Nvidia Stock Gets MASSIVE AI Orders

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  • Опубліковано 2 чер 2024
  • Nvidia stock price was up after the Nvidia Computex Keynote which talked about Nvidia's upcoming AI chips, but now we have confirmation of big AI GPU clusters for the H100 and maybe the B200 AI Chip?
    A portion of this video is sponsored by The Motley Fool.
    Visit fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 650% as of 5/6/2024 and measured against the S&P 500 returns of 150% as of 5/6/2024. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.
    I have a position on $NVDA
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КОМЕНТАРІ • 78

  • @lambo650ER
    @lambo650ER 27 днів тому +30

    While trading Nvidia stock might yield immediate gains, true generational wealth is built by adopting a long-term perspective. Nvidia’s dominance in controlling over 90% of the GPU market, coupled with a significant backlog, gives it unprecedented pricing power. This positions Nvidia not just as a fleeting opportunity for profit, but as a cornerstone investment for enduring financial legacy.

  • @animeloverfan18
    @animeloverfan18 27 днів тому +7

    When the trend is formed, everyone is rushing into AI infrastructure, you may be the first or you will be the last. The common thing is that they all have to spend a lot of money to ramp up the competition till dominant players emerge. Meanwhile, Nvidia will benefit from all these infrastructure upgrades. I believe there are more AI advances coming in the future such as video learning which is a big breakthrough that itself requires endless processing power.

  • @JoseNajarroStocks
    @JoseNajarroStocks  27 днів тому +2

    🚨 Special Offer www.fool.com/jose 🚨
    Substack josenajarro.substack.com
    🚨The Truth Behind Nvidia's AI Chip Shortage: ua-cam.com/video/MHGrKQIgoWE/v-deo.html
    Thoughts on NVDA Updates????

  • @michaelsims2952
    @michaelsims2952 27 днів тому +4

    I took my last 150000 and bought NVDA at 620, I will ride it to 1Mlllion. Hopefully by 2026.

  • @samsonbelai2489
    @samsonbelai2489 27 днів тому +4

    Nice work again Jose!! Always informative and educational

  • @AC-jk8wq
    @AC-jk8wq 27 днів тому +4

    Compatibility amongst the NVDA gpus is important….
    100k gpus today… can be upgraded with the addition of next generation of NVDA gpus next year…! 😃
    Nice coverage on this topic Jose!
    😃

  • @mikeko2792
    @mikeko2792 27 днів тому +3

    Thanks Jose appreciate your videos

  • @Vancouver_Island_Guy
    @Vancouver_Island_Guy 27 днів тому +6

    Money is way better invested in nvidia than it is with amd for next 10 years.

    • @Nvidia-Lover
      @Nvidia-Lover 27 днів тому

      Luckily, I has been all in with Nvidia, not AMD.. I have read a lot of papers and watched 2-minute-papers of Dr. Károly Zsolnai-Fehér for almost 10 years now. Never heard of a AI research paper from AMD. Usually those research are from Nvidia, Deepmind (Google), OpenAI, etc.

  • @martinwegner9802
    @martinwegner9802 27 днів тому +2

    Im so glad being invested in this, thus I missed last year, I’m still 60% gains 🥰🥰

  • @ryen49
    @ryen49 27 днів тому +5

    lets go guys!!!!!! enjoy todays win !

  • @eurostar0711
    @eurostar0711 27 днів тому +1

    6:03 It is true, TSMC is still building their manufacturing plant in Phoenix. They are opening it in 3 phases, 1st phase this year, 2nd phase in 2025 and 3rd phase in 2028. It'll be a gradual increase in chip production.

  • @johnnyguitar2929
    @johnnyguitar2929 27 днів тому +2

    Have you looked at MediaTek Jose? I am in Taipei at Computex. MediaTek CEO Rick Tsai had two guests on stage during his keynote talk: Rene Hass of Arm and Jensen Huang of Nvidia.

    • @JoseNajarroStocks
      @JoseNajarroStocks  27 днів тому

      Never as a company, but I believe they are using Nvidia IP to make some good automoitive SOC

    • @johnnyguitar2929
      @johnnyguitar2929 26 днів тому

      @@JoseNajarroStocks I think you might find their presentation at Computex helpful. ua-cam.com/users/livewxMh8TH7OF8?si=xfQ7RrPy-4MWkZxW

  • @keerthikumarc5894
    @keerthikumarc5894 27 днів тому +12

    I buy 7k nvida stocks ❤❤❤❤❤

    • @dokterkarel
      @dokterkarel 27 днів тому +3

      I did the same but without the "k". I'm not a millionaire unfortunately.

    • @jackelinerose6225
      @jackelinerose6225 24 дні тому

      ​@@dokterkarel i got 2😃

    • @dokterkarel
      @dokterkarel 24 дні тому

      @@jackelinerose6225 4 right here baby. I'm gonna be (slightly) rich(er)!

  • @JoelNJohnson
    @JoelNJohnson 27 днів тому +3

    0:43 holy moley if that were actually true

  • @midwestcannabis
    @midwestcannabis 27 днів тому +10

    Party On 'Ol Pal 🥳✌️🥳✌️

  • @anujanshankaran8577
    @anujanshankaran8577 27 днів тому

    Jose, please keep sending us more info on SuperMicro also.

  • @PrashantDangi-ex2bm
    @PrashantDangi-ex2bm 25 днів тому

    Do you think Revux will pump before XRP?

  • @quandingleberry445
    @quandingleberry445 27 днів тому +3

    Time to buy puts, retail buying ath.

    • @JoseNajarroStocks
      @JoseNajarroStocks  27 днів тому

      I'm sure retails been buying at ATH on Nvidia for the past year.

  • @TheArtistsoul163
    @TheArtistsoul163 25 днів тому

    My top picks for bull run are DOT, FIL, and SOL. And best ICO to invest is Revux, huge potential.

  • @elitiano5637
    @elitiano5637 27 днів тому

    thanks

  • @user-ty2uz4gb7v
    @user-ty2uz4gb7v 27 днів тому +1

    Some form of competition
    Ouch

  • @tarikviaer-mcclymont5762
    @tarikviaer-mcclymont5762 27 днів тому +1

    What are they Datacenter stocks to consider?

  • @senthilraja6846
    @senthilraja6846 25 днів тому

    Clearing out all my Alts going into BTC and Revux only, maybe a little BNB and SOL

  • @KaranGayakwad-um1bz
    @KaranGayakwad-um1bz 25 днів тому

    Revux keeps popping up in my crypto circles. Seems like a rising star!

  • @yunusc.9896
    @yunusc.9896 27 днів тому +1

    Any News on SMCI?

  • @AjbadboyStatus
    @AjbadboyStatus 25 днів тому

    I believe Revux token will go 100x after launch on Binance

  • @dgo8509
    @dgo8509 27 днів тому

    Nvda=data center etf/partnership(100+ companies Taiwan, over 100 USA companies. It means the revolutionary software, hardware, networking technologies that are each themselves 10 years ahead of the competitors. The 1 year development period means this is no longer cyclical, but residual. The main takeaway is robotics and automation/automotive will be a bigger revenue stream and dwarf the TAM of the current data center business that is booming so substantially 😂🎉😮

  • @dimwillow7113
    @dimwillow7113 27 днів тому +2

    Will tesla have access to xAi ?

    • @JoseNajarroStocks
      @JoseNajarroStocks  27 днів тому +2

      unsure, I would guess Tesla could "rent" it from xAI at a "discount" rate when xAI is not using it

  • @slytherben
    @slytherben 27 днів тому +5

    Someone told me, at $1500, Nvidia would be $3.9 trillion market cap. Little scary

    • @Nvidia-Lover
      @Nvidia-Lover 27 днів тому +3

      When the biggest market cap back then AAPL first reached the 500B, a lot of people thought it could not grow any bigger. 10 years ago, MSFT's market cap was 280B, one of the biggest at the time. Today it has grown 10.9x.

    • @martinwegner9802
      @martinwegner9802 27 днів тому +1

      Wait for 2200 by end 2024 making it 5 trillion company

    • @dinosaurdude5668
      @dinosaurdude5668 27 днів тому

      Why? No one said this about Apple or Tesla when at their size, and or rate of price appreciation.
      NVDA price is based on fundamentals at least vs some others based on hype.
      Accept NVDA for the marketplace leader they are and move on, or watch for a pullback to enter.

  • @PaulJohnBeatles
    @PaulJohnBeatles 26 днів тому

    Great video, keep up the good work, nvidia going to 1500 :) ;)

  • @antball775
    @antball775 27 днів тому +1

    The real question is what does it do when it splits do we see a bigger move to the up side? it’s starting to look like Covid Tesla, Tesla was ahead of the EV curve ran up did a couple stock splits then the narrative slowed that it was more then a car company and competition is starting to catch up now the stock is stuck in the mud u still believe at best after the split no more then a $250 to $400 stock long term imo

  • @sudhirkumar-dg1wi
    @sudhirkumar-dg1wi 25 днів тому

    Dude, you need to get Revux NOW!

  • @phvaessen
    @phvaessen 27 днів тому

    1 million GPU clusters = BIG demand for HBM3e memory => SK Hynix, and Micron

    • @SvH1975
      @SvH1975 27 днів тому +2

      thats correct, but 3 vendors means also heavy competition and lower margins, right?

    • @JoseNajarroStocks
      @JoseNajarroStocks  27 днів тому

      Something similar to the AI Server market

  • @tohrasup
    @tohrasup 27 днів тому

    SMCI to rise by 20% after CEO gives keynote speech at Computex tomorrow?

    • @quandingleberry445
      @quandingleberry445 27 днів тому

      dell fell 30% in a day. you really dont know whats going on huh.

    • @tohrasup
      @tohrasup 27 днів тому

      @@quandingleberry445 sales in Homer's pumpkins rose by 999%

  • @MatthewMS.
    @MatthewMS. 27 днів тому +7

    🖤💚📈🇺🇸

  • @tarikviaer-mcclymont5762
    @tarikviaer-mcclymont5762 27 днів тому +3

    2034 🍸 🍹 on me

    • @Nvidia-Lover
      @Nvidia-Lover 27 днів тому +1

      I just calculated in 2034 NVDA will be $525 per share after this week 1 to 10 split.

    • @jackelinerose6225
      @jackelinerose6225 24 дні тому

      ​@@Nvidia-Loverhow can you possibly calculate that far ahead of us? xD

    • @Nvidia-Lover
      @Nvidia-Lover 24 дні тому

      @@jackelinerose6225 Simulation. Actually, I should have come up with $524.99.... make it more tempting to attract more people to buy.. sorry 😁

  • @qahtanalqaysi5116
    @qahtanalqaysi5116 27 днів тому

    😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊