I/O Fund's Kindig: Nvidia to Become $10T Company
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- Опубліковано 23 вер 2024
- Beth Kindig, Lead Tech Analyst at I/O Fund, says Nvidia's valuation remains low and the company's earnings report bodes well for the overall AI industry. She discusses the data with David Ingles and Yvonne Man on "Bloomberg: The China Show."
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But she's spot on with NVIDIA. TOTALLY AGREE WITH HER ON NVIDIA GROWTH AND THE PARTY IS JUST GETTN STARTED WITH NVIDIA .🎉🎉🎉🎉 This a slight scratchinng the surface of what is to come ....
She’s really intelligent, NVidia is a monopoly in this AI Revolution 😊
Only until its customers make their own chips
@@michelep9477 Customers are more focused on Application Specific Integrated Circuits (ASIC) because they want to be intentional about their investment (understandably) but nVidia is creating these general purpose, but also focusing on specialization stuff, but in the near term, generic is highly scalable because you have broader range of customers. So even Meta, Google, Amazon, Microsoft and others develop their own ASICs, they will still be a huge consumer of nVidia's general purpose GPU which are ahead by many years, they got their supply chain well established, and FAB dependency is not as tied up to Geo Political risk as people assumes. So thinking out loud, for the short (long term), they are all set. I see this stock going to 3000+ (unfortunately, I do not have any because mine got called away during Covered call play ... waaa waaa waa! I'm looking for opportunity lol )
@@michelep9477 maybe that time will come but that is several years behind. NVDA has also shortened the product lifecycle to 1 year which is unprecedented. On the conference call, they announced another chip coming after Blackwell for 2026-27 which is crazy. Jensen is well aware of what his competitors and customers are trying to do, he is a mad man.
@@michelep9477 NVDA has over 10 years dominance over the entire AI ecosystem, not just the chip. Hardware, software, networking, scalability, etc. No one comes close. NVDA has 90% of the AI market share and will continue to grow as more current customers demand only NVDA systems to run their applications.
@@michelep9477 Unlikely... Nvidia is just so far ahead, and spends huge amounts on further R&D. It will maintain a monopoly for many years, I think.
She meant 10 Trillion in market cap, not revenue by 2030. Great numbers though if they are saying NVIDIA will have a price target of $1,650 by the end of 2025.
The ecosystem yeah. Nvda alone at current state, No.
@@ssuwandi3240 The only real threats to Nvidia, are Amd and Intel, regulatory action because AI gets too powerful, or boycotts or outright bans from China, or US banning sales to China. All of these are pretty unlikely (but not impossible).
1650$ of single share or split share?
I think most people dont realize the impact that this will have. AI is not just generative AI or self-driving cars. Deep learning which is its branch has long been everywhere (X-rays, MRIs, CT scans etc.). Some of the most advanced surgeries currently use robotic arms due to very high precision. And the next developments in Drug Discovery, testing and simulation etc. is just getting started. Not to mention here Agriculture, Manufacturing, Education etc.
everything is accelerating and everything will be changed
I do realize what’s going on. But I have a habit of going back to old school. That will change as I get more experience and hurt myself less and less.
Everybody is making too much of the stock price moving only 6% after the earnings report. What they forget is that investors have already been rewarded many times over.
not only that, NVIDIA posted their lowest % growth.
u guys can't comprehend that AI is the feature and its coming pretty fast
@@stockholmpublishings2937 compared to what?? It just increased Q1 YoY revenue by 262%. You'd have to be seriously crazy not to think this is phenomenal growth.
@@bestimmtgut the public is still trying to understand the value and use case. even if there is one much if what were hearing now js hype
@@michelep9477 I thought it was mostly hype until I watched some product presentations. Nvidia chips are beyond anything else on the market.
What Beth said at the end about Qualcomm and new Nvidia/AMD AI PCs coming in early 2025 is so insightful! That explains why Microsoft is rolling out AI PCs right now with Qualcomm Snapdragon chips.. but I wonder how many investors are considering how much revenue could be added if Nvidia is able to launch a new AI chip for consumer PCs, even better if they launch their own laptop or consumer product with these chips inside. I can only imagine how equally powerful it will be at both gaming and AI workloads.. Could be a big competitor to Apple's new line of AI macOS products.
Fantastic interview!
When she said 10 trillion revenue by 2030, I paused the video, calculated the market cap by PE 20 and 50% net margin ratio in 5s, began day dreaming my king-style life…
Cathie wood sold Nvidia a long time ago. Probably the worst decision of her career
She lost about $1B from selling her NVDA shares prematurely.
Beth is The Bomb!
nvda $8000 by 2030
8000$ with single share or split share?
$800 by 2030
@@Fellow117 u want to reply 800 or 8000??
Nice review + forsight + report.
Facts.
Greatstuff.
Nice episode. Keep up the good work.Gooo JT and NVDIA!!!!!!🏁👏
Nvidia is selling to _NATIONS._ COUNTRIES are _fightig_ to get their hands on Nvidia chips. You DON'T SEE THAT from Apple/Amazon/Microsoft. Even Winnie Xtiler is trying to buy them from 3rd parties from US friendly countries but paying 5x more the price.
🧢
Every pc at work must have nvidia gpu so that they will run llm locally. They need 64g vram per gpu
How you wanted to phrase this: "The next series, packing more cores on a single board, are packing more revenue into each shipping container."
And luckily, companies should start monetizing well around the time supply chain allows for a real ramp up. But this will be the last YOY before their breakout started. About 12-18 months following blackwell, we should see the secondary market start to seriously grow. DIY home clouds will beget some cool applications.
By YouSum Live
00:00:28 Blackwell architecture revolutionizes Nvidia's future.
00:01:54 Nvidia forecasts $200 billion datacenter segment by 2025.
00:02:43 Blackwell's advancements exceed Hopper, driving bullish price action.
00:04:19 AMD poses competition in inference market with memory enhancements.
00:05:01 Nvidia's organic growth and product cycle shortenings sustain momentum.
00:06:20 Concentration risk from major customers addressed by Nvidia's diversification.
00:07:00 Nvidia's valuation remains attractive with potential for upward revisions.
00:07:24 Long-term outlook projects Nvidia's market cap to exceed $10 trillion.
00:08:39 Qualcomm faces challenges from AMD and Nvidia in ARM-based PC market.
By YouSum Live
I wasn’t that surprised but very pleased and proud. I currently have a 100% NVDA allocation, I do not trust my money with a company like I do with Jensen. 💚💚📈🇺🇸.
(that is NOT advice, many factors and variables, everyone is different, point is this how I feel about Jensen and Nvidia and have for years. There is nothing else like it and never has been or will be. Period.)
i have all my funds invested in NVDA and i love it, i'm glad that i can understand it's value
Be careful. They have many competitors, even their customers. Microsoft, Google, Amazon, AMD, Intel, and Groq are all gunning for them as they charge a ton of money for their chips.
I also made the decision to go all-in last year.. it's been such an experience.. and to think how much more we have left to go! truly one of the best decisions I've ever made in my life.
Pump it baby. I’m holding from 121 that bought in October 2022 😆😆😆
1 share ?
😂
1 share ?
😂
She doesn't know about Nvidia in the 90s. They were coming out with products every 6 months to stay on top of the competition. Rinse and Repeat.
You should probably look her up. She’s been pounding the table on the name for years.
@MarvinFontanilla I don't doubt it and I'm not saying she's against Nvidia in any way. It's just that comment on Nvidia's product cycles being sped up to yearly instead of every 2 years. She said they have never done that before.
Thanks for the insight Chris 👍🏻
Nvidia is the new Apple for all investors and the world 🤙🏻
I saw my boss kept checking out microsoft back in 1987... I should have bot it then. I bot in 2020s.
Smart lady. Yes Qualcomm is one of the best positioned going into this AI revolution.
Sales forecast and Value level is a periodically and instantaneously, periodically especially, AI Development, the company's AI capabilities and resources are Absolutely Key, crucial...
There are other great chip companies in this space too, Avgo, ASML, LRCX, MRVL, TSM
где можно посмотреть все шансы на эту игру? А то я не совсем пойду как оно считаетсяа Парни,
It is so interesting that SW and Apps companies were the big stars in the past with the exception of Intel. Now the chips companies that are the stars. Apps are being comoditized. At leat that's what I see happening with AI. Anyone can develop apps but can't do AI without massive computational power.
Watching videos like this, makes realize how little analysts actually understand this these products.
Ride the wave let price action dictate the trade not any damn fundamentals. Hard stop at $1000 maybe at $974 which was prior resistance as it needs to hold for momentum.
Nvidia will keep growing until we hit AGI then robots will do all our work please we need universal basic income
never gonna happen
No! hell no! Stock started moving when they announced split!!!
Not during earnings call! Liar!
Cant wait to see what my 1666.67 shares will do after split 😀
hold on to it for the next 5-10 years and you'll be able to retire comfortably.
@@DG-2323 5 yrs is the plan
@@DG-2323 5 years is the plan
@@DG-2323Might even see another split in that time
Nvidia does 100B in net sales why is it trading at almost 2.5 Trillion? Let's see the sales in 24 months. You will see Msft, Apple and others that will recreate ai products
The same reason Apple Trades at 3 Trillion Market cap with an average of 380Bil. For anybody whining it's 'expensive', clearly can't do comps and with these earnings beat, it just got less expensive. ...
Trailing PE, not forward, FORWARD PE is even LESS expensive, at 35!!, but lets look at Trailing PE = THIS WAS BEFOREEARNINGS TODAY:
= TRAILING PE
NVDA PE IS 78
AMD PE IS 238.3
ARM PE IS 382.4
Getting wrapped in the 'MARKET CAP' vs NET SALES vs LOOKING AT PRICE TO EARNINGS, is the issue with many like yourself. It's Trailing PE that matters and the foundation to what you see as the market cap. If you think all trades are forward looking, you shouldn't have any issues here. And newsflash, ALL TRADES ARE FORWARD LOOKING.
Blackwell is expected to generate 200B in sales for 2025. That implies the the stock will double from here
@@weho_brian already priced in
10T market cap might not be cake walk but surely NVDA is going to be the best company in the world and the highest market cap
well it's currently seeing 262% YoY growth, seemingly continuing to increase that. The forward P/E continues to decline based on this stellar growth. If you accept this is a transformational moment in computation that will require modernization throughout the world (as well as future large scaling opportunities in robotics and autonomous vehicles), this will only be the beginning of continuous, and rapid, growth, potentially setting this company up to be the largest company in the world in a matter of years.
i love how this woman clearly have no idea what those technical term means but splitting it out like she's some kinda of pro
You obviously don’t know her.
@@MarvinFontanilla Yes her lack of tech knowledge is as obvious as i don't know her
Lmfaoooooo
What? 85% revenue is from data centers? I thought significant revenue came from AI?
That's where the AI models are mainly run from.
The data centers are the ones switching out CPUs with AI GPU en-masse right now, basically a requirement for them to continue to keep their customers, because they are demanding AI-capable servers.
the data centers have nvda GPUs that run and train AI models
Beth pounded table on Unity software with motley fool podcast when stock was $100, now it is $18, so……. Do your own research
LOL didn't even mention Intel
This is what happens when Washington (creditor) now runs intel
hahaha, advertisement again. They want you to invest and then they sell to you. After they exit everything, all burst. old tactics
The new Cathie Wood.
nah the new her, cathie destroyed her reputation selling nvidia lol shes a fool bear now
beth kindig well they advise not to buy when it was 400 or was it 500. Never again should we be listening to them
did they?
I’ve read her market commentary on seeking alpha which i agree with most of the times, but didnt know she is so cute 😅
Yes, she's on Seeking Alpha, I always read her stuff.
Why people always say great question ? Irrespective of the question ...😅😁
Because people want to be polite and make other people feel like they are intelligent.
did she said nvidia will have 10 trillion in revenue? ahahahah reminds me og someone who said tesla would be 3 trillion in the ev market. nvidia has 100 billion lets say they make 200, or the price goes nowhere and pe comes down, or price moves up and pe too all on future growth sales, their net earnings are like 50 billion, market will be saturated soon.
10 trillion market cap has always been her prediction, she just slipped up but she meant to say market cap
and at current rates 250 trillion dollar market cap in 2030 easy 125x in 6 years
blogarithm
A fool and his money.....
10 trillion in revenue in 2030? 7:34 Sure revenue bigger than a third of current us GDP
No, she clarified 10 Million market cap.
@@robertwilliam9558 sell everything right away if she is right. The big short will be a joke
First comment.
Foolish!
If AI is going to be that big then inflation is going to skyrocket
There is no way google,msft, meta and amazon are gonna just sit and not manufacture their own chips. Everyone will have a nice AI chip in 3 years
CUDA is not easy to eliminate. it has become a standard platform.
@@cristinskadell338 I have seen how big 4 operate their cloud. They cannot make money buying chips that cost 30k. They cannot scale. They are just building out a few couple of datacenters just to start early. They will develop their own chips asap. An AI chip developed on ARM architecture is easy to program. Everyone of them has a ARM based AI programming stack of their own. Soon a few may open source it
It's not just the chip. NVDA has the entire AI ecosystem. Hardware, software, networking, scalability, adaptability, etc. NVDA has more than 10 years dominance developing these systems. Their 90% market share will continue to grow as more current customers demand only NVDA systems to run their applications.
@@bluemoon6559 Generative AI does not really need CUDA. It can run on any Strong GPU. All Llm being developed are not chip specific. They run on any GPU
Unless replaced by Huaweis quantum and photonic chips
Thrn Nividia will be out of date
Lol.
WTF does she know??? She never worked in AI or as an Engineer or in SV, she finished a Buddhist School and has been a story spinner=PR writer all her life 😝😂😂😂 Just look at her budget office
Her Bio says she worked in Silicon valley
And so much more