Nvidia's end goal is to 'create software on the fly', says Melius' Ben Reitzes

Рет қаралды 31,571

8 күн бұрын

Ben Reitzes, Melius head of technology research, joins 'Closing Bell Overtime' to discuss why he remains bullish on Nvidia and the AI trade.

Пікірлер: 53

@AdamLevine759 5 күн бұрын

I just want my money to keep outgrowing the inflation rate. That’s why i've been looking for the right companies now to invest about 150k i have packed in the bank, i hope NVDIA is the right choice. Just don't know strategies to employ to make significant gains.

@TomGmaan 5 күн бұрын

QCOM, AMD, NVDA are all good buys.

@NicoleAniston-o 5 күн бұрын

Chose quality stocks and follow them up. If you're not one for such complexities, hire a financial advisor to grow your money. I use the latter. Pulled in more than $46k in the last quarter.

@Sylvesterhunter870 5 күн бұрын

The economy and stocks are two different things these days, but i agree, I think it's brilliant to have a portfolio advisor for investing! The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. I've turned 330k into $25k in quarterly dividends using a fiduciary, a major milestone.

@KeanuReevesf 5 күн бұрын

This caught my interest. I worry that I have a couple more months before retirement, and I want to switch to using a financial advisor, but I don’t really know how to find one.

@Sylvesterhunter870 5 күн бұрын

There are many independent advisors to choose from. But I work with "Melissa Elise Robinson" i and we've been working together for almost four years and she's fantastic. You could pursue her if she meets your requirements. I agree with her.

@BradPaisley56 5 күн бұрын

I suggest you offset your precious metals and get into digital stocks, Downturns as bad it can be, provides good buying opportunities in the markets and it can also create volatility giving great short time buy and sell opportunities too. This is not financial advise but get buying, cash isn’t king at all in this time!

@fawnriverpuppyservices76 5 күн бұрын

To the newbies I would say have a mentor. Not sure where you will get an experience one, but if your knowledge of the market is limited, it seems like a good bet.

@CharleyHull-dn6nh 5 күн бұрын

Very true. Despite having no prior investing knowledge, I started investing after the pandemic and pulled in a profit of approximately $950k that same year. In reality, all I was doing was getting professional advice.

@AdeleLaurie1 5 күн бұрын

When it comes to situations like this, it’s wrong to engage in a single option. I suggest diversifying into various options with high performance coupled with the experience and aid of a finance Pro will generate bigger dividends and balance volatility.Thankfully, I can attest to the success of this approach seeing my portfolio of $330k grow by 85% in 3 years.

@EstefaniaWalter66 5 күн бұрын

Sincerely it's best to seek an advisor right now, unless you're canny yourself. As an eBay reseller of all product categories, I can tell you we’re in a deep recession and everyone is running out of money.

@BINDERANDREAULRIKE 5 күн бұрын

I have not written this sort of comment before but from the your comment, I knew that you have good understanding of investing, How can one reach this advisor of yours?

@JamesFaulkner341 5 күн бұрын

One question, please! Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with a low percentage on my $236k portfolio and try to keep everything around 10%.

@SharlaJordan3 5 күн бұрын

I've always advised the investors I know to exercise caution when it comes to new buys, especially right now. You should thread the market with the guidance of a qualified specialist or reliable counsel if you don't know where to look.

@TrishHarrington 5 күн бұрын

@@SharlaJordan3 I deal with an investment advisor for this reason. I currently have over $800k invested in a diversified portfolio that has grown exponentially and is suitable for all market seasons. Our current project for this year is a more concrete ballpark target.

@JamesFaulkner341 5 күн бұрын

@@TrishHarrington How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

@TrishHarrington 5 күн бұрын

@@JamesFaulkner341 Victoria Carmen Santaella is the licensed advisor I use. Just research the name. You’ll find the necessary details to work with.

@JamesFaulkner341 5 күн бұрын

@@TrishHarrington I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip.

@dgaz3057 5 күн бұрын

Nvidia not just a chip company, Tesla not just a car company, ???

@juancedano5839 4 күн бұрын

Jensen aka Q from Star Trek Next Generation is wandering in other worlds analyzing technology that can benefit us. Therefore don't worry about growth. With his inexplicable technology is coming soon Jensen will make us a lots of more money. Just don't dare to sell. Regrets regrets regrets!

@cristinskadell338 2 күн бұрын

visionary- ONE of the reasons you must buy Nvidia. INNOVATION!!!!

@dhjengr8756 5 күн бұрын

The question is do earnings continue to increase. Can they meet the demand. The hardware is on backorder. If TSMC can ramp production we are good to buy. A quick search says that TSMC is trying to quadruple production over the next couple years. Is TSMC production continuing to increase THIS quarter?

@jeffrose5622 5 күн бұрын

The NVIDIA supply chain is increasing throughput every single month.

@keegankirk8848 5 күн бұрын

Tsmc will have their US factory located in phoenix Arizona running with production starting by mid-2025

@ericjohnson829 5 күн бұрын

The question is, will the companies that are pouring billions into these Nvidia ecosystems realize tangible results (profits) to justify their investment in AI and then once installed and up and running, will they still have need for the next best chip innovation in line or will they find that they bought so much of the Hopper and Blackwell systems that their needs have been met and may not need to keep upgrading every cycle. Nvidia will have to lower margins going forward to stay competitive as other companies start catching up.

@lisaej24 4 күн бұрын

For new investors who have minimal funds to invest right now and who are late jumping on the NVIDIA train, would you recommend the SOXQ etf for them? I know that SMH is the leader of reasonably cost ETFs in the sector, but do you believe SOXQ is a rising star and ideal for newcomers to investing?

@freesoul3371 6 күн бұрын

Buy NVIDIA NOW!

@TheKosiomm 4 күн бұрын

Sell NVIDIA at 120/130 so you can buy again very soon at 190 :) if you get lucky of course. High frequency algorithms doing very spectacular job on the stock market in the last few days :) Common people need to understand that ALL TECH Companies depend on NVIDIA's vast array of products and most importantly their DATA CENTERS and Robotic Brains. No other company can or will be able to compete with their products and importance for at least the next 10 years. In other words, everybody else is SLOW and POWER inefficient. Like it or not, these are the facts, and they are here to stay for a long, long time. Designing and executing reliable products of this magnitude is not something that others will be able to catch up in this decade and more.

@claus1225 5 күн бұрын

sure, all in now.

@Thenobelfan 5 күн бұрын

If you keep changing price targets , with no change in fundamentals , you are like your friends dad , who just keeps changing what they say

@vikasd.7139 6 күн бұрын

If you can create software on the fly it won't command the same price as it does it today. It will be subject to price deflarion worse than what EVs are going through today.

@antonfriberg881 5 күн бұрын

True, but Nvidia will make all the software

@nikguitarocphone2505 5 күн бұрын

buy buy buy buy buy

@gavinlew8273 4 күн бұрын

Nvidia isn't the only AI company..some of that investor money is going into Apple stocks too!

@midwestcannabis 5 күн бұрын

Party

@jayanjhome2360 5 күн бұрын

You mean a housefly?

@GlobalMan-nr3hq 4 күн бұрын

This guy doesnt know what he is talking about. Nvidia is nowhere close to an LLM that can reason and therefore create really good software. That crown currently (and very recently only) goes to Anthropric. OpenAI and Gemini are not far behind. What Jensen is doing on software front (a must to broaden Nvidia's appeal) is offering NIMs. These are expert AIs in themselves in focussed areas- for example specialized in human looking Avatars, Healthcare, Robotics etc. These are built on top of CUDA - the NVidia API to their GPUs. The AI world is moving into "Agentic" AI - ie multiple agents orchestrated by the head honcho AI controller doing all sorts of things. Nvidia is having a seat on that table.

@thinkingcitizen 4 күн бұрын

bro you just poured out a bunch of info everyone knows... relax

@GlobalMan-nr3hq 3 күн бұрын

@@thinkingcitizen Not really. Many that watch CNBC listen to so called analysts and investment bankers and believe these guys know what they are talking about. Since you do, relax.

@Killuminati773 6 күн бұрын

That's sounds like the need a excuse for cooking up those books , way over valued for so many institutions (NOT RETAIL) to pile in . Selling with promise to buy back isn't good business it's desperate, sound like dumb money