Talking Tesla, Nvidia and new year end price targets
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- Опубліковано 27 сер 2024
- CNBC: Highlight clip of Keith Fitz-Gerald's appearance on Power Lunch on July 2, 2024
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Great leadership- thank you for your perspective !!
Keith has got it right! He said lots of money waiting to go to work! And rate cuts are coming! We’re going higher by end of year!
Love Keith’s insight always! Thank you for helping me make REAL $ 🎉😊
Well said Keith, and I am with you on harvesting a few profits, and letting the core positions ride longer (NVDA, TSLA, AAPL).
Gotta love the beach analogy😆
It was perfect
I'm stealing that one
Keith is very smart!!
Thank you - I will do everything I can to live up to your kind words. Have a fabulous evening. :-)
Did he say Buy and Hold is not a strategy, try telling that to Apple, Amazon investors.
No, I said buy and hope is not a strategy. Buy and manage is; then I laid out one way of doing that. Thanks for taking a moment. 🙂
I’m heavily invested in ETFs and have been strongly considering buying another individual stock or two to add some more potential to my portfolio. One of the stocks I’ve been thinking about is NVDA but considering its recent run, was wondering how much growth it had left. After watching this clip, it seems it may have substantial upside left.
I hear you but respectfully, stick to what you know. If you're trading, that's one thing. If you're investing, AI spending is going to jump tens of thousands of percent over the next decade. Perhaps more. I submit we're still early innings.
Did I see you mention QUBT? Or strictly talking quantum computing in terms of IONQ? I appreciate your insights on the show 👍🏾
Thank you for taking a moment and for watching. IONQ is the one I mentioned. 🙂
what do u make of the recent price action in Caribou? has gone down ALOT. Is this just short-sighted?
Would like to know as well!
I love caribou coffee.
Not much. As I have noted repeated in the 5 with Fitz, breakthrough tech is usually that way while it's gaining traction. And, more often than note, an opportunity for those buying the right companies.
You are looking at 3-5 years before AI makes any major impact on the economy. In 1995 -1999 everyone was bullish on the Internet as it was suppose to replace all brick and mortar stores overnight. However, Internet stocks crashed in 2000 and again 2001-2003. In fact, the majority of Internet stocks went out of business.
the reality is the P/E is compeletely different for the Mag 7 now than it was in 1999 - in which most of the those companies then were not profitable or wildly over valued. That is not the case with the current largest players.
Thanks for chiming in. You make some great points; my two cents is that what's happening now is very different. 4 of 5 companies consider AI a top investing priority. 9 of 10 businesses have ongoing AI investments, 83% consider it a strategic priority and it's already generating trillions in improved margins, revenues etc. Or at least that's my two cents.
Sound hound Ai! 🙌🏽🙌🏽🙌🏽😁
is 700 billion really undervalued? compared to the 3 T of nvidia (who produces all ai chips), apple (least reliant on ai for valueation), and microsoft (who has major control of everything apple isnt working on)
tesla vs
- ai compute
- phones
- computers
tesla may have a large leg up on production, but software is the name of the game with functional ai
tesla can translate autonomous driving technologies to training the vision based optimus
but no other robotics-focused company is close to the evaluation of tesla
2 things that make tesla worth more than robotics companies:
- optimus production capabilites
- largest vision-based neural net
back to my question
is tesla undervalued?
well, they havent exactly cracked the car market
but fsd cound do a lot more than people think
56.5% of sold ev's are teslas
but only
0.86% of registered vehicles are ev's
you could say tesla is only the apple of ev's
that's a good thing
fsd is going to take the world by storm
it's great that people are starting to get bored of nvidia hype
they're like "are we really gonna let this company riding a fad become the most valuable company?"
all that attention on ai cant help but be redirected towards tesla
i mean, "ai hype" is now mainstream w nvidia becoming the most valueable company
it's crazy to see tesla go from "tesla hype" to "ai hype" overnight
they're like "i dont want to be broke", tesla could shoot up like nvidia
everyone feels it
but how far are robotaxis?
ive been driving fsd for the past 2 years
it's incredible, i dont drive without it on
my parents dont appreciate it yet even though they both own teslas
they're usually in a rush trying to get around LA, and dont have time or patience for a beta system
i have big hopes for where fsd will be in the near future, but i just dont see how robotaxis are coming next month
(tesla is 73.3% of my portfolio)
No one is going to ready anything if you write too much.
@@RajDeelish thank you for the feedback
@williamtrepp579 I feel you. Media keeps saying that Tesla is a car company but they haven’t see anything yet. So excited for the coming years on what Tesla will be innovating 👍.
Ok
Keep buying Nvidia make it your retirement account! 😊❤
The question is how low Nvda can go in short term
Buy more on the dips. You can’t lose over the long run with Nvidia or any of the mag 7. I’m holding Microsoft from early 2000s.
55 days till Q2 earnings... Survival time. Even it will go up definitely, your question is spot on!
@@bcar1ify I do have sold long puts
Stop playing these silly game trying to find the perfect bottom.
Keith Knows 🥳🥳🥳✌️✌️✌️🫶🫶🫶
Appreciate the sentiment but I could always be wrong, so there is that!
@@keithfitz-gerald491 Yea buddy! I should elaborate. Keith Knows more than many. 👍👍👍👍🤗🤗🤗✌️✌️✌️