Bull-bear debate on Nvidia earnings

[@austinbar266]

Strong BUY. Still early innings. NVIDIA is the dominant leader in AI and the preferred technology partner globally. Even w new competition on the horizon, NVIDIA is far ahead of the competition. 85% market share. 76% margin. Unrivaled demand for new Blackwell chip. Demand far exceeds production for Blackwell through to 2025 and beyond. No competitor has anything close to Blackwell. And forward P/E is about 33 (cheap for a high growth stock). Buy this stock and wait. You will be rewarded.

[@rogerwheelers4322]

This is Interesting because i bought NVIDIA around September last year. The company is selling shovels in a gold rush. It accounted for almost 80% of my market return last year, and I'm sure this year will present other interesting stocks.

[@joshbarney114]

When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech and Health (AMD) alongside coins, and gold. I'm also working on an investment plan with my Fin. Advisor that includes AI looking into Nvidia, MSFT, Alphabet stocks among others. I've been utilising a financial advisor for more than 15 months now, and I've made over $800,000.

[@FabioOdelega876]

I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

[@joshbarney114]

‘’Marisa Michelle Litwinsky’’ is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@FabioOdelega876]

Excellent share, just inputted Marisa Michelle Litwinsky on the internet, spotted her consulting page ranked top and was able to schedule a call session. I’ve seen commentaries about advisors but not one looks this phenomenal.

[@Mary-Flint]

I’m convinced that investing significantly in the right stock before it goes big is more important than buying the dip, however picking the right company lies the difficult task. My question is, what are the best strategies to accrue profits both in a bull or bear market?

[@CeeRiplayis]

I would recommend little healthy companies with great growth forecast and that are undervalued like Occuphire pharma or Ardelyx

[@fromthebirchwood]

for me, investors should start with S&P 500/ETFs for a solid foundation, then diversify across asset classes and maintain disciplined, regular investing to minimize risks and maximize growth

[@LaurelCandice]

The issue is people have the "I will do it myself mentality" but not equipped for a crash, hence get burnt. Ideally, advisors are reps for investing, and at first-hand encounter, my portfolio has yielded over 300% since covid-outbreak to date, summing up nearly $1m.

[@sirgentguy]

@@LaurelCandice truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor, mind sharing info of this person guiding you please?

[@LaurelCandice]

Karen Lynne Chess is the licensed advisor I use. Just google the name and you'd find basic info. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

[@Mosley-vu7ff]

Investing in Nvidia is understanding AI. I have a good amount of Nvidia in my portfolio. However, I'm looking for strategies to 3x my gains.

[@PMackenzie-vw3wb]

Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. that's why seeking expert advice is essential.

[@Lisa-w4u]

Yeah, brokerage AdvisoRs could make a lot of difference, particularly in a market such as this. 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 investors raking in 6 to 7 digits in a space of months. So, I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2020, and the least I returned was $140k ROI, and this does not include capital gain.

[@Evelina-v3u]

Could you kindly elaborate on the advisor's background and qualifications?

[@Lisa-w4u]

Jenienne Miniter Fagan 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.

[@Muller-o4d]

Thank you for this amazing tip. I just looked up Jenienne, wrote her explaining my financial market goals and scheduled a call

[@joshualopez6772]

Yes AI it will be heavily used on an iPhone or Android device, but how do you think data will be processed that can't be handled on device due to resource constraints? What about training the models on those devices? This comment tells me he may not fully understand power required to use GenAI. Nvidia or their competitors are needed if AI will be used. Nvidia just so happens to be the furtherest ahead.

[@Sonder2030]

Exactly, can’t believe he said AI training will be on an iPhone 😂

[@GenomiMontavani]

Not to mention, we haven’t even seen the real uses of this technology yet. Absolutely insane for people to think it ends with text message suggestions and custom emojis. This is going to revolutionize every industry on planet earth.

[@KenjiEspresso]

QCOM chip.

[@AV-MusicMan]

AI is an umbrella buzz word right now. Everything is being marketed as AI enabled. Just look at the latest TVs. An iPhone would have an app communicating to a central Datacenter server farm where the AI algorithm would run.

[@RK-um9tu]

"AI it will be heavily used on an iPhone or Android device" -- You clearly have no idea what you are talking about and clearly aint a STEM person...

[@BarbaraMercer-t4u]

Everyone on WS is expecting big numbers from Nvidia...As many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, looking for companies to make additions to boost performance

[@LejlaGöransson]

Safest approach i feel to go about it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert

[@annaj.osorio]

A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.

[@annaj.osorio]

Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.

[@BarbaraMercer-t4u]

Thanks a lot for the recommendation. I'll send her an email and I hope I'm able to connect with her.

[@randyratcliff4840]

They can't stop NVDA. ROI will come soon. Bears hate to be wrong when they are hating. The Blackwell chip will come out and the Bears can't do anything about it. Jerksen pisses me off selling stock before the earnings, I DGAF if it was planned ahead of time or if he earned it, timing is everything.

[@TheJohnmmullin]

NVDA is worth more than the total amount of actual USD on the planet.

[@dondavid7780]

What a world we live in! Before this earnings report companies like Salesforce would have happily approved spending on NVIDIA products knowing fully well that in time to come they would be firing employees and they would have called it "GROWTH" and sell the narrative that jobs would be produced in other sectors so there is no reason to worry. Now that the shoe is on the other foot and it seems that their company or service may not be needed it's a topic! How is it we often forget those same employees are also consumers!!!! I ask myself if I were an employee at a company like Salesforce or Palantir would I invest in this stock or would I sell it if I already had it???

[@karmasutra4774]

Okay, what is Buffet doing? Did he buy any yet?

[@JimMcNutty]

You base all your decisions off of a billionaire that lives in a completely different world than you? He just bought ULTA which just got killed tonight.

[@MugenLedruide]

He dont buy big tech companies.

[@RK-um9tu]

Who cares what Buffet does. That old man knows nothing about tech which is why he owns a dying company Apple....

[@garybala000]

Buffet don’t buy big tech?? Why not? He bought a lotta AAPL (but he did sell some lately). Did u know Buffet’s biggest single stock winner is Apple?

[@MugenLedruide]

@@garybala000 yeah thats the only one he has.

[@aman888]

"9 pm at a party that goes til 4 am" ... he can't even say that with a straight face anymore

[@Angel-AbC9]

Ai market will be much bigger than cell phones this is where nvidia will rule

[@julienbonin]

When you think of AI, think of Data. When you think of Data, think of Accelerated Computing. For AI to grow, the amount of data we collect, process, and train models on will need to grow.

[@karmasutra4774]

I would love to be an AI trainer but that wasn't a job that existed when I was entering the workforce

[@JongGoh]

My vote goes to Dan Ives who won the debate. Period!

[@SuperReyand]

He is repeating the same shite as always. 9pm at a party Godfather of AI Jensen Huang The 1995 moment Bears are in hibernation mode

[@brutebiz82]

Major volatility for about three trading days post-earnings. Once the emotions settle, (and traders dissipate) the stock should consolidate and move up gradually.

[@peterl545]

The trend is your friend.

[@soleboxy]

this dude is right for the wrong reasons, nvda is up now because the learning phase of AI is done on massive GPU grids, thats a moat apple ARM cpu will not cross, but after the learning phase there is the productization phase, which will be done on apple phones , android phones and PCs the hard part if figuring out when there is no more stuff to run on massive gpu grids... which is probably not going to happen anytime soon.

[@minionmememindset7889]

Ives dressed like a clown for his party, blowing more hot air into the AI balloon. Kids’ parties end at 9 Dan, they’re tired and they have school tomorrow. Pack it up.

[@SuperReyand]

He is a total 🤡. Repeating the same old BS.

[@viceroyviceroy-wj7cf]

Early is wrong.

[@Gless777]

When will these bears learn ? Earlier it was tying to NV to semiconductor trend, now trying to pin it MAG6, people forget - AI acceleration thru DC expansion exists beyond just MAG6, sovereign AI will come to fruition soon; this means DC expansion in the world. AI training/inferencing is not just about edge HW but also models which are dominantly trained using NVIDIA. Also, there's a HW refresh cycle for AI.. Come on, show some patience..

[@yougenzhan749]

this guy does not understand AI. Iphone will be nothing comparing with transform of general computing to accelerating computing

[@RK-um9tu]

Facts!

[@Sitharii]

07:30 : !!!! nVIDIA's vision & R&D from back 2012-13 made this A.I revolution possible ,nVIDIA right now is at all-time high investing and re-investing ,hitting all the economic targets and despite all that ,your guest says he is preferring Apple and Amazon !!!! oh my God !!! i think i've also heard this kind of "predictions" from a lady who is/was considered as a market expert ,Kathy Woods(if i'm not mistaken her name) months ago ,discouraging people from investing at nVIDIA Vs other companies!! *We've all seen if her predictions were correct or not and i'm seeing the same* ...predictions from your guest as well !! Your guest as well as miss Kathy Wood still haven't learned the *MOST important lesson* and i'll be happy to tell them : Jensen doesn't "sleep" ,waiting for others to catch-up ,Jensen(as proved from his 2012-13 efforts) is decades ahead of all those others in terms of vision & strategy!! i know that since i'm an nVIDIA videogamer/customer since 1999 ,when will your economic analysts going to learn this lesson also ? all these years they seem unable to learn that simple fact !!!😉😜

[@MsPaperbear]

wtf is BNN? ABNN? AH BU NEH NEH?

[@bdouble3944]

hahahahahhaaaa 1 dollar on a chip is 8 accross the sector lol haahahahahahhhaa

[@luorobby9517]

Gil Luria, he is far from professional, he has $90 target price for NVDA? in One year, he will feel shameful for his stupidness.

[@johnd.5601]

Doesn't NVDA have to expand the business? Is NVDA buying materials to build more products? Or are theu just magically making gpu with free magically materials? It doesn't make sense?

[@AV-MusicMan]

No, they come out with newer chips that are a die shrink and enhanced instructions in their gpu hardware. Value there to Nvidia is refresh your gpu farm narrative to leverage new instructions and better perf/watt.

[@johnd.5601]

@systemera2902 I will look into what you're saying. I'm having a hard time understanding how there's little to no expenses involved. I also don't understand how things have changed so drastically since 2022. It was extremely worthless from December of 2021 until October 2022. In that same time frame, a lot of ETFs were built. The waters seem pretty muddy and have nothing to do with Nvdia. Nvdia is definitely great. I have no doubt Jensen is the goat.

[@nghiemtran7917]

Listen to Dan ives soon or later you’ll go broke,