nah, he's clueless. this is mining all over again, sure gpus were what was used until purpose built silicon ie asics came into the picture. There's only a handful of years left for Nvidia's captive market till Jensen's big pocket buyers ramp up their inhouse silicon. Jensen is already prepared with their entry into the robotics market lol.
@@thesmokingman GPU's are more cost effective and can be used for many different applications and thus resold down stream when better generations come out. ASIC's are only good for one customer's single task. They can't be reassigned to new tasks.
@@LawrenceMarkFearon exactly, data processing for example is most efficiently done on GPUs which is needed at every step. The software libraries and developer portfolio is the moat which takes forever to build not the hardware.
you heard the man, we're getting our gd robots >:D i don't think the economy will flip to gen $5 trill extra gdp via ai or agi within 5 years even if we had ai today--(still would need chips, energy, fixing reliability issues, embodiment(robots)) but he's right overall.
How much big is future,there is a limit for a company to grow realistically . Some people call over valued stock as under valued,to mislead other investors to buy at unreasonable prices.
Higher interest rates are like a hurdle race that shall substitute a 100 m race. All these fast runners who are not having used to have hurdles on the track might probably trip and fall!
Bullish on Nvdia again covered puts going long. Even while the market wants to pull it down it struggling hard. These earnings are likely to be good news. Not to mention rate cuts coming November & December which are bullish months
there is a point alot are missing,,,,AI is the future okay....that means chips will be alot cheaper since productivity will be higher,,,,take for example the prices of internet transit back in 1999 it was 1200$/mbps now its 1 DOLLAR / mbps....the price of chips will come down that means the margins of nvda amd etc will come down
everyone laugh him for wework(perhaps more so because his aggressive investing style). I mean,not so many bet as big as he does,and not so many bet as big as him manage to still do well overall.gusto
ER yang pernah berakhir pada tahun wanita murahan yang tidak bisa melihat lebih dekat dengan skor 😅akhir pertandingan 21 di gunakan oleh karena cabuli anak siswi yang akan
once the liquidity dries up which has pumped the markets for the last 2 years people will realize how overvalued the companies were . The bond market liquidity is arriving in the stock market since 2021 ever since bondholders realized the American debt will never come down they quit on it and are trying to find new invest ops mostly stocks or just holding gold. The increase in yeilds since the rate cut is proff people are quitting the treasuries market and turning to gold or other inflation hedge assets like bitcoin
BUY much NVIDIA and retire. That is why Berkshire Hathaway earthquake in Omaha... Not in New York. News and rumor will make it difficult for Wurren Buffet to make decisions and hold his position in conflict with many people and financial analysis
time to short ! this guy loves to sell low buy high! his vision fund is a shit show and everyone has left it but somehow they are still earning carry . They are earning carry to burn ppl's cash. I ams suprsied the saudi's still hoist him . he lost them 60nBN USD lol...
THE SAME GUY SOLD NVDA AND ARM TO SAVE WEWORK, LEGEND!
i thought the same. Cathie woods is another one who sold NVIDIA right before it popped like a hidrogen bomb.
Oh I get it LMAO he's repenting, understandable.
@@Ohy89she thought it was overvalued and bought some scam company like Ginkgo Bioworks
i scrolled down to want to see this reply and i was not disappointed
means they not as smart. They just have enough money to bet on more opportunities. If he invested in bitcoin instead of wework?!
the host was making gestures as if he was talking. that's interesting.
cocaine working overtime.
"wework is undervalued"
I mean i am sure its P/B ratio is below 1 lol
I agree with him, people just aren’t grasping the enormity of what’s about to happen
nah, he's clueless. this is mining all over again, sure gpus were what was used until purpose built silicon ie asics came into the picture. There's only a handful of years left for Nvidia's captive market till Jensen's big pocket buyers ramp up their inhouse silicon. Jensen is already prepared with their entry into the robotics market lol.
@@thesmokingmando a bit more research
@@thesmokingman GPU's are more cost effective and can be used for many different applications and thus resold down stream when better generations come out. ASIC's are only good for one customer's single task. They can't be reassigned to new tasks.
@@LawrenceMarkFearon exactly, data processing for example is most efficiently done on GPUs which is needed at every step. The software libraries and developer portfolio is the moat which takes forever to build not the hardware.
@@LawrenceMarkFearon what does this mean for nvidia? Does that bode well for them?
"Buy my bags, you fools!" Softbank CEO Masayoshi Son says.
you cant compare nvidia and wework. Nvidia is a monster thats keep growing
Instead of criticisms, what are the four (4) companies to which he was referring?
He is right! Love his vision 👌
this guy is not a fluke. i don't understand what he is saying. but i know that he is very intelligent.
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Madman, I love it. 9 trillion capex.
glad to see him well after covid
I said the same thing several months ago, masa and his team must have read my comments lol
you heard the man, we're getting our gd robots >:D i don't think the economy will flip to gen $5 trill extra gdp via ai or agi within 5 years even if we had ai today--(still would need chips, energy, fixing reliability issues, embodiment(robots)) but he's right overall.
How much big is future,there is a limit for a company to grow realistically . Some people call over valued stock as under valued,to mislead other investors to buy at unreasonable prices.
Higher interest rates are like a hurdle race that shall substitute a 100 m race. All these fast runners who are not having used to have hurdles on the track might probably trip and fall!
Rates went from 0 to 5.5 and equities are at all time highs
I really like this dude...
Bullish on Nvdia again covered puts going long. Even while the market wants to pull it down it struggling hard. These earnings are likely to be good news. Not to mention rate cuts coming November & December which are bullish months
which are those 4 companies ?
He’s not a day trader but a long term investor
there is a point alot are missing,,,,AI is the future okay....that means chips will be alot cheaper since productivity will be higher,,,,take for example the prices of internet transit back in 1999 it was 1200$/mbps now its 1 DOLLAR / mbps....the price of chips will come down that means the margins of nvda amd etc will come down
It's so good, like sugar in your ears, that it leads you to conclude only one thing.
Masayoshi Son is the worst investor on this damn planet
@darkseris by the man, who just can speak english very well
Something is wrong with him.. too “visionary” probably doesn’t even know the market.. zzz
He is more successful than your entire family tree when it comes to investing 😂
Is that why Japanese and Korean companies dominate your motor industry!
He is the best worst investor. He is favored by god i think.
Says the biggest bubble inflator in tech
He took electricity cost for a year and cumulative revenue against it. It’s like saying. I will make 1M in 10 years so I can buy 1M car today.
If you think about it, Adam Neumann became a billionaire by finding a way to transfer money from this guy's account to his own.
Top signal. This is the guy who took a massive wash on WeWork on pizza made by robots...
buy NVDA and retire
oh shit here we go again
Sure, that’s the guy to ask 😂
CLEARLY NVIDIA IS OVERVALUED , NOBODY HOW WILL ABbout A.I will turn out as it clearly getting lot of resistence ..........
alibaba is undervalued! this guy is amazing. he's like a wrong version of tom lee.
Tell him to buy all he wants
Why is he still talking? no offense. I’m still a newbie, but even I can grasp the monumental stupidity during his softbank years.
I don't know why everyone loves to hate him, I think he has a very valid point.
Look at the track record of soft bank. He's destroyed his predecessors wealth.
@@darkseris He founded softbankby himself😅
your post got hijacked by a bunch of bots and scammers.
you are one of them too.
@@darkseris he is literally the founder of softbank what are you talking about
@@stickymoney lmfao i am not but sure
everything is undervalued to a whale and he is a gigawhale
Everything is 'massively undervalued' to a whale that could use some more exit liquidity :)
Nvidia is a great company but the reasoning of Masayoshi makes no sense.
everyone laugh him for wework(perhaps more so because his aggressive investing style). I mean,not so many bet as big as he does,and not so many bet as big as him manage to still do well overall.gusto
It's sort of like WeWork 2.0 ?
Tell me this guy is for real without telling me he's for real🤣
why did he sold then?
the "5 percent" comes from his youngest cat maybe. Many investors make a number like this and then decision is made
すごいな
On the basis that I own a lot of it lol
Ok, I wass bullish on Nvidia, but I think it's time to sell 🤣
Is he made any money after investing billions
Made a lot of money.
Top signal
He sold his Nvidia shares long ago, for those who didn't know
Bet his maid make good sushi.
Delusion
No it's not
2% bad? 🤣🤣🤣🤣🤣🤣
This guys is trying to sell off? Even if the Nvidia is undervalued in long term. It's price is too high for now.
what is ASI
Artificial Superintelligence. This old man really like this word
@kap4860 oh haha, I only heard of AGI. I guess asi is much smarter than AGI
One big crock of nonsense
Massa is the Great Gambler - maybe the greatest gambler ever!!!
Follow the opposite of what he says. He is a weWork investor. 😂 useless
Cathie Wood and this guy.
Bet his maid makes good sushi.
How about Wework ? undervalued too ? lol. how deep masayshi in ?
ER yang pernah berakhir pada tahun wanita murahan yang tidak bisa melihat lebih dekat dengan skor 😅akhir pertandingan 21 di gunakan oleh karena cabuli anak siswi yang akan
once the liquidity dries up which has pumped the markets for the last 2 years people will realize how overvalued the companies were .
The bond market liquidity is arriving in the stock market since 2021 ever since bondholders realized the American debt will never come down they quit on it and are trying to find new invest ops mostly stocks or just holding gold. The increase in yeilds since the rate cut is proff people are quitting the treasuries market and turning to gold or other inflation hedge assets like bitcoin
Oh boy bad news for nvidia holders....
BUY much NVIDIA and retire.
That is why Berkshire Hathaway earthquake in Omaha... Not in New York. News and rumor will make it difficult for Wurren Buffet to make decisions and hold his position in conflict with many people and financial analysis
How many shares he have ahahahha, desperate
time to short ! this guy loves to sell low buy high! his vision fund is a shit show and everyone has left it but somehow they are still earning carry . They are earning carry to burn ppl's cash. I ams suprsied the saudi's still hoist him . he lost them 60nBN USD lol...
"Cisco is undervalued" 2000, probably
bro is helping jensen pumping the stocks
A
this guy, last person you should take investment advice from lol
He keeps saying ASI. Did he mean AI?
he means an upgrade of artificial intelligence. it becomes artificial SUPER intelligence XD
Dude doesnt live in the real world
He bankrupted the Saudis who invested in his vision fund
Time to sell Nvidia.
A bunch of bull shit !