ORIGINAL COMMENT: AUGUST 16, 2024 For those of you interested in the details of the trade: June 18, 2024: Day Nvidia become worlds largest company momentarily Purchased 100 $30 12/18/2026 put options for $9,000 bit.ly/4cyNT5c August 5, 2024: Japanese carry trade capitulation day Sold 100 $30 12/18/2026 put options for $25,000 bit.ly/3AB9dJY I plan to double down on my position at the end of this year. Will keep this comment updated. UPDATE: DECEMBER 5 & 6, 2024 Purchased 1,200 $50 1/15/2027 put options for $258,481 Trade Confirmations: bit.ly/49mJaDT Disclosure: I am a SEC registered financial advisor, but this is NOT financial advice.
I agree with you that Nvidia is overvalued according to the fundamentals, and the back-to-back blockbuster earnings reports are unsustainable, but the market is not purely rational and high PE ratios like this are common in tech. I think you were smart to sell those puts when you did. Nice profit, but the market is salivating over Nvidia and I predict a new all-time high will be set before the next earnings report on 8/28. I'm not an insider so I don't know how those earnings will turn out, but I'm hesitant to bet against the bull run until I see an earnings dip. Definitely would not put all my chips in this basket, but I'm glad I've held since September 2022.
NVIDIA’s record close is impressive! Their position in AI makes them a solid long-term player. With the market's ups and downs, I feel confident sticking with them for now.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
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.
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
Try $10 trillion when news leaks that they’ve found a way to replicate alien technology that provides 1000% improvement in energy and processing efficiency before losing $9.5 trillion when it’s revealed there was an inadvertent spelling mistake. So much for the efficiency of markets lol
@remmond3769 About 13K employees are in America, and then APAC, India and Europe have about 4K employees each. It is not true NVIDIA is based in Taiwan. TSMC though, which they may rely on for manufcaturing, is indeed based in Taiwan
@remmond3769 there footprint is to huge, they might be the main reason Taiwan would get saved 😂. If you think America will let China take them then your crazy! America is more likely to step in for them then Ukraine. China would never risk a war with us because it would be bad for business.
So what's the most effective strategy during this period of volatility with the rate cut? Most of my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.
Adding META and NVDA are smart additions in my opinion. it's all about balancing your risk tolerance with your long-term goals. Partnering with a financial advisor can help streamline your strategy.
Absolutely! Wealth is made in bear markets. We aren’t in a bear market, but nibbling heavy red days has proven to be fruitful for me over 9 years of investing. I am at 2.25 mil. Biggest positions PLTR, TSLA, SCHD, NVDA, and now looking to build up DRGO alongside finding quality value/growth stocks to buy. I got $48k divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year. Don't sell when the market is down. Having a skilled CFA that puts the time in to do in-depth research can be invaluable in strategizing your portfolio.
Sure you can! Judith Lynn Staufer is the financial advisor I work with. Just search the name. You’ll find necessary details to work with to set up an appointment.
I just searched the web and saw her profile and accreditations, someone with great experience i must say. Thanks for sharing with us! I sent her a mail already.
The stock market is a complex system that is influenced by a variety of factors, including economic indicators, political events, and global trends. The relationship between policies and the stock market can be complex and multifaceted, and it can take time for the full effects of policies to be reflected in market trends. Therefore, it is possible that policies implemented in the past may have a "lagged effect" on the stock market, as their full impact may not be felt until later on
I had a similar experience. A financial advisor could really help you re-adjust and identify blindspots that you yourself do not notice, like mine did in advising me during COVID on how the pandemic will shape things, and I made it out big and still make up to at least 20k in dividend per month.
'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
My CFA ’’ Sharon Ann Meny, 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..
I recently sold some of my long-term position and currently sitting on about 210k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated.
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.
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
Melissa Terri Swayne is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
No, LLMs aren't making money. The issue is that money is made from people who spend money. LLMs remove people who spend money from the market. You're in a lose lose situation here. Sure productive goes up but the worth of that productivity goes down.
@@chudchadanstudAnd that is the problem with capitalism. Even if we automate everything we will not be able to work on what we really want because the market must be fed.
To be extremely clear, GPUs don’t handle “complex tasks”. Rather, they handle a massive amount of simple tasks parallel, whereas CPUs handle complex tasks.
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Risk mitigation is indeed something to consider well before setting out on inveestments. Most often than not, CFAs take care of this perfectly. People downplay the role of CFAs until being burnt by their own instincts. I was in a similar situation a few years ago; Took my chances but stocks went crashing. Realizing I wasn't good at timing the market, I started working with an Adviser, which helped me build a $1.6m portfolio.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
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 any other recommendations you make.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Facing a similar situation, I sought advice from an advisor. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $100k to over $300k in 14 months.
@@williamDonaldson432 Your advisor must be really good, I hope it's okay to inquire if you're still collaborating with the same advisor and how I can get in touch with them?
Your advisor must be really good, I hope it's okay to inquire if you're still collaborating with the same advisor and how I can get in touch with them?
Annette Marie Holt 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..
just to throw something out, stock value isn't the same as how the company is doing. Nvidia is very rich and even if AI vanished tomorrow it'd still be very profitable. Being overvalued doesn't mean the company is doomed.
Here is the problem with overvalued. At some point few investors get cagey. They withdraw their investment. Created a panic in market. Suddenly share price crashes for that company. All investors pull their money out. CEO is fired and is replaced with someone who has experience only in sales and marketing. Company loses it tech focus. For initial few years company stablizes then fall behind tech as researching was unprofitable. Then scams are done to create artificial high price for stock, finally share price falls for good, and company is doomed. Thats a captialistic cycle. Every company will go through this.
@@robvelorwhy do you think this isn't cheap right now.... People do this weird thing all the time where they focus on the chart. I don't look at the chart, only financials. The company is cheap. Right now. It's obvious, people don't read financials because I actually talk to you people in real life. And you tell me to check out xyz company, and you NEVER know the financials. It's weird, you can just watch 300 hrs of UA-cam and get 85% of the knowledge necessary to analyze semiconductors. Instead, you just look at chart go straight up and think "bubble!". And not "maybe, net income went up, and is sustainable.... And growing..." but I get it. You guys do what you can because you don't want to do any actual work.
Not hype , actually. He's right about stock price being vastly overpriced and wrong about it's niche not sustaining the next big crash. Nvidia dominates market share and GPU tech ahead of other major chip makers. With AI being a generative system, the more its fed more it learns . I think if they focus their strengths and build on licensed product placement,, they can ride out a major shutter in the future.. still, stock price must and will adjust accordingly
It is a very good idea in a declining global economy. Slowing tech sales and premature expectations of AI, to deliver in the short term, greatly increases the possibility of a substantial slide in Nvidia stock value.
Are you sure you meant Nvidia, I think Intel is the one having the Cisco moment right now with all 13/14th gen processors cooking themselves and investors dumping Intel. AI will soon plateau, just like cloud was the fad in the 2010s.
I'm going to bet intel goin to raise from the ashes like phoenix if they get their priorities straight their new processors are almost on par with AMD give them few years they Will be back they also trying out on gpus now which are pretty decent intel Will be back
..okay but at what point in this video did you explain to us "How Nvidia Lost $1.2 Trillion In 46 Days"? I just sat through 15 minutes of what made Nvidia so big, and you talking about your previous predictions, but at no point was the video's title addressed whatsoever.
I hate this click bait titles. I never bothered myself watching this video because What I know is NVIDIA lost $230B in 46 days. Or maybe he meant 1.2T pesos.😂
The video was originally written before the crash occurred, so didn’t have a chance to explain the eventual title. Between June and August, Nvidia’s market cap fell from $3.5 trillion to $2.3 trillion, hence $1.2 trillion market cap loss. Since then, Nvidia has recovered back to around $3 trillion mark.
How are we still using PE ratio for tech companies? It doesn't matter. Amazon was at 250 PE ratio April 2023, that's a bad time to buy right?? Who would buy at such a high PE ratio? Surely it will only go down from there.... The stock is up 75% now it was one of the best times to buy Amazon in the past 5 years.
@@LogicallyAnswered30% ebitda growth on average.... And you want to expect a low pe.... I seriously am doubting 99% of the world's math skills... Backward looking multiples when stocks are about the future... It's like, how do you screw up a fundamental? You forecast.... Not look backward.... This is why so many of you are bad at this. You refuse to do the fundamental thing, FUTURE CASH FLOWS.
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.
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.
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 with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
‘’Marisa Breton Dollard’’ is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for this tip , I must say Marisa, appears to be quite knowledgeable. After coming across her webpage, I thoroughly went through her resume, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.
I'm tired of runing into loses Trying to trade this market and it's really fulstrating. I have liquidited my trade foe the 3 time in a months.. I don't think these online videos can help any more. I need help
The loses is much, on me also, I wanna try to move on Over a month $50,000 was liquidated and I don't really know which pattern or stretegy go try right now because all I know and have learnt have been used yet no possitive results
I wonder how people run at loses when there are proffesional traders who give good returns and give quality coaching I had all this kind of experience before till I met my coach that has been helping me
I usually go with registered representatives. Jane Rucker Fx has the best performance history (in my opinion) and does offer 1v1 consultation to her capitalists which I think is amazing.
Uh no cisco never had the kind of advantage that nvidia has (Cuda). Nvidia is nearly doubling its r&d expenses yoy while cisco did the same they did it in an oversatured market sure nvidia has some competitors but even the biggest threat to them (AMD) is so far behind them that it seems like they will be the top dog for a while The only reason why it might crash is because even companies who are buying the hardware are asking themselves how can they justify the expenses. Sure most consumers right now are avoiding AI because of privacy but AI is still in the early stages. I wrote this comment before I watched the video. Also 1 doesnt make a pattern
I've owned NVDA for over 8 years. It's been up and down, but I believe in Jensen Huang and will stick with NVDA until Jensen says otherwise. I know that sounds crazy, but when the financial statements/Jensen, (same to me) tell me to sell, I will. I'm sure I won't sell at the top, but that's OK.
Kept $105k in CIT Bank HYSA at 5.05% but i now plan to invest in the stock market. What are your thoughts on that? What stocks should I look out for as a newbie to safely grow my money?
I regret selling stocks 2021 and my strategy ever since has been pretty much buying Gold and silver to protect my wealth but if I could come up with a way to profit from this bull run, that would be brilliant. I've missed so much already. can you share more info?
@@weho_brian Majority of the jobs are going to run in GPU in next 10 years yeah we need GPU's every year to scale it ... at the technology LLM's are improving so fast just like we have mobile phones 10 years ago, For eaxample if you compare GPT2 released in 2019 and Chatgpt last year you will understand how far it has improved, Text to action is also coming
The stocks is gonna tank though. It's grossly overvalued and it's even not Nvidia fault. I hope the market can re-adjust without hurting much of Nvidia
@@shehinfano I think you are confusing NVDA's business segments with actual relevant streams of revenue. The biggest winners of the internet boom were not the internet service providers (Verizon, AT&T, Cisco), they were actually enterprise software, cloud, and mobil (Microsoft, Google, Apple, Meta). NVDA is a provider of data center GPUs that is in VERY HIGH demand right now. It is still too early to understand how NVDA can support growing their revenues through anything other than GPUs. Companies (even big tech) do not have infinite amount of capex and at some point the demand for GPUs will slow down. I am long NVDA, but I also have a clear exit plan. I am not foolish like many people thinking NVDA can goto 30 Trillion dollars in 3 years
Yeah I'd say they've got a cult fanbase for their overpriced GPUs. Even with AMD closing the gap on driver performance and offering a superior software package (Adrenalin) at this point.
AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE Hype trends don't last ask around anybody that dares to advertise "smart" whatever as main marketing strategy... The trend died very quick just like AY EYE will
@@chillrelax6915hard to say , I mentioned to my bro who is in the tech game that I tried an AI product and I thought it was half baked , and I thought maybe AI will be just be another passing fad like VR that blows in and blows out every x amount of years . His response was…. AI is coming and it’s not going away. So maybe Nvidia is on the right track ?
@@mikldude9376 AI isn't going away, but it's over-hyped. Companies who have no stake in the game are just investing in it because everyone else is. As the studies come out you'll see a massive drop. I have found myself using it less as I adjust to my work load. I already have the templates I need
@@mikldude9376 It's just "advanced search" the hype will die just like every other trend in the past. 2010: "this is a smart device" WOW AMAZING!!!!!!!! 2024: "This is a smart device" Oh.. cool story bruh...
I think you changed your attitude toward Nvidia quite a bit - but their valuation really has gone to insanity since than. I agree that they are absurdly overvalued. Currently we're using the baseline of the gold rush times for the valuation metrics, while we'd need absolute perfection to justify the valuation from this point, it's absolutely foolish. I doubt that their current level of profits is sustainable for the mid-term, and yet investors are pricing in that they'll grow as fast as some small to mid cap companies. I know that I'm mostly summarizing, but it really feels like everyone has abandoned the "old valuation metrics" that "don't reflect the revolutionary technology." I guess only bulls are left now, bears have long ago abondoned the ship. That's why we can all look there and play the Cassandra, while nobody listens. It'll only end once the least bullish investors get cold feet and aren't replaced by new investors...
As a professional trader, I lived through the CSCO bubble and the NVDA bubble is indeed similar. However, winning at shorting is all about timing. I think you are too early. You need to wait until it posts a lower high on a daily or better still, a weekly chart. Idiots can keep buying this for longer than you might think. So you need a clue that it has run out of idiots (hence a lower high on a weekly time frame)...
Don't miss Nvidia has alot more going for it then just GPUs ...... Cisco did not have anything primed for its future its present or did it learn from its past ..... Nvidia has GPUs, Robots , AI , Software , Finance , Property They are ahead of the game and most other Companys and most dont see this Yeah they might see a pullback but there not going an where a pull back is normal after a move like that ......... Give me a discount ill eat that shit up
GPU, Robots and AI are all tied together, also software is extremely vague, most of their "software" are just applications of AI.. if AI is a bubble ( which it probably is ) then it will bring down Robots (whose bottle neck is AI btw) GPU's (since Nvidia has completely abandoned the consumer market and make all their money from b2b) ect. I obviously dont think their going to fall under with a crash, but a crash is inevitable, and they wont leverage property holdings to counter act it....
So Cisco didn't have property, finance, and software? In a sense you just propped up the argument: NVIDIA only have GPU's and AI, and they've been throttling their GPU's by adopting AMD's old "bulldozer" technique: add more processing units and more power. I'm not saying NVIDIA is done but like the video says if they go down 70% they're still a top 5 company.
Hey man, this video was written well before Nvidia's recent crash, so the eventual title did not get explained in the video. Here's the explanation. Their peak share price was $140.76 on June 20, 2024. Their local bottom was $90.69 on August 5, 2024. That equates to a fall of 35.5% and $50.07 per share. $50.07 * $24,620,000,000 outstanding shares = $1.23 trillion. Since that local bottom on August 5, Nvidia has recovered much of this market cap loss. But the mere speed and magnitude of this short term crash shows you just how quickly Nvidia can fall. www.tradingview.com/chart/?symbol=NVDA
What you need to be looking at is the day to day, not the difference from over a huge span of time. There's a reason why folk actually in this are saying the opposite of you, to say the least (and before for fail at playing "smart" actually look at the market news as opposed to what you did. Those folk are riled up as opposed to acting like it's pure gold atm for a reason)
You know the adjusted price on 8/16 would be $1,240 because of the 10-1 split in June. And DO NOT believe this video. I actually created a new save list called 'Videos to Laugh at in the Future' just for this video. Reasons: There are too many *Gaming and Crypto are a fraction of Nvidia's current earnings which has been dwarfed by data centers. This data center growth is what spiked the price starting around 2019, not crypto. *Everyone and their great grandmother has been making the Cisco comparison since...2019 and it has yet to materialize. Cisco crashed because of the junk startups around it. For several reasons that is not the case today, mainly being the lack of market liquidity and the over influence of hyperscalers. Most AI or data center investing has been done through the hyperscalers (Microsoft, Alphabet, Meta) and these companies are hardly in a bad state financially. In five or ten years we might have a 'dot com' esque market surrounding this industry, but as of today only venture capital firms have bets on pure play AI startups. *The P/E ratio. This guy picked Intel and AT&T for his comparison (Nvidia at 70, Intel at 10) when really he should be looking at AMD which has a P/E of 180, ARM which has a PE of 330, Broadcom at 71 and the semiconductor average of 40. So Nvidia is slightly high, but near average for the industry, not including prospected growth which brings me to my last point. *Nvida's future is data centers, cloud and software. Take a look at what AWS did for Amazon or Azure and Microsoft and you can touch on what the future of building their CUDA platforms will bring to their balance sheet. In a couple of years we could see Nvidia living off of CUDA and designing GPUs or NPUs as a hobby. In short, if you wanted to make a scare video using cherry picked historical anecdotes, this would be a great example of how to go about that. However I do believe it is important to inspect the possible fault lines of your sacred cow investments, so take this with a grain of salt and then go watch something rational, or several things rational.
You know the adjusted price on 8/16 would be $1,240 because of the 10-1 split in June. And DO NOT believe this video. I actually created a new save list called 'Videos to Laugh at in the Future' just for this video. Reasons: There are too many... *Gaming and Crypto are a fraction of Nvidia's current earnings which has been dwarfed by data centers. This data center growth is what spiked the price starting around 2019, not crypto. *Everyone and their great grandmother has been making the Cisco comparison since...2019 and it has yet to materialize. Cisco crashed because of the junk startups around it. For several reasons that is not the case today, mainly being the lack of market liquidity and the over influence of hyperscalers. Most AI or data center investing has been done through the hyperscalers (Microsoft, Alphabet, Meta) and these companies are hardly in a bad state financially. In five or ten years we might have a 'dot com' esque market surrounding this industry, but as of today only venture capital firms have bets on pure play AI startups. *The P/E ratio. This guy picked Intel and AT&T for his comparison (Nvidia at 70, Intel at 10) when really he should be looking at AMD which has a P/E of 180, ARM which has a PE of 330, Broadcom at 71 and the semiconductor average of 40. So Nvidia is slightly high, but near average for the industry, not including prospected growth which brings me to my last point. *Nvida's future is data centers, cloud and software. Take a look at what AWS did for Amazon or Azure and Microsoft and you can touch on what the future of building their CUDA platforms will bring to their balance sheet. In a couple of years we could see Nvidia living off of CUDA and designing GPUs or NPUs as a hobby. In short, if you wanted to make a scare video using cherry picked historical anecdotes, this would be a great example of how to go about that. However I do believe it is important to inspect the possible fault lines of your sacred cow investments, so take this with a grain of salt and then go watch something rational, or several things rational.
I'm a firm believer that Local Language Models will take over. All I want is upscaling, document summaries, and basically a local search engine that I can define what it's searching.
I think you are right, there is a lot of hype, but the bigger problem is who can purchase NVidia GenAI GPUs, I predict the US Government will not allow them to sell to Chinese OEM manufacturers.
I don’t believe anything in this video because the format is propagandistic and dramatic. This is not an objective analysis. This guy is either biased or compromised, hoping to profit from controversy.
you sound like yoy have alot of nvidia stock and you feel scared of the inevitable bubble burst of the ai telling you to eat a rock daily to have a good diet i hope you have a plan b, apart from complaining on youtube comment sectuon
I am 90% sure that most of the "AI will take your job" is more of a publicity stunt than reality... we are pretty far away from that , especially after knowing LLM performance is starting to flat line , AGI won't be here this decade(and unlikely the next), Progress will slow/ is slowing not because of the lack of funding, because we are reaching the cutting edge compute and transformer physics , there needs to be a new computer architecture and new way of training and building the LLMs . NVIDIA will soon not supply the gold rush equipment needed while the gold is being dissolved.
You could be correct on the ultimate direction but possibly to early. Could go way, way up, before going way, way down. I think their market will be robust till late 2025. Maybe wait till they sell late 2027 puts?
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.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
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.
One of my goals is to employ the service of one this year. I've seen some off Facebook but wasn't able to get a response. Could you recommend who it is you work with?
Jessica Lee Horst 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.
14:27 you shouldn’t, AMD is better and does not overprice their products, and they’re not stingy with the VRAM like Ngreedia, that being said, I’m buying a 5090, only because it’s coming out soon and it will be the most powerful, though I’ve heard good things about upcoming AMD gpus, and if they’re better I’m trashing my 5090
How dumb is calling profit company greedy. You expect them to sell you their chips for lower price than big AI companies are getting by ordering billions? They are not charity. They offer you price and dont force you to take it. However, seeing how bad AMD Radeon is doing you kinda dont have a choice. Now you can see in BM: Wukong benchmarks your average 16gb amd GPU like RX 6800 is getting humbled very hard, having waste of VRAM to spare but to no help. Beyond this there is no single game where for instance 4060 8gb is getting limited by vram before performance. Nvidia is only choice if you want to enjoy latest graphical improvements. On AMD you can play last gen looking graphics on high fps but even then you dont have advantage because 4070 Super cooks 7900 gre and 4080 cooks 7800xt.
@@filippetrovic845 4070 super and 7900 gre are the same price, gre being negligibly less, out preforms the 4070 super bro. 4080 and 7800 xt, uhhh yeah, the 4080 out preforms it… but is 1600$AUD and the 7800 XT is 700$AUD… so you even know what your talking about?????? It’s the 4080 super vs 7900 XTX if we are going fps per dollar, and guess what, nvidia 1600$aud AMD 1400$, RX 7900 XTX out performs the 4080 super by 5% to 7% I say Ngreedia because I know the 4090 should be 2200-2300, not 2700-2800, if amd made a higher end gpu nvidia would lower their price, and amd has made nvidia reconsider their gpus price, even in this generation, bro you know nothing about gpus
@@filippetrovic845 I swear every time I try to reply to this comment I come back the next day and it’s deleted or didn’t send or something, 4070S vs 7000gre, same, the 7900 is slightly faster, but I prefer Nvidia if they’re equal in price and performance, 7800xt vs 4080, they’re not even in the same category, 4080 super vs 7900 XTX, the XTX is cheaper and faster, amd is better always, but if the prices are roundabout the same, I will go and nvidia, or I’ll go nvidia if I want 90 class performance
Sounds like you were too silly to just buy the stock and use the winnings to afford Nvidia gpus forever..... Jensen bought me my gpus because I trusted him.
Click bait. Sounds like he wants Nvidia to fall in order to make money. so he puts a video to get other people to help cause the fall so he can make money. Hmmmm?
Couple of things. As is with the majority of tech related companies, P/E ratios above 50 are very common, since people expect company growth in the coming years. You should read nvidia’s growth plans before deciding if you want to take on that risk. Also nvidia just got it’s major stock boom so the P/E ratio does not yet represent how they are turning new earnings into profits. At this point in time nvidia still hold 97% (I believe) of the GPU market, which is absolutely insane and will not change that much within a few years, so this likely won’t mean a short term market crash. The more interesting thing to take note of is if their growth plans will actually be achievable, since they are planning on not only offering hardware, but also some subscription based software on the market, which seems quite interesting and could for sure make the company have an even stronger foot in the ground. Just some of my thought. They seem to have their financials under control quite well for a growing company if you’d ask me. Tesla on the other hand… don’t think they will hold up
gaming market is fine. in fact it might be thriving right now haha. rather than company like nvidia killing gaming market it was gamer that killed company like nvidia/AMD in the market. right now we did not see the effect on nvidia because their GPU also very much sought after in productivity space. but look at AMD. their gaming revenue was hit real hard for the last 2 quarter despite providing better value than nvidia with their GPU.
You think they killed it but I was just in my local computer parts store and I see people buying the RTX4090 still. I actually asked the guy at the gpu department and he told me people still constantly buy graphics card. Sure I don't have money to straight up buy an RTX 4090 nor need it cause I only game at 1440p, but I am on an RTX 4070 Super which is not really a cheap card so yeah no people are still buying graphics card.
@@arenzricodexd4409 Well let's be honest, AMD might be good for their Vram and raw power at certain titles but Nvidia's DLSS and frame generation tech is much more insane when it comes to getting better frames and effects. Like sure at native AMD will beat some Nvidia cards at their own game but the moment DLSS or FG gets added on top of Ray Tracing, you see AMD cards drop to like 30fps while Nvidia still runs at 80~90fps at the same exact settings.
@@arenzricodexd4409hahah how many of you jump on this amd value bandwagon 😄 if amd is better value why steam charts say otherwise. Is 7900gre faster than 4070 super? No? Does it offer more versatile features? No? Then STFU.
You're a wild one. I wouldn't bet against the market darling of the time. They did the stock split letting all of us retail degenerates come play. Along with all the whispers of big money just waiting on a nice pullback. I would like to say i wish you good luck... but, i like line go up
It goes both ways. I don't necessarily even disagree. It's just that if I was a bear, I wouldn't aim at Nvidia. I'd aim at literally almost anyone else. I will be all cash on their earnings..
@MaddJakd, it's time for them to take the massive gains from Nvidia to buy new matching islands with matching yachts because Warren buffett just did with apple..
You are probably right, but you may be ahead of your time. If more rate cuts are established and more liquidity is poured in the market, NVIDIA could see alot more growth before the decline.
When he says "I made $25k shorting NVidia, and I'm expecting more downside", that kinda sounded like implied financial advice to sell. Next, we'll be seeing the Lambos.
One thing to keep in mind that was touched on at the end is that Nvidia STOCK could crash 70%, but that doesn't mean the company is in any danger or is getting ahead of themselves. Jensen is very smart and knows what he's doing. They won't get too big/complacent/grow too fast under his leadership. They're NOT Intel.
No way you actually believe this. AI is overhyped and will be a thing but it’s not going to meet market expectations imo. At the end of the day it’s impossible to predict the future but I strongly believe the potential of generative AI is much weaker than expectation, especially from a business perspective. Even if it becomes a big thing AI costs a lot of money to run and will continue to, and early products are being offered for free setting consumer expectations at getting this expensive technology for free or atleast relatively cheap. AI will become a feature, much like Apple Intelligence imo and not much more for everyday consumers.
I just don’t think anyone understands quite how far ai will come in the next decades…it’s at a very, very basic level now and already companies are pouring billions into it to not get left behind. It just got very basic and flawed reasoning down, if the new chatbot is to be believed… is overvalued now? Probably. But as we we start getting the whole pie not just the tiny slivers we have now that’s when we will truly be able to see the whole picture…it really doesn’t change much for me, I’m buying at 120, 50 whatever may come. If we were to fall it’d be indicative of a greater recession anyways, which is just more opportunity… I’m confident in the long run the architecture will pay for itself. In the short term I’m watching Blackwell like a hawk…
I've been saying the same about it. I've been thinking about getting out of my ETF's this year for awhile now and going with a more manual holding strategy with PUT's since I think the ETF's are too heavily inflated with Nvidia stock for my liking. While I regret not buying more into Nvidia during the boom, my though at the time was the bubble would pop earlier than it has, but such is life.
13:07 saying its overvalued is subjective your entire video is basically 3 statistics that don’t properly reflect the situation click bait and your feelings 😭
while true for the time period. doesnt really matter since the price of all other crypto was dependant on bitcoin. since for most people that is the one they know and look to. so is common in most videos talking about crypto crashes or rises (that are not specifically about crypto )to just look at bitcoin instead of the market as a whole.
"People shifted to mining Ethereum when GPU mining became unprofitable for BTC." There I fixed it for ya... In 2011 you could still successfully mine on a single CPU thread. 2012-2014 was the peak era of consumer GPU BTC mining. Then comes the derivatives (BTC XT, Ethereum) as the original BTC protocol was hitting its scaling limits. This is the point where Crypto lost its original purpose and became a speculative asset .
I sympathize with many people who had no knowledge for digital marketing because currently dollar is unstable and coin is taking over to be the universal currency
In my opinion Mendy allisa strategy is the gold standard right now, and I suggest it to anyone starting out because of its excellence and widespread recognition.
What I appreciate about Mendy allisa is her ability to tailor strategies to individual needs. She recognizes that each investors has unique goals and risk tolerance and she adapts her advice accordingly
The thing is that you can't compare Cisco to Nvidia cause Nvidia is still practically a monopoly unless some company manages to make better GPU's than them in the next year or even 5 years. AMD tried that and gave up that's why they're always just trying to compete for the mid tiers of Nvidia. Intel's Arc and ARM's foray into GPU's will be 20 years behind.
One thing I have learned about the stock market is that it is very very manipulated. It will not let investors know when it go up or down. It will always do the opposite what investors think it might do... If investors can figure out what the market is going to do, companies will go bankruptcy.... So I don't waste my time and energy to bother what the market is going to do...... for me .. Long & short-term trading is generally safer, allowing investors to weather market volatility. I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Kerrie Farrell, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape...
Investing with an expert is the best strategy for beginners and busy investors, as most failures and losses in investment usually happen when you invest without proper guidance. I'm speaking from experience...
![The Meteoric Rise of Nvidia [Fastest Growing Stock]](/img/n.gif)
ORIGINAL COMMENT: AUGUST 16, 2024
For those of you interested in the details of the trade:
June 18, 2024: Day Nvidia become worlds largest company momentarily
Purchased 100 $30 12/18/2026 put options for $9,000
bit.ly/4cyNT5c
August 5, 2024: Japanese carry trade capitulation day
Sold 100 $30 12/18/2026 put options for $25,000
bit.ly/3AB9dJY
I plan to double down on my position at the end of this year. Will keep this comment updated.
UPDATE: DECEMBER 5 & 6, 2024
Purchased 1,200 $50 1/15/2027 put options for $258,481
Trade Confirmations: bit.ly/49mJaDT
Disclosure: I am a SEC registered financial advisor, but this is NOT financial advice.
Good luck my man
Hari, can I open a Silo account under a trust?
Hey Firestorm, DM me on discord at hari4248. Maybe we can work something out :)
Do u have a discord server only for trading ? I would make a discord account to join one lol
I agree with you that Nvidia is overvalued according to the fundamentals, and the back-to-back blockbuster earnings reports are unsustainable, but the market is not purely rational and high PE ratios like this are common in tech. I think you were smart to sell those puts when you did. Nice profit, but the market is salivating over Nvidia and I predict a new all-time high will be set before the next earnings report on 8/28. I'm not an insider so I don't know how those earnings will turn out, but I'm hesitant to bet against the bull run until I see an earnings dip.
Definitely would not put all my chips in this basket, but I'm glad I've held since September 2022.
NVIDIA’s record close is impressive! Their position in AI makes them a solid long-term player. With the market's ups and downs, I feel confident sticking with them for now.
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
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.
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
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.
what long term? it is all BS there is no future for AI, cause we haven't developed one yet, period.
Yes it's going to crash by 90% ! Everyone sell quickly so that I can buy cheap ..
ur funny
We've done something better, bought Tier 1 banking assets, Nvidia was nice, like any bubble is nice before popping.
Hahaha
Most stocks that go through this never recover.
Buy high, sell low baby!
Next video: How Nvidia gained $1.2 Trillion In 21 Days
Hahaha true
@@LogicallyAnsweredI hope it’s true, but my bet is way smaller than yours
Try $10 trillion when news leaks that they’ve found a way to replicate alien technology that provides 1000% improvement in energy and processing efficiency before losing $9.5 trillion when it’s revealed there was an inadvertent spelling mistake. So much for the efficiency of markets lol
@remmond3769 About 13K employees are in America, and then APAC, India and Europe have about 4K employees each. It is not true NVIDIA is based in Taiwan. TSMC though, which they may rely on for manufcaturing, is indeed based in Taiwan
@remmond3769 there footprint is to huge, they might be the main reason Taiwan would get saved 😂. If you think America will let China take them then your crazy! America is more likely to step in for them then Ukraine. China would never risk a war with us because it would be bad for business.
So what's the most effective strategy during this period of volatility with the rate cut? Most of my portfolio is in (20% Index funds, 20% CD's 30% Bonds/T-bills and other assets) I want to explore different strategies to benefit from a potential bubble.
Adding META and NVDA are smart additions in my opinion. it's all about balancing your risk tolerance with your long-term goals. Partnering with a financial advisor can help streamline your strategy.
Absolutely! Wealth is made in bear markets. We aren’t in a bear market, but nibbling heavy red days has proven to be fruitful for me over 9 years of investing. I am at 2.25 mil. Biggest positions PLTR, TSLA, SCHD, NVDA, and now looking to build up DRGO alongside finding quality value/growth stocks to buy. I got $48k divs last year in taxable divs. Q2 taxable divs this year was $17,388 this year. Don't sell when the market is down. Having a skilled CFA that puts the time in to do in-depth research can be invaluable in strategizing your portfolio.
Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?
Sure you can! Judith Lynn Staufer is the financial advisor I work with. Just search the name. You’ll find necessary details to work with to set up an appointment.
I just searched the web and saw her profile and accreditations, someone with great experience i must say. Thanks for sharing with us! I sent her a mail already.
Careful my man. Don't want to be another finance youtuber giving financial advice.
Yeah, definitely want to avoid giving financial advice
@@LogicallyAnswered running into hot water to boiling water
Almost feels like the next FTX sponsor is around the corner 😐
I love it im putting the house up
Balls to the wall fellas 😂
( spongebob voice )
A few moments lataaa ...............
" Honey we gotta talk "
To be fair, he was simply stating what he is doing with justification for his decision, and hasn't recommended the viewers to do the same.
Someone has Nvidia shares.
The stock market is a complex system that is influenced by a variety of factors, including economic indicators, political events, and global trends. The relationship between policies and the stock market can be complex and multifaceted, and it can take time for the full effects of policies to be reflected in market trends. Therefore, it is possible that policies implemented in the past may have a "lagged effect" on the stock market, as their full impact may not be felt until later on
Just try to diversify your portfolio to other market sectors, that way your investment is balanced and you don’t get to make so much losses.
I had a similar experience. A financial advisor could really help you re-adjust and identify blindspots that you yourself do not notice, like mine did in advising me during COVID on how the pandemic will shape things, and I made it out big and still make up to at least 20k in dividend per month.
Could you kindly elaborate on the advisor's background and qualifications?
'Sharon Ann Meny' is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment
My CFA ’’ Sharon Ann Meny, 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..
I recently sold some of my long-term position and currently sitting on about 210k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated.
Palantir, ARM and Nvidia are all still good buy, but what do I know I’m not a financial advisor lol
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.
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
Melissa Terri Swayne is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.
I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
'Markets can remain irrational far longer than you can remain solvent...' a quote by some bloke in the past...
No, LLMs aren't making money. The issue is that money is made from people who spend money. LLMs remove people who spend money from the market. You're in a lose lose situation here. Sure productive goes up but the worth of that productivity goes down.
@@chudchadanstudAnd that is the problem with capitalism. Even if we automate everything we will not be able to work on what we really want because the market must be fed.
Esecillyu when they're 100 percent rigged like the U.S. stock market yet so one gets arrested or locked up.
Words......
I dunno, I can sniff solvent like pretty irrational.
To be extremely clear, GPUs don’t handle “complex tasks”. Rather, they handle a massive amount of simple tasks parallel, whereas CPUs handle complex tasks.
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Risk mitigation is indeed something to consider well before setting out on inveestments. Most often than not, CFAs take care of this perfectly. People downplay the role of CFAs until being burnt by their own instincts. I was in a similar situation a few years ago; Took my chances but stocks went crashing. Realizing I wasn't good at timing the market, I started working with an Adviser, which helped me build a $1.6m portfolio.
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
Her name is. 'Lucinda Margaret Crist’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
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 any other recommendations you make.
I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.
Facing a similar situation, I sought advice from an advisor. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $100k to over $300k in 14 months.
@@williamDonaldson432 Your advisor must be really good, I hope it's okay to inquire if you're still collaborating with the same advisor and how I can get in touch with them?
Your advisor must be really good, I hope it's okay to inquire if you're still collaborating with the same advisor and how I can get in touch with them?
Annette Marie Holt 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..
just to throw something out, stock value isn't the same as how the company is doing. Nvidia is very rich and even if AI vanished tomorrow it'd still be very profitable. Being overvalued doesn't mean the company is doomed.
That's exactly what he said in different words.
Here is the problem with overvalued. At some point few investors get cagey. They withdraw their investment. Created a panic in market. Suddenly share price crashes for that company.
All investors pull their money out. CEO is fired and is replaced with someone who has experience only in sales and marketing.
Company loses it tech focus. For initial few years company stablizes then fall behind tech as researching was unprofitable.
Then scams are done to create artificial high price for stock, finally share price falls for good, and company is doomed.
Thats a captialistic cycle. Every company will go through this.
Sure, but if you are the investor, I hope you bought cheap.
@@robvelorwhy do you think this isn't cheap right now.... People do this weird thing all the time where they focus on the chart. I don't look at the chart, only financials. The company is cheap. Right now. It's obvious, people don't read financials because I actually talk to you people in real life. And you tell me to check out xyz company, and you NEVER know the financials. It's weird, you can just watch 300 hrs of UA-cam and get 85% of the knowledge necessary to analyze semiconductors. Instead, you just look at chart go straight up and think "bubble!". And not "maybe, net income went up, and is sustainable.... And growing..." but I get it. You guys do what you can because you don't want to do any actual work.
Honestly, Tesla stock price is much much worse than Nvidia when talking about fundamentals.
Yeah it acts like crypto
teslas pe ratio is out of hand.
fact, TSLA is this household great Risk, Elon must deliver on Tesla Robotaxi in October or the stock price will fall back down to $108
@@KSunMMA we all know how musk „delivers“. He will say, it comes next year and we will never see it.
@@L3nny666 Roadster now announced for 2026 and when we get there 2029. When will people understand musk is a conman nothing more.
I'd never short a company with hype behind it after GameStop but gl
Yeah if you thought Gamestop had its fanboys ... the Nvidia/ATI rivalry itself created the word fanboy!
And then Playstation and Xbox players took it to another level 😂 @@Derekzparty
@@Derekzparty nvidia fanboys are also obnoxious and irritating, they'll litterly fight you if you don't like nvidia or prefer AMD.
Not hype , actually. He's right about stock price being vastly overpriced and wrong about it's niche not sustaining the next big crash. Nvidia dominates market share and GPU tech ahead of other major chip makers. With AI being a generative system, the more its fed more it learns . I think if they focus their strengths and build on licensed product placement,, they can ride out a major shutter in the future.. still, stock price must and will adjust accordingly
@@brickums913 AI is literally replacing people's jobs ... it's more than just a niche!
Shorting Nvidia is not a good idea, Markets can stay irrational longer than you can stay solvent.
Buying puts isn't the same as shorting the stock, and will have little effect on your solvency if the stock crashes.
It is a very good idea in a declining global economy. Slowing tech sales and premature expectations of AI, to deliver in the short term, greatly increases the possibility of a substantial slide in Nvidia stock value.
@@gerald02121 how is buying puts not shorting a stock
This is the best goddamn advice that’s ever been put into print😂 save your self millions by listening to this chads advice ❤
Don't think he's seen the classic documentary The Big Short.
Are you sure you meant Nvidia, I think Intel is the one having the Cisco moment right now with all 13/14th gen processors cooking themselves and investors dumping Intel. AI will soon plateau, just like cloud was the fad in the 2010s.
I'm going to bet intel goin to raise from the ashes like phoenix if they get their priorities straight their new processors are almost on par with AMD give them few years they Will be back they also trying out on gpus now which are pretty decent intel Will be back
@@mass5904 I honestly think ARC might save Intel. We sorely need another player then just Nvidia and AMD in the GPU space.
Intel isn't the one with an inflated stock price due to the AI bubble. Intel is tanking because they're consistently fucking up for the past 10 years
yeah. His editor gave him the wrong company name. 😅
until intel sort that issue
i don't think intel is a great buy
..okay but at what point in this video did you explain to us "How Nvidia Lost $1.2 Trillion In 46 Days"? I just sat through 15 minutes of what made Nvidia so big, and you talking about your previous predictions, but at no point was the video's title addressed whatsoever.
I agree
I hate this click bait titles. I never bothered myself watching this video because What I know is NVIDIA lost $230B in 46 days. Or maybe he meant 1.2T pesos.😂
It's clickbait and the video explains nothing. The title is clickbait
The video was originally written before the crash occurred, so didn’t have a chance to explain the eventual title. Between June and August, Nvidia’s market cap fell from $3.5 trillion to $2.3 trillion, hence $1.2 trillion market cap loss.
Since then, Nvidia has recovered back to around $3 trillion mark.
Sure, but the title implies that you’re going to explain how the crash occurred. Why not just keep the original title?
Turns out filling the internet with AI spam isn't actually valuable.
if the favorite shovel seller in the gold rush is starting to lose money, you know it's a bubble
"Nvidia should be the largest company."
"Nvidia should not be the largest company."
Logically answered!
Happened too fast. Needs to correct and digest the move and wait for fundamentals to grow first.
How are we still using PE ratio for tech companies? It doesn't matter. Amazon was at 250 PE ratio April 2023, that's a bad time to buy right?? Who would buy at such a high PE ratio? Surely it will only go down from there.... The stock is up 75% now it was one of the best times to buy Amazon in the past 5 years.
Amazon has a far more reasonable PS ratio though. Also, things can stay irrational for quite some time.
@@LogicallyAnswered PS ratio of Nvidia and Amazon are not comparable Amazons operating margins are below 10% and Nvidias above 50%
@@ayanmishra2186holy crap. Another sentient being. This is insane.... I didn't know there were others out there. Wow.... Amazing.
@@LogicallyAnswered30% ebitda growth on average.... And you want to expect a low pe.... I seriously am doubting 99% of the world's math skills... Backward looking multiples when stocks are about the future... It's like, how do you screw up a fundamental? You forecast.... Not look backward.... This is why so many of you are bad at this. You refuse to do the fundamental thing, FUTURE CASH FLOWS.
I purchased nvidia exactly 2 month ago and now I have 30% up
Companies will always end, but the real question is when exactly.
The difference between Cisco and NVIDIA is that it was easy to compete with Cisco, but competing with NVIDIA is almost impossible (ask 3DFX)
You’re comparing stocks in 1999 vs 2024? I don’t see the comparisons. Today not all AI stocks are skyrocketing. It’s mostly just NVDA and SMCI.
better question: how nvidia even got to trillions
Facts
By being practically monopoly on machine learning and being strong in gaming market (even if 40 series are underwhelming for price)
@@LogicallyAnswered those are not facts.
Because there are not any competitors for them and even if a new company start selling GPUs it takes year's to be on there level
Ai buff
Then an old man walked up to me and said, "ya know whatever will be will be"
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.
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.
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 with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.
I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?
‘’Marisa Breton Dollard’’ is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
Thank you for this tip , I must say Marisa, appears to be quite knowledgeable. After coming across her webpage, I thoroughly went through her resume, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.
I'm tired of runing into loses Trying to trade this market and it's really fulstrating. I have liquidited my trade foe the 3 time in a months.. I don't think these online videos can help any more. I need help
The loses is much, on me also, I wanna try to move on
Over a month $50,000 was liquidated and I don't really know which pattern or stretegy go try right now because all I know and have learnt have been used yet no possitive results
I wonder how people run at loses when there are proffesional traders who give good returns and give quality coaching
I had all this kind of experience before till I met my coach that has been helping me
What's the name of your caoch because I need a good realiable trader to help over come this loses. I run at $10,000 loses weekly with wrong signals
It's wise to seek professional guidance when building a strong financial portfolio due to it's complexity.
I usually go with registered representatives. Jane Rucker Fx has the best performance history (in my opinion) and does offer 1v1 consultation to her capitalists which I think is amazing.
Any update on this? looks like nvda didn't crash. Any update on your short?
Long story short, Nvidia's stock is going to crash because Cisco experienced it over 20 years ago as well.
Not cuz it might tho cuz same situations ation
No.. its going to crash because its tied directly to a bubble market, in the same way cisco was...
Uh no cisco never had the kind of advantage that nvidia has (Cuda). Nvidia is nearly doubling its r&d expenses yoy while cisco did the same they did it in an oversatured market sure nvidia has some competitors but even the biggest threat to them (AMD) is so far behind them that it seems like they will be the top dog for a while
The only reason why it might crash is because even companies who are buying the hardware are asking themselves how can they justify the expenses. Sure most consumers right now are avoiding AI because of privacy but AI is still in the early stages.
I wrote this comment before I watched the video.
Also 1 doesnt make a pattern
I had diarrhea yesterday... Did you as well?
No this time is different
10:05 it’s developing technology it’s clearly capable and growing so this is just null and void point
Up 12.5% in the last 3-months.
Excellent judgment and insight ❤❤❤
I've owned NVDA for over 8 years. It's been up and down, but I believe in Jensen Huang and will stick with NVDA until Jensen says otherwise. I know that sounds crazy, but when the financial statements/Jensen, (same to me) tell me to sell, I will. I'm sure I won't sell at the top, but that's OK.
Kept $105k in CIT Bank HYSA at 5.05% but i now plan to invest in the stock market. What are your thoughts on that? What stocks should I look out for as a newbie to safely grow my money?
I regret selling stocks 2021 and my strategy ever since has been pretty much buying Gold and silver to protect my wealth but if I could come up with a way to profit from this bull run, that would be brilliant. I've missed so much already. can you share more info?
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
Brother, it has been a while!! Thanks for another new video!!!
Of course man! Thanks for being here!
As long as people need GPUs, Nvidia will be fine.
people will always need GPUs, they just wont need hundreds of billions of dollars worth of GPUs every year
@@weho_brian Majority of the jobs are going to run in GPU in next 10 years yeah we need GPU's every year to scale it ... at the technology LLM's are improving so fast just like we have mobile phones 10 years ago, For eaxample if you compare GPT2 released in 2019 and Chatgpt last year you will understand how far it has improved, Text to action is also coming
The stocks is gonna tank though. It's grossly overvalued and it's even not Nvidia fault. I hope the market can re-adjust without hurting much of Nvidia
@@shehinfano I think you are confusing NVDA's business segments with actual relevant streams of revenue. The biggest winners of the internet boom were not the internet service providers (Verizon, AT&T, Cisco), they were actually enterprise software, cloud, and mobil (Microsoft, Google, Apple, Meta). NVDA is a provider of data center GPUs that is in VERY HIGH demand right now. It is still too early to understand how NVDA can support growing their revenues through anything other than GPUs. Companies (even big tech) do not have infinite amount of capex and at some point the demand for GPUs will slow down. I am long NVDA, but I also have a clear exit plan. I am not foolish like many people thinking NVDA can goto 30 Trillion dollars in 3 years
Yeah I'd say they've got a cult fanbase for their overpriced GPUs. Even with AMD closing the gap on driver performance and offering a superior software package (Adrenalin) at this point.
10:38 this is not true Tesla is a great example of how yearly earnings don’t reflect share price
Nvidia stock was at $13 at the end of 2021. It's at $124 today and rising. It's been growing steadily since the end of 2022.
yep because of AI hype, but its not sustainable
AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE 🤮 AY EYE
Hype trends don't last ask around anybody that dares to advertise "smart" whatever as main marketing strategy... The trend died very quick just like AY EYE will
@@chillrelax6915hard to say , I mentioned to my bro who is in the tech game that I tried an AI product and I thought it was half baked , and I thought maybe AI will be just be another passing fad like VR that blows in and blows out every x amount of years .
His response was…. AI is coming and it’s not going away.
So maybe Nvidia is on the right track ?
@@mikldude9376 AI isn't going away, but it's over-hyped. Companies who have no stake in the game are just investing in it because everyone else is.
As the studies come out you'll see a massive drop. I have found myself using it less as I adjust to my work load. I already have the templates I need
@@mikldude9376 It's just "advanced search" the hype will die just like every other trend in the past.
2010: "this is a smart device" WOW AMAZING!!!!!!!!
2024: "This is a smart device" Oh.. cool story bruh...
I think you changed your attitude toward Nvidia quite a bit - but their valuation really has gone to insanity since than.
I agree that they are absurdly overvalued. Currently we're using the baseline of the gold rush times for the valuation metrics, while we'd need absolute perfection to justify the valuation from this point, it's absolutely foolish. I doubt that their current level of profits is sustainable for the mid-term, and yet investors are pricing in that they'll grow as fast as some small to mid cap companies.
I know that I'm mostly summarizing, but it really feels like everyone has abandoned the "old valuation metrics" that "don't reflect the revolutionary technology." I guess only bulls are left now, bears have long ago abondoned the ship. That's why we can all look there and play the Cassandra, while nobody listens. It'll only end once the least bullish investors get cold feet and aren't replaced by new investors...
Well put
What about their tech moat? Cisco failed because network equipment got commoditized? Are NVIDIAs gpus also gonna get commoditized?
As a professional trader, I lived through the CSCO bubble and the NVDA bubble is indeed similar. However, winning at shorting is all about timing. I think you are too early. You need to wait until it posts a lower high on a daily or better still, a weekly chart. Idiots can keep buying this for longer than you might think. So you need a clue that it has run out of idiots (hence a lower high on a weekly time frame)...
Fair enough, that makes sense
Don't miss Nvidia has alot more going for it then just GPUs ...... Cisco did not have anything primed for its future its present or did it learn from its past ..... Nvidia has GPUs, Robots , AI , Software , Finance , Property They are ahead of the game and most other Companys and most dont see this Yeah they might see a pullback but there not going an where a pull back is normal after a move like that ......... Give me a discount ill eat that shit up
GPU, Robots and AI are all tied together, also software is extremely vague, most of their "software" are just applications of AI.. if AI is a bubble ( which it probably is ) then it will bring down Robots (whose bottle neck is AI btw) GPU's (since Nvidia has completely abandoned the consumer market and make all their money from b2b) ect. I obviously dont think their going to fall under with a crash, but a crash is inevitable, and they wont leverage property holdings to counter act it....
it is gpu sales that makes money.
@@RawrxDev atleast someone speaking with good knowledge here 👍🏻
So Cisco didn't have property, finance, and software?
In a sense you just propped up the argument: NVIDIA only have GPU's and AI, and they've been throttling their GPU's by adopting AMD's old "bulldozer" technique: add more processing units and more power.
I'm not saying NVIDIA is done but like the video says if they go down 70% they're still a top 5 company.
But the question is when?
This video is going to age like a bottle of fine urine.
If I see another "it's over" on a youtube thumbnail I'm gonna lose it. 99% of the time nothing really changes
Video released today, NVDA $3.06T.
Was NVDA worth $1.2T more 46 days ago?
Hey man, this video was written well before Nvidia's recent crash, so the eventual title did not get explained in the video. Here's the explanation.
Their peak share price was $140.76 on June 20, 2024. Their local bottom was $90.69 on August 5, 2024. That equates to a fall of 35.5% and $50.07 per share. $50.07 * $24,620,000,000 outstanding shares = $1.23 trillion.
Since that local bottom on August 5, Nvidia has recovered much of this market cap loss. But the mere speed and magnitude of this short term crash shows you just how quickly Nvidia can fall.
www.tradingview.com/chart/?symbol=NVDA
nvidia employees are also the richest, apparently half of the company are multimillionaires because their stock exploded.
they are back to over 3 trillion...this story didn't age well!
Closed my initial trade at the local bottom though as said in the video and pinned comment :)
Every big WHAT Company?!?!?! 6:05 😂😂😂
Had to listen to that a few times.. 😂
NVIDIA stock on January 2nd, 2024: $48
NVIDIA stock on August 16, 2024: $124
Yeah, it's over man.
This has happened before but smaller with NVDA. They're going to take profit and the share price will drop 25%+
What you need to be looking at is the day to day, not the difference from over a huge span of time.
There's a reason why folk actually in this are saying the opposite of you, to say the least (and before for fail at playing "smart" actually look at the market news as opposed to what you did. Those folk are riled up as opposed to acting like it's pure gold atm for a reason)
You know the adjusted price on 8/16 would be $1,240 because of the 10-1 split in June. And DO NOT believe this video. I actually created a new save list called 'Videos to Laugh at in the Future' just for this video.
Reasons: There are too many
*Gaming and Crypto are a fraction of Nvidia's current earnings which has been dwarfed by data centers. This data center growth is what spiked the price starting around 2019, not crypto.
*Everyone and their great grandmother has been making the Cisco comparison since...2019 and it has yet to materialize. Cisco crashed because of the junk startups around it. For several reasons that is not the case today, mainly being the lack of market liquidity and the over influence of hyperscalers. Most AI or data center investing has been done through the hyperscalers (Microsoft, Alphabet, Meta) and these companies are hardly in a bad state financially. In five or ten years we might have a 'dot com' esque market surrounding this industry, but as of today only venture capital firms have bets on pure play AI startups.
*The P/E ratio. This guy picked Intel and AT&T for his comparison (Nvidia at 70, Intel at 10) when really he should be looking at AMD which has a P/E of 180, ARM which has a PE of 330, Broadcom at 71 and the semiconductor average of 40. So Nvidia is slightly high, but near average for the industry, not including prospected growth which brings me to my last point.
*Nvida's future is data centers, cloud and software. Take a look at what AWS did for Amazon or Azure and Microsoft and you can touch on what the future of building their CUDA platforms will bring to their balance sheet. In a couple of years we could see Nvidia living off of CUDA and designing GPUs or NPUs as a hobby.
In short, if you wanted to make a scare video using cherry picked historical anecdotes, this would be a great example of how to go about that. However I do believe it is important to inspect the possible fault lines of your sacred cow investments, so take this with a grain of salt and then go watch something rational, or several things rational.
You know the adjusted price on 8/16 would be $1,240 because of the 10-1 split in June. And DO NOT believe this video. I actually created a new save list called 'Videos to Laugh at in the Future' just for this video.
Reasons: There are too many...
*Gaming and Crypto are a fraction of Nvidia's current earnings which has been dwarfed by data centers. This data center growth is what spiked the price starting around 2019, not crypto.
*Everyone and their great grandmother has been making the Cisco comparison since...2019 and it has yet to materialize. Cisco crashed because of the junk startups around it. For several reasons that is not the case today, mainly being the lack of market liquidity and the over influence of hyperscalers. Most AI or data center investing has been done through the hyperscalers (Microsoft, Alphabet, Meta) and these companies are hardly in a bad state financially. In five or ten years we might have a 'dot com' esque market surrounding this industry, but as of today only venture capital firms have bets on pure play AI startups.
*The P/E ratio. This guy picked Intel and AT&T for his comparison (Nvidia at 70, Intel at 10) when really he should be looking at AMD which has a P/E of 180, ARM which has a PE of 330, Broadcom at 71 and the semiconductor average of 40. So Nvidia is slightly high, but near average for the industry, not including prospected growth which brings me to my last point.
*Nvida's future is data centers, cloud and software. Take a look at what AWS did for Amazon or Azure and Microsoft and you can touch on what the future of building their CUDA platforms will bring to their balance sheet. In a couple of years we could see Nvidia living off of CUDA and designing GPUs or NPUs as a hobby.
In short, if you wanted to make a scare video using cherry picked historical anecdotes, this would be a great example of how to go about that. However I do believe it is important to inspect the possible fault lines of your sacred cow investments, so take this with a grain of salt and then go watch something rational, or several things rational.
facepalm... that's not how to measure value bruh
I'm a firm believer that Local Language Models will take over.
All I want is upscaling, document summaries, and basically a local search engine that I can define what it's searching.
The relaxed CEO dress code is getting out of hand.....his outfit is like a wannabe weekend biker
Always has been
Hahaha
ummm so are you a fashion police now. show us what you dress and we can discuss
yet hes a billionaire and youre not
@@kennethhou912 You're gay...and he's not
I think you are right, there is a lot of hype, but the bigger problem is who can purchase NVidia GenAI GPUs, I predict the US Government will not allow them to sell to Chinese OEM manufacturers.
It's actually impressive you've put your money where your mouth is. And I agree with your analysis. Good luck man
What do you mean 2010 ? GTX 1080 Ti released in
Mar 10th, 2017
I don’t believe anything in this video because the format is propagandistic and dramatic. This is not an objective analysis. This guy is either biased or compromised, hoping to profit from controversy.
you sound like yoy have alot of nvidia stock and you feel scared of the inevitable bubble burst of the ai telling you to eat a rock daily to have a good diet
i hope you have a plan b, apart from complaining on youtube comment sectuon
He's done that for many other topics before, stopped watching an year ago. This popped up in my timeline after long time
funny how he made a short last year saying nvidia will be the largest company and now he switches up to brainwash his subscribers into more nonsense
Excellent video ❤❤❤
This video sounds like a post on r/wallstreetbets trying to cope his 10k short.
correction 1080ti wasnt in mid 2010 it was in early 2017 lol
I am 90% sure that most of the "AI will take your job" is more of a publicity stunt than reality... we are pretty far away from that , especially after knowing LLM performance is starting to flat line , AGI won't be here this decade(and unlikely the next), Progress will slow/ is slowing not because of the lack of funding, because we are reaching the cutting edge compute and transformer physics , there needs to be a new computer architecture and new way of training and building the LLMs . NVIDIA will soon not supply the gold rush equipment needed while the gold is being dissolved.
12:59 yeh because he is a good CEO who has his shit together I wouldn’t be surprised if he had concerns
Non no noticed?
GTX 1080 TI was not released in 2010 😄🤣 WTF? 2010 People had GTX 400 Series
You could be correct on the ultimate direction but possibly to early. Could go way, way up, before going way, way down. I think their market will be robust till late 2025. Maybe wait till they sell late 2027 puts?
My nvidia gpu just crashed
Hahaha, it knows
Wow, I guess time will tell the tale, good luck on your trade
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.
I agree, just because the market presents opportunities doesn't mean we should rush in headfirst. For this reason, we should look for appropriate market analysis or guidance or, alternatively, seek advice from certified market strategists.
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.
One of my goals is to employ the service of one this year. I've seen some off Facebook but wasn't able to get a response. Could you recommend who it is you work with?
Jessica Lee Horst 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.
Thanks a lot for this suggestion.
The issue here is speculation.... simply nothing more.
14:27 you shouldn’t, AMD is better and does not overprice their products, and they’re not stingy with the VRAM like Ngreedia, that being said, I’m buying a 5090, only because it’s coming out soon and it will be the most powerful, though I’ve heard good things about upcoming AMD gpus, and if they’re better I’m trashing my 5090
How dumb is calling profit company greedy. You expect them to sell you their chips for lower price than big AI companies are getting by ordering billions? They are not charity. They offer you price and dont force you to take it. However, seeing how bad AMD Radeon is doing you kinda dont have a choice. Now you can see in BM: Wukong benchmarks your average 16gb amd GPU like RX 6800 is getting humbled very hard, having waste of VRAM to spare but to no help. Beyond this there is no single game where for instance 4060 8gb is getting limited by vram before performance. Nvidia is only choice if you want to enjoy latest graphical improvements. On AMD you can play last gen looking graphics on high fps but even then you dont have advantage because 4070 Super cooks 7900 gre and 4080 cooks 7800xt.
@@filippetrovic845 4070 super and 7900 gre are the same price, gre being negligibly less, out preforms the 4070 super bro.
4080 and 7800 xt, uhhh yeah, the 4080 out preforms it… but is 1600$AUD and the 7800 XT is 700$AUD… so you even know what your talking about??????
It’s the 4080 super vs 7900 XTX if we are going fps per dollar, and guess what, nvidia 1600$aud AMD 1400$, RX 7900 XTX out performs the 4080 super by 5% to 7%
I say Ngreedia because I know the 4090 should be 2200-2300, not 2700-2800, if amd made a higher end gpu nvidia would lower their price, and amd has made nvidia reconsider their gpus price, even in this generation, bro you know nothing about gpus
Agreed!
@@filippetrovic845 I swear every time I try to reply to this comment I come back the next day and it’s deleted or didn’t send or something, 4070S vs 7000gre, same, the 7900 is slightly faster, but I prefer Nvidia if they’re equal in price and performance, 7800xt vs 4080, they’re not even in the same category, 4080 super vs 7900 XTX, the XTX is cheaper and faster, amd is better always, but if the prices are roundabout the same, I will go and nvidia, or I’ll go nvidia if I want 90 class performance
Sounds like you were too silly to just buy the stock and use the winnings to afford Nvidia gpus forever..... Jensen bought me my gpus because I trusted him.
So this where Grandma's inheritance went...
“This isn’t anti-nVidia. This is anti their stock price.” - Yep, and you explain well why it is like that. And I agree. Thanks.
11:46 yeh but this has nothing to do with p ratios the reason intel is failing is because of bad product false promises and AMD
Ooohhh a tech bubble, that's never happened before! 🤔
5:24 bro acting like 2022 wasn’t one of NVDIAs best years 😭
Click bait. Sounds like he wants Nvidia to fall in order to make money. so he puts a video to get other people to help cause the fall so he can make money. Hmmmm?
Duh!
If it was a small company then yes but pump and dump like schemes do bot apply on gaints
Couple of things. As is with the majority of tech related companies, P/E ratios above 50 are very common, since people expect company growth in the coming years. You should read nvidia’s growth plans before deciding if you want to take on that risk. Also nvidia just got it’s major stock boom so the P/E ratio does not yet represent how they are turning new earnings into profits. At this point in time nvidia still hold 97% (I believe) of the GPU market, which is absolutely insane and will not change that much within a few years, so this likely won’t mean a short term market crash. The more interesting thing to take note of is if their growth plans will actually be achievable, since they are planning on not only offering hardware, but also some subscription based software on the market, which seems quite interesting and could for sure make the company have an even stronger foot in the ground. Just some of my thought. They seem to have their financials under control quite well for a growing company if you’d ask me. Tesla on the other hand… don’t think they will hold up
By the way this is not to say I don’t think nvidia will get a major crash. I just think it will happen after a minimum of 2-3 years
Woah the amount of bag holders here...
It worked but how do you know
Nvidia simultaneously killed gaming by making gpus expensive thus killing the very market driving the innovation
gaming market is fine. in fact it might be thriving right now haha. rather than company like nvidia killing gaming market it was gamer that killed company like nvidia/AMD in the market. right now we did not see the effect on nvidia because their GPU also very much sought after in productivity space. but look at AMD. their gaming revenue was hit real hard for the last 2 quarter despite providing better value than nvidia with their GPU.
You think they killed it but I was just in my local computer parts store and I see people buying the RTX4090 still. I actually asked the guy at the gpu department and he told me people still constantly buy graphics card. Sure I don't have money to straight up buy an RTX 4090 nor need it cause I only game at 1440p, but I am on an RTX 4070 Super which is not really a cheap card so yeah no people are still buying graphics card.
@@arenzricodexd4409 Well let's be honest, AMD might be good for their Vram and raw power at certain titles but Nvidia's DLSS and frame generation tech is much more insane when it comes to getting better frames and effects. Like sure at native AMD will beat some Nvidia cards at their own game but the moment DLSS or FG gets added on top of Ray Tracing, you see AMD cards drop to like 30fps while Nvidia still runs at 80~90fps at the same exact settings.
@@arenzricodexd4409hahah how many of you jump on this amd value bandwagon 😄 if amd is better value why steam charts say otherwise. Is 7900gre faster than 4070 super? No? Does it offer more versatile features? No? Then STFU.
@@arenzricodexd4409 better value while it suffers in productivity??how is that better value? Don't you see why it's suffering?
You should rename video to "How i lost 10k betting against Nvidia"
You're a wild one. I wouldn't bet against the market darling of the time. They did the stock split letting all of us retail degenerates come play. Along with all the whispers of big money just waiting on a nice pullback. I would like to say i wish you good luck... but, i like line go up
Good advice :)
Have you seen the latest in market news?
He's far from the only one against the juggernaut over the past month.
It goes both ways. I don't necessarily even disagree. It's just that if I was a bear, I wouldn't aim at Nvidia. I'd aim at literally almost anyone else. I will be all cash on their earnings..
@willg3220 True. The way I see it, when you hear that big players, including those at Nvidia are pulling out suddenly, that usually means something.
@MaddJakd, it's time for them to take the massive gains from Nvidia to buy new matching islands with matching yachts because Warren buffett just did with apple..
You are probably right, but you may be ahead of your time. If more rate cuts are established and more liquidity is poured in the market, NVIDIA could see alot more growth before the decline.
Some of you seem to believe this is financial advice, it is not. It's a thesis of overvaluation.
When he says "I made $25k shorting NVidia, and I'm expecting more downside", that kinda sounded like implied financial advice to sell.
Next, we'll be seeing the Lambos.
The trades were made in an retirement IRA account haha. So, wont be seeing those funds for a very very long time lol.
How much did you lose?
Did they hire Dylan to do an Ad?????
One thing to keep in mind that was touched on at the end is that Nvidia STOCK could crash 70%, but that doesn't mean the company is in any danger or is getting ahead of themselves. Jensen is very smart and knows what he's doing. They won't get too big/complacent/grow too fast under his leadership. They're NOT Intel.
are you a nvider trader?
LOL. NVIDIA is going 10x from here in 5 years.
No way you actually believe this. AI is overhyped and will be a thing but it’s not going to meet market expectations imo. At the end of the day it’s impossible to predict the future but I strongly believe the potential of generative AI is much weaker than expectation, especially from a business perspective. Even if it becomes a big thing AI costs a lot of money to run and will continue to, and early products are being offered for free setting consumer expectations at getting this expensive technology for free or atleast relatively cheap. AI will become a feature, much like Apple Intelligence imo and not much more for everyday consumers.
I just don’t think anyone understands quite how far ai will come in the next decades…it’s at a very, very basic level now and already companies are pouring billions into it to not get left behind. It just got very basic and flawed reasoning down, if the new chatbot is to be believed… is overvalued now? Probably. But as we we start getting the whole pie not just the tiny slivers we have now that’s when we will truly be able to see the whole picture…it really doesn’t change much for me, I’m buying at 120, 50 whatever may come. If we were to fall it’d be indicative of a greater recession anyways, which is just more opportunity… I’m confident in the long run the architecture will pay for itself. In the short term I’m watching Blackwell like a hawk…
There is no such thing as infinite growth. Once people realize that, NVIDIA is gonna tank
they're currently around 3 trillion dollars (roughly). Are you claiming in 5 years Nvidia will be valued at 30 TRILLION dollars? O.O
Then why the stock keeps rising ?
are you a nvider stock trader?
You've just lost $10k 😭😭😭
I've been saying the same about it. I've been thinking about getting out of my ETF's this year for awhile now and going with a more manual holding strategy with PUT's since I think the ETF's are too heavily inflated with Nvidia stock for my liking.
While I regret not buying more into Nvidia during the boom, my though at the time was the bubble would pop earlier than it has, but such is life.
This is bullshit.
Nvidia is a strong company with lot of growth. AI era just started.
He compare Nvidia with nothing!!!!
A very logical illustration. Well done
This video aged poorly
This comment has aged poorly lol
this reply aged poorly lol@@MetalSandman999
13:07 saying its overvalued is subjective your entire video is basically 3 statistics that don’t properly reflect the situation click bait and your feelings 😭
People used GPUs for Ethereum mining, not btc. You needed a dedicated BTC miner for that
while true for the time period. doesnt really matter since the price of all other crypto was dependant on bitcoin. since for most people that is the one they know and look to. so is common in most videos talking about crypto crashes or rises (that are not specifically about crypto )to just look at bitcoin instead of the market as a whole.
This is false they 100% had huge GPU farms to mine bitcoin before asic miners.
Technically with Nicehash you could mine Ethereum and be rewarded in bitcoin.
Technically correct - the best kind of correct!
"People shifted to mining Ethereum when GPU mining became unprofitable for BTC."
There I fixed it for ya... In 2011 you could still successfully mine on a single CPU thread. 2012-2014 was the peak era of consumer GPU BTC mining. Then comes the derivatives (BTC XT, Ethereum) as the original BTC protocol was hitting its scaling limits. This is the point where Crypto lost its original purpose and became a speculative asset .
You could use nicehash to mine eth but get rewarded in bitcoin.
Great video as always
Thank you as always Balpreet!
I sympathize with many people who had no knowledge for digital marketing because currently dollar is unstable and coin is taking over to be the universal currency
Hearing it last week got me scared so I agree with you! Investing puts money to work. The only reason to save money is to invest it
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The thing is that you can't compare Cisco to Nvidia cause Nvidia is still practically a monopoly unless some company manages to make better GPU's than them in the next year or even 5 years. AMD tried that and gave up that's why they're always just trying to compete for the mid tiers of Nvidia. Intel's Arc and ARM's foray into GPU's will be 20 years behind.
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