We found the “next" NVIDIA

Рет қаралды 358,089

Жыл бұрын

AI is dominating the stock market. NVIDIA just hit a trillion-dollar market cap. Today on Dumb Money, we'll reveal the next stock we think will take off in the AI rocketship.

Пікірлер: 574

@Duttonmuffins 8 сағат бұрын

I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated...

@JesseMayhill 8 сағат бұрын

Palantir, GameStop, ARM and Nvidia are all still good buys

@Cottoncandyh 8 сағат бұрын

Certain Ai companies are rumoured to be overvalued and might cause a market correction, i think it’s best you reach out to a proper fiduciary for guidance

@Bunnydrille 8 сағат бұрын

Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. During the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my portfolio has grown by 25% every quarter since Q3 2020.

@Madridstrat 8 сағат бұрын

I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

@Bunnydrille 8 сағат бұрын

There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Elise Robinson” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.

@Davidstowe872 2 ай бұрын

I agree that NVDA is seen as the "Stock of the year." I'm interested in identifying potential stocks that could emulate META's growth over the next decade. With $250k allocated for investment, my goal is to retire comfortably.

@Elkemartin213 2 ай бұрын

AI, in my opinion, will be the next big thing. Refraining from making snap decisions based on transient fluctuations is essential for long-term growth similar to META. Put patience and a long-term view first, and if you want to make well-informed purchasing and selling decisions, consult a financial advisor.

@Jamesbrown1126 2 ай бұрын

Facing a similar situation, I sought advice from an invęstment advisęr. Through portfolio restructuring and diversification with good ETFs, S&P 500 and growth stocks, I've turned my portfolio around from $150k to over $700k in a few years.

@CindyValenti 2 ай бұрын

Your invt-adviser must be really good, I hope it's okay to inquire if you're still collaborating with the same invt-adviser and how I can get in touch with them?

@Jamesbrown1126 2 ай бұрын

She goes by ‘’Amber Dawn Brummit’ I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

@CindyValenti 2 ай бұрын

Thank you! I entered her full name into my browser, and her website came out on top. I filled her form and i hope she gets back to me soon.

@jsssm Жыл бұрын

Stocks mentioned: SMCI ANET EQIX APLD and of course TSLA

@whatcarisit6665 Жыл бұрын

Which one was talked about most or as “number 1”?

@mattbob1995 Жыл бұрын

and TSM

@RamRam-jp2kc Жыл бұрын

thanks

@michaelwinter5292 Жыл бұрын

And Adobe

@amaddenmind4597 Жыл бұрын

My hero😂

@alr9967 4 ай бұрын

NVDA is the next NVDA

@weaverdreams Ай бұрын

Duh, but it’s up to $1k so it’s too late to get in if you want 10-100-fold growth

@hencytjoe 20 күн бұрын

@@weaverdreams we'll see about that

@markjune54 4 ай бұрын

the yield on bonds have decreased especially on the long end (30 and 10 Y) indicating that the demand is still there even if the supply remains huge showing a preference for safety. I'm still at a crossroad regarding whether or not to liquidate my $138k

@TodosobrebienestaremocionalVio 4 ай бұрын

Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.

@tipusultan531 4 ай бұрын

I agree with you. I started out with investing on my own, but I lost a lot of money. I was able to pull out about $200k after the 2020 crash. I invested the money using an analyst, and in seven months, I raked in almost $673,000

@sharon87390 4 ай бұрын

Please will you be kind enough to share the details of the man that helped you?

@tipusultan531 4 ай бұрын

Actually its a Lady. Yes my go to person is a 'MARY KALIOPE BRAUN'. So easy and compassionate Lady. You should take a look at her work.

@sharon87390 4 ай бұрын

Thanks for sharing. I curiously searched for her full name and her website popped up after scrolling a bit. I looked through her credentials and did my due diligence before contacting her. Once again many thanks

@MathTech83 4 ай бұрын

SMCI was crazy dead on.

@robinma8018 4 ай бұрын

Yes, 7 times in a year

@bitemedia3679 4 ай бұрын

Facts!

@FAROUNDFINDOUT313 3 ай бұрын

Crazy scam

@pyrgakis 2 ай бұрын

what do you mean by that? :O

@YTDataAnalyst 10 ай бұрын

Another great content. You and Gary Joe Wilde are highly recommendable investing pros every investor who wants to get rich investing must know or work with Unfortunately, don't know why Gary deleted his video channels. He is very advanced and experienced in the field.

@culturedlambo 10 ай бұрын

I prefer Gary's method exactly what i wanted

@GideonV12 10 ай бұрын

@AvaLambert Same here... In all honesty I wish I knew about him earlier than I did.

@jonathanburtnick 11 ай бұрын

The erosion of my financial reserves due to inflation adds to my concerns. At this point, I require precise market trajectory information, but I find myself unsure about the appropriate course of action.

@dianarabbanii2 11 ай бұрын

An obvious way to lnvest for a recession is to buy shares in businesses that are likely to experience steady demand even in a downturn. Typically, those are consumer staples, utilities, and healthcare companies, but off course such decisions cannot be made by an average Joe, a financial advisr is important in making this decisions

@EmiliaAbelard 11 ай бұрын

@@dianarabbanii2 Such considerations can certainly have a role when I think about whether I ought to buy into a share/Stock. But I never purchase purely on that basis, i always have to seek the advice of my financiaI pIanner who has helped me gain $985k in a well-diversified portfoIio that has experienced exponential growth

@EmiliaAbelard 11 ай бұрын

@@EmilyDonna-to8xn Credits to 'Viviana Marisa Coelho' she has a web presence, so you can simply just search for her.

@scottjuarez9549 11 ай бұрын

@@EmiliaAbelard I looked up Viviana Marisa Coelho online and researched her accreditation. She seem very proficient, I wrote her detailing my Fin-markt

@trudylewis8932 11 ай бұрын

😮I

@shellywhite2145 11 ай бұрын

I am new to the stock/crypto market, Every stock that I bought so far, I was out of luck because I bought them when they were expensive. I feel I missed out on all the stock opportunities so far for the tech stocks.I believe having 175K yearly income would be a good investment so I want to plug all my savings into the stock market. I know this sounds a bit dull but I would like to know if I should learn investing or let somebody else (more capable like a FA) do it for me? Please share your thoughts. I am kind of tired of searching for a good stock to buy and losing all the good opportunities.

@shellywhite2145 11 ай бұрын

@jaypritchett3414 Hi , please who is the expert assisting you and how do I reach out to them?

@shellywhite2145 11 ай бұрын

@jaypritchett3414 Thanks for sharing, I just looked her up online and I would say she really does have an impressive background on investing

@BotSniffer 10 ай бұрын

🚨🚨🚨 SCAM WARNING 🚨🚨🚨 Several KZfaq channels have been plagued with automated computer programs (Bots) pretending to be real people promoting different "advisors" and tricking people into contacting them.... This post appears to be one of those scam attempts.

@coutos311 3 ай бұрын

Me as well I'm hooked

@mikeb.9598 3 ай бұрын

Awesome presentation! Really enjoyed the banter that made it more lively than a typical financial information offering. Keep up the great work, thanks!

@montagecrazy4u 4 ай бұрын

Just found yall. Glad i did i like your guys approach👍

@tinachen4528 4 ай бұрын

Thank you so much guys! Lots of valuable info! ❤

@KangMinsu122 9 ай бұрын

I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.

@jonathanburtnick 9 ай бұрын

Yes, a good number of folks are raking in huge 6 figure gains in this downtrend, but such strategies are mostly successfully executed by folks with in depth markt knowledge

@LeonardoScott 9 ай бұрын

It's impressive, but given how poorly my portfollo is now performing, I truly need their assistance. Please tell me how I may get in touch with her.

@scottjuarez9549 9 ай бұрын

I just checked her out and I have sent her an email. I hope she gets back to me soon.

@kaycon4823 4 ай бұрын

Don't put your money in the market if you don't thoroughly understand it you can't always go by what people say, many times they'll talk about how much money they made but they don't talk about how much money they lost.

@enzos6743 2 ай бұрын

@@kaycon4823 Agree 👍 Better to Buy Silver and Gold actually

@MariaPNW 4 ай бұрын

wow, this aged well!! Minute 07:18 where you talk about SMCI!!!! You guys must be rolling in dough this week (more than you already are). I just found your channel and missed the move on Friday. I hoped to get continuation, but I've missed the rally.

@sagunsh9007 Жыл бұрын

Charles, you are the only youtuber who never ask for “like, subscribe and comment”, but I end of doing all of them subconsciously. You are the man of this era and a true world leader who we all need for better world.

@jasonrosewitz60 Жыл бұрын

Great show, great information. Thanks guys!!

@sabeehb9514 Жыл бұрын

Great video, though much of this is on infrastructure which of course is crucial. The real big gains will be on small companies coming to market directly in the field of AI (including robotics, autonomous vehicles etc .). I think building data centres and fast chips is not niche enough ie lots of companies can offer something decent in this field. And like some others said in the comments the companies mentioned are too pricey currently.

@elizabethavon3188 Жыл бұрын

😅 NJ CT

@robertsalas3989 3 ай бұрын

You guys are so relatable…reminds me of old college days, sitting around table smoking weed and pontificating our futures. Keep it up!

@ZenithBound Жыл бұрын

Love your channel! Wished you had videos weekly, would watch all of them!

@archvaldor Жыл бұрын

I kind of prefer it this way...they only make videos when they are excited about something. If you do it weekly you have this schedule where you often have nothing to talk about.

@vosswater6642 Жыл бұрын

TSM has the new plant comming on line in AZ and they bought land to build an other fab. Ramping up!!

@nitinhshah 11 ай бұрын

Thank u for your generosity in sharing this valuable knowledge...

@martinlichter Жыл бұрын

Thank you for your insight gentlemen. Subscribed!

@paulamann3502 11 ай бұрын

Can you explain that part about 4 or 5 stocks accounting for most of the market gains on an index or something? Which stocks?

@joelmiradora4256 Жыл бұрын

If you could see the parking lot of SMCI, you’ll see they jam pack all the time! Crazy! I live in San Jose Ca. Literally in Silicon Valley. I know this company is real deal company

@jleep2017 11 ай бұрын

SMCI, ANET, EQIX, and APLD are the stocks

@maryamaghaian393 4 ай бұрын

Thank you!!

@emperorhan3632 4 ай бұрын

Good call on smci! Unbelievable

@jleep2017 3 ай бұрын

@@emperorhan3632 did you profit?

@edmondrichmond2664 3 ай бұрын

SMCI was a homerun. ANET and EQIX made modest gains. APLD already gained when this video was made and was mostly downhill from there then made a comeback last month. I wonder if it will go back up

@TrevorRobar Жыл бұрын

I have a hard time thinking that these guys are not already in SMCI, and are not scalping for a retracement on the FIB. Needs a 20%+ retracement.

@DavidVelasquez9 Жыл бұрын

Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are alot of wealth transfer in this downtime if you know where to look.

@DavidVelasquez9 Жыл бұрын

@Emilio Yepez Such market uncertainties are the reason I don’t base my market judgements and decisions on rumours and here-says, got the best of me 2020 and had me holding worthless position in the market, I had to revamp my entire portfolio through the aid of an advisor, before I started seeing any significant results happens in my portfolio, been using the same advisor and I’ve scaled up 750k within 2 years,

@DavidVelasquez9 Жыл бұрын

@Emilio Yepez Having a counselor is essential for portfolio diversification. My advisor ASHLEY AIRAGAHI who is easily searchable and has extensive knowledge of the financial markets.

@amaddenmind4597 Жыл бұрын

Who are you guys catching with this bullshit 😂

@utubewillyman Жыл бұрын

@EmilioYepez7 And that's "Proficient" with a capital 'P'. You can take that to the scam bank!

@BotSniffer 10 ай бұрын

@ROBSwank-pm1vd 4 ай бұрын

I'm coming lats to the show .. looking at these great stocks seems .. I've missed the boat hiuuge price movement on All of these !!! Sure there's more meat on the bone but may wait for some selling b4 moving in !!

@keith8346 Жыл бұрын

A lot of amazing Hardware advances driving A.I. and the only software company that has a Long history of Data Analytics and A.I. is Palantir, their customers really sing there praises.

@Gmalisaz_ Жыл бұрын

💯 and the government contracts don’t hurt either.

@iam_nick 11 ай бұрын

Sorry new here, just found this channel, great talks. Who are these dudes? What expertise backgrounds? Keen to know more.

@timhowell6929 11 ай бұрын

Lol oh I love these guys! First time to see them… “Reverse Kramer index” had me falling out of my chair! If they think Jim Kramer is the idiot I do, then I’m a new subscriber!

@bassmaster1953 Жыл бұрын

Good question, but the big question is what is the next TTCF...Asking for Jeremy Lefufu.

@kevindittler6524 Жыл бұрын

Great point on all the talent out there in the world now that it is able to be channeled into a new venue and not so exclusive I think we’re going to see much better quality across-the-board in creativity and the human condition. Hollywood has held an exclusive block for a century to keep their little enclave empowered to produce our previous paradigm. Now that the world is becoming inner connected & AI will help balance it out. It is going to be very exciting. Maybe they can redo the last season of Game of Thrones and actually make it more cohesive to the previous plot line & build out properly.

@xpim3d Жыл бұрын

You guys put up a good argument relative to the DC expansion/update/etc, but imo the big money will be made by the companies that are developing specific hardware for AI applications, (that blow out of the water NVIDIA solutions available now). Those will be indeed the new NVIDIAs. Looking at IBM and Tesla chip developments, I "bet" they will be two of them.

@iujhah12ddffa Жыл бұрын

useful info, but the run up has run ahead of most of us. i'm watching and waiting for Q3/Q4 period to see the lofty share prices settle down. As NVDA runs it's cyclical so the others will drop more. watch this space!

@PatriotSteve 4 ай бұрын

Still waiting for the settle!

@Mars-mr3om Жыл бұрын

The new Adobe photo shop is just SICK!

@phun4379 Жыл бұрын

There will be no other nvda unless they come up with a better technology. If the same technology, then certainly, nvda will crush all.

@powshredder3716 Жыл бұрын

VIQ solutions , not in the same ballpark as these but a good future stock.

@bricbradford4165 11 ай бұрын

I enjoyed your video and believe it might be worth consideration but since I've found a Real Estate investment company that is paying 10% fixed, per quarter (40% annually) I have a tough time with speculation stocks.

@MK-bm9cn 11 ай бұрын

May I ask what REIT please?

@theBROKEbroker 3 ай бұрын

Well Chris definitely add some more millions to his stack looking back on this video from the land of the future

@michchanel19 4 ай бұрын

This is my first time listening. These guys have brains.👍🏻

@karmadrone6647 Жыл бұрын

The problem is that ADBE just came out with those AI tools and earnings are about what happened in the 1st quarter where ADBE got their but kicked by MidJourney, DaVinci Resolve, Canva, Sketch, Wondershare, DALL-E, Stable Diffusion and everyone else.

@jairodomech7457 Жыл бұрын

whats all input on NGRBF? They say It should be an AI food manufacturing of some sort.

@erdalkose4515 3 ай бұрын

Great vid. Thanks!! Arista (ANET) i guess has the most potential to drive 10X🚀

@orionliebowitz5368 Жыл бұрын

Pltr, good luck with your other ai plays

@shahabsandhu4034 4 ай бұрын

SOFI Technologies is also a huge beneficiary of AI. When the Steam Engine was invented, the booming gains were not in further investing in the steam-engines, rather it was also investing in the railroads and the technologies that allowed the economies to scale, building new cities, factories and commerce etc. Future of commerce will see currency becoming digitized and tokenized and we'll see a large distributed spread of ephemeral micro-services making frequent micro-payments to one-another 24x7x365 and accounting for all micro-opexes in real-time. Financial services will be high-throughput, on-demand, more secure, hyper-scalable, programmable with a high degree of autonomy-driven features customized for every modern organization or individual. This is what SoFi is building and it's worthy of taking note of.

@stevescheinblum6895 4 ай бұрын

Would you consider MicroStrategy a potential data center integrating the Bitcoin blockchain into their future plans? Thx

@JR49300 Жыл бұрын

Palantir will be the best stock for the next decade

@PatriotSteve 4 ай бұрын

It’s doing great now

@Dumnar 4 ай бұрын

Yup it does! Clear winner haha

@cassiobarth1979 Ай бұрын

In Peter Thiel we trust🎉

@albertinsinger7443 11 ай бұрын

Looking for the next NVDA is like looking for the next AAPL or GOOGL or KO or Nike . Better stick with a sure leader.

@TheBigWanger Жыл бұрын

I’m gonna look up this new company Navidia tomorrow and get in on it.

@johntaylor4817 Жыл бұрын

😂😂 me too.

@vinvin8971 Жыл бұрын

U miss the boat?

@bretthabenicht 4 ай бұрын

What's with the A&M Baseball shirt? Gig "Em!

@int_pro Жыл бұрын

Love y'all. But can we please have an intervention on how we all want to pronounce nVidia's name? 🤣🤣🤣

@chriscamillo3284 Жыл бұрын

Ok, Dave just filled me in on my mispronunciation of Nvidia that you guys are calling out I’ll be practicing it correctly before our next show!

@int_pro Жыл бұрын

@@chriscamillo3284 Thank you, Chris!! Much love!

@johnruehl176 18 күн бұрын

ETN can benefit from supplying the electrical component to data centers.

@McElvinn 4 ай бұрын

What is the best strategy to take advantage of the current market. I’m still deciding whether to diversify my $400k stocks portfolio? how do I redistribute stocks in my portfolio to hedge against crash?.

@AUstinnesc 4 ай бұрын

will advice you get yourself a financial advisor that can provide you with entry and exit points on the share/etf you focus on.

@sheltonPston 4 ай бұрын

Exactly, a good number of people discredit the effectiveness of financial advisor, but over the past 6years, I’ve had a financial advisor consistently restructure and diversify my portfolio and I’ve made over $3 million in gains… might not be a lot but i'm financially secure and that's fine by me.

@corrySledd 4 ай бұрын

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?.

@sheltonPston 4 ай бұрын

NICOLE DESIREE SIMON is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

@maddysys 4 ай бұрын

Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

@karenkirwan1280 10 ай бұрын

You should look at the role PLTR will play in AI. They gather the data!

@flm1977 Жыл бұрын

very interesting.. nvda kind of high... waiting to buy. Why not AMD?

@EinsteinTeachedYou Жыл бұрын

The guy in the middle is Mr know it all... talks over everyone.

@noelchua2954 4 ай бұрын

How is it the next nvda if it’s priced like nvda already?

@notlim1231 Жыл бұрын

It never and I mean never works out. I've seen many companies touted as the next Microsoft, amazon or google. They never come even close.

@JesusPeopleSF 4 ай бұрын

Share price at video recording 220.53, share price 2/17/24 803.32. You guys were right.

@ultraSabotaj 4 ай бұрын

It was above 1000 actually last week before the big drop.

@keaka560 Жыл бұрын

Where does DLR stand as far as data centers or QTS? Oh I agree not sure if data centers are a play in this space

@andres777video Жыл бұрын

Great video, thanks for the info... As good investors I think you are, I have a question : Do you have to sell stocks to pay for Taxes every year / or do you keep cash (non producing) on the side for that ?

@kenknutzen 4 ай бұрын

Normally, you only pay capital gains taxes after you sell, not every year that you hold shares. Unless Congress passes a law to that effect, just buy as you can and pay the tax man later upon sale.

@boldandcourageous4176 4 ай бұрын

SMCI is now trading for 886.40 This guy in the white is dead on at the time of this video it was at 200.00 plus😲😲 . I just got back into training I need to learn more I'm going to be following this group of guys. looks like I missed another big one.

@reannesalinas5695 5 ай бұрын

What’s the stock? Didn’t see a chart on the video?

@johnnaik 11 ай бұрын

I think the companies that will take the lion share of this market will be those using software on the AI hardware. Sure Hardware will make take off but the real money will be in the software not hardware.

@leonardarmstrong1346 11 ай бұрын

Please cover NNDM stock. They have an insane balance sheet and just reported their first positive earnings, are now doing a share buy back and insiders just loaded up!

@StephenMcDowall Жыл бұрын

I think you guys should consider the best play with a monopoly on all of this and dominates the lithography market. ASML

@randy74989 4 ай бұрын

In a symbol: CDNS Cadence Design, there now you know. A sleeper in the AI/Software space. The Cadence Joint Enterprise Data and AI (JedAI) Platform integrates generative AI applications with an open, artificial intelligence (AI)-driven, large-scale data analytics environment, allowing engineering teams to visualize the data, uncover hidden data trends, and automatically generate design improvement strategies at each stage of product development.

@kokwahtan8577 17 сағат бұрын

Next NVIDIA 😮😮....Nvidia is like Elvis in Rock n Roll, not Replaceable.

@ergomatze9677 4 ай бұрын

You saw the performance of super SMI? I won't never jumpt on stocks on their highs again..

@dave7701 5 ай бұрын

NVDA rules since i invested 400k in 2021. Per share will double in less than 6 months. Just invested another 200k its almost a guarantee that you will gain profit.

@rogerdodger8415 10 ай бұрын

Having invested in the market for 50 years (and retired at 40) I've seen this "next big thing" happen before only to suck in young investors looking for fast gains. If you are astute enoughto pick SINGLE companies that will be the leader five to ten years from today, you need to be working on Wal Street in a hedge fund. After the white shirts get their bonuses, inflation eats your gains, and you pay your taxes, youll be left with crumbs. Good luck finding the next Amazon or Tesla.

@pascal5142 10 ай бұрын

data centers and companies like Super Micro Computer, Equinix, and Arista

@shapeofsoup Жыл бұрын

Jordan’s gonna fwap Chris upside the head if he says “nuh-vidia” one more time.

@user-zx5iy1ef9z 5 ай бұрын

They have contracts twsc AMD,asml and intel plus are

@ricardosmaltino60 4 ай бұрын

So very intelligent conversation and appreciate the dialogue and point of view. First the guy that mispronounced NVidia 20 times is annoying why is it so hard to pronounce it. Second I think some graphics would be really beneficial. All in all, great job guys.

@johnjohnson9980 3 ай бұрын

End of last May 2023. I picked EXTR, LMB and MOD. LMB peaked 100%\\EXTR peaked 47%\\ MOD over 500% - before rolling over. I just got into , AZEK, PPC, TRIP For this year. Also got GCT at $22.x now over $40+. Rock on. Stops in. Go. Stops in place // market rolled over do to Iran attacking Israel.

@brookster7772 Жыл бұрын

Tesla could be a potential AI silicon chip play with DOJO… initially the chip will be used for Tesla products, but nothing to stop them from licensing to third parties? Thoughts?

@user-ul1ku1ds9d 4 ай бұрын

EQIX is at 800 a share…who can afford to invest in it besides the option chain and if your doing that you have bigger balls than me. That’s out of range.

@TripleJ69 Жыл бұрын

Keep an eye out for ACLS and PLTR.

@cjaca2735 Жыл бұрын

pltr

@globalismoblackman Жыл бұрын

Guys Keep a close eye on ARM Holdings IPO this year 🙌✅😎👍

@jonpaul6780 Жыл бұрын

Next year 3d printing a big thing?

@HoneyWindbutton 2 ай бұрын

Everytime that guy says “right” you have to take a drink.

@bassmaster1953 Жыл бұрын

After Sam Adams, who has the next 'Twisted Tea?...lol'...Asking for a friend.

@eliosb989 Жыл бұрын

You 3 guys complement each other incredibly making it the best team!

@maybesomething555 Жыл бұрын

Amazing episode guys! If you didn't cut each other's line of thought so much it could be even better!

@shobithgowda8737 5 ай бұрын

True

@chriswhyte6367 11 ай бұрын

Think about a company that makes custom AI/ML ASICs, low-latency switching silicon, DSPs/TIAs/LDs for optical & coherent modules, ethernet PHYs (including DSPs for AEC) and embedded ethernet switches for the DC infrastructure (servers and fabric switches) that are all deployed or will be deployed at the 4 largest hyperscalers. It's MRVL. Even when Nvidia sells their GPUs into a hyperscaler, the interconnect (Infiniband or ethernet) is typically done using a MRVL optical DSP/TIA/LD. Even when someone like AWS builds their own switches/servers/sNICs, at least one MRVL component resides inside. Bottom line, MRVL components are in every single hyperscaler DC.

@ztzhong5998 9 ай бұрын

Thanks for sharing your excellent insight Agreed 100%

@rodrigocostilla4105 3 ай бұрын

Thank you, guys, for giving us more companies to invest in 😊

@mikeymoe6516 10 ай бұрын

What’s your view on Intel?

@ryok7041 Жыл бұрын

My mom also holds the phone like this when she wants to show me something. 😮

@kjm2989 Жыл бұрын

How is nividas chips going to hold up against others like lays or herrs

@justinpliskowski153 Жыл бұрын

Was long SMCI at 95, sold a 100 call and made like $10... I thought I was doing things

@bryanmclaughlin1048 Жыл бұрын

Lol I'm sorry man

@lupehernandez8535 3 ай бұрын

Someone who can tell me which one stock is the next nvidia?

@msiuddinmasi1521 Жыл бұрын

Palantir is going to be next compitator to nvda..

@albertinsinger7443 11 ай бұрын

Not any time soon NVDA is still huge and the leader. Palantir is small and highly over valued. Very risky bet. It’s like looking for the next AAPL

@millions2nette 4 ай бұрын

How? Based on what?

@elaineduncan7719 3 ай бұрын

smci you were right 8 months ago, good work

@reesereese6510 3 ай бұрын

the guy in the middle will not stop talking to let anybody to say a word....mannn

@PatriotSteve 4 ай бұрын

Nodal been going up ever since

@LetsGoBrandon4U2 Жыл бұрын

chatGDP is to software what James Webb satellite is to exploring the MULTIVERSE (this is AMAZING SO COOL)

@Ziyon_ Жыл бұрын

Soo correct..ai helped me with flushing out my story..yes indeed..on the nail!!!!!