Nvidia stock 'caught between 2 very strong forces,' analyst says

This guy doesn’t know NVIDIA is not the just a chip company anymore. Poor Jensen keep on saying in every public talk but these people are in there own journey

This guy obvious don't know technology.....

Amazing so when they release a brand new architecture they’re going to sell less GPUs. Same guy that said last year they’d have revenue decline in 2024. Nvidia is a bear’s nightmare

nvda $8000 by 2030

As long as NVIDIA keeps innovating, the next decade will see continued growth.

This stock you give to your great great grandchildren

GPU's are versatile? Take this dude off your list, fam. He don't know.

I am a nvda millionaire. 41 years old.

He gets some right but a lot more wrong. Nvidia will be mostly immune to cyclical forces by the end of this year as revenue from inferencing compute (which is continuous) dominates revenue from selling training compute (which is one time). The biggest bombshell dropped during earnings was that 40% of revenue came from inferencing compute in that quarter! It might take another half year to include networking but by mid 25 Nvidia will be getting the bulk of it's revenue from recurrent services running on inference compute. Their launching of NIMS will also present clients from multiple clouds to recruit Nvidia AI service models for a range of specific verticals from healthcare to robotics. I don't blame analysts for missing the forest for the trees but investors should know that Nvidia's run of growth will continue for the rest of this decade before any real pull back & as of this writing the only thing i can see making a dent is a massive advance in compute say via quantum computers, being used to end the era of GPU acceleration but realistically quantum computers are beyond 10 years away that could outperform GPU core compute. As to the competition, Nvidia has a choke hold on available supply from TSMC & Samsung for at least the next 2 years between the h100 & pending b100 orders... No one else will be able to get huge orders through Nvidia taking up most of the chip production bandwidth. Intel could take business here but it might find itself swamped. So groq , cerebrus, tenstorrent, amazon, Microsoft & Google all will have to wait for moderate orders for their custom silicon while huge orders for Nvidia are satisfied with priority by TSMC & Samsung. More fab supply is coming thanks to global chip initiatives which have sparked Fab building globally but the first of these new fabs won't notably sop growing demand in time to make any impact on Nvidia's growth for at least 5 years. Nvidia is the Intel of the next 20 years & it's like 1980 all over again. From 1980 to 2000 ask pi how much the stock appreciated. I have only one company in which my investment conviction is stronger & that's Tesla but analysis of that one is another story! 🚀🚀🚀

price target 620? Yeah after a 1:2 stock split 😂

What would be your best 5 etfs for a beginner

Microsoft tried to develop their own Phone and where did that go? Just because a company is developing something, it doesn't mean they will be good at it.

I found it funny when he says Nvidia’s GPUs are so versatile and component, then compares them to a gold plated Ferrari. And custom chips designed to just train A.I. are a Tesla model Y.

Is this a bash on Tesla

Listening to Jensen Hwang it sure doesn’t sound like Microsoft Amazon, or meta-can develop chips nor invest the money that it would take to make chips as superior as in Nvida . Do you think they are going to buy second rate chips?

He forget to talk about NVIDIA software which earnings will grow more than hardware

No need for predictions

ROOT was a better trade.

YESTESDAY WAS FEAR TALK TO 625 AND TODAY TALK TO 1000, SCAM STREET

Nvidia is moving more like a cryptocurrency than a stock right now 😂