Why this analyst says Nvidia is not a stock to buy

Поділитися
Вставка
  • Опубліковано 21 тра 2024
  • The moment markets have been eagerly awaiting has finally arrived. Nvidia (NVDA) has released its first quarter earnings report, surpassing expectations on both revenue and profitability. D.A. Davidson Managing Director Gil Luria joins Asking for a Trend to discuss why he believes Nvidia is not a stock to buy despite its current performance.
    Luria acknowledges that Nvidia's results were "great," though "it shouldn't be too surprising" given their customers forewarned about increased spending on Nvidia's products. He pointed out that tech companies are engaged in an "arms race" to acquire as much generative AI capacity as possible, creating significant demand for the semiconductor company.
    However, Luria cautions that with more companies looking to rival Nvidia, "that's what you have to start thinking about for next year and the year after that." He emphasizes that these emerging competitive threats are something investors should closely monitor. For this reason, Luria says Nvidia is not currently a stock to buy: the company's "own customers" will be competing with them, leading to a revenue decline.
    For more expert insight and the latest market action, click here to watch this full episode of Asking for a Trend.
    #youtube #NVIDIA #stocks
    About Yahoo Finance:
    Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
    - Get the latest news and data at finance.yahoo.com
    - Download the Yahoo Finance app on Apple (apple.co/3Rten0R) or Android (bit.ly/3t8UnXO)
    - Follow Yahoo Finance on social:
    X: / yahoofinance
    Instagram: yahoofinanc...
    TikTok: www.tiktok.com/@yahoofinance?...
    Facebook: / yahoofinance
    LinkedIn: / yahoo-finance

КОМЕНТАРІ • 101

  • @nicolasbenson009
    @nicolasbenson009 26 днів тому +508

    Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $260K for sometime now, my major challenge is not knowing the best entry and exit strategies... I would greatly appreciate any suggestions.

    • @BridgetMiller-
      @BridgetMiller- 26 днів тому +3

      The market is volatile at this time, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.

    • @tatianastarcic
      @tatianastarcic 26 днів 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.

    • @berniceburgos-
      @berniceburgos- 26 днів тому +3

      nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?

    • @tatianastarcic
      @tatianastarcic 26 днів тому +2

      My CFA ’Melissa Terri Swayne’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

    • @Michaelparker12
      @Michaelparker12 26 днів тому +1

      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.

  • @Valentine-sd2fb
    @Valentine-sd2fb 28 днів тому +327

    Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.

    • @Daniel-ss7ri
      @Daniel-ss7ri 28 днів тому

      Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

    • @Janise-pg8yr
      @Janise-pg8yr 28 днів тому

      Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.

    • @user-ql1hu3fr4f
      @user-ql1hu3fr4f 28 днів тому +1

      Could you kindly elaborate on the advisor's background and qualifications?

    • @Janise-pg8yr
      @Janise-pg8yr 28 днів тому

      Just research the name Angela Lynn Shilling. You’d find necessary details to work with a correspondence to set up an appointment.

    • @user-ql1hu3fr4f
      @user-ql1hu3fr4f 28 днів тому

      Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

  • @AmithKaury
    @AmithKaury 27 днів тому +389

    I already own shares of PALANTIR, TSLA, NVDA and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less..

    • @MickyGlover
      @MickyGlover 27 днів тому +2

      If you need advice on short-term investments, consider speaking with a financial advisor. They have a lot more knowledge and expertise in this area.

    • @Kaustavpatell
      @Kaustavpatell 27 днів тому

      People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.

    • @kurtKking
      @kurtKking 27 днів тому

      How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.

    • @Kaustavpatell
      @Kaustavpatell 27 днів тому

      Actually its a Lady. Yes my go to person is a ‘MICHELE KATHERINE SINGH '. So easy and compassionate Lady. You should take a look at her work.

    • @kurtKking
      @kurtKking 27 днів тому

      Thank you for this amazing tip. I just looked the name up and wrote her
      up, to schedule a call. many thanks

  • @MatthewMS.
    @MatthewMS. 27 днів тому +19

    As a longtime concentrated investor of NVDA, I immediately remember this guy as like the last bear analyst on Wall Street in March saying “hype. Target in $600s” remember kids its on you, do your homework 📚 analysts will say it all

  • @jkl2232
    @jkl2232 27 днів тому +10

    This person is not factoring in NVIDIA is doing so much work on innovation and making even faster Accelerated Computing technologies. As long as NVIDIA keeps raising the speed of computing,, the Magnificent 7 and everyone would have to keep buying and upgrading to compete in the market. It’s similar to Apple keeps selling generation after generations of iPhones. Don’t understand why this person would say what he has said…

  • @user-lb3ij8dn6t
    @user-lb3ij8dn6t 27 днів тому +15

    NVDA has no competitor. Period.

  • @ryanmonti4903
    @ryanmonti4903 27 днів тому +11

    He has Adobe Inc. (ADBE) listed on a board behind him, Adobe is down 20% YTD.
    I call BS, this dude is blowing smoke...

    • @rjo8500
      @rjo8500 23 дні тому +1

      He has outsmarted himself.

  • @youyou-dv8fr
    @youyou-dv8fr 28 днів тому +36

    Other semiconductor companies can’t compete with Nvdia for its advanced chip technology. What makes you think non semiconductor companies can compete w NVDIA chips.

    • @PatriotSteve
      @PatriotSteve 27 днів тому +1

      can’t anyone make these processors?? lol

    • @Anthony-dj4nd
      @Anthony-dj4nd 26 днів тому +1

      ​@@PatriotSteveNvidia just has first mover advantage. Nvidia is the next Tesla. Not a bad company at all but bid up to the moon.

    • @PatriotSteve
      @PatriotSteve 26 днів тому +2

      @@Anthony-dj4nd still cheaper than many high tech stocks based on future earnings. this is a generational stock

  • @raydosson2025
    @raydosson2025 27 днів тому +12

    This is gonna age so poorly lmao.

  • @FEDD
    @FEDD 28 днів тому +32

    This guy will be trailing the market forever and will lose his job next year.

    • @jeffrose5622
      @jeffrose5622 28 днів тому +6

      Can you imagine letting this complete DF manage your money?!? LOL!!!!!!!!!!!

    • @Sonder2030
      @Sonder2030 27 днів тому +2

      The closest to an Nvidia bear I’ve seen, it’s masochistic at this point 😂. Last year he was saying demand is being pulled forward from 2024, he keeps moving the goal post

    • @johnj519
      @johnj519 23 дні тому

      Well now… post earnings proves this fellas point 😂😂😂 sorry for his followers

  • @Ronnieleec
    @Ronnieleec 27 днів тому +5

    this guy is wrong. there are so many more customers. also, obviously he doesn’t understand the broadening of the Nvidia product line. so he has probably been buying intel for 5*3 last several years.

  • @gunslinger227
    @gunslinger227 28 днів тому +13

    Time to buy. When the stock becomes $100 a share, it will become much more accessible for investors. The stock will gradually rise. Same thing happened to Boeing stock multiple times.

    • @Chryeon
      @Chryeon 28 днів тому +2

      All in sell house and all assets , my life will be different after 2 years 🎉

  • @KBar591
    @KBar591 28 днів тому +9

    Famous last words.. LOL

  • @davidsoncl1
    @davidsoncl1 28 днів тому +6

    Northrop Grumman NOC just announced working with NVIDIA on AI. Support American military superiority and buy both.

    • @ATL3xtra
      @ATL3xtra 13 днів тому

      interesting,,,,,

  • @jeffrose5622
    @jeffrose5622 28 днів тому +7

    Hey everyone, it's DF Gill who is shorting NVIDIA. His firm will soon go bankrupt.....

    • @kennethyoung7564
      @kennethyoung7564 26 днів тому +3

      I work for Etrade. Someone called in upset because they had a Margin call due to going short on NVIDIA. What an idiot!

  • @jimmcafee9908
    @jimmcafee9908 27 днів тому +3

    Data centers have huge electricity usage. Nvidia's products continue to be more and more efficient. Presently, with every iteration Nvidia saves its customers on overall cost of operation. With Hopper H100 cableing reductions was greater than the cost of their products;. H200 reduced the amount of electricity required to run Data Centers to a point where purchasing Nvidfia's GPU netted out to zero additional cost. Blackwell will come out quarter 2 and it is even more efficient. Presently, no other company can compete.with Nvidia. Data Centers use a tremendous amount of electricity. Who will supply such a demand? This is why Nvidea has a leg up on the competition and it isn't close.

  • @Agent77X
    @Agent77X 28 днів тому +27

    LOL! Guy is a 🤡

  • @paulo4371
    @paulo4371 27 днів тому +4

    Don’t listen to this guy. He has no clue but risk manager

  • @devinwynn1299
    @devinwynn1299 27 днів тому +4

    fire this dude

  • @holysmokesturbo2649
    @holysmokesturbo2649 28 днів тому +9

    This guy is a bozo and doesn't know what he is talking about. For the past 25 years Nvidia has outperformed the market. If you want to lose money listen to this guy.

  • @briancase6180
    @briancase6180 28 днів тому +7

    This guy is just wrong. There's no apparent revenue for the customers of Microsoft and etc because the models aren't fully realized. More experience with training is needed, and you can't do that without Nvidia hardware. And the faster you do it, the more chance you have to beat your competitors. Thus, nvidia hardware stays in demand, big demand, for at least two years.

  • @kayrealist9793
    @kayrealist9793 27 днів тому +4

    Do not invest with his company. lol

  • @groundhog5923
    @groundhog5923 24 дні тому +1

    I don't see any of these companies replacing the need for NVDA by designing their own chips in the next 10 years.

  • @Ed-lb2sm
    @Ed-lb2sm 10 днів тому +1

    How did that work out for you!!!!

    • @ezesagus6177
      @ezesagus6177 День тому

      Worked out well for me! Dude has no clue!

  • @guyverhw4780
    @guyverhw4780 27 днів тому +1

    He clearly doesn't understand what the tech is all about. Datacenter isn't the only industry that will make use of the hardware. The "magic" happen before the product, what clueless people like to call "AI" , is even born.
    The hardware/software hasn't even made it to smaller business or application yet. There is still a lot of grow potential left.

  • @RZH2023
    @RZH2023 27 днів тому

    My “Magnificent 7” for the last 5 to 10 years and for the long term: NVDA (largest by far), QCOM, TSM, TSLA, GOOG, GE, CRYPTO. I have been reducing NVDA on the way up, still too large a percentage, adding AMD, AVGO, MRVL, ASML, NXPI, and a lot of cash. These are my long term holdings, but cash with high interest is for the down turn. Happy investing!

  • @catherinerea3569
    @catherinerea3569 23 дні тому

    Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

  • @Ra-mx4bo
    @Ra-mx4bo 27 днів тому

    This is has not been listening the Results Q&A session. Jensen has already address the question of clients building their own chips.

    • @rjo8500
      @rjo8500 23 дні тому

      He doesn’t care because in his genius mindset he already has it all figured out.

  • @user-dy9vm5vi8n
    @user-dy9vm5vi8n 27 днів тому

    If Gil understands the basic fuction of FPGA, he would not say the less positive statement of the future performance of NVIDIA. The ASIC level of advanced NVIDIA chips are not easy to produce large quantity for the datacenter users. They may design of their functions into FPGA for their own verifiscation. Tesla has its own processors in its datacenter but Tesla never reveal it to a certain degree while Tesla uses NVIDIA Grapic process chips. NVIDIA will have new products with new applications almost endlessly in the next decade.

  • @starvingbymidnight
    @starvingbymidnight 21 день тому

    Basically he’s saying that reason NVIDIA wouldn’t succeed long term is that their customers are making their own chips. Apple, Disney and others pulled their content away from Netflix and yet here we are Netflix is still no 1 company for streamings.

  • @m.a.a.aamerican6389
    @m.a.a.aamerican6389 23 дні тому

    I have like 500 shares of nvda. And keep getting them.

  • @user-fk3wr3zx4b
    @user-fk3wr3zx4b 27 днів тому +1

    Guy is making fool of himself , first off there are hundreds of customers requiring GPUs for few hundreds to upto 100000
    Has he heard about spectrum-X
    There are literally 15000-20000 generative AI startups most of which will be using Nvidia ecosystem , not to mention sovereign AI. The demand for Blackwell GPUs is through the roof for next many quarters

  • @milandean
    @milandean 28 днів тому +3

    How could Nvidia be at its peak when they're expecting to beat guidance over and over again? Forward P/E continues to go down as they have more and more positive revenue guidance and revenue blowouts. This stock is headed to the $1200-$1500 range, or $120-$150 after the split. Probably more, as you're heavily discounting both the Nvidia software ecosystem and the impact retail investors will have.

  • @ToanTran-bl8tx
    @ToanTran-bl8tx 28 днів тому +8

    Most of those companies' chips will probably be trash, nothing compared to Nvidia's chips. Amazon and Google smartphones are trash. Dont even get me started with Apple's electric vehicles, lol. Just because a company makes their own product, it doesn't mean it will be great.

    • @apophisxo4480
      @apophisxo4480 28 днів тому +2

      IKR, Here he is acting as though Nvidia won't continue to innovate. Every military, every hospital system, every government, every tech company, every financial institution, pharmaceutical company....University...YOU NAME IT, will need these chips! And it's not like buying potatoes, you will need the best and you will need to upgrade. How is this not obvious to everyone????

  • @FoundingFathersUSA
    @FoundingFathersUSA 28 днів тому +2

    Jensen described a mushroom cloud of demand and therefore the ASIC chips could bridge the lack of supply with the enormous demand. Therefore NVidia could still grow even while ASIC chips are used.

  • @stuart2151
    @stuart2151 27 днів тому

    AI is still at its very early stages and Nvdia is way ahead hardware wise and OpenAI software wise. I think they will both steam ahead and become power houses and dominate like Apple has done.

  • @sultanbanna4829
    @sultanbanna4829 23 дні тому

    Nvidia spent 8 Billion on R&D & Gill says companies can simply compete by designing their own CPU ?!

  • @Packer1290
    @Packer1290 26 днів тому

    OF course theirs going to be a slowdown 2 years out. This company is not going to go straight line to a 5T capitalization.

  • @lisaphillips9991
    @lisaphillips9991 14 днів тому

    Nvidia already has 4 chip set to come out every year for 4 yrs...And the first one is not out yet...

  • @blairkinsman3477
    @blairkinsman3477 28 днів тому

    It has PEAKED ?? If you’ve got it don’t sell .. but the price going to stabilize for a bit while the company catches up to the stock hype

    • @apophisxo4480
      @apophisxo4480 28 днів тому +2

      There is no hype. Just data!

    • @blairkinsman3477
      @blairkinsman3477 28 днів тому

      @@apophisxo4480 it’s hype when the asset valuation of the business is much less than the market cap

    • @blairkinsman3477
      @blairkinsman3477 25 днів тому

      @@apophisxo4480 it’s hype when the total value of its assets is less than a company’s market cap

    • @blairkinsman3477
      @blairkinsman3477 25 днів тому

      @@apophisxo4480 it’s hype when the value of the company’s assets are far less than its market cap

    • @blairkinsman3477
      @blairkinsman3477 24 дні тому

      It’s hype when the total value of company assets is much less than its total market cap

  • @lokesh303101
    @lokesh303101 27 днів тому

    It's Worth the Stock 📈 for Buy.

  • @mellarx1277
    @mellarx1277 26 днів тому

    The only "analyst" you will ever need is an AI.

  • @lunaazulgardensuitesandcas7985
    @lunaazulgardensuitesandcas7985 27 днів тому

    Blah Blah. I bought 200 shares at 90.00. I was convinced to sell at 200.00. Not many professionals agree .Its think its very cheap compared to earnings.

  • @PatriotSteve
    @PatriotSteve 27 днів тому +1

    Fools have a right to their opinion

  • @Kithuni
    @Kithuni 27 днів тому +1

    What a clown.

  • @richardsingh6804
    @richardsingh6804 24 дні тому +1

    Stop listening to these guys, I lost money listening to these talking heads.

  • @Anthony-dj4nd
    @Anthony-dj4nd 26 днів тому

    They don't necessarily do anything special, just have first mover advantage

  • @Hashtag-Hashtagcucu
    @Hashtag-Hashtagcucu 19 днів тому

    AMD will Not destroy the prices! Costumers chips aren’t flexible for new AI , for example try to tokenize video data with a TPU😂🎉

  • @johnouellet4099
    @johnouellet4099 27 днів тому

    He just wants a stock to drop so he can buy more!

  • @Perched_2_Learn
    @Perched_2_Learn 26 днів тому +1

    loooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooool.

  • @Hashtag-Hashtagcucu
    @Hashtag-Hashtagcucu 19 днів тому

    Try to tokenize vectorize and training a LLM with 10000000 h of UA-cam video. …see you in the in the buying line of Nvidia

  • @molacool
    @molacool 27 днів тому

    The ai market will explode in next few years and Nvidia will decrease revenue . Unlikely

  • @STOCKmarket-fo1fh
    @STOCKmarket-fo1fh 28 днів тому +1

    He is right... Next two quarters will slow down...

    • @user-ty2uz4gb7v
      @user-ty2uz4gb7v 28 днів тому +1

      That's what some people said the last two quarters

  • @MohammedAbdullah-ir9gn
    @MohammedAbdullah-ir9gn 28 днів тому

    competition catches up fast

    • @jeffrose5622
      @jeffrose5622 28 днів тому +2

      Wrong. Everyone is at least 3 years behind.

    • @MohammedAbdullah-ir9gn
      @MohammedAbdullah-ir9gn 28 днів тому

      @@jeffrose5622 not really

    • @stuart2151
      @stuart2151 27 днів тому +3

      Did the Apple’s competition catch up with the iPhone?

    • @rydizz
      @rydizz 25 днів тому

      No, it doesn’t.

  • @hbomb65
    @hbomb65 27 днів тому +1

    its such a red flag stock, seriously I would stay away forever from it, better bet is Pepsi!

  • @2017phattang
    @2017phattang 28 днів тому

    你那有股市你股票市场、你只是芯片上的技术,何人的数字与企業收入批准你作股票市场你從那里资格你股票?連没有股東或股市,在那里跳出来的股票?凭芯片技术何人知道?最近突然出现莫名其妙的芯片股票市场!連没有股市场经济发展,突然带上股票言論主板。
    港股,美股,澳股全是盗贼股從我的帐号数字利用侵犯人权主管所作的盗偷股骗人股