Nvidia's margins are 'heads and shoulders' above competitors, says 3Fourteen's Fernando Vidal

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  • Опубліковано 21 тра 2024
  • Fernando Vidal, 3Fourteen Research Co-Founder, joins 'Closing Bell Overtime' to talk Nvidia's quarterly results.

КОМЕНТАРІ • 37

  • @donovantobs
    @donovantobs 23 дні тому +48

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

    • @Monicamonasky-
      @Monicamonasky- 23 дні тому +1

      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.

    • @AmithKaury
      @AmithKaury 23 дні тому +1

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    • @frankedwardark
      @frankedwardark 23 дні тому +1

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    • @AmithKaury
      @AmithKaury 23 дні тому

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      @frankedwardark 23 дні тому

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  • @briantep458
    @briantep458 23 дні тому +12

    this guy looks too scared to invest in AI

  • @halfMTstudios
    @halfMTstudios 23 дні тому +6

    He's just saving face because he was so wrong before.

  • @528sunchaser
    @528sunchaser 23 дні тому +6

    Vidal seems to think AI is just going to follow some linear path without considering that someone as smart and visionary as Jensen Huang will both invent and position Nvidia to stay well ahead of the curve. Eventually this guy (Vidal) will be right, but not anytime soon - and look what he’s already missed out on by not understanding this market…

  • @PeterSedesse
    @PeterSedesse 23 дні тому +3

    Dude was bearish on nvidia last summer....he should never had been on tv after that

  • @shaochiavang
    @shaochiavang 24 дні тому +12

    $1,200

    • @HeroDai2448
      @HeroDai2448 23 дні тому

      in 1-2 months imo

    • @tellusrs7773
      @tellusrs7773 21 день тому

      @@HeroDai2448 can easily hit at some point up until stock split

    • @HeroDai2448
      @HeroDai2448 21 день тому

      @@tellusrs7773 possible. I think 1150 before split is possible but then a pull back for sure

  • @crawfish91
    @crawfish91 23 дні тому +1

    he does not realized that last quarter, inference was about 40% of their revenue

  • @dacmusr2260
    @dacmusr2260 23 дні тому +1

    He says inferencing will require less….😅

  • @felizh82
    @felizh82 23 дні тому +3

    He is sitting there and saying things I don't think he knows what he is talking about~

  • @raynovicio7332
    @raynovicio7332 24 дні тому +2

    wow that guy is a bear on nvdia

  • @hbomb65
    @hbomb65 23 дні тому

    his sense of being says it all, tight cub, very tight cub...

  • @runningdonut
    @runningdonut 23 дні тому +1

    bro is so shook he can’t even get the words out. Let this be a lesson to anyone fading Jensen

  • @alanreyescreative
    @alanreyescreative 24 дні тому +10

    laughing at the bears.

    • @HeroDai2448
      @HeroDai2448 23 дні тому

      they still think it’s going back to 500 😂

  • @maguilla
    @maguilla 23 дні тому

    Split baby

  • @MMoxie-lb4iv
    @MMoxie-lb4iv 23 дні тому +3

    Fernando does not appreciate the moat that Nivida has.

    • @HeroDai2448
      @HeroDai2448 23 дні тому

      just mad that he missed the bus 😂

  • @MeMy.I
    @MeMy.I 24 дні тому

    Modern day Miles Dyson from Cyberdyne Systems (Skynet)🥴

  • @leechen7235
    @leechen7235 24 дні тому +4

    There is no reason that Nvidia is not the most valuable company in the world. The growth, the expansion, the potential, the earning and the dominance. The AI is still in its early stage

  • @zhuzhang-qe8sl
    @zhuzhang-qe8sl 23 дні тому

    I glad to have an adviser who is excellent in what he's doing , you changed my entire life and I will continue to preach and song your praises on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Bruce Murdock Advisory!!!!..

  • @leechen7235
    @leechen7235 23 дні тому +4

    Fernando was wrong and clearly he lacks the vision about the future AI. In AI, we are like 1980 PC industry, there is at least 30 years of growth and progress ahead. Nvidia is not about AI chips, it is a complete software/hardware/networking ecosystem, there is no alternative today, no alternative in the next 2 years, not likely in the next 5 years.

  • @HeroDai2448
    @HeroDai2448 23 дні тому

    this dude is a bear 😂

  • @lujun823
    @lujun823 23 дні тому

    He is definitely not very happy with todays nvda move. Maybe he or his customers shorting?

  • @darrellshirar4411
    @darrellshirar4411 23 дні тому

    This guy is a negative bum

  • @scienceguo
    @scienceguo 24 дні тому +2

    it is the peak now.

    • @HeroDai2448
      @HeroDai2448 23 дні тому +1

      keep crying. It’s going to 1500

    • @scienceguo
      @scienceguo 23 дні тому

      @@HeroDai2448 EPS 5, price 1000. ThePE is 200 quarterly, and 50 annualy. Do you like to invest a 2% ROE product? and the growth is not continously due to the Google, Meta, OpenAI start their own NPU and GPU design.