Nvidia is clearly one of the biggest builders of generative AI infrastructure, strategist says

Рет қаралды 22,475

8 күн бұрын

Nvidia's (NVDA) stock is under pressure Friday as a recent sell-off erases $118 billion of its market cap. This downturn follows the company's brief stint as the most valuable company in US markets. Microsoft (MSFT) is once again the most valuable company heading into Friday's trading session.
Moor Insights & Strategy Founder, CEO, and Chief Analyst Patrick Moorhead joins the Morning Brief to share his perspective on Nvidia's outlook.
Moorhead draws a parallel between Nvidia's current trajectory and Cisco's (CSCO) rise in the early 2000s. "Cisco was the driver and the builder of the infrastructure for the internet age, and there was over-investment in this space," he explains. Similarly, Nvidia now finds itself as the primary infrastructure provider for the generative AI technology sector.
However, Moorhead emphasizes that Nvidia's continued dominance hinges on sustained enterprise demand for their offerings. He cautions if customers stop buying Nvidia's offerings, "then this whole gravy train comes to a screeching halt."
Looking ahead, Moorhead states: "If Nvidia and its partners can stick this landing and enterprises can start either leveraging the benefits from enterprise SaaS [Software as a Service] companies... or building their own, then this is going to be a 5 to 10-year run. And maybe we won't see the dot-com bust like we saw years ago."
#NVIDIA #STOCKMARKET #AI
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Пікірлер: 58

@AmithKaury 5 күн бұрын

just sold part of my Nvidia stock to protect my profits, but I'm holding onto some for the long run because of the company's strong growth prospects. In addition, I'm thinking of expanding the variety in my $400K stock portfolio, but I'm not sure how to handle risks going forward.

@Jamesjerome0 5 күн бұрын

...We've all made mistakes at some point. You should consider financial planning

@GaryNicka 5 күн бұрын

True. My portfolio was diversified across several markets with the help of a financial planner, and were able to achieve over a million in net profit among high dividend yield equities, ETFs, and bonds. It is vital that you have a variety of exposure, including in firms that are currently generating cash flows.

@kurtKking 5 күн бұрын

Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.

@GaryNicka 5 күн бұрын

MICHELE KATHERINE SINGH is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

@kurtKking 5 күн бұрын

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

@Stockinvesting101 4 күн бұрын

At the end of the day, Nvidea has the power to say who uses its new AI features,Nvidea has pricing power to charge a very high price for any company to use its AI for their businesses, So I will be adding to my NVidia position heavily

@FavourGift-en6en 6 күн бұрын

It’s precisely at times like these that investors need to be on guard against the next certainty. You don’t have to act on every forecast. I will also suggest investors to get yourselves a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.

@user-jj4kl4ir4y 6 күн бұрын

VENTURING into the trading world without the help of a profesionals, trading and expecting profit is like turning water into wine you would need a miracle... .........

@chinyerejoseph8004 6 күн бұрын

The crypto market has been unfavorable for months and I keep losing my money selling-off during dips, I'm very scared of holding right now,how do you guys still make so much….?

@WilliamAMilley 6 күн бұрын

Only God knows how much grateful i am. After so much struggles I now own a new house and my family is happy once again everything is finally falling into place!!Adriana catherine

@user-fn1kg6tx9l 6 күн бұрын

Great to see you guys talking of adriana, Trading on your own can be very dangerous i can testify to that. This woman changed the game for me

@JoyJack-cq2pr 6 күн бұрын

I'm new at this, please how can I reach her?

@erikayohanes1108 6 күн бұрын

NVDA teach us how to be a patient investor, don’t be too greedy but invest gracefully to achieve goals profits. Time matters after all 💙

@sbam4881 6 күн бұрын

Cisco were selling Routers, LAN equipment, Wi-fi boxes, cable modems etc. That's all relatively low tech - easier to make than the average TV and easily copied and then mass produced by the likes of Huawei. The moat for Nvidia's tech is far deeper and wider.

@dgaz3057 6 күн бұрын

The amount of R and D Nvidia has spent and is spending on development is astonishing...

@Wobbothe3rd 5 күн бұрын

He's wrong about the speed of the chips, nothing Intel Qualcomm or AMD has is even close to Nvidia in training or inference. Don't take my word for it, check the MLperf benchmarks.

@myjourney1011 6 күн бұрын

I will keep investing this valuable stock forever no matter what 😊

@FlowView 4 күн бұрын

Cisco products didn’t need to be upgraded every two years back then

@abrahamgomez653 6 күн бұрын

AWS will have to upgrade its infrastructure with higher demand for AI in the cloud.

@hana_moon 6 күн бұрын

hey no problem guys, sell ur nvda shares, I will take them cuz im a silly person who believes in cramer this time

@JorgeVazquezT. 2 күн бұрын

With markets tumbling, inflation soaring, the Fed imposing large interest-rate hike, while treasury yields are rising rapidly, which means more red ink for portfolios this second quarter of the year. How can I profit from the current volatile market? I'm still at a crossroads deciding if to liquidate my stock portfolio.

@EdgarMarcos-ti2yx 2 күн бұрын

Since the market is currently volatile, I will recommend that you hire a financial adviser who can advise you on entry and exit points for the shares or ETFs you focus on

@JohnHo-j7t 2 күн бұрын

You are right! I've diversified my portfolio across various markets with the aid of a financial adviser, I have been able to generate a little bit above $450k in net profit across high dividend yield stocks, ETF and bonds.

@SuperDevon1994 2 күн бұрын

Please how can i get to reach out to your adviser?

@JohnHo-j7t 2 күн бұрын

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've been stuck with *KAREN* *MARIE* *GENDRON* for about five years now, and her performance has been consistently impressive.

@SuperDevon1994 2 күн бұрын

Thanks for this. I just googled her name and found her webpage. I'm really impressed with her credentials and I reached out to her since I need all the assistance I can get.

@abrahamgomez653 6 күн бұрын

AWS Nvidia chips are the most expensive for deep learning.

@biankabrodeur01 5 күн бұрын

I read that Nvidia provides tech for crypto mining services/blockchain transactions. Could the current crypto pump be attributed to Nvidia’s great earnings and should I hold some crypto as well, cos tbh I’m having FOMO with the current crypto price at 64k.

@SlParkerlee 5 күн бұрын

Microstrategy CEO bought $155million worth of bitcoin, so yes BUY! And the crypto market is expected to do way better than any other equity sectors this 2024 especially with the SEC crypto ETF approval but it’s a volatile market nevertheless and if you’re new to it, it’s best to reach out to an experienced adviser for proper guidance.

@roberttheodoregeorge 5 күн бұрын

could you recommend some good advisers? don’t get me wrong, I already have an asset manager, but he seems not to know much about crypto.

@SlParkerlee 5 күн бұрын

It's a new concept that some underestimate despite its rapid transactions, even faster than SWIFT, giving it an edge over wire transactions. 'Melissa Jean Taligdan' is a hot topic among financial elites in lower Manhattan. Just search for her, you'll thank me later.

@SlParkerlee 5 күн бұрын

Despite being a novel idea that some people undervalue, it processes transactions far faster than SWIFT, which gives it an advantage over wire transfers. In lower Manhattan, "Melissa Jean Taligdan" is a popular topic among the wealthy. You'll thank me later if you just look for her.

@thenaughtyanil 6 күн бұрын

Being Technical guy I am hoping that these GPU will soon be consuming less power and overall hosting of these instance will become much cheaper.

@yeahyeah9068 5 күн бұрын

People still doubt Nvidia? Its going to 200 within 4 months guaranteed. Also they have sooo much money for R&d , we dont even know what's next big hit they cooking. Jensen is smarter than any CEO of any company.

@kaiserchopp8892 6 күн бұрын

U sell. I buy.

@syedarmaghanhassan4652 6 күн бұрын

We need Stacy Rasgon's Price target for NVIDIA please!

@Kev88-wf8no 6 күн бұрын

Moor Insights should've bought a while ago if they actually want to look competent in the financial world

@sirloin869 3 күн бұрын

the worst bad time...

@charlesfallon5223 4 күн бұрын

alot of nvda engineers are retiring off of their tremendous stock gains which means a big loss of talent

@jimbojimbo6873 6 күн бұрын

She fiinnee

@KPP-ti8us 4 күн бұрын

Buy.. Buy.. Buy .. NVDA.. by Dec24 will touch 5T..

@jirislovencik3936 6 күн бұрын

bottom line in 10 years Nvidia will be much higher...

@midwestcannabis 6 күн бұрын

🥳✌️

@Matthew.M.S. 6 күн бұрын

💚🖤📈🇺🇸

@bpolat 6 күн бұрын

Nvidia has 4X less revenue of Google, yet 1.5X more of market cap. Yes. Nvidia is good company but is extremely overvalued. People hyped to much by media, keep buying without knowing anything at all but its fair value way way down of current price. So many people will have a costly lesson.

@LaSombraa 6 күн бұрын

Cry

@MrSuperOurs 6 күн бұрын

Look at the revenue AND net profit. Google has indeed 4x the revenue but only ~x2 Net profit. Combine that with the expected growth forecast for Nvidia which is far superior than Google's and you realise that its valuation isn't ridiculous. The market is forward looking. An unprofitable company could be worth billions if there's a huge opportunity ahead.

@bpolat 6 күн бұрын

@@MrSuperOurs 😂 You think while Nvidia is selling extremely expensive GPU with astronomical profit margins other companies sit and watch next 5 years? Within one or two years, there will many products hitting market. Even now Google or Apple do not use Nvidia products. Google use TPU, Apple use apple silicon AI chips.

@MrSuperOurs 6 күн бұрын

@@bpolat The truth is companies use a mixture of both Nvidia chips and their own ones. There's a reason Nvidia has 80% market share, in some cases you can't replace them. And Nvidia isn't only a hardware manufacturer anymore, they provide data centers and a software platform. Countries are also looking at buying these products, or already bought them. Nvidia will still have healthy growth over the next 3-5 years, then obviously will stagnate as they lose market share due to competition. But the pie is only getting bigger. But then of course, you can disagree with its current valuation, which by all metrics is overvalued. The current valuation is definitely a "bet" on what Nvidia could be, and they are delivering on these promises so far. Ultimately, I don't really care if they succeed in the long term or not, I'm here for the gains. I made a 300% return on Nvidia, trimmed 90% of my position at $130/share, and left the rest for further growth. If it goes down to 0, I still made a huge profit.

@Wobbothe3rd 5 күн бұрын

Google is desperate to buy Nvidia's hardware just like everybody else. Google's entire existence has always been predicated on AI, going back the the primitive neural networks of the late 1990s that powered their initial search. Google has been buying Nvidia chips for recommender systems since 2014, especially KZfaq. Google needs Nvidia more than Nvidia needs Google.