NVDA 全部观点

what are the ten stocks we can find that might outperform one of the biggest stocks in the market, Nvidia? What can we find this week that will outperform Nvidia's performance?

Nvidia up 2.5%. However, so far, we haven't hit 227 on Nvidia yet. I thought we would test that level. We ended up at $222. We didn't make it to 227. I was hoping to test that breakout by Friday.

I was wrong about that. We didn't get there. We only made it to 222.

I said this morning that it was unlikely we'd make it to 227. So, I tried to follow through and said, "Okay , it looks like it's starting." " Weakens or something like that." We're still at 222.

But we were right to downgrade. Wait and see is what we were saying today.

but they will pair them with networking equipment from "Nvidia". This is really interesting, especially for Nvidia, which is acquiring networking equipment outside of its own ecosystem, and if that's coupled with Apple.

So far, this is all just a rumor, but I think it would be an important development for Nvidia.

Jensen Huang will also be present at that banquet. So, I mean, this topic will be put up for discussion. This is not the end. It will continue , and I don't really know what the outcome will be, or whether the market will eventually collapse because of it.

Because there was a report in the Wall Street Journal saying that Mark Zuckerberg of Meta, Jensen Huang, and Elon Musk had objected to a previous plan regarding the regulation of the artificial intelligence industry , and there is concern about Chinese dominance in this field.

as well as some things affecting MetaPlatforms and Nvidia.

I invest in companies such as Nvidia, AMD, Credo and Astera Labs, as well as modern cloud computing companies such as Coreweave and others.

Now, the last thing I want to talk about is Nvidia. Nvidia's market capitalization is currently $5.3 trillion , which is about $220. Jensen is a real giant, isn't it? Jensen is a beast in the AI world .

He then called Nvidia's president, Jensen Huang , directly onto the stage at a technology conference in Los Angeles, and was quoted as saying: "Robots will not take over the world."

Artificial intelligence will not take over. It's all just a trick.

This $ 1.2 trillion valuation represents a rise from $852 billion just last March when the company raised $122 billion from investors including Nvidia, Amazon and SoftBank.

I will control my data. I will not allow models to access it, and that is why companies like Nvidia, Palantir, and many others are talking about sovereign artificial intelligence.

Nvidia continues to achieve one miraculous quarterly profit after another, but the stock remains stuck in place. Yes, I think if you wanted to think about Nvidia and its advanced model with a low earnings multiple , that was Apple's story, wasn't it?

Remember that no one gave her credit for the App Store and the fact that she effectively controls everything, then Apple's price-to-earnings ratio doubled one day.

Recently, I heard Austin say something along the lines of, "I saw Nvidia was cheap, so I had to hit pause and go buy $10,000 worth of it."

Like I don't know, maybe like two or three months ago, Nvidia was at like a buck 90, a buck 80, a buck 95, something like that.

And you look at its like historical valuation from a price to earnings perspective. They just had a killer uh earnings results. And I was like, "This makes no sense. I got to own some more Nvidia here."

One, they're now in talks to get into servers to use their own chips and essentially compete with Nvidia using Nvidia's networking hardware in Apple servers.

The data center piece is from the information and you know now it's essentially being reported uh all over the place but I find it very interesting because just a few weeks ago the information reported how companies are buying Mac hardware that uh Nvidia actually sees Apple as a big competitor in local AI because they have the DGX Spark an AI desktop computer which isn't even as good as just having a workstation with like a Blackwell 6000 or a 5090 in But most the most advanced models of Mac minis and Mac Studios, which have the chips and memory configurations most appealing to AI developers, have been out of stock for months.

But you can see even the way that like uh Nvidia, you know, was guided for last quarter, they show up 75% gross margins and then next quarter 74% gross margins and there's a panic in the stock market.

Like you guys remember, we were down like four or five% on the fact that gross margins were going from 75 to 74. Then the year after that 73% or 73 and a half%. So I think people get used to or accustomed to the margin that companies are taking on pretty quickly.

Nvidia toppy on the dollar too. Short-term bare calls as well on Nvidia SKHENX that worked.

Right now it is slightly down but remember the QQQ is driven by Nvidia Tesla Micron all those names and that's what you need to look at to understand where this thing is going.

Nvidia clear sell sign I talked about last week at 231 and it did it turned and burned. However, we have a little bit of a higher low here from this one down here. No buy signal yet, but we did hit 210 today.

In fact, no, we didn't hit 212 today. But I do believe we're heading back up up to this resistance level, the 228 230 level. and we'll churn higher until we break out in Q4. So, this is not one you want to sell here and one you want to kind of accumulate on dips, but I don't know if we're going to get sub 200 again.

It's just too good a company. Way too good a company.

But now in more recent times, it's been very hard to find growth. And so I'm very excited to talk about the king of AI, as I call it, Nvidia. And we're going to go through this company and really take it apart.

And I've also put it through our new AI, Charles, which is basically going to talk about how powerful this company really is.

Nvidia. Um there's still a gap here. Um some said there was a ton of of of call buying. Um this got above 1277 and gave you a dollar gap fill. Now we'll see what happens here. This is 21394.

If you think that it's going to fill the rest of this gap for cash flow, well, hey, um it's got to get above 21394 and then you have $3 to fill the gap. So here is here is that gap in Nvidia.

and Nvidia is going straight up.

this is what Jensen was saying this morning, Elon, versus the research organizations, they'll be a little bit in balance.

I don't think GPUs and CPUs can get to AGI.

So, and I think that's exactly why Nvidia is now despacking some of their chips. People freak out about this. They're like, "Oh my gosh, why is Nvidia despacking?" giant freakout over uh Nvidia Dspec which is basically you know um smaller chips essentially uh oversimplifying here.