NVDA 全部观点

Let's focus on the Nvidia company chart . It is performing exceptionally well today, having risen by 2.7% to reach approximately 30% year-on-year. The company experienced a slight decline during the summer, but has since rebounded .

We received several news items related to this company this morning, as Nvidia announced a number of important announcements. Tell us about the top headlines we saw this morning regarding Nvidia.

So, first off, Nvidia announced an additional $170 billion in buybacks. The stock is up today, even with the stock market down. on that news. I would just like to put in perspective that $170 billion sounds massive, but to a $5 trillion company, it's relatively small, but it's enough to get the stock moving up today on the day.

Now let's talk about Nvidia. CEO Jensen Huang is speaking live on CNBC right now, following news about their new platform.

Yes, this is a strategic and smart move by Nvidia to keep the AI architecture within its products. Therefore, they are proposing a new framework or platform that will control the performance of AI agents , and allow programmers to set controls that ensure they work within the specified standards and do not deviate from them.

Maybe there's some talk now that um that maybe they'll buy some Nvidia chips or whatever.

And Jensen's on CNBC 8:00 while they're praying them all around today. All the king's horses and all the king's men. We'll see. Nvidia, you know, has a dogee. You know what this is?

You know what a dogee candle is? A dogee candle is a candle where you have some indecision, but at least it gives you two points of reference, one below, one above. So, we'll see.

Does this want to hold 223 today and help the market lately? Nvidia hasn't really helped the market. It's been lagging, but it's not horrible. It's just rebuilding after a big multi multi-year move.

This is what price. This is 227. So, here you go. Look at that. You have an Dogee in the middle of a wedge. Whoa. So keep this on the radar, you know, whichever way it goes. Maybe it helps, maybe it doesn't.

So Nvidia right now is it's only down 90 cents. So this is something that I will have front and center and I and maybe if it shows me a signal, meaning the market goes lower, doesn't go lower and hangs in there.

Maybe this goes red to green and actually leads. We haven't had Nvidia lead in a while except for maybe lead the indecision of the market. You know what I'm saying?

Now we move on to Nvidia. We started the week at 223. The stock saw little change this week, closing at 225. Elon Musk plans to double Nvidia 's xAI Colossus 2 data center by the end of the year.

When we get to Microsoft, and when we get to SpaceX, we will talk about this in more detail, but it is clear that Elon Musk pledged at SpaceX’s last conference call that they will rely solely on Nvidia graphics processing units.

This is extremely important. If one cloud computing provider can get these data centers up and running faster than any other, I think that's the case with SpaceX. Well, this means that Nvidia will quickly reap huge profits.

this is a bit off-topic and you can decline to answer, Mark, but I was thinking about SpaceX and Nvidia, and we've heard that SpaceX is now committing to more Nvidia chips in the future. What does that tell you, if anything?

Okay, this time I want to talk about Nvidia. Nvidia is the best because they can keep 64 cents of every dollar. Incredibly high margins, extremely high profits, and they're making a lot of money.

This is a really great thing for Nvidia. Besides, they are growing at an incredible speed. So it is currently the cheapest stock according to the P/E ratio.

Today I want to take a closer look at two of my favorite companies, Nvidia and AMT. He came in here and said, "You know what? Let's talk about AMD and Nvidia, but you have to choose one at the end of the episode. Who would you buy at these prices?

we'll talk about Nvidia versus AMD. might even talk about Nvidia versus Broadcom in the near future. I do know that Nvidia is your your favorite although you do own AMD as well and I am now as of right now fully in AMD. Couple of shares of Nvidia.

More importantly, I think what's going to happen is that the SOXX fund will experience a kind of insane rally, and as it pulls back, the semiconductor companies we know and love and hold in our portfolios , like Nvidia, Micron, and AMD— names I believe will continue to perform well in the long run—will be negatively impacted by what I would call... what else could I call it?

Collateral damage in a broader sell-off in the semiconductor sector , where the market will start saying, 'Wait a minute, we should n't have raised the price of every stock with ' semiconductor' in its name .'

Here's a great example . Okay, I can scroll down to show you . These are some of the names in the SOXX fund: AMD, Micron, Nvidia and Broadcom are strong names. I love those names.

I've owned them for a very long time and I'll continue to own them for a very long time .

Same thing with stocks as well. Um, Nvidia 5%,

Nvidia,

They got into bed with Nvidia.

Nvidia B200 on- demand rentals have hit a new record of $ 7.88 per hour. We see Nvidia doing that.

but my biggest investment is Nvidia. Nvidia is now at 228. This is a $5.5 trillion company.

Honestly, I think we can get up to $10. In the long run, I think this is still a huge winning company. In the CPU field, they are constantly achieving growth, right ? They brought the Vera CPU to the market.

Most artificial intelligence applications rely heavily on graphics processing units (GPUs), an area dominated by Nvidia.

We see companies like Apple, Nvidia, and Meta , all at the same time, reorganizing their positions. Apple and Nvidia had to get back on track , both being just cents away from their record highs.

For example, our latest Robin chip has ten times the bandwidth capabilities compared to the H100 chip that Nvidia used.

Many people overlook the fact that Nvidia, despite its primary focus on graphics processing units (GPUs) , expects to dominate the CPU market in favor of one or more specialized companies like AMD,

Obviously, Nvidia is right on my 227 line.

And on top of that, you got uh a um you broke our 727 line on Nvidia. You know, I didn't even mention that. I'm pretty sure that was in the alpha report, too. Let me go look really quick.

Alpha report. Let's see. Uh alpha 921. And so this morning on Nvidia, did we put Oh, yeah. There we go. Okay. If Nvidia holds 220 for about 10 minutes today, I expect stable to up cues today on bullishness for the week.

Oil down, geopolitical progress, rate expectations down. Nvidia should break 22706 soon. When it does, that ushers in hardware rally 2.0.

Therefore, Nvidia expects 70% growth in the next fiscal year, and that is absolutely true. If these companies keep those promises, Nvidia will simply double in size.

Jensen Huang is raising his voice to tell the whole world how great his company will be in the next year and the year after, and I feel that marketing has turned a little into a state of desperation to keep the cycle going, because they all know that once the situation stops, and once the first giant company exposes Jensen Huang's hoax, if they say, "No thanks." Everything, all gains quickly turn into losses.

Nvidia trades for half of the valuation at about 065. So it trades for even less than half. Nvidia and Cerebrus are both working on ultraast token delivery chips whether it's through the Cerebrus wafer scale technology or the uh wafer scale engine or the uh Grock acquisition that Nvidia had completed.

Now, they have some NVIDIA compute on the robot. They have some training compute, but they don't have anything near Tesla's training compute, and they don't have anything near Tesla's volume of training data.

we'll have a SpaceX designed Nvidia rear Ruben NVL72 computer. That's why the thumbnail has a picture of Elon and a picture of Jensen because Jensen is the CEO of Nvidia. Lichy again. Um Jensen is the CEO of Nvidia.

First of all, you can't be excited about artificial intelligence without putting Nvidia on the list, can you? Jensen comes out in all these interviews to say that anyone who describes artificial intelligence as gloomy and pessimistic is almost an idiot.

Artificial intelligence is here to make us rich, save us time, save us money, and much more . So, the first stock will be Nvidia.