and its opponents will never be able to catch up.
      But dgx is trying to grab the share that already exists in the market.

  • @Dovie1124
    @Dovie1124 2 місяці тому +1

    When can UA-cam act on these bots? 🙄

  • @BeenatTV
    @BeenatTV 3 місяці тому +3

    And these chips are all possible because of $ASML

    • @franekwrobel1449
      @franekwrobel1449 3 місяці тому +1

      and TSMC, if Taiwan gets squeezed it’s gonna be Intel to build it all.

  • @nowonderfreebeats2587
    @nowonderfreebeats2587 3 місяці тому +1

    I don't see demand stopping. Is Tesla going to stop training self-driving? Is open AI going to stop chat GTP 5? Or GTP6?

  • @davidwilliamsimpson
    @davidwilliamsimpson 3 місяці тому +2

    6,000 Patreon subscribers x $10/month = $60,000/month = $720,000/year.
    $720,000. Per. Year.
    You're insightful with stocks Joseph, but please don't punch down on anybody trying to earn an honest living, especially when you're bringing in over half a million a year.

  • @kjashzhvyktsul
    @kjashzhvyktsul 3 місяці тому +2

    "Information" is famous for fear mongering, hit pieces, and questionable articles targeting tech CEOs and companies. I wouldn't look deep into that article. I'm pretty sure Amazon gets its fair share from DGX cloud customers, otherwise they wouldn't do it. There is nothing wrong with Nvidia setting up requirements for the racks. It's just a hardware hosting contract, Nvidia knows what is needed for the type of service they want to provide, generic amazon servers/networking may be not sufficient. Nvidia obviously is paying for all of that, nothing is for free. The more custom specific requirements you have the more you pay. I'm 100% sure Amazon gets a nice cut from nvidia's customers.

  • @Winalways-tn3dc
    @Winalways-tn3dc 3 місяці тому +2

    I’m glad you made a video this was interesting. Like I said Joseph this company is one I think you could understand if you wanted to, and maybe broaden your view on them.

  • @sneakywan
    @sneakywan 3 місяці тому +2

    hehe!!! Nicely done, Joseph... that's some top level funny sarcasm right there. :)

  • @hotfeva9843
    @hotfeva9843 3 місяці тому +1

    Bruh 🤦🏿‍♂️either your a damn good actor or you really care but no most of us don't care about struggling "influencers" 😂😂😂😂😂😂
    I think Netflix can capitalize if they host live Comedy specials and music events where they stream them live.

  • @dannyrodz
    @dannyrodz 3 місяці тому +2

    Your videos are super informative. I like the idea of Netflix; I can definitely see it as a good business move to pump up their market presence. I appreciate that they are thinking outside the software realm.

  • @abdulhafizuddin95
    @abdulhafizuddin95 3 місяці тому +3

    "we need a union for influencer".. damn, HAHAHAA

  • @EllyMoody
    @EllyMoody Місяць тому

    22:06 It's hard because Meta and UA-cam are exploitive to creators while making trillions. I think it's a valid issue. I disagree with the sarcasm.
    A creator who has half a million viewers shouldn't be an involuntary volunteer for big tech to capitalize off them.

  • @Xairos84
    @Xairos84 3 місяці тому

    I know Joe is joking, but it is hard to make money in the gaming space. It's super saturated. Even Joe knows this, as far as UA-cam is concerned finance is one of the most lucrative spaces as far as quality vs quantity (aka you don't need to make a video every day as opposed to gaming).
    Now, to be fair, the easiest way to make money is a 9 to 5. But we are in the age of workers looking for meaning vs just a paycheck.
    Oh! And the question of "how much money is enough" wasn't really answered.

  • @mikebuchanan7610
    @mikebuchanan7610 3 місяці тому

    Is Nvidia generating a lot of revenue from software now? No, but they have CUDA, and they're offering services such as Omniverse that have great potential. AI will also play more of a role in generating software in the future. Hyperscalers are making chips, and Nvidia is getting into cloud. Fair is fair, no? Nvidia could easily build out their own data centers considering that they design the whole platform, and they could do so at their own cost not what they sell it for. Most customers want to use CUDA and Nvidia products. So, they bring a lot to the table. Nvidia is not just getting revenue from big companies either. Governments are beginning to buy, too. Telling companies to build out more space to house the GPUs may be to ensure that they go into use right away so that other customers aren't waiting while those GPUs sit around. Jensen comes across as a soft spoken, humble and funny guy, but I agree, Nvidia is an aggressive company, which explains why AMD has gotten nowhere trying to compete with them over the years. That is a good thing. Other tech companies are aggressive, too. You need to be to succeed in the business. Cisco is an overused and bad argument. Different products and Cisco increased through multiple expansion while Nvidia has been based on earnings.

  • @bring-shrubbery
    @bring-shrubbery 3 місяці тому

    Intel is just a badly managed company to be honest. If they just kept on pushing to make actually good chips, they would grow for much longer. If you notice, good chips by other companies kept on coming out, and eating away from Intel profits - if Intel kept on making the best chips, like Nvidia keeps on making best GPUs, they would be fine.

  • @tjd1611
    @tjd1611 3 місяці тому

    Waaaa waaaa waaa Nvidia is a bully that's gonna crash. Lol bro you been preaching that since the bull run began. But you buy crm at the top and then boom down 20 percent. It's software that's losing margins now because of Nvidia chips and ai. Nvidia will be the software and the hardware soon. They will be the big dog. Real quick I was looking at Nvidia. Has there been a single time in history that buying Nvidia would have done you wrong?? Yes there was and it was 2 days ago and you would be down... ANY other time in history of you bought your winnings

  • @applec.397
    @applec.397 3 місяці тому +1

    There is other ChatGPT like LLMs in China, kid!

  • @brianbirnbaum9760
    @brianbirnbaum9760 Місяць тому

    This is somewhat of a gross over generalization. Texas Instruments is a hardware company. Their chart is up and to the right. Chip designers are largely hardware companies. Cyclicality doesn’t mean they don’t go up and to the right. It’s more nuanced than you’re making it out to be.

  • @Hashtag-Hashtagcucu
    @Hashtag-Hashtagcucu 2 місяці тому

    Let’s asume nvidia is a hardware Co. ignoring it’s a Ai assisted design Hardware company, ok it’s cyclical but isn’t intrinsically more risky than software. Software can be disrupted for example by Ai. Ai is a general algorithm that can replace software in some applications and LLM copilots can rewrite or expand existing open source software faster than legacy software companies

  • @tjd1611
    @tjd1611 3 місяці тому

    Nvidia didn't tell Amazon they wouldn't give them chips if they didn't allow them. Amazon agreed to do it because they thought it could sour the relationship. Don't get it twisted. Amazon made the choice on its own according to your article. We really sitting here crying Amazon of all companies is getting bullied I mean Amazon Is the biggest bully of small business so if that is the case crush them Jensen. But it's not Nvidia will sell to whoever is buying cry baby

  • @herospeedy3174
    @herospeedy3174 Місяць тому

    Imagine nvidia making their own cloud business then cutting chip supply to all customers and only using it for themselves. Ideal scenerio for nvidia investors.

  • @Seanh257
    @Seanh257 3 місяці тому +1

    Jesus Joseph. Just open a position on nvidia already

  • @iamjacquesbarjon
    @iamjacquesbarjon 3 місяці тому

    Joseph not knowing who Charli D’Amelio is is very onbrand. She’s only one of the biggest Tiktokers in the world

  • @jerolion
    @jerolion 3 місяці тому +1

    Nice pokerface on the socialmedia. "Regular jobs are fine too". LMAO. Thanks for this intermezzo in your high-quality content. Fan of the channel!

  • @Bronceado7184
    @Bronceado7184 3 місяці тому +1

    Bro, we ain't supposed to get rich from playing video games. I think we have gone too far when influences are getting rich from just playing video games, it is like a shortcut to success is not fair for those who worked up building a company or a career. I think it is fair that they are not rich. This is the kind of thing for side income, we should continue working regularly and using the gaming as a side income, that's a fair reality. I don't know why anyone would be upset about gamers not getting rich.

  • @Literallyandfiguratively
    @Literallyandfiguratively 3 місяці тому +3

    Great content. Thank you.

  • @asiroman4672
    @asiroman4672 3 місяці тому +1

    Why is he so salty about that youtubers?

  • @Hashtag-Hashtagcucu
    @Hashtag-Hashtagcucu 2 місяці тому

    Nvidia doesn’t come at the right time, Nvidia created the platform that allowed to create Ai

  • @raymondadkins9130
    @raymondadkins9130 3 місяці тому +1

    influencers 🤣

  • @ambiven10
    @ambiven10 3 місяці тому +12

    Jensen is better than Jobs. He is my rockstar! What a style and super smart.

  • @desiexpat7
    @desiexpat7 3 місяці тому +2

    Excellent insights backed up with data.

  • @samonaro65
    @samonaro65 3 місяці тому +1

    I learnt a lot in this one... nice episode joesph

  • @midwestcannabis
    @midwestcannabis 3 місяці тому +1

    Yea buddy! Party On friends! 🥳🥳🥳🥳🥳✌️✌️✌️✌️

    • @WanderingExistence
      @WanderingExistence 3 місяці тому +1

      MWC!! Semiconductors FTW!

    • @midwestcannabis
      @midwestcannabis 3 місяці тому +1

      @@WanderingExistence You know it! 🥳🥳🥳🥳✌️✌️✌️✌️✌️

  • @DanielGoldMcduckRose
    @DanielGoldMcduckRose 3 місяці тому

    If I’m not mistaken they tie into crypto as well with their chips.

  • @user-bq3cd7ss5u
    @user-bq3cd7ss5u 3 місяці тому +1

    ❤❤ ❤ T E M U ❤❤❤❤

  • @darrenhere5856
    @darrenhere5856 3 місяці тому +3

    LOL ... love the sarcasm

  • @savrah
    @savrah 3 місяці тому +1

    Content creation is a hobby should not replace a fulltime job..good for some extra cash.

  • @markliberatore6377
    @markliberatore6377 3 місяці тому +1

    I'm sure glad to hear about nividia! I took a hit on the shares today! I guess I'm buying more?

  • @raibalama
    @raibalama 3 місяці тому

    please make shorter videos to be able to follow you

  • @kylebeaton5604
    @kylebeaton5604 3 місяці тому

    loved the end of this video, you should switch to comedy.

  • @connormichelleotoole5774
    @connormichelleotoole5774 3 місяці тому +1

    Long time listener… this is one of the better episodes you’ve put out. The Nvidia segment was on point

  • @matthewclark4958
    @matthewclark4958 3 місяці тому +1

    Huge content always. Youre definitely my favorite content creator man, keep it up! I loved the little jabs at content creation, it was funny

  • @tumbleweed1976
    @tumbleweed1976 3 місяці тому +1

    Netflix House feels like Planet Hollywood 🤷‍♂️

  • @cdragon88
    @cdragon88 3 місяці тому +5

    If yall think Jensen Huang gonna sit on his throne ane be content, yall dont know Jensen. Nvidia has been the gpu leader for years and still finds way to monopolize and innovate. After ATI kicked their ass back in the day, this company has always found different ways to stay relevant. Always the asshole and bully---Jensen won't ever be satisfied.

  • @TortoiseInvesting
    @TortoiseInvesting 3 місяці тому +1

    Nvidia is straight trying to take over the world at this point 😶

  • @capincrunch1184
    @capincrunch1184 3 місяці тому +2

    Any chance you could do some DD on CCL 😂

  • @TheCoreBreakdown
    @TheCoreBreakdown 3 місяці тому +18

    When you gonna buy NVDA Joe?

    • @user-pf3ow1tu3f
      @user-pf3ow1tu3f 3 місяці тому +2

      At the top

    • @hondusspa
      @hondusspa 3 місяці тому +1

      Doesn’t seem to fit his criteria

    • @bombmanNL
      @bombmanNL 3 місяці тому +1

      You are out of your mind

    • @djsausagebiscuits
      @djsausagebiscuits 3 місяці тому

      After seeing this video I'm betting the under side of 6 months!

    • @WanderingExistence
      @WanderingExistence 3 місяці тому

      ​@@user-pf3ow1tu3f lol, they keep saying that. This one can go up another 20% to 100PE, then earnings comes August 28th... It might run as last year's reports get weeded out with this year and reweight the valuations. Nvidia is one to just jump into and hold for 10+yrs. Buy more when it's down but don't wait to get in.

  • @jeffpesos8404
    @jeffpesos8404 3 місяці тому +3

    First!

  • @thederpyrock5247
    @thederpyrock5247 3 місяці тому +1

    nah you doing these streamers dirty with this commentary lol (but its deserved)

  • @barrym1684
    @barrym1684 3 місяці тому +1

    Please do more deep dives on stocks not in your portfolio

  • @jchong416
    @jchong416 3 місяці тому +2

    Jensen: no soup for you amzn

  • @ONEOAKHOOKAH
    @ONEOAKHOOKAH 3 місяці тому +1

    Netflix doing a pop up like those Halloween stores

  • @GandalfTheGay98
    @GandalfTheGay98 3 місяці тому +1

    Trust me to sell a company that goes on to become the biggest company in the world

  • @cjmllvv
    @cjmllvv 3 місяці тому

    Nvidia should make a phone

  • @tomzphone
    @tomzphone 3 місяці тому +6

    simple: lockdown the speed of the hardware to 75% and charge a monthly fee to unlock the full 100%

    • @cuteidd
      @cuteidd 3 місяці тому +1

      Endless lawsuits and lost trust can be fatal to a company

  • @justinshearer8180
    @justinshearer8180 3 місяці тому +4

    For reference, only 6% at the US population makes over 100 K so these influencers have over double the success rate

  • @Rogershijianhui
    @Rogershijianhui 3 місяці тому

    😅😅Always love your sarcasm

  • @lionheart93
    @lionheart93 3 місяці тому +1

    how much r u brining in?